Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 373 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
479,795
shares
|
$9.43 Million
1.51% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
448,870
shares
|
$8.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
439,971
shares
|
$8.65 Million
0.81% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
420,315
shares
|
$8.26 Million
3.75% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
418,897
shares
|
$8.24 Million
7.31% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
417,691
shares
|
$8.21 Million
0.19% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
399,857
shares
|
$7.86 Million
0.01% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
396,751
shares
|
$7.8 Million
3.56% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
390,775
shares
|
$7.68 Million
1.65% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
383,926
shares
|
$7.55 Million
0.05% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
380,731
shares
|
$7.49 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
373,666
shares
|
$7.35 Million
3.79% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344,985
shares
|
$6.78 Million
0.54% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
343,330
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 285.77%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
343,326
shares
|
$6.75 Million
1.66% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
343,314
shares
|
$6.75 Million
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
342,401
shares
|
$6.73 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
341,598
shares
|
$6.72 Million
0.0% of portfolio
|
Q1 2025
Added 5452.63%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
334,549
shares
|
$6.58 Million
4.93% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
331,295
shares
|
$6.51 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
329,438
shares
|
$6.48 Million
0.0% of portfolio
|
Q1 2025
Added 231.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
325,467
shares
|
$6.4 Million
0.14% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
322,223
shares
|
$6.33 Million
0.87% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
319,044
shares
|
$6.27 Million
3.93% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
295,702
shares
|
$5.81 Million
3.66% of portfolio
|
Q2 2025
Added 2.86%
|