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 183 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,489,747
shares
|
$57.5 Million
10.85% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,988,149
shares
|
$45.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,630,992
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,275,035
shares
|
$29.4 Million
0.07% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,091,557
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,043,831
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
834,349
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
752,429
shares
|
$17.4 Million
4.02% of portfolio
|
Q3 2024
Added 237.66%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
649,883
shares
|
$15 Million
4.17% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
563,517
shares
|
$13 Million
0.19% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
501,917
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
464,251
shares
|
$10.7 Million
5.83% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
458,538
shares
|
$10.6 Million
2.22% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
412,295
shares
|
$9.52 Million
0.12% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,103
shares
|
$9.3 Million
0.05% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
383,163
shares
|
$8.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
377,301
shares
|
$8.71 Million
0.31% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
374,551
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
324,903
shares
|
$7.5 Million
0.22% of portfolio
|
Q3 2024
Added 81.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
309,897
shares
|
$7.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
293,665
shares
|
$6.78 Million
1.81% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
279,967
shares
|
$6.46 Million
1.19% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
271,658
shares
|
$6.27 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
267,508
shares
|
$6.17 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.39%
|