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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.58 -0.01 (-0.04%)
As of 03/25/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$58.46M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$6.12M
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BSMQ Institutional Buying and Selling by Quarter

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Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC20,701$488K0.0%N/A0.197%
2/17/2025 Waverly Advisors LLC14,762$348K0.0%+35.4%0.141%
2/17/2025 Focus Partners Wealth75,881$1.79M0.0%+4.8%0.723%
2/17/2025 Francis Financial Inc.8,635$204K0.0%N/A0.082%
2/17/2025 EP Wealth Advisors LLC16,372$386K0.0%N/A0.156%
2/17/2025 Cetera Investment Advisers10,021$236K0.0%N/A0.095%
2/17/2025 Captrust Financial Advisors15,080$355K0.0%-12.5%0.144%
2/17/2025 Cary Street Partners Financial LLC8,950$211K0.0%N/A0.085%
2/17/2025 Bank of America Corp DE237,359$5.60M0.0%+6.2%2.261%
2/17/2025 Aptus Capital Advisors LLC55,119$1.30M0.0%+8.3%0.525%
2/14/2025 Jane Street Group LLC13,426$316K0.0%-73.8%0.128%
2/14/2025 Lido Advisors LLC25,210$594K0.0%+33.3%0.240%
2/14/2025 Integrated Wealth Concepts LLC90,575$2.14M0.0%+61.3%0.863%
2/14/2025 Stifel Financial Corp49,257$1.16M0.0%-8.1%0.469%
2/14/2025 Freedom Investment Management Inc.12,738$300K0.0%N/A0.121%
2/13/2025 NewEdge Advisors LLC122,219$2.88M0.0%-1.3%1.164%
2/13/2025 Raymond James Financial Inc.153,243$3.61M0.0%N/A1.459%
2/13/2025 Advisory Services Network LLC13,022$307K0.0%+49.1%0.124%
2/13/2025 Invesco Ltd.246,433$5.81M0.0%-1.7%2.347%
2/13/2025 Envestnet Asset Management Inc.199,402$4.70M0.0%+26.9%1.899%
2/13/2025 Wells Fargo & Company MN599,383$14.13M0.0%+9.1%5.708%
2/12/2025 PAX Financial Group LLC50,238$1.18M0.2%+1.2%0.478%
2/12/2025 OneAscent Financial Services LLC127,333$3.00M0.3%N/A1.213%
2/12/2025 StoneX Group Inc.26,938$635K0.0%N/A0.257%
2/11/2025 LPL Financial LLC359,727$8.48M0.0%+2.0%3.426%
2/11/2025 Koss Olinger Consulting LLC10,186$240K0.0%N/A0.097%
2/10/2025 Thrivent Financial for Lutherans31,988$754K0.0%+134.9%0.305%
2/10/2025 Signaturefd LLC9,067$214K0.0%+34.3%0.086%
2/10/2025 Hills Bank & Trust Co28,476$671K0.1%+457.4%0.271%
2/10/2025 Commonwealth Equity Services LLC314,924$7.42M0.0%+4.0%2.999%
2/7/2025 HighTower Advisors LLC19,855$468K0.0%+9.2%0.189%
2/7/2025 Tassel Capital Management Inc.19,766$466K0.4%N/A0.188%
2/7/2025 Voisard Asset Management Group Inc.18,977$447K0.1%+81.3%0.181%
2/7/2025 Atlantic Union Bankshares Corp134,135$3.16M0.2%+31.9%1.277%
2/7/2025 PNC Financial Services Group Inc.53,435$1.26M0.0%+1.2%0.509%
2/6/2025 Opulen Financial Group LLC12,426$293K0.3%N/A0.118%
2/6/2025 Raymond James Financial Inc.153,243$3.61M0.0%N/A1.459%
2/6/2025 Atria Investments Inc93,115$2.20M0.0%+6.3%0.887%
2/6/2025 Jones Financial Companies Lllp8,632$203K0.0%+43.8%0.082%
2/5/2025 Jacobi Capital Management LLC11,108$262K0.0%+5.2%0.106%
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2/5/2025 First Command Advisory Services Inc.30,548$720K0.0%+167.5%0.291%
2/4/2025 Addison Advisors LLC15,240$359K0.1%+4.1%0.145%
2/4/2025 MONECO Advisors LLC62,087$1.46M0.2%+39.5%0.591%
2/3/2025 Sigma Planning Corp10,211$241K0.0%N/A0.097%
2/3/2025 Private Advisor Group LLC23,859$562K0.0%-16.0%0.229%
1/31/2025 Key Financial Inc89,040$2.10M0.5%+5.6%0.856%
1/31/2025 Truist Financial Corp300,215$7.08M0.0%-0.5%2.887%
1/31/2025 Sanctuary Advisors LLC103,212$2.44M0.0%+4.0%0.992%
1/30/2025 Principal Securities Inc.3,965$93K0.0%+1,316.1%0.038%
1/30/2025 Howard Wealth Management LLC12,610$297K0.2%+18.2%0.121%
1/29/2025 Collier Financial13,876$327K0.3%N/A0.135%
1/29/2025 Focus Financial Network Inc.12,906$304K0.0%N/A0.125%
1/29/2025 Wingate Wealth Advisors Inc.8,514$201K0.2%N/A0.083%
1/29/2025 Savant Capital LLC44,221$1.04M0.0%-4.2%0.429%
1/28/2025 AlphaStar Capital Management LLC49,565$1.17M0.1%+11.9%0.481%
1/27/2025 YANKCOM Partnership16,213$382K0.2%N/A0.157%
1/24/2025 Resonant Capital Advisors LLC71,705$1.69M0.1%-17.1%0.696%
1/24/2025 Oak Family Advisors LLC13,170$310K0.1%+43.6%0.128%
1/23/2025 AA Financial Advisors LLC22,147$522K0.1%-5.5%0.215%
1/23/2025 Crews Bank & Trust8,475$200K0.0%N/A0.082%
1/23/2025 Asset Dedication LLC109,792$2.59M0.2%+5.0%1.066%
1/21/2025 Precedent Wealth Partners LLC68,704$1.62M0.5%+4.2%0.680%
1/21/2025 Cornerstone Wealth Management LLC42,451$1.00M0.1%+10.5%0.420%
1/17/2025 Clear Harbor Asset Management LLC19,535$460K0.0%+3.3%0.193%
1/16/2025 Diversify Advisory Services LLC9,021$213K0.0%N/A0.091%
1/15/2025 Astoria Portfolio Advisors LLC.35,565$839K0.3%-8.2%0.359%
1/15/2025 CGN Advisors LLC58,716$1.38M0.1%-3.7%0.593%
1/15/2025 Wealthcare Advisory Partners LLC16,685$393K0.0%N/A0.169%
1/15/2025 Carnegie Investment Counsel30,335$715K0.0%-2.6%0.306%
1/14/2025 Kathmere Capital Management LLC22,223$524K0.0%N/A0.224%
1/14/2025 Tlwm22,339$527K0.1%+2.4%0.226%
1/13/2025 Sentinel Pension Advisors Inc.37,214$877K0.2%+20.6%0.376%
1/10/2025 Wealth Enhancement Advisory Services LLC18,747$445K0.0%N/A0.191%
1/8/2025 Legacy Private Trust Co.62,119$1.46M0.1%-3.1%0.634%
1/2/2025 Confluence Investment Management LLC215,731$5.09M0.1%-2.0%2.320%
11/25/2024 Sanctuary Advisors LLC99,269$2.35M0.0%+14.1%1.067%
11/15/2024 MML Investors Services LLC38,335$910K0.0%+4.0%0.412%
11/15/2024 Jane Street Group LLC51,175$1.22M0.0%-8.0%0.550%
11/15/2024 Stifel Financial Corp53,604$1.27M0.0%+354.4%0.576%
11/15/2024 Integrated Wealth Concepts LLC56,142$1.33M0.0%+8.2%0.604%
11/15/2024 HighTower Advisors LLC18,178$430K0.0%+3.4%0.195%
11/15/2024 Benjamin Edwards Inc.21,951$521K0.0%N/A0.236%
11/14/2024 Flow Traders U.S. LLC39,292$933K0.0%N/A0.422%
11/14/2024 Captrust Financial Advisors17,244$409K0.0%+8.0%0.185%
11/14/2024 Atlantic Union Bankshares Corp101,731$2.42M0.1%+33.4%1.094%
11/14/2024 CreativeOne Wealth LLC80,000$1.90M0.1%N/A0.860%
11/12/2024 Meridian Wealth Management LLC34,474$818K0.0%+17.4%0.371%
11/8/2024 Avior Wealth Management LLC10,488$249K0.0%+17.9%0.113%
11/8/2024 PNC Financial Services Group Inc.52,781$1.25M0.0%+24.1%0.568%
11/6/2024 River Street Advisors LLC6,527$155K0.1%N/A0.070%
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11/5/2024 Paulson Wealth Management Inc.39,325$934K0.2%+16.6%0.423%
11/5/2024 Aptus Capital Advisors LLC50,894$1.21M0.0%+9.1%0.547%
11/4/2024 Addison Advisors LLC14,645$348K0.1%+27.0%0.157%
11/1/2024 Atria Investments Inc87,620$2.08M0.0%+4.5%0.942%
10/31/2024 Confluence Investment Management LLC220,159$5.23M0.1%-5.8%2.367%
10/29/2024 Key Financial Inc84,287$2.00M0.4%+62.5%0.906%
10/28/2024 Hills Bank & Trust Co5,109$121K0.0%N/A0.055%
10/25/2024 MONECO Advisors LLC44,506$1.06M0.1%+48.4%0.479%
10/24/2024 Clear Harbor Asset Management LLC18,920$449K0.0%+11.0%0.203%
10/22/2024 Foundry Financial Group Inc.8,500$202K0.1%N/A0.091%
(Data available from 1/1/2016 forward)

