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Invesco PureBeta MSCI USA Small Cap ETF (PBSM) Institutional Ownership

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$31.92
0.00 (0.00%)
(As of 06/23/2023)
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Institutional Ownership Changes (13F Filings) for Invesco PureBeta MSCI USA Small Cap ETF (BATS:PBSM)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$143.62K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$10.77M
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PBSM Institutional Buying and Selling by Quarter

Invesco PureBeta MSCI USA Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2023Geneos Wealth Management Inc.1,160$37K0.0%-21.4%0.171%
5/10/2023LPL Financial LLC226,914$7.51M0.0%-41.8%27.339%
5/8/2023 Global Retirement Partners LLC1,886$61K0.0%+109.3%0.227%
4/28/2023 AdvisorNet Financial Inc1,605$53K0.0%+283.1%0.193%
2/9/2023 Detalus Advisors LLC16,254$521K0.3%-50.9%0.000%
2/8/2023 IAG Wealth Partners LLC14,826$475K0.1%-10.4%0.000%
2/7/2023LPL Financial LLC389,600$12.49M0.0%+9.4%0.000%
11/4/2022 Detalus Advisors LLC33,089$983K0.6%-84.9%0.000%
10/26/2022 IAG Wealth Partners LLC16,556$492K0.2%+18.4%0.000%
8/12/2022LPL Financial LLC353,513$10.76M0.0%+25.5%0.000%
8/3/2022 IAG Wealth Partners LLC13,988$426K0.1%+4,895.7%0.000%
7/27/2022 Detalus Advisors LLC219,567$6.68M3.9%-2.2%0.000%
5/4/2022Advisor Group Holdings Inc.23,412$859K0.0%+49.3%0.000%
4/25/2022 Detalus Advisors LLC224,407$8.23M4.3%+12.4%0.000%
4/14/2022 AdvisorNet Financial Inc4,559$167K0.0%+680.7%0.000%
4/11/2022 Dynamic Advisor Solutions LLC16,099$591K0.0%-2.7%0.000%
2/14/2022LPL Financial LLC240,628$9.45M0.0%+340.2%0.000%
2/14/2022IHT Wealth Management LLC14,740$579K0.0%-19.8%0.000%
2/3/2022Advisor Group Holdings Inc.15,681$616K0.0%+71.4%0.000%
1/26/2022 Dynamic Advisor Solutions LLC16,550$650K0.0%N/A0.000%
1/18/2022 Detalus Advisors LLC199,622$7.84M3.8%+7.1%0.000%
11/16/2021LPL Financial LLC54,666$2.10M0.0%-62.9%0.000%
11/10/2021Goldman Sachs Group Inc.79,274$3.05M0.0%N/A0.000%
11/5/2021Advisor Group Holdings Inc.9,147$352K0.0%+178.5%0.000%
10/20/2021 Detalus Advisors LLC186,449$7.16M3.6%+8.9%0.000%
8/24/2021Flow Traders U.S. LLC6,018$238K0.0%N/A0.000%
8/16/2021Royal Bank of Canada5,472$217K0.0%N/A0.000%
8/16/2021First Heartland Consultants Inc.247,058$9.78M1.5%+36.3%0.000%
8/16/2021 Wealthcare Advisory Partners LLC35,052$1.39M0.1%+92.8%0.000%
8/13/2021LPL Financial LLC147,470$5.84M0.0%+8.1%0.000%
8/12/2021 Strategic Blueprint LLC1,050$42K0.0%N/A0.000%
8/11/2021Susquehanna International Group LLP11,882$470K0.0%-17.8%0.000%
8/2/2021Advisor Group Holdings Inc.3,284$130K0.0%+406.0%0.000%
6/17/2021Geneos Wealth Management Inc.2,115$82K0.0%+22.3%0.000%
5/18/2021First Heartland Consultants Inc.181,234$6.85M1.1%N/A0.000%
5/4/2021Envestnet Asset Management Inc.29,533$1.12M0.0%+36.6%0.000%
4/30/2021 Wealthcare Advisory Partners LLC18,176$687K0.0%N/A0.000%
2/12/2021LPL Financial LLC69,318$2.33M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

PBSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBSM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Invesco PureBeta MSCI USA Small Cap ETF shares: LPL Financial LLC ($7.51M), Advisor Group Holdings Inc. ($859K), Detalus Advisors LLC ($521K), IAG Wealth Partners LLC ($475K), Global Retirement Partners LLC ($61K), and AdvisorNet Financial Inc ($53K), and Geneos Wealth Management Inc. ($37K).Learn more on PBSM's institutional investors.

Which institutional investors have been buying Invesco PureBeta MSCI USA Small Cap ETF stock?

The following institutional investors have purchased Invesco PureBeta MSCI USA Small Cap ETF stock in the last 24 months: LPL Financial LLC ($105.28K), IAG Wealth Partners LLC ($16.28K), Advisor Group Holdings Inc. ($7.73K), AdvisorNet Financial Inc ($1.19K), and Global Retirement Partners LLC ($985.00).

How much institutional buying is happening at Invesco PureBeta MSCI USA Small Cap ETF?

Institutional investors have bought a total of 131,461 shares in the last 24 months. This purchase volume represents approximately $4.18M in transactions.

Which Invesco PureBeta MSCI USA Small Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco PureBeta MSCI USA Small Cap ETF stock in the last 24 months: Detalus Advisors LLC ($208.15K), LPL Financial LLC ($162.69K), IAG Wealth Partners LLC ($1.73K), and Geneos Wealth Management Inc. ($315.00).

How much institutional selling is happening at Invesco PureBeta MSCI USA Small Cap ETF?

Institutional investors have sold a total of 372,884 shares in the last 24 months. This volume of shares sold represents approximately $17.06M in transactions.


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This page (BATS:PBSM) was last updated on 4/26/2024 by MarketBeat.com Staff

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