Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 188 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
2,799,727
shares
|
$64.8 Million
11.85% of portfolio
|
Q3 2024
Added 86.45%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,556,040
shares
|
$59.1 Million
0.01% of portfolio
|
Q2 2024
Added 39.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,293,247
shares
|
$29.9 Million
0.02% of portfolio
|
Q2 2024
Added 14.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,215,835
shares
|
$28.1 Million
0.07% of portfolio
|
Q2 2024
Added 12.3%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,102,194
shares
|
$25.5 Million
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,091,281
shares
|
$25.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.87%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
788,090
shares
|
$18.2 Million
10.3% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
778,499
shares
|
$18 Million
0.01% of portfolio
|
Q2 2024
Added 15.47%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
691,600
shares
|
$16 Million
0.76% of portfolio
|
Q1 2024
Added 25.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
621,767
shares
|
$14.4 Million
3.95% of portfolio
|
Q3 2024
Added 60.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
566,759
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Added 11.89%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
539,540
shares
|
$12.5 Million
0.21% of portfolio
|
Q2 2024
Added 1241.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
504,840
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
487,649
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2024
Added 18.89%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
455,270
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
444,318
shares
|
$10.3 Million
0.29% of portfolio
|
Q2 2024
Added 438.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
394,433
shares
|
$9.12 Million
0.08% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
387,186
shares
|
$8.96 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
341,854
shares
|
$7.91 Million
0.04% of portfolio
|
Q2 2024
Added 324.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
325,971
shares
|
$7.54 Million
0.02% of portfolio
|
Q2 2024
Added 19.6%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
306,348
shares
|
$7.09 Million
0.28% of portfolio
|
Q2 2024
Added 7.62%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
277,019
shares
|
$6.41 Million
1.23% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
273,613
shares
|
$6.33 Million
1.15% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
267,508
shares
|
$6.19 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.39%
|