Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107K+ 929.74% |
$2.22M - $2.29M
|
119K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.9KNew |
$2.08M - $2.14M
|
99.9K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 42.27% |
$1.67M - $1.72M
|
270K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.7KNew |
$1.18M - $1.21M
|
56.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.2KNew |
$1.02M - $1.05M
|
49.2K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.1K+ 143.33% |
$895K - $920K
|
73.1K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.2K+ 35.9% |
$774K - $796K
|
141K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
29.7KNew |
$617K - $634K
|
29.7K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.7K+ 164.79% |
$597K - $615K
|
46.2K
$968K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
25.3K+ 87.65% |
$525K - $540K
|
54.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 179.57% |
$397K - $408K
|
29.7K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2KNew |
$358K - $368K
|
17.2K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$311K - $320K
|
15K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 91.8% |
$308K - $317K
|
31K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5K+ 60.11% |
$301K - $309K
|
38.5K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.46KNew |
$197K - $202K
|
9.46K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.24K+ 24.84% |
$192K - $198K
|
46.4K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.22K+ 351.27% |
$150K - $154K
|
9.27K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.16KNew |
$128K - $132K
|
6.16K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
5.52KNew |
$115K - $118K
|
5.52K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 8.22% |
$102K - $105K
|
64.9K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.72KNew |
$98K - $101K
|
4.72K
$98.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.71K+ 2.34% |
$98K - $101K
|
207K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.37K+ 33.63% |
$90.8K - $93.4K
|
17.4K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.92K+ 32.97% |
$81.5K - $83.8K
|
15.8K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.61K+ 33.09% |
$74.9K - $77.1K
|
14.5K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.17K+ 4.46% |
$65.9K - $67.8K
|
74.2K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.01K+ 9.47% |
$62.6K - $64.4K
|
34.8K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.31K+ 45.39% |
$47.9K - $49.3K
|
7.39K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.11KNew |
$43.8K - $45.1K
|
2.11K
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1K+ 0.66% |
$22.9K - $23.5K
|
169K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
700+ 6.01% |
$14.5K - $15K
|
12.3K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
681+ 17.52% |
$14.2K - $14.6K
|
4.57K
$95.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
507+ 2.63% |
$10.5K - $10.8K
|
19.8K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
500+ 1.05% |
$10.4K - $10.7K
|
47.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
275+ 1.46% |
$5.71K - $5.88K
|
19.1K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34New |
$707 - $727
|
34
$713
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.76% |
$145 - $150
|
923
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.84% |
$83.1 - $85.5
|
482
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-65- 0.3% |
$1.35K - $1.39K
|
21.6K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-66- 75.86% |
$1.37K - $1.41K
|
21
$440
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 4.25% |
$28.7K - $29.6K
|
31.1K
$653K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.94K- 4.79% |
$61.1K - $62.8K
|
58.4K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 21.51% |
$74.9K - $77K
|
13.1K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.81K- 6.85% |
$121K - $124K
|
78.9K
$1.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.8K- 3.31% |
$183K - $188K
|
257K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.6K- 28.45% |
$406K - $418K
|
49.2K
$1.03M
|