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 220 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
98,003
shares
|
$1.64 Million
0.11% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
94,669
shares
|
$1.59 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
92,429
shares
|
$1.55 Million
0.56% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
92,050
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 56.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
91,129
shares
|
$1.53 Million
0.28% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,176
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
89,503
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
86,731
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
85,197
shares
|
$1.43 Million
0.24% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,875
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 47.5%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
80,552
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
80,101
shares
|
$1.34 Million
0.41% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
76,491
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
71,935
shares
|
$1.2 Million
0.54% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
71,176
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
70,064
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
69,978
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 128.16%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
65,783
shares
|
$1.1 Million
1.08% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
64,421
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
62,106
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,045
shares
|
$989,003
0.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
57,711
shares
|
$966,659
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
56,345
shares
|
$943,778
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
54,965
shares
|
$920,663
0.0% of portfolio
|
Q1 2025
Added 74.22%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
51,670
shares
|
$865,472
0.06% of portfolio
|
Q2 2025
Added 2.78%
|