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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
50,608
shares
|
$847,684
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
49,960
shares
|
$836,830
0.14% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
47,882
shares
|
$802,023
0.35% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,213
shares
|
$790,817
0.6% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,303
shares
|
$775,575
0.0% of portfolio
|
Q1 2025
Added 69.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
45,925
shares
|
$769,243
0.06% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
45,075
shares
|
$755,006
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
43,987
shares
|
$736,782
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
43,652
shares
|
$731,171
0.01% of portfolio
|
Q1 2025
Added 73.15%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$729,378
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
40,907
shares
|
$685,192
0.29% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,708
shares
|
$681,859
0.0% of portfolio
|
Q1 2025
Added 65.91%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
37,822
shares
|
$633,518
0.08% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,553
shares
|
$629,012
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
36,060
shares
|
$604,005
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
35,992
shares
|
$602,866
0.23% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
34,562
shares
|
$578,913
0.35% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,434
shares
|
$576,769
0.02% of portfolio
|
Q1 2025
Added 63.14%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
33,633
shares
|
$563,352
0.33% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
33,154
shares
|
$555,329
0.25% of portfolio
|
Q2 2025
Added 67.61%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
32,839
shares
|
$550,053
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
32,539
shares
|
$545,028
0.06% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,264
shares
|
$540,422
0.02% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
31,607
shares
|
$529,417
0.02% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
31,437
shares
|
$526,569
0.1% of portfolio
|
Q2 2025
Added 26.76%
|