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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.64 +0.07 (+0.30%)
As of 01/17/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$38.88M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.69M
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BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC128,236$3.03M0.1%+44.8%1.509%
1/15/2025 Astoria Portfolio Advisors LLC.49,185$1.16M0.4%+14.8%0.586%
1/15/2025 CGN Advisors LLC58,088$1.37M0.1%-4.0%0.692%
1/15/2025 Wealthcare Advisory Partners LLC30,848$728K0.0%N/A0.367%
1/14/2025 Kathmere Capital Management LLC22,158$523K0.0%N/A0.264%
1/14/2025 Tlwm22,276$526K0.1%+2.0%0.265%
1/13/2025 Sentinel Pension Advisors Inc.27,487$649K0.1%+38.1%0.327%
1/13/2025 Kades & Cheifetz LLC11,506$272K0.1%+21.5%0.137%
1/10/2025 Wealth Enhancement Advisory Services LLC13,492$320K0.0%N/A0.161%
1/2/2025 Confluence Investment Management LLC240,509$5.68M0.1%-1.2%3.250%
11/25/2024Sanctuary Advisors LLC173,028$4.10M0.0%+123.7%2.338%
11/15/2024MML Investors Services LLC26,405$626K0.0%+5.1%0.357%
11/15/2024Jane Street Group LLC126,453$3.00M0.0%-48.7%1.709%
11/15/2024Stifel Financial Corp53,729$1.27M0.0%+368.1%0.726%
11/15/2024Integrated Wealth Concepts LLC41,582$985K0.0%+11.3%0.562%
11/15/2024HighTower Advisors LLC56,261$1.33M0.0%+169.8%0.760%
11/15/2024Benjamin Edwards Inc.15,663$371K0.0%N/A0.212%
11/14/2024Flow Traders U.S. LLC12,970$307K0.0%-66.8%0.175%
11/14/2024Captrust Financial