Skip to content
Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

102 managers (103 13F filers) reported a position in BSCW shares at 2024-12-31, 26,635,761 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
102
13F filers
103
New
12
Added
58
Reduced
11
Sold out
5
Shares held by filers
26,635,761

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
Aptus Capital Advisors, LLC4,620,491$92.9M1.11%+2,195,23713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,259,083$65.5M<0.01%+174,98613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,848,518$57.3M0.02%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,025,931$40.7M0.01%+217,23013F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,679,205$33.7M1.74%+617,44513F-HRTimelineGroup
EASTERN BANK1,422,048$28.6M0.53%-13,48913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,246,420$25.1M1.46%+96,58613F-HRTimelineGroup
LPL Financial LLC1,138,974$22.9M0.01%+132,19413F-HRTimeline
Vishria Bird Financial Group, LLC633,407$12.7M4.46%-31713F-HRTimeline
Sterling Financial Group, Inc.587,447$11.8M4.39%+52,54913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.492,150$9.9M<0.01%+5,56213F-HRTimelineGroup
COOKSON PEIRCE & CO INC481,638$9.69M0.44%+22,94213F-HRTimeline
GILL CAPITAL PARTNERS, LLC480,301$9.66M3.46%+19,95413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,423$9.4M<0.01%-33,38313F-HRTimelineGroup
UBS Group AGin group UBS Group AG388,222$7.81M<0.01%-89,40813F-HRTimelineGroup
Cambridge Investment Research Advisors,…260,269$5.23M0.02%+20,23913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA233,790$4.7M<0.01%+121,46113F-HRTimelineGroup
Addison Advisors LLC213,726$4.3M1.2%+17,96213F-HRTimeline
BCS Wealth Management207,604$4.17M1.04%+12,64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,461$4.01M0.01%+85,98913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC188,898$3.8M0.01%+10,08713F-HRTimeline
Clark Asset Management, LLC185,404$3.73M0.7%+62,19913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…176,104$3.54M<0.01%+175,04813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC165,905$3.34M<0.01%+96,43013F-HRTimelineGroup
Exchange Capital Management, Inc.152,747$3.07M0.49%-2,43313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC119,073$2.39M<0.01%-8,68313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC118,341$2.38M<0.01%+70,99813F-HRTimelineGroup
Asset Dedication, LLC117,932$2.37M0.19%+48,27613F-HRTimeline
&PARTNERS110,217$2.21M0.03%+83,64813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…108,195$2.18M<0.01%+65,13413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC107,832$2.17M0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…99,062$1.99M0.03%+24,60513F-HRTimelineGroup
MAI Capital Management94,203$1.89M0.01%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC90,085$1.81M0.2%+16,11413F-HRTimeline
Opulen Financial Group LLC87,809$1.77M1.6%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC80,904$1.63M0.14%+59,31913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,335$1.58M<0.01%+36,58013F-HRTimelineGroup
TLWM74,735$1.5M0.3%+10,99813F-HRTimeline
Ellevest, Inc.72,776$1.46M0.08%+5,34513F-HRTimeline
Ledgewood Wealth Advisors, LLC69,251$1.39M0.9%+56,68613F-HRTimeline
Atria Investments, Inc65,615$1.32M0.02%+10,25413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH63,188$1.27M0.37%+78313F-HRTimeline
Farnam Financial LLC62,811$1.26M1.32%-2,03913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,982$1.25M<0.01%+3,52613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,169$1.17M<0.01%+13,87213F-HRTimeline
HUB Investment Partners, LLC57,748$1.16M0.05%+3,44613F-HRTimeline
Strategic Financial Concepts, LLC54,986$1.11M0.21%+32,00913F-HR/ATimeline
Independence Bank of Kentucky52,743$1.06M0.16%+4,93713F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC51,624$1.04M0.33%+2,93013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,475$1.04M0.01%+12,92013F-HRTimelineGroup
Capital Investment Counsel, LLC51,342$1.03M0.17%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding50,755$1.02M+17,895Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,664$999K<0.01%+25,54513F-HR/ATimeline
HEADINVEST, LLC47,946$964K0.18%013F-HRTimeline
River Wealth Advisors LLC47,177$949K0.13%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT38,167$768K0.29%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC36,986$744K0.02%13F-HRTimeline
Wilkins Miller Wealth Management, LLC33,460$673K0.7%13F-HRTimeline
JPL Wealth Management, LLC32,514$654K0.19%13F-HRTimeline
Dynamic Advisor Solutions LLC32,242$648K0.03%new13F-HRTimeline
FCA CORP /TX30,088$605K0.19%+1,89113F-HRTimeline
Quartz Partners, LLC27,036$544K0.33%+3,23713F-HRTimeline
Independent Advisor Alliance26,695$537K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC25,964$522K0.06%+34013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,329$449K<0.01%+4,76313F-HRTimelineGroup
DAVIS R M INC18,496$372K0.01%+8,92213F-HRTimeline
Kaye Capital Management18,344$369K0.17%+5,88313F-HRTimeline
Allen Capital Group, LLC17,979$362K0.04%+6,01413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,623$354K<0.01%+1,66413F-HRTimeline
DOVER ADVISORS, LLC17,007$342K0.2%+65013F-HRTimeline
WINTRUST INVESTMENTS LLC16,940$340K0.3%+25513F-HRTimeline
OBSIDIAN CIO, LLC16,664$335K0.06%+7113F-HRTimeline
Coordinated Financial Services, Inc.15,962$321K0.25%13F-HRTimeline
Aveo Capital Partners, LLC15,407$310K0.03%+69513F-HRTimeline
Cherry Tree Wealth Management, LLC15,132$304K0.08%013F-HRTimeline
Waverly Advisors, LLC14,874$299K<0.01%+2,20013F-HRTimeline
Integrated Wealth Concepts LLC13,592$273K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,685$255K0.03%013F-HRTimeline
Capital Investment Advisors, LLC12,253$246K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,900$239K<0.01%-1,47513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC11,771$237K0.01%+16913F-HRTimelineGroup
Davis Capital Management11,486$231K0.19%+1,02113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$184K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.7,928$159K<0.01%+29213F-HRTimeline
Steward Partners Investment Advisory, L…7,477$150K<0.01%013F-HRTimeline
COMERICA BANK4,654$93.6K<0.01%-2613F-HR/ATimeline
Marquette Asset Management, LLC4,507$90.6K0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.4,226$85K0.08%13F-HRTimeline
YANKCOM Partnership4,187$84.2K0.05%13F-HRTimeline
Geneos Wealth Management Inc.3,480$70K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,599$52.3K<0.01%-16813F-HRTimelineGroup
Noble Wealth Management PBC2,450$49.3K0.03%13F-HRTimeline
BOKF, NAin group BOKF, NA2,368$47.1K<0.01%013F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC1,749$35.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,741$35K<0.01%new13F-HRTimeline
Bank of New Hampshire1,300$26.1K0.01%new13F-HRTimeline
Smithfield Trust Co1,086$23K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC622$12.5K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC578$11.6K<0.01%-43813F-HRTimeline
Redwood Park Advisors LLC492$9.89K0.01%13F-HRTimeline
Field & Main Bank406$8.16K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.