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 51 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
21,665
shares
|
$453,231
0.14% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,122
shares
|
$441,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,704
shares
|
$412,207
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,277
shares
|
$403,274
0.0% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,874
shares
|
$394,844
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,444
shares
|
$364,928
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,747
shares
|
$350,347
0.0% of portfolio
|
Q3 2024
Added 56.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,140
shares
|
$337,648
0.0% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
12,995
shares
|
$271,855
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
12,671
shares
|
$265,077
0.05% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
11,888
shares
|
$248,696
0.09% of portfolio
|
Q3 2024
Added 64.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,648
shares
|
$243,676
0.02% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
11,513
shares
|
$240,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,896
shares
|
$227,944
0.0% of portfolio
|
Q3 2024
Added 354.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,627
shares
|
$222,316
0.0% of portfolio
|
Q2 2024
Added 22.93%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
9,605
shares
|
$200,936
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,083
shares
|
$106,336
0.0% of portfolio
|
Q1 2024
Added 48.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,809
shares
|
$100,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,887
shares
|
$81,316
0.0% of portfolio
|
Q2 2024
Added 82.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,528
shares
|
$73,805
0.0% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,054
shares
|
$42,969
0.0% of portfolio
|
Q3 2024
Added 52.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
916
shares
|
$19,162
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
478
shares
|
$9,999
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
320
shares
|
$6,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
87
shares
|
$1,820
0.0% of portfolio
|
Q3 2024
New holding
|