Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,410,903
shares
|
$39.2 Million
0.0% of portfolio
|
Q1 2024
Added 23.78%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$38.3 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,188,164
shares
|
$35.6 Million
0.01% of portfolio
|
Q1 2024
Added 7.8%
|
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
1,854,057
shares
|
$30.1 Million
1.31% of portfolio
|
Q1 2024
Added 8.38%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,823,858
shares
|
$29.7 Million
0.6% of portfolio
|
Q1 2024
Added 15.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,793,241
shares
|
$29.2 Million
0.02% of portfolio
|
Q1 2024
Added 25.24%
|
|
|
Tlwm
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
1,373,567
shares
|
$22.3 Million
5.02% of portfolio
|
Q1 2024
Added 8.24%
|
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
1,119,848
shares
|
$18.2 Million
1.96% of portfolio
|
Q1 2024
Added 7185.93%
|
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
988,497
shares
|
$16.1 Million
1.42% of portfolio
|
Q1 2024
Added 20.65%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
958,611
shares
|
$15.6 Million
0.01% of portfolio
|
Q1 2024
Added 137.96%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 08, 2024 Q1 2024 |
865,227
shares
|
$14.1 Million
0.79% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
793,283
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2024
Added 160.11%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
761,126
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2024
Added 115.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
759,716
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2024
Added 4.8%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
735,291
shares
|
$12 Million
0.04% of portfolio
|
Q1 2024
Added 17.69%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
725,903
shares
|
$11.8 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
707,659
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2024
Added 146.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
688,559
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2024
Added 44.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
622,976
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Cookson Peirce & CO Inc
|
Apr 23, 2024 Q1 2024 |
571,206
shares
|
$9.29 Million
0.5% of portfolio
|
Q1 2024
Added 8.54%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
501,477
shares
|
$8.15 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
398,588
shares
|
$6.48 Million
0.49% of portfolio
|
Q1 2024
Added 48.62%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
371,479
shares
|
$6.04 Million
0.01% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Marietta Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
352,545
shares
|
$5.73 Million
0.98% of portfolio
|
Q1 2024
Added 7.76%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
305,910
shares
|
$4.97 Million
0.18% of portfolio
|
Q1 2024
Added 2.86%
|
|