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BSMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMQ shares?

During the previous two years, 122 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.13M), LPL Financial LLC ($8.48M), Commonwealth Equity Services LLC ($7.42M), Truist Financial Corp ($7.08M), Invesco Ltd. ($5.81M), Bank of America Corp DE ($5.60M), and Confluence Investment Management LLC ($5.09M).Learn more on BSMQ's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2026 Municipal Bond ETF stock?

Of the 115 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($306.49K), Truist Financial Corp ($299.44K), OneAscent Financial Services LLC ($253.75K), Confluence Investment Management LLC ($237.66K), CreativeOne Wealth LLC ($160K), Commonwealth Equity Services LLC ($129.71K), and Key Financial Inc ($121.31K).

How much institutional buying is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have bought a total of 3,787,226 shares in the last 24 months. This purchase volume represents approximately $101.03M in transactions.

Which Invesco BulletShares 2026 Municipal Bond ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($42.22K), CGN Advisors LLC ($39.57K), Raymond James & Associates ($36.26K), Savant Capital LLC ($27.18K), Confluence Investment Management LLC ($26.62K), Resonant Capital Advisors LLC ($19.50K), and Legacy Private Trust Co. ($18.55K).

How much institutional selling is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have sold a total of 372,649 shares in the last 24 months. This volume of shares sold represents approximately $8.90M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 3/26/2025 by MarketBeat.com Staff
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