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Invesco BulletShares 2024 Municipal Bond ETF (BSMO) Institutional Ownership

Invesco BulletShares 2024 Municipal Bond ETF logo
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$36.33M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$23.19M
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BSMO Institutional Buying and Selling by Quarter

Invesco BulletShares 2024 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/10/2025 Wealth Enhancement Advisory Services LLC92,715$2.30M0.0%+12.8%1.306%
11/18/2024Hobbs Group Advisors LLC41,569$1.03M0.4%-3.0%0.585%
11/15/2024MML Investors Services LLC37,226$924K0.0%-2.6%0.524%
11/15/2024Jane Street Group LLC173,833$4.32M0.0%-58.9%2.448%
11/15/2024Integrated Wealth Concepts LLC128,298$3.18M0.0%-10.7%1.807%
11/15/2024HighTower Advisors LLC51,299$1.27M0.0%+3.5%0.723%
11/14/2024Flow Traders U.S. LLC42,141$1.05M0.1%-25.3%0.594%
11/14/2024Captrust Financial Advisors20,981$521K0.0%+6.3%0.296%
11/13/2024Private Trust Co. NA15,792$392K0.0%-8.1%0.222%
11/8/2024PNC Financial Services Group Inc.73,453$1.82M0.0%+10.0%1.035%
11/7/2024Thrivent Financial for Lutherans32,947$817K0.0%+23.6%0.464%
11/5/2024Paulson Wealth Management Inc.39,596$983K0.3%+14.6%0.558%
11/5/2024Aptus Capital Advisors LLC47,857$1.19M0.0%-8.0%0.674%
11/4/2024Addison Advisors LLC7,240$180K0.1%+10.2%0.102%
10/29/2024Key Financial Inc36,380$903K0.2%+9.4%0.512%
10/28/2024Focus Financial Network Inc.79,907$1.98M0.1%+7.0%1.125%
10/25/2024MONECO Advisors LLC21,971$545K0.1%+40.8%0.309%
10/24/2024Masso Torrence Wealth Management Inc.12,544$311K0.2%-20.6%0.177%
10/22/2024Foundry Financial Group Inc.8,100$201K0.1%-17.3%0.114%
10/21/2024Denver Wealth Management Inc.31,014$770K0.4%-21.1%0.437%
10/18/2024AA Financial Advisors LLC35,509$881K0.3%+1.7%0.500%
10/17/2024 Claro Advisors LLC7,203$179K0.0%-38.5%0.101%
10/16/2024 Sentinel Pension Advisors Inc.25,145$624K0.1%+11.1%0.354%
10/16/2024Asset Dedication LLC104,117$2.58M0.2%+0.5%1.466%
10/10/2024Webster Bank N. A.32,235$800K0.1%-1.7%0.454%
10/10/2024 Carnegie Investment Counsel30,987$769K0.0%-4.4%0.436%
10/8/2024 Tlwm10,368$257K0.1%-8.7%0.146%
8/28/2024Farmers National Bank56,897$1.41M0.4%-2.4%0.739%
8/16/2024Northwestern Mutual Wealth Management Co.35,247$875K0.0%+72.0%0.458%
8/16/2024NewEdge Advisors LLC120,591$2.99M0.0%+3.9%1.566%
8/14/2024Bank of Montreal Can87,289$2.17M0.0%-58.8%1.134%
8/8/2024Envestnet Asset Management Inc.120,605$2.99M0.0%-3.7%1.566%
8/6/2024Koss Olinger Consulting LLC14,069$349K0.0%N/A0.183%
8/6/2024Asset Dedication LLC103,564$2.57M0.2%-0.6%1.345%
8/5/2024Private Advisor Group LLC40,059$994K0.0%-23.1%0.520%
8/5/2024Addison Advisors LLC6,570$163K0.1%+13.8%0.085%
8/1/2024Resonant Capital Advisors LLC60,659$1.51M0.1%-17.9%0.788%
8/1/2024 Claro Advisors LLC11,720$291K0.0%-30.4%0.152%
7/31/2024Dover Advisors LLC22,418$556K0.3%+1.8%0.291%
7/31/2024Farther Finance Advisors LLC20,280$503K0.0%+9.5%0.263%
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7/31/2024Commonwealth Equity Services LLC138,377$3.44M0.0%-32.2%1.797%
7/26/2024AlphaStar Capital Management LLC39,287$975K0.1%+22.0%0.504%
7/26/2024First Command Advisory Services Inc.6,529$162K0.0%+194.2%0.084%
7/26/2024Paulson Wealth Management Inc.34,560$858K0.3%+20.2%0.443%
7/25/2024Hills Bank & Trust Co13,105$325K0.0%N/A0.168%
7/25/2024Levy Wealth Management Group LLC10,497$261K0.1%-16.0%0.135%
7/25/2024Atlantic Union Bankshares Corp74,114$1.84M0.1%+15.3%0.950%
