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 354 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,499,060
shares
|
$166 Million
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,693,129
shares
|
$111 Million
0.03% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,498,732
shares
|
$87.7 Million
0.04% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,926,426
shares
|
$76.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,852,825
shares
|
$75.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,227,500
shares
|
$62.9 Million
0.01% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,002,123
shares
|
$58.5 Million
13.7% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,646,447
shares
|
$51.6 Million
0.8% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,421,039
shares
|
$47.2 Million
1.88% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,354,624
shares
|
$45.9 Million
3.61% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,333,128
shares
|
$45.5 Million
0.03% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,289,649
shares
|
$44.6 Million
0.01% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,263,580
shares
|
$44.1 Million
1.23% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,034,153
shares
|
$39.7 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,870,305
shares
|
$36.5 Million
0.01% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,567,110
shares
|
$30.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,488,081
shares
|
$29 Million
0.57% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,442,675
shares
|
$28.1 Million
2.9% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,379,321
shares
|
$26.9 Million
0.04% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
1,114,647
shares
|
$21.7 Million
4.31% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,056,058
shares
|
$20.6 Million
2.93% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
941,859
shares
|
$18.4 Million
1.71% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
929,329
shares
|
$18.1 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
905,798
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
869,997
shares
|
$17 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.89%
|