Purchases and Sales Made in Q1 2023 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.9K+ 102.91% |
$580K - $604K
|
55K
$1.15M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.5K+ 31.62% |
$427K - $445K
|
85.4K
$1.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.6K+ 45.07% |
$388K - $404K
|
60K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.32K+ 43.2% |
$131K - $137K
|
20.9K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 1300.31% |
$87.4K - $91K
|
4.52K
$94.6K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.16K+ 657.92% |
$65.7K - $68.4K
|
3.64K
$76.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.66K+ 22.76% |
$55.3K - $57.6K
|
14.3K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.56K+ 7.18% |
$53.2K - $55.4K
|
38.2K
$798K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.42K+ 7.88% |
$29.5K - $30.7K
|
19.4K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.18K+ 15.82% |
$24.5K - $25.5K
|
8.62K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
858+ 16.98% |
$17.9K - $18.6K
|
5.91K
$124K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
596+ 89.76% |
$12.4K - $12.9K
|
1.26K
$26.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-178- 0.57% |
$3.71K - $3.86K
|
30.8K
$645K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-987- 22.73% |
$20.5K - $21.4K
|
3.36K
$70.2K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-140K- 66.52% |
$2.92M - $3.04M
|
70.7K
$1.48M
|