Institutional Ownership Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 7.83 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$4.09 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
63,513
shares
|
$3.34 Million
0.0% of portfolio
|
Q1 2025
Added 560.22%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
62,343
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
43,665
shares
|
$2.3 Million
1.65% of portfolio
|
Q2 2025
Added 32.07%
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
43,185
shares
|
$2.27 Million
1.82% of portfolio
|
Q1 2025
Added 123.36%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
39,530
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 43.93%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
39,143
shares
|
$2.06 Million
0.45% of portfolio
|
Q1 2025
Added 6.13%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,745
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 19.95%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
37,492
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Added 188.67%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
34,518
shares
|
$1.82 Million
3.47% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
32,097
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
31,786
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 141.61%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
31,223
shares
|
$1.64 Million
0.64% of portfolio
|
Q1 2025
Added 149.62%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
29,029
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
29,025
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 74.66%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
28,664
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Reduced 73.47%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,395
shares
|
$1.39 Million
0.22% of portfolio
|
Q2 2025
Added 71.85%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,536
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 226.89%
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
22,952
shares
|
$1.21 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
19,070
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Reduced 91.61%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,011
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,152
shares
|
$902,538
0.01% of portfolio
|
Q1 2025
Added 188.27%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15,188
shares
|
$799,192
0.0% of portfolio
|
Q1 2025
Reduced 59.38%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,094
shares
|
$794,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
14,414
shares
|
$758,464
0.21% of portfolio
|
Q1 2025
Added 167.47%
|