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 65 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
389,578
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
271,486
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
253,992
shares
|
$5.52 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
195,506
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 70.73%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
194,461
shares
|
$4.22 Million
2.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
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 |
Nov 12, 2024 Q3 2024 |
142,660
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
134,853
shares
|
$2.93 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
114,675
shares
|
$2.49 Million
0.57% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
109,657
shares
|
$2.38 Million
0.15% of portfolio
|
Q3 2024
Added 33.58%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
94,333
shares
|
$2.05 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
88,316
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
84,812
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
83,875
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 36.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
77,779
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
74,271
shares
|
$1.61 Million
0.53% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
66,186
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
56,694
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
56,074
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
55,307
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,575
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2022
Added 17.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
51,629
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,797
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
46,383
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
44,169
shares
|
$959,350
0.13% of portfolio
|
Q3 2024
Added 97.63%
|