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 83 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
448,897
shares
|
$9.57 Million
0.0% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
387,581
shares
|
$8.27 Million
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
340,704
shares
|
$7.27 Million
0.54% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
248,788
shares
|
$5.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
217,124
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
215,298
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
Added 134.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
187,085
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
180,857
shares
|
$3.86 Million
1.99% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
159,834
shares
|
$3.41 Million
0.23% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
157,636
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
150,283
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 253.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
132,637
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
132,397
shares
|
$2.82 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
129,822
shares
|
$2.77 Million
0.78% of portfolio
|
Q1 2025
Added 74.8%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
118,800
shares
|
$2.53 Million
0.57% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
104,825
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,444
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
98,464
shares
|
$2.1 Million
0.83% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
94,320
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
90,961
shares
|
$1.94 Million
0.14% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
90,200
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
90,109
shares
|
$1.92 Million
0.21% of portfolio
|
Q1 2025
Added 49.22%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
89,239
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
70,898
shares
|
$1.51 Million
0.07% of portfolio
|
Q1 2025
New holding
|