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 94 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
23,913
shares
|
$525,846
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
23,761
shares
|
$522,504
0.18% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,616
shares
|
$497,325
0.0% of portfolio
|
Q2 2025
Added 57.48%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
22,028
shares
|
$484,395
0.02% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,319
shares
|
$424,824
0.0% of portfolio
|
Q3 2025
Added 62.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
18,502
shares
|
$406,858
0.0% of portfolio
|
Q3 2025
Added 611.62%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
18,326
shares
|
$402,988
0.02% of portfolio
|
Q2 2025
Added 47.4%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
16,376
shares
|
$360,108
0.25% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,929
shares
|
$350,278
0.02% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
15,681
shares
|
$344,825
0.01% of portfolio
|
Q3 2025
Reduced 31.57%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
14,252
shares
|
$313,401
0.09% of portfolio
|
Q3 2025
Reduced 85.63%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,232
shares
|
$312,961
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
12,633
shares
|
$277,799
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
12,455
shares
|
$273,885
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
11,146
shares
|
$245,100
0.02% of portfolio
|
Q3 2025
Reduced 59.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$238,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
10,648
shares
|
$234,149
0.09% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,416
shares
|
$229,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,244
shares
|
$225,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,998
shares
|
$219,856
0.0% of portfolio
|
Q3 2025
Reduced 92.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,948
shares
|
$218,756
0.0% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
9,762
shares
|
$214,666
0.16% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,529
shares
|
$209,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
9,496
shares
|
$208,817
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,381
shares
|
$206,288
0.06% of portfolio
|
Q4 2023
New holding
|
|