Skip to content
Disclosery

BSCS INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

302 managers (305 13F filers) reported a position in BSCS shares at 2024-12-31, 86,309,110 shares in all. 37 filers opened a position and 14 filers sold out during the quarter.

Managers
302
13F filers
305
New
37
Added
169
Reduced
45
Sold out
14
Shares held by filers
86,309,110

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mariner, LLCin group Mariner, LLC26,069$525K<0.01%+7,63913F-HRTimelineGroup
COMERICA BANK25,910$522K<0.01%-27,15013F-HR/ATimeline
Sensible Money, LLC25,789$519K0.23%+71213F-HRTimeline
RPg Family Wealth Advisory, LLC25,000$503K0.18%new13F-HRTimeline
REBALANCE, LLC24,969$503K0.04%-159,71813F-HRTimeline
Coordinated Financial Services, Inc.24,800$499K0.39%13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.24,599$497K0.44%13F-HRTimeline
Delta Financial Group, Inc.24,036$484K0.11%+8313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,468$472K0.03%+99713F-HRTimeline
FLOW TRADERS U.S. LLC23,242$468K0.02%-111,60713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,915$461K<0.01%+4,17513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC22,864$460K0.01%+7,29613F-HRTimelineGroup
GAMMA Investing LLC22,370$450K0.04%+13,90813F-HRTimeline
SAX WEALTH ADVISORS, LLC22,366$450K0.04%+73513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC22,301$449K0.2%new13F-HRTimeline
Arkadios Wealth Advisors22,259$448K0.02%+7213F-HRTimeline
Allen Capital Group, LLC21,577$434K0.05%+6,08313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp21,484$432K0.03%+3,23513F-HRTimelineGroup
Comprehensive Financial Consultants Ins…20,911$421K0.15%+74313F-HRTimeline
Berkshire Money Management, Inc.20,159$406K0.04%013F-HRTimeline
YANKCOM Partnership20,116$405K0.22%13F-HRTimeline
MEMBERS WEALTH LLC20,000$403K0.3%13F-HRTimeline
Wealthspire Retirement, LLC19,881$400K0.03%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC19,500$393K0.02%-1,50713F-HRTimeline
OneDigital Investment Advisors LLC19,096$384K<0.01%+8,26313F-HRTimeline
Crews Bank & Trust18,330$369K0.06%13F-HRTimeline
Astoria Portfolio Advisors LLC.18,188$365K0.13%+1,08913F-HRTimeline
OARSMAN CAPITAL, INC.17,862$360K0.06%new13F-HRTimeline
Cordatus Wealth Management LLC17,692$356K0.09%new13F-HRTimeline
CIBC WORLD MARKET INC.17,400$350K<0.01%013F-HRTimeline
First Fiduciary Investment Counsel, Inc.17,235$347K0.07%+6,15513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,236$347K0.01%+1,20513F-HRTimeline
Dynamic Advisor Solutions LLC16,737$337K0.01%new13F-HRTimeline
American Institute for Advanced Investm…16,585$334K0.25%+6,28513F-HRTimeline
Waverly Advisors, LLC16,552$333K0.01%+2,70013F-HRTimeline
Leo Wealth, LLC15,571$313K0.03%new13F-HRTimeline
BEACON FINANCIAL GROUP15,500$312K0.03%013F-HRTimeline
Chris Bulman Inc15,342$309K0.2%+2513F-HRTimeline
Robertson Stephens Wealth Management, L…15,275$307K0.01%013F-HRTimeline
Aveo Capital Partners, LLC15,202$306K0.03%+17213F-HRTimeline
Tassel Capital Management, Inc.14,939$301K0.27%13F-HRTimeline
KICKSTAND VENTURES, LLC.14,217$286K0.07%new13F-HRTimeline
Summit Wealth Partners, LLC14,047$283K0.06%+4713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,582$273K0.01%+86913F-HRTimelineGroup
Yoder Wealth Management, Inc.13,450$271K0.15%013F-HRTimeline
Keel Point, LLC13,437$270K0.02%+1113F-HRTimeline
EVERPAR ADVISORS LLC13,163$265K0.13%new13F-HRTimeline
FINANCIAL COUNSELORS INC12,729$256K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC12,695$256K<0.01%new13F-HRTimeline
Davis Capital Management12,564$253K0.21%-24613F-HRTimeline
Larson Financial Group LLC12,518$252K0.01%-48713F-HRTimeline
Net Worth Advisory Group12,061$243K0.07%+49013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD11,806$238K<0.01%-1,81113F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC11,357$229K0.04%+9,51113F-HRTimeline
Latitude Advisors, LLC11,161$225K0.13%+6813F-HRTimeline
Quartz Partners, LLC11,158$225K0.14%new13F-HRTimeline
PRIVATE TRUST CO NA10,960$221K0.02%+3,31213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,739$216K<0.01%+39413F-HRTimelineGroup
Bill Few Associates, Inc.10,480$211K0.07%new13F-HRTimeline
Compound Planning, Inc.10,436$210K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC10,080$205K0.09%13F-HRTimeline
Foundry Financial Group, Inc.9,995$201K0.12%013F-HRTimeline
Capital Investment Advisory Services, L…9,988$201K0.02%+2813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,708$195K0.08%013F-HRTimeline
Rialto Wealth Management, LLC8,026$162K0.05%13F-HRTimeline
Steward Partners Investment Advisory, L…8,003$161K<0.01%+1,26613F-HRTimeline
Anchor Investment Management, LLC7,662$154K0.01%+4,40013F-HRTimeline
United Community Bankin group United Community Bank5,500$111K0.04%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.5,186$104K0.01%+5913F-HRTimeline
AdvisorNet Financial, Inc4,991$100K0.01%+96613F-HRTimeline
Kessler Investment Group, LLC4,279$86.1K0.04%+43513F-HRTimeline
Marquette Asset Management, LLC3,840$77.3K0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,190$64.2K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,103$62.5K0.05%013F-HRTimeline
Community Bank, N.A.3,085$62.1K0.01%+2,30013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,029$61K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,985$60.1K<0.01%-52713F-HRTimelineGroup
Global Retirement Partners, LLC2,826$56.9K<0.01%+30013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,450$49.3K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,792$36.1K<0.01%-19213F-HRTimelineGroup
ORG Partners LLC1,688$34K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1,500$30.2K0.02%013F-HRTimeline
Topsail Wealth Management, LLC1,330$26.8K0.01%13F-HRTimeline
Smithfield Trust Co1,108$22K<0.01%013F-HRTimeline
West Branch Capital LLC1,057$21.3K0.01%013F-HRTimeline
AE Wealth Management LLC1,028$20.7K<0.01%new13F-HRTimeline
Aspect Partners, LLC975$19.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC717$14.4K<0.01%-1,12413F-HRTimelineGroup
Redwood Park Advisors LLC502$10.1K0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC500$10.1K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department450$9.06K<0.01%13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.433$8.72K<0.01%013F-HRTimeline
Field & Main Bank410$8.25K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO387$7.79K<0.01%-144,19613F-HRTimelineGroup
First PREMIER Bank305$6K<0.01%013F-HRTimeline
Mattson Financial Services, LLC141$2.9K<0.01%013F-HRTimeline
Caldwell Trust Co130$2.62K<0.01%013F-HRTimeline
GS Investments, Inc.75$1.51K<0.01%-4,30013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33$666<0.01%013F-HRTimeline
NFSG Corp26$523<0.01%-14,30013F-HRTimeline
Missouri Trust & Investment Co24$483<0.01%013F-HRTimeline
Legacy Financial Group LLC804,524$16.2B+79,97213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.