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 87 institutions that hold shares in the stock, with a total of 5.27 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
407,600
shares
|
$8.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
399,349
shares
|
$8.66 Million
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
241,752
shares
|
$5.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
231,368
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
178,894
shares
|
$3.88 Million
0.09% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.85 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
159,854
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
159,779
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
140,831
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.59%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
140,313
shares
|
$3.04 Million
0.74% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
132,637
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
131,932
shares
|
$2.86 Million
0.28% of portfolio
|
Q1 2025
Added 54.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
127,237
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
122,513
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
119,599
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
118,800
shares
|
$2.58 Million
0.52% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
118,083
shares
|
$2.56 Million
0.14% of portfolio
|
Q2 2025
Added 203.13%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
117,881
shares
|
$2.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 65.4%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
105,210
shares
|
$2.28 Million
0.36% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
103,636
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
99,196
shares
|
$2.15 Million
0.77% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
97,290
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
96,720
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
83,368
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
82,200
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 26.46%
|