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 60 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.77 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
270,291
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
256,727
shares
|
$5.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
206,585
shares
|
$4.33 Million
2.23% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
168,686
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
140,962
shares
|
$2.95 Million
0.0% of portfolio
|
Q4 2024
Added 35.9%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
118,889
shares
|
$2.49 Million
0.57% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
118,554
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2024
Added 929.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
99,907
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
78,933
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
74,202
shares
|
$1.56 Million
0.51% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
73,090
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 143.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
64,896
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
61,974
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
58,433
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,714
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
54,080
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 87.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
49,200
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,173
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.45%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
47,940
shares
|
$1 Million
0.48% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,042
shares
|
$986,000
0.0% of portfolio
|
Q3 2024
Added 332.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
46,430
shares
|
$973,172
0.0% of portfolio
|
Q4 2024
Added 24.84%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
46,190
shares
|
$968,142
0.01% of portfolio
|
Q4 2024
Added 164.79%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
41,049
shares
|
$860,387
0.26% of portfolio
|
Q1 2023
Added 7.88%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
38,546
shares
|
$807,924
0.09% of portfolio
|
Q4 2024
Added 60.11%
|