Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60KNew |
$1.25M - $1.28M
|
60K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.2KNew |
$1.22M - $1.25M
|
58.2K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.2K+ 30.32% |
$925K - $946K
|
190K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.6K+ 33.04% |
$871K - $891K
|
168K
$3.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.2K+ 332.65% |
$757K - $774K
|
47K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.9K+ 34.93% |
$562K - $575K
|
104K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24.1KNew |
$504K - $515K
|
24.1K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$442K - $452K
|
21.1K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 57.54% |
$284K - $291K
|
37.2K
$778K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.4K+ 23.29% |
$281K - $287K
|
71K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$241K - $246K
|
11.5K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.5K+ 354.0% |
$178K - $182K
|
10.9K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.72K+ 10.02% |
$161K - $165K
|
84.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.05K+ 56.54% |
$127K - $130K
|
16.7K
$350K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.66K+ 64.36% |
$97.4K - $99.7K
|
11.9K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.53K+ 3.96% |
$94.7K - $96.9K
|
119K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 12.59% |
$84.2K - $86.2K
|
36K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.65K+ 29.23% |
$76.4K - $78.2K
|
16.1K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 10.24% |
$63.2K - $64.7K
|
32.5K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.57K+ 13.43% |
$53.7K - $54.9K
|
21.7K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 14.25% |
$30.4K - $31.1K
|
11.6K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.27K+ 0.63% |
$26.6K - $27.2K
|
202K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
986+ 4.35% |
$20.6K - $21.1K
|
23.7K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
709+ 52.71% |
$14.8K - $15.2K
|
2.05K
$43K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
550+ 4.42% |
$11.5K - $11.8K
|
13K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
491+ 2.67% |
$10.3K - $10.5K
|
18.9K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
326+ 0.53% |
$6.82K - $6.98K
|
61.4K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
320New |
$6.69K - $6.85K
|
320
$6.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
87New |
$1.82K - $1.86K
|
87
$1.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24+ 0.14% |
$502 - $514
|
17.4K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.77% |
$146 - $150
|
916
$19.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.63% |
$62.8 - $64.2
|
478
$10K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-65- 0.2% |
$1.36K - $1.39K
|
31.8K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-466- 0.75% |
$9.75K - $9.98K
|
62K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 10.17% |
$71.2K - $72.8K
|
30K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.45K- 9.77% |
$156K - $159K
|
68.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.96K- 34.07% |
$208K - $213K
|
19.3K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.4K- 28.36% |
$239K - $244K
|
28.8K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-12.8K- 50.24% |
$268K - $274K
|
12.7K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-17K- 6.0% |
$355K - $363K
|
266K
$5.55M
|