Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7M+ 5880.28% |
$557M - $562M
|
29.1M
$571M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
919K+ 284.75% |
$17.9M - $18M
|
1.24M
$24.3M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
830K+ 21.14% |
$16.1M - $16.3M
|
4.76M
$93.2M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
577K+ 2227.47% |
$11.2M - $11.3M
|
603K
$11.8M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
531K+ 11.79% |
$10.3M - $10.4M
|
5.03M
$98.6M
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
427K+ 1842.83% |
$8.31M - $8.39M
|
451K
$8.83M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
380K+ 11.77% |
$7.38M - $7.45M
|
3.61M
$70.7M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
350K+ 16.92% |
$6.81M - $6.87M
|
2.42M
$47.5M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
343K+ 74.56% |
$6.66M - $6.72M
|
802K
$15.7M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
342KNew |
$6.65M - $6.72M
|
342K
$6.71M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
335K+ 5452.63% |
$6.52M - $6.58M
|
342K
$6.7M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
331KNew |
$6.44M - $6.5M
|
331K
$6.49M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
331K+ 14.44% |
$6.43M - $6.49M
|
2.62M
$51.4M
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
314KNew |
$6.1M - $6.16M
|
314K
$6.15M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
306K+ 40.52% |
$5.95M - $6.01M
|
1.06M
$20.8M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
287K+ 40.78% |
$5.57M - $5.63M
|
990K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
285K+ 33.17% |
$5.55M - $5.6M
|
1.15M
$22.5M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
276K+ 41.56% |
$5.36M - $5.41M
|
940K
$18.4M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
254K+ 285.77% |
$4.94M - $4.99M
|
343K
$6.73M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
253K+ 12.45% |
$4.92M - $4.97M
|
2.29M
$44.8M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
246K+ 70.15% |
$4.79M - $4.84M
|
598K
$11.7M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
244K+ 4.29% |
$4.75M - $4.8M
|
5.94M
$116M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
230K+ 231.85% |
$4.47M - $4.52M
|
329K
$6.46M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
197K+ 26.15% |
$3.82M - $3.86M
|
949K
$18.6M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
185K+ 28.01% |
$3.59M - $3.62M
|
844K
$16.5M
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
177K+ 55.62% |
$3.44M - $3.47M
|
495K
$9.7M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
175KNew |
$3.39M - $3.43M
|
175K
$3.42M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
162KNew |
$3.15M - $3.18M
|
162K
$3.18M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 29.5% |
$3.01M - $3.04M
|
681K
$13.3M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 123.97% |
$2.97M - $2.99M
|
276K
$5.4M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 1.75% |
$2.89M - $2.92M
|
8.65M
$170M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
143K+ 9.89% |
$2.77M - $2.8M
|
1.59M
$31.1M
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
112KNew |
$2.18M - $2.21M
|
112K
$2.2M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
104K+ 11.08% |
$2.03M - $2.05M
|
1.05M
$20.5M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
90.6K+ 19.06% |
$1.76M - $1.78M
|
566K
$11.1M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
88.9K+ 16.9% |
$1.73M - $1.74M
|
614K
$12M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88K+ 17.88% |
$1.71M - $1.73M
|
580K
$11.4M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
82.9K+ 226.22% |
$1.61M - $1.63M
|
120K
$2.34M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
80.5K+ 658.74% |
$1.56M - $1.58M
|
92.7K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
78.4K+ 5.27% |
$1.52M - $1.54M
|
1.57M
$30.7M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.1K+ 19.44% |
$1.36M - $1.38M
|
431K
$8.44M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63.4K+ 10.31% |
$1.23M - $1.24M
|
678K
$13.3M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60.8K+ 70.59% |
$1.18M - $1.19M
|
147K
$2.88M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
59.9K+ 10.91% |
$1.16M - $1.18M
|
609K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
56.3KNew |
$1.09M - $1.1M
|
56.3K
$1.1M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
54.4K+ 2.31% |
$1.06M - $1.07M
|
2.41M
$47.2M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
52.1KNew |
$1.01M - $1.02M
|
52.1K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50.9K+ 1.92% |
$988K - $998K
|
2.7M
$52.9M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.7K+ 46.31% |
$985K - $995K
|
160K
$3.14M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43.4K+ 74.8% |
$843K - $851K
|
101K
$1.99M
|