Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $89.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
51,629
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,797
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
46,383
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,008
shares
|
$940,584
0.0% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
35,634
shares
|
$779,315
0.06% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,420
shares
|
$730,895
0.01% of portfolio
|
Q3 2024
Added 115.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$705,897
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,837
shares
|
$630,665
0.0% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
27,060
shares
|
$591,802
0.17% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
25,516
shares
|
$558,034
0.24% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
25,064
shares
|
$548,149
0.26% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
24,327
shares
|
$532,031
0.4% of portfolio
|
Q4 2024
Added 249.12%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
23,979
shares
|
$524,420
0.1% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,214
shares
|
$507,690
0.0% of portfolio
|
Q3 2024
Added 182.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,692
shares
|
$496,274
0.01% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,492
shares
|
$491,900
0.0% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,551
shares
|
$383,840
0.0% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,412
shares
|
$380,800
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
17,059
shares
|
$373,080
0.14% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,617
shares
|
$363,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,607
shares
|
$363,195
0.0% of portfolio
|
Q3 2024
Added 65.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,874
shares
|
$303,424
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,862
shares
|
$303,161
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
12,142
shares
|
$265,545
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,902
shares
|
$260,296
0.02% of portfolio
|
Q4 2024
Added 5.54%
|