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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.55 0.00 (0.00%)
Closing price 03:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$77.79M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$14.10M
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BSMQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans67,542$1.59M0.0%+395.9%0.549%
8/19/2025 Asset Dedication LLC131,581$3.10M0.2%+14.5%1.070%
8/15/2025 MML Investors Services LLC81,897$1.93M0.0%+20.3%0.666%
8/15/2025 EP Wealth Advisors LLC12,016$283K0.0%-26.6%0.098%
8/15/2025 Bank of America Corp DE340,698$8.03M0.0%+16.0%2.770%
8/15/2025 Ameriprise Financial Inc.10,254$242K0.0%N/A0.083%
8/14/2025 Jane Street Group LLC84,524$1.99M0.0%-26.3%0.687%
8/14/2025 Raymond James Financial Inc.159,077$3.75M0.0%+4.3%1.293%
8/14/2025 NewEdge Advisors LLC160,743$3.79M0.0%+6.2%1.307%
8/13/2025 StoneX Group Inc.22,224$524K0.0%-21.6%0.181%
8/13/2025 Invesco Ltd.296,072$6.98M0.0%+4.3%2.407%
8/13/2025 VestGen Advisors LLC149,868$3.53M0.1%+1.4%1.218%
8/13/2025 Lido Advisors LLC27,410$646K0.0%+8.7%0.223%
8/13/2025 Denver Wealth Management Inc.13,181$311K0.1%-4.2%0.107%
8/13/2025 Northwestern Mutual Wealth Management Co.79,348$1.87M0.0%-5.1%0.645%
8/13/2025 Vermillion & White Wealth Management Group LLC28,249$666K0.4%-27.6%0.230%
8/12/2025 Farmers National Bank63,128$1.49M0.4%+1.9%0.513%
8/12/2025 Steward Partners Investment Advisory LLC1,060$25K0.0%N/A0.009%
8/12/2025 Northeast Planning Associates INC. NH11,077$261K0.2%+13.0%0.090%
8/12/2025 YANKCOM Partnership21,440$505K0.2%+42.8%0.174%
8/11/2025 Landaas & Co. WI ADV9,986$235K0.1%N/A0.081%
8/11/2025 PAX Financial Group LLC48,414$1.14M0.2%-12.6%0.394%
8/11/2025 Western Wealth Management LLC10,900$257K0.0%N/A0.089%
8/8/2025 Cetera Investment Advisers15,204$358K0.0%+9.1%0.124%
8/8/2025 PNC Financial Services Group Inc.27,874$657K0.0%-49.7%0.227%
8/7/2025 Addison Advisors LLC15,000$353K0.1%-4.2%0.122%
8/6/2025 Paulson Wealth Management Inc.40,104$945K0.2%-9.9%0.326%
8/6/2025 Atlantic Union Bankshares Corp165,321$3.90M0.1%+11.5%1.344%
8/6/2025 SNS Financial Group LLC10,620$250K0.0%N/A0.086%
8/5/2025 Key Financial Inc104,371$2.46M0.5%+6.3%0.849%
8/5/2025 Hills Bank & Trust Co78,182$1.84M0.1%+3.4%0.636%
8/4/2025 AlphaStar Capital Management LLC46,348$1.09M0.1%+14.4%0.377%
8/1/2025 Clark Asset Management LLC27,830$656K0.1%+29.9%0.226%
8/1/2025 Koss Olinger Consulting LLC31,181$735K0.1%+188.8%0.254%
8/1/2025 Envestnet Asset Management Inc.170,080$4.01M0.0%-19.6%1.383%
7/31/2025 Resonant Capital Advisors LLC65,489$1.54M0.1%-3.0%0.532%
7/31/2025 Carnegie Investment Counsel23,685$558K0.0%-16.9%0.193%
7/30/2025 Freedom Investment Management Inc.11,926$281K0.0%-4.5%0.097%
7/29/2025 Private Trust Co. NA12,125$286K0.0%-24.6%0.099%
7/28/2025 Mutual Advisors LLC8,935$210K0.0%N/A0.073%
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7/28/2025 Axxcess Wealth Management LLC8,993$212K0.0%N/A0.073%
7/25/2025 Astoria Portfolio Advisors LLC.36,626$861K0.2%-22.9%0.298%
7/25/2025 Yarger Wealth Strategies LLC17,082$402K0.2%N/A0.139%
7/25/2025 Hobbs Group Advisors LLC19,097$450K0.2%-47.4%0.155%
7/24/2025 IFP Advisors Inc1,129$27K0.0%-37.5%0.009%
7/23/2025 WESPAC Advisors LLC26,036$613K0.4%+48.8%0.212%
7/22/2025 Duncan Williams Asset Management LLC18,536$437K0.1%N/A0.151%
7/22/2025 Marietta Wealth Management LLC21,245$501K0.1%N/A0.173%
