Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 21.5 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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,831,405
shares
|
$42 Million
0.01% of portfolio
|
Q1 2024
Added 500.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,130,247
shares
|
$26 Million
0.01% of portfolio
|
Q1 2024
Added 21.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,082,712
shares
|
$24.9 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Apr 17, 2024 Q1 2024 |
1,073,320
shares
|
$24.6 Million
4.74% of portfolio
|
Q1 2024
Added 16.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,040,619
shares
|
$23.9 Million
0.01% of portfolio
|
Q1 2024
Added 10.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,017,316
shares
|
$23.4 Million
0.0% of portfolio
|
Q1 2024
Added 59.57%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 10, 2024 Q1 2024 |
778,283
shares
|
$17.9 Million
11.24% of portfolio
|
Q1 2024
Added 34.07%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
691,600
shares
|
$15.9 Million
0.75% of portfolio
|
Q1 2024
Added 25.59%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
674,214
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2024
Added 14.49%
|
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
628,474
shares
|
$14.4 Million
2.92% of portfolio
|
Q1 2024
Added 3237.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
593,734
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2024
Added 12.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
506,553
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
473,391
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2024
Added 20.82%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
426,850
shares
|
$9.8 Million
0.15% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
410,166
shares
|
$9.42 Million
0.03% of portfolio
|
Q1 2024
Added 50.69%
|
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
404,773
shares
|
$9.29 Million
2.14% of portfolio
|
Q1 2024
Reduced 13.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
388,962
shares
|
$8.93 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Chatham Capital Group, Inc.
|
Apr 17, 2024 Q1 2024 |
290,855
shares
|
$6.68 Million
1.23% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
284,645
shares
|
$6.54 Million
0.27% of portfolio
|
Q1 2024
Added 18.97%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 03, 2024 Q1 2024 |
278,945
shares
|
$6.4 Million
1.48% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
272,550
shares
|
$6.26 Million
0.02% of portfolio
|
Q1 2024
Added 29.79%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 23, 2024 Q1 2024 |
218,120
shares
|
$5.01 Million
1.01% of portfolio
|
Q1 2024
Added 15.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
208,845
shares
|
$4.8 Million
0.27% of portfolio
|
Q1 2024
Added 17.22%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
196,919
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2024
Added 21.37%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Apr 18, 2024 Q1 2024 |
196,061
shares
|
$4.5 Million
3.11% of portfolio
|
Q1 2024
Added 44.16%
|
|