Institutional Ownership Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $73.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
341,811
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.61 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
210,905
shares
|
$4.3 Million
2.23% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
184,049
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
159,853
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
146,393
shares
|
$2.98 Million
0.12% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
143,705
shares
|
$2.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 44.02%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
141,395
shares
|
$2.88 Million
0.81% of portfolio
|
Q1 2025
Added 90.55%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
129,903
shares
|
$2.65 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
120,289
shares
|
$2.45 Million
0.55% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
114,648
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 270.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
106,685
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 45.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
106,519
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,391
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
72,710
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 56.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
68,418
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Added 77.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
67,200
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 36.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
64,198
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
62,059
shares
|
$1.27 Million
0.6% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
58,296
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
53,790
shares
|
$1.1 Million
0.51% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
52,324
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
51,545
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,042
shares
|
$959,186
0.0% of portfolio
|
Q3 2024
Added 332.65%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
44,530
shares
|
$907,966
0.15% of portfolio
|
Q1 2025
Added 0.44%
|