7/22/2025 Kickstand Ventures LLC.18,536$437K0.1%+14.5%0.151%
7/22/2025 Wealthcare Advisory Partners LLC17,754$418K0.0%+6.4%0.144%
7/21/2025 Precedent Wealth Partners LLC111,085$2.62M0.6%+9.9%0.903%
7/21/2025 River Street Advisors LLC18,302$431K0.2%N/A0.149%
7/21/2025 OLD Second National Bank of Aurora5,744$135K0.0%-27.1%0.047%
7/18/2025 Truist Financial Corp298,961$7.04M0.0%-1.1%2.431%
7/17/2025 Oak Family Advisors LLC15,338$361K0.1%+7.0%0.125%
7/16/2025 Kathmere Capital Management LLC55,773$1.31M0.1%+151.0%0.453%
7/15/2025 Accurate Wealth Management LLC23,724$560K0.1%N/A0.193%
7/15/2025 CGN Advisors LLC34,564$814K0.1%-40.9%0.281%
7/14/2025 Sentinel Pension Advisors LLC37,957$894K0.2%-2.0%0.309%
7/14/2025 Masso Torrence Wealth Management Inc.12,953$305K0.1%+8.4%0.105%
7/11/2025 Farther Finance Advisors LLC3,026$71K0.0%+89.1%0.025%
7/11/2025 AA Financial Advisors LLC21,557$508K0.1%-4.8%0.175%
7/10/2025 Voisard Asset Management Group Inc.44,212$1.04M0.3%+14.7%0.359%
7/10/2025 Focus Financial Network Inc.39,126$922K0.0%-50.3%0.318%
7/9/2025 Central Valley Advisors LLC182,424$4.30M1.5%-1.4%1.483%
7/8/2025 Webster Bank N. A.11,772$277K0.0%-12.7%0.096%
7/8/2025 Legacy Private Trust Co.73,835$1.74M0.1%+14.4%0.600%
7/1/2025 Confluence Investment Management LLC110,838$2.61M0.0%-3.1%0.964%
5/27/2025 Jacobi Capital Management LLC9,776$231K0.0%-12.0%0.085%
5/20/2025 Focus Partners Wealth80,922$1.91M0.0%+6.6%0.704%
5/20/2025 Anchor Investment Management LLC3,000$71K0.0%N/A0.026%
5/19/2025 Jane Street Group LLC114,709$2.71M0.0%+754.4%0.997%
5/16/2025 Jones Financial Companies Lllp243,370$5.74M0.0%+2,719.4%2.116%
5/16/2025 NewEdge Advisors LLC151,395$3.57M0.0%+23.9%1.316%
5/16/2025 Integrated Wealth Concepts LLC112,481$2.66M0.0%+24.2%0.978%
5/15/2025 Royal Bank of Canada22,975$542K0.0%-10.2%0.200%
5/15/2025 Vermillion & White Wealth Management Group LLC39,006$921K0.7%+61.7%0.339%
5/14/2025 Comerica Bank3,072$73K0.0%-21.2%0.027%
5/14/2025 Northwestern Mutual Wealth Management Co.83,584$1.97M0.0%-9.7%0.727%
5/14/2025 Venture Visionary Partners LLC11,363$268K0.0%-57.7%0.099%
5/14/2025 Voisard Asset Management Group Inc.38,562$910K0.3%+103.2%0.335%
5/13/2025 Aptus Capital Advisors LLC56,272$1.33M0.0%+2.1%0.489%
5/13/2025 Raymond James Financial Inc.152,570$3.60M0.0%-0.4%1.327%
5/13/2025 HighTower Advisors LLC23,742$561K0.0%+19.6%0.206%
5/12/2025 Meridian Wealth Management LLC32,532$768K0.0%-5.7%0.283%
5/12/2025 Paulson Wealth Management Inc.44,521$1.05M0.3%+4.0%0.387%
5/12/2025 Invesco Ltd.283,951$6.70M0.0%+15.2%2.469%
5/12/2025 Benjamin Edwards Inc.18,616$440K0.0%-14.5%0.162%
5/12/2025 Koss Olinger Consulting LLC10,798$255K0.0%+6.0%0.094%
5/9/2025 Kickstand Ventures LLC.16,195$382K0.1%+53.8%0.141%
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5/9/2025 PNC Financial Services Group Inc.55,370$1.31M0.0%+3.6%0.481%
5/8/2025 MONECO Advisors LLC89,550$2.11M0.2%+44.2%0.779%
5/8/2025 Harbour Investments Inc.17,233$407K0.0%+695.2%0.150%
5/7/2025 LPL Financial LLC423,036$9.99M0.0%+17.6%3.679%
5/6/2025 Cetera Investment Advisers13,940$329K0.0%+39.1%0.121%
5/6/2025 Carnegie Investment Counsel28,485$668K0.0%-6.1%0.248%
5/5/2025 Northeast Planning Associates INC. NH9,801$231K0.2%N/A0.085%
5/5/2025 Atlantic Union Bankshares Corp148,205$3.50M0.2%+10.5%1.289%
5/5/2025 OneAscent Financial Services LLC122,451$2.89M0.2%-3.8%1.065%
5/5/2025 Private Advisor Group LLC27,921$659K0.0%+17.0%0.243%
(Data available from 1/1/2016 forward)

BSMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMQ shares?

During the previous two years, 139 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 ($9.99M), Bank of America Corp DE ($8.03M), Commonwealth Equity Services LLC ($7.42M), Truist Financial Corp ($7.04M), Invesco Ltd. ($6.98M), and Jones Financial Companies Lllp ($5.74M).Learn more on Invesco BulletShares 2026 Municipal Bond ETF's institutional investors.

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

Of the 128 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($312.99K), Truist Financial Corp ($299.44K), OneAscent Financial Services LLC ($253.75K), Jones Financial Companies Lllp ($237.37K), Confluence Investment Management LLC ($235.10K), Bank of New York Mellon Corp ($207.98K), and Central Valley Advisors LLC ($185.10K).

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

Institutional investors have bought a total of 3,295,930 shares in the last 24 months. This purchase volume represents approximately $77.79M in transactions.

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

Of the 50 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($123K), Jane Street Group LLC ($72.40K), Envestnet Asset Management Inc. ($41.37K), Focus Financial Network Inc. ($39.61K), Raymond James & Associates ($36.26K), PNC Financial Services Group Inc. ($27.50K), and CGN Advisors LLC ($26.20K).

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

Institutional investors have sold a total of 597,462 shares in the last 24 months. This volume of shares sold represents approximately $14.10M in transactions.



This page (NASDAQ:BSMQ) was last updated on 9/2/2025 by MarketBeat.com Staff
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