Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $56 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
351,174
shares
|
$7.67 Million
0.0% of portfolio
|
Q1 2024
Added 16.51%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
224,517
shares
|
$4.9 Million
0.0% of portfolio
|
Q1 2024
Added 47.96%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.87 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
Envision Financial Planning, LLC
Memphis, TN |
Apr 30, 2024 Q1 2024 |
177,185
shares
|
$3.87 Million
3.16% of portfolio
|
Q1 2024
Added 8.73%
|
|
Insight Wealth Partners, LLC
|
May 10, 2024 Q1 2024 |
137,870
shares
|
$3.01 Million
0.53% of portfolio
|
Q1 2024
Reduced 18.38%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
133,165
shares
|
$2.91 Million
0.22% of portfolio
|
Q4 2023
Added 115.45%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
126,647
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2024
Added 318.35%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
110,517
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2024
Added 12.66%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
106,114
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2024
Added 59.88%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
89,416
shares
|
$1.95 Million
0.7% of portfolio
|
Q1 2024
Reduced 28.17%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
85,300
shares
|
$1.86 Million
0.49% of portfolio
|
Q1 2024
Added 0.92%
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
70,974
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2024
Added 6.66%
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
67,178
shares
|
$1.47 Million
0.2% of portfolio
|
Q1 2024
Reduced 33.03%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
66,531
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2024
Added 32.39%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
59,179
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2024
Reduced 59.0%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 23, 2024 Q1 2024 |
50,005
shares
|
$1.09 Million
0.48% of portfolio
|
Q1 2024
Added 32.16%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
39,848
shares
|
$869,881
0.0% of portfolio
|
Q1 2024
Added 116.88%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
37,250
shares
|
$813,167
0.0% of portfolio
|
Q1 2024
Added 11.12%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
30,824
shares
|
$672,887
0.0% of portfolio
|
Q1 2024
Reduced 9.05%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
29,929
shares
|
$653,350
0.0% of portfolio
|
Q1 2024
Added 8.75%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
28,034
shares
|
$611,982
0.0% of portfolio
|
Q1 2024
Added 21.2%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
26,865
shares
|
$586,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
25,361
shares
|
$553,630
0.0% of portfolio
|
Q1 2024
Added 24.07%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
24,721
shares
|
$539,659
0.0% of portfolio
|
Q1 2024
New holding
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
24,525
shares
|
$535,380
0.19% of portfolio
|
Q1 2024
Added 56.66%
|