Purchases and Sales Made in Q1 2024 in Invesco ETF Self Indexed Fd Tr (BSCV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSCV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46M+ 74.42% |
$23.3M - $23.9M
|
3.42M
$55.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744K+ 209.1% |
$11.9M - $12.2M
|
1.1M
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
721K+ 26.7% |
$11.5M - $11.8M
|
3.42M
$55.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
721K+ 26.7% |
$11.5M - $11.8M
|
3.42M
$55.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
370K+ 114.99% |
$5.9M - $6.05M
|
691K
$11.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
232KNew |
$3.7M - $3.79M
|
232K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 20.02% |
$3.29M - $3.38M
|
1.24M
$20M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
181K+ 10.84% |
$2.88M - $2.96M
|
1.85M
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
179K+ 15.48% |
$2.85M - $2.92M
|
1.33M
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
161KNew |
$2.56M - $2.63M
|
161K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
121K+ 21.35% |
$1.93M - $1.98M
|
687K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93.9K+ 9.17% |
$1.5M - $1.54M
|
1.12M
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73.5KNew |
$1.17M - $1.2M
|
73.5K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.8K+ 50.68% |
$1.11M - $1.14M
|
208K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.6K+ 37.01% |
$950K - $975K
|
221K
$3.57M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.2KNew |
$881K - $904K
|
55.2K
$894K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
47.8K+ 49.42% |
$762K - $782K
|
144K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
45.4K+ 8.47% |
$724K - $744K
|
582K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.4K+ 11.35% |
$724K - $744K
|
446K
$7.21M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
44.4K+ 5.33% |
$708K - $727K
|
877K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
43.8K+ 127.32% |
$698K - $717K
|
78.2K
$1.26M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
40.6KNew |
$648K - $665K
|
40.6K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38KNew |
$607K - $623K
|
38K
$616K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
31.4KNew |
$501K - $514K
|
31.4K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
29KNew |
$463K - $475K
|
29K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.9K+ 137.78% |
$461K - $473K
|
49.9K
$807K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
28.1K+ 33.75% |
$448K - $459K
|
111K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26KNew |
$415K - $426K
|
26K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
23.7K+ 15.92% |
$377K - $387K
|
172K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.8KNew |
$347K - $356K
|
21.8K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
20K+ 23.15% |
$319K - $327K
|
106K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 7.32% |
$307K - $315K
|
282K
$4.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18.3K+ 16.36% |
$292K - $300K
|
130K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
18.3KNew |
$292K - $299K
|
18.3K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
17.4K+ 137.65% |
$277K - $284K
|
30K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15.4KNew |
$245K - $252K
|
15.4K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.3KNew |
$243K - $250K
|
15.3K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
14.1K+ 64.74% |
$226K - $232K
|
36K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.8K+ 91.67% |
$219K - $225K
|
28.8K
$465K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.5K+ 6.88% |
$216K - $222K
|
210K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3KNew |
$212K - $217K
|
13.3K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$210K - $216K
|
13.2K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
13KNew |
$208K - $214K
|
13K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
13K+ 22.59% |
$207K - $213K
|
70.6K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$189K - $194K
|
11.9K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.8K+ 92.44% |
$187K - $192K
|
24.5K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
11.7K+ 71.78% |
$187K - $192K
|
28K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
10.2K+ 21.22% |
$163K - $168K
|
58.5K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$160K - $164K
|
10K
$162K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.17K+ 51.07% |
$146K - $150K
|
27.1K
$439K
|