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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
65,000
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
60,768
shares
|
$1.3 Million
0.61% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
55,992
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
55,930
shares
|
$1.19 Million
0.34% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
53,045
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
43,883
shares
|
$936,024
0.04% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
43,208
shares
|
$921,626
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,362
shares
|
$903,581
0.0% of portfolio
|
Q1 2025
Added 46.9%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
42,003
shares
|
$895,923
0.15% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
41,163
shares
|
$878,006
0.0% of portfolio
|
Q1 2025
Added 139.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
38,954
shares
|
$830,888
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
38,347
shares
|
$817,941
0.07% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
37,421
shares
|
$798,189
0.01% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$688,468
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
30,023
shares
|
$640,390
0.0% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
29,882
shares
|
$637,383
0.04% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
27,895
shares
|
$595,000
0.18% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
27,769
shares
|
$592,312
0.27% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,071
shares
|
$577,424
0.0% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
24,327
shares
|
$518,894
0.39% of portfolio
|
Q4 2024
Added 249.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,159
shares
|
$515,311
0.0% of portfolio
|
Q1 2025
Added 38.02%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
24,116
shares
|
$514,394
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
20,755
shares
|
$442,704
0.17% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
19,809
shares
|
$422,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
18,488
shares
|
$394,349
0.18% of portfolio
|
Q1 2025
Reduced 27.54%
|