7/24/2024Secure Asset Management LLC26,302$653K0.1%+5.0%0.337%
7/23/2024Precedent Wealth Partners LLC37,404$928K0.4%+1.9%0.480%
7/22/2024Masso Torrence Wealth Management Inc.15,794$392K0.2%-38.0%0.202%
7/22/2024 Horizons Wealth Management12,171$303K0.2%-48.8%0.156%
7/22/2024Focus Financial Network Inc.74,665$1.86M0.1%-1.5%0.957%
7/22/2024Hobbs Group Advisors LLC42,859$1.06M0.4%N/A0.549%
7/22/2024 Carnegie Investment Counsel32,412$804K0.0%-11.6%0.416%
7/22/2024Denver Wealth Management Inc.39,324$976K0.5%-18.3%0.504%
7/19/2024MONECO Advisors LLC15,600$387K0.1%+90.3%0.200%
7/19/2024Raymond James & Associates87,769$2.18M0.0%-8.1%1.125%
7/16/2024Cornerstone Wealth Management LLC38,060$945K0.1%+5.4%0.488%
7/16/2024 Wealth Enhancement Advisory Services LLC82,218$2.04M0.0%N/A1.054%
7/16/2024AA Financial Advisors LLC34,901$866K0.3%+9.7%0.447%
7/12/2024Diversify Advisory Services LLC8,069$200K0.0%N/A0.103%
7/12/2024CRA Financial Services LLC9,000$223K0.0%N/A0.115%
7/10/2024 CGN Advisors LLC64,540$1.60M0.2%-10.3%0.827%
7/1/2024 Confluence Investment Management LLC141,224$3.51M0.1%-0.9%1.744%
5/16/2024Jane Street Group LLC646,033$16.01M0.0%+646.8%7.976%
5/14/2024 Sentinel Pension Advisors Inc.17,749$440K0.1%+48.1%0.219%
5/13/2024PAX Financial Group LLC42,408$1.05M0.2%-7.0%0.524%
5/6/2024OLD Second National Bank of Aurora33,543$831K0.2%-30.1%0.414%
5/4/2024Paulson Wealth Management Inc.28,749$712K0.2%+6.7%0.355%
5/3/2024AA Financial Advisors LLC31,825$789K0.3%+7.7%0.393%
5/2/2024First Command Advisory Services Inc.2,219$55K0.0%N/A0.027%
5/1/2024Resonant Capital Advisors LLC73,870$1.83M0.2%-24.7%0.912%
4/30/2024Private Advisor Group LLC52,071$1.29M0.0%+1.2%0.643%
4/30/2024Foundry Financial Group Inc.9,790$243K0.2%-39.2%0.121%
4/29/2024Commonwealth Equity Services LLC204,243$5.06M0.0%-28.2%2.522%
4/26/2024MONECO Advisors LLC8,196$203K0.0%-9.4%0.101%
4/25/2024Cambridge Investment Research Advisors Inc.70,895$1.76M0.0%+94.0%0.875%
4/23/2024Precedent Wealth Partners LLC36,719$910K0.4%+11.8%0.453%
4/19/2024Cornerstone Wealth Management LLC36,101$895K0.1%-7.7%0.440%
4/18/2024 Claro Advisors LLC16,829$417K0.1%-23.2%0.205%
4/18/2024 Mirador Capital Partners LP30,378$753K0.1%-20.5%0.370%
4/17/2024River Street Advisors LLC38,012$942K0.6%N/A0.464%
4/16/2024OneAscent Financial Services LLC266,189$6.60M0.7%+4.6%3.246%
4/16/2024Webster Bank N. A.32,810$813K0.1%-1.8%0.400%
4/16/2024Atlantic Union Bankshares Corp64,297$1.59M0.1%+6.0%0.784%
4/12/2024 CGN Advisors LLC71,970$1.78M0.2%-28.2%0.878%
4/10/2024 Sterling Financial Group Inc.9,366$232K0.1%-68.2%0.114%
4/10/2024 BCS Wealth Management9,644$239K0.1%+11.7%0.118%
4/10/2024Lantz Financial LLC21,013$521K0.2%-8.3%0.256%
4/1/2024 Confluence Investment Management LLC142,489$3.53M0.0%N/A1.583%
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3/14/2024Leo Wealth LLC63,660$1.58M0.2%N/A0.707%
3/13/2024MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/20/2024Voisard Asset Management Group Inc.14,664$365K0.2%N/A0.163%
2/16/2024Hobbs Group Advisors LLC43,279$1.08M0.5%N/A0.481%
2/13/2024Paulson Wealth Management Inc.26,953$672K0.2%+11.2%0.299%
2/12/2024ORBA Wealth Advisors L.L.C.19,500$486K0.3%N/A0.217%
2/12/2024Focus Financial Network Inc. ADV50,720$1.26M0.0%N/A0.564%
2/12/2024Parallel Advisors LLC3,000$75K0.0%N/A0.033%
2/9/2024Advisory Services Network LLC7,519$187K0.0%N/A0.084%
2/9/2024Wells Fargo & Company MN390,994$9.74M0.0%-5.8%4.344%
(Data available from 1/1/2016 forward)

BSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMO shares?

During the previous two years, 105 institutional investors and hedge funds held shares of Invesco BulletShares 2024 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($11.35M), Wells Fargo & Company MN ($9.74M), OneAscent Financial Services LLC ($6.60M), UBS Group AG ($6.25M), Gateway Wealth Partners LLC ($6.06M), Lido Advisors LLC ($5.75M), and Jane Street Group LLC ($4.32M).Learn more on BSMO's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2024 Municipal Bond ETF stock?

Of the 93 institutional investors that purchased Invesco BulletShares 2024 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($559.52K), LPL Financial LLC ($286.58K), OneAscent Financial Services LLC ($266.19K), Gateway Wealth Partners LLC ($243.31K), Lido Advisors LLC ($233.47K), Resonant Capital Advisors LLC ($207.91K), and Confluence Investment Management LLC ($179.36K).

How much institutional buying is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have bought a total of 4,555,152 shares in the last 24 months. This purchase volume represents approximately $160.73M in transactions.

Which Invesco BulletShares 2024 Municipal Bond ETF major shareholders have been selling company stock?

Of the 52 institutional investors that sold Invesco BulletShares 2024 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resonant Capital Advisors LLC ($469.89K), Jane Street Group LLC ($248.91K), Commonwealth Equity Services LLC ($178.18K), Bank of Montreal Can ($124.33K), CGN Advisors LLC ($35.63K), Savant Capital LLC ($30.14K), and Denver Wealth Management Inc. ($29.34K).

How much institutional selling is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have sold a total of 1,498,915 shares in the last 24 months. This volume of shares sold represents approximately $37.98M in transactions.


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This page (NASDAQ:BSMO) was last updated on 1/18/2025 by MarketBeat.com Staff
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