Purchases and Sales Made in Q4 2023 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.9K+ 168.09% |
$1.55M - $1.71M
|
126K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.2KNew |
$1.07M - $1.18M
|
54.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.6KNew |
$958K - $1.05M
|
48.6K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
37.6KNew |
$741K - $816K
|
37.6K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.9K+ 49.62% |
$688K - $757K
|
105K
$2.21M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
22.5K+ 8.48% |
$444K - $488K
|
288K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.1KNew |
$317K - $349K
|
16.1K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3KNew |
$302K - $332K
|
15.3K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.7KNew |
$271K - $298K
|
13.7K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
13.7K+ 18.33% |
$270K - $297K
|
88.4K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 392.56% |
$244K - $269K
|
15.6K
$327K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3KNew |
$223K - $245K
|
11.3K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.59K+ 6.05% |
$189K - $208K
|
168K
$3.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
9.3KNew |
$183K - $202K
|
9.3K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.11K+ 32.12% |
$120K - $132K
|
25.1K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.68K+ 47.64% |
$112K - $123K
|
17.6K
$370K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.46K+ 5.52% |
$107K - $118K
|
104K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.35K+ 95.42% |
$105K - $116K
|
11K
$230K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.86KNew |
$95.8K - $105K
|
4.86K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.73K+ 52.43% |
$93.2K - $103K
|
13.8K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.86K+ 90.8% |
$76K - $83.7K
|
8.11K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3K+ 21.36% |
$25.6K - $28.1K
|
7.37K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$15.5K - $17.1K
|
788
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
109+ 3.33% |
$2.15K - $2.36K
|
3.38K
$71K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
101New |
$1.99K - $2.19K
|
101
$2.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66+ 0.79% |
$1.3K - $1.43K
|
8.43K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-745- 4.41% |
$14.7K - $16.2K
|
16.2K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.26K- 4.46% |
$24.8K - $27.3K
|
27K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.04K- 5.23% |
$59.9K - $65.9K
|
55.1K
$1.16M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.24K- 17.63% |
$143K - $157K
|
33.8K
$710K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.05K- 34.11% |
$159K - $175K
|
15.6K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.7K- 26.75% |
$448K - $493K
|
62.3K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82.5K- 49.29% |
$1.63M - $1.79M
|
84.9K
$1.78M
|