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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
17,351
shares
|
$370,096
0.4% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
16,134
shares
|
$344,138
0.4% of portfolio
|
Q1 2025
Added 75.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,817
shares
|
$337,376
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,949
shares
|
$297,532
0.0% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
12,633
shares
|
$269,461
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
12,433
shares
|
$265,195
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,902
shares
|
$253,869
0.02% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,142
shares
|
$237,658
0.0% of portfolio
|
Q1 2025
Reduced 91.43%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
10,959
shares
|
$233,755
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$231,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,726
shares
|
$228,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,416
shares
|
$222,173
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,350
shares
|
$220,765
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
9,645
shares
|
$205,727
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
9,463
shares
|
$201,845
0.0% of portfolio
|
Q1 2025
Added 104.52%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,381
shares
|
$200,096
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
9,110
shares
|
$194,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
7,550
shares
|
$161,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,570
shares
|
$140,138
0.01% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,812
shares
|
$123,969
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,683
shares
|
$121,218
0.0% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,476
shares
|
$95,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
4,124
shares
|
$87,964
0.08% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,923
shares
|
$83,677
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,368
shares
|
$71,839
0.0% of portfolio
|
Q2 2024
Added 4.66%
|