Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
110,018
shares
|
$2.16 Million
1.39% of portfolio
|
Q4 2024
Added 141.5%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
109,519
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 296.08%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
107,959
shares
|
$2.12 Million
0.12% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
106,289
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
106,155
shares
|
$2.08 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.02 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
102,031
shares
|
$2 Million
1.05% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
99,274
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 76.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
97,767
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 94.16%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
96,222
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
94,270
shares
|
$1.85 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
89,756
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
88,998
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 68.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
86,152
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
83,099
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
82,462
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
81,181
shares
|
$1.59 Million
0.47% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
79,694
shares
|
$1.56 Million
0.87% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
78,092
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
77,710
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
76,721
shares
|
$1.51 Million
0.72% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
76,024
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
74,503
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
72,300
shares
|
$1.42 Million
0.59% of portfolio
|
Q4 2024
Added 3.53%
|