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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
42,664
shares
|
$869,918
0.0% of portfolio
|
Q1 2025
Added 147.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
42,415
shares
|
$864,841
0.0% of portfolio
|
Q1 2025
Added 42.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
41,834
shares
|
$852,995
0.0% of portfolio
|
Q1 2025
Added 76.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
39,068
shares
|
$796,596
0.01% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
38,824
shares
|
$791,621
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
38,562
shares
|
$786,279
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
38,476
shares
|
$784,525
0.01% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,978
shares
|
$733,591
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,824
shares
|
$669,281
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
30,952
shares
|
$631,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
30,852
shares
|
$629,072
0.04% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
26,537
shares
|
$541,089
0.02% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
23,751
shares
|
$484,282
0.0% of portfolio
|
Q1 2025
Added 63.79%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
22,630
shares
|
$461,425
0.14% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,254
shares
|
$412,979
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
19,704
shares
|
$401,764
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,651
shares
|
$400,683
0.0% of portfolio
|
Q1 2025
Added 49.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,531
shares
|
$377,847
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
16,848
shares
|
$343,530
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
15,675
shares
|
$319,613
0.12% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,348
shares
|
$251,775
0.02% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
11,422
shares
|
$232,894
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,668
shares
|
$197,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
9,460
shares
|
$192,889
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
8,749
shares
|
$178,392
0.0% of portfolio
|
Q1 2025
Reduced 5.61%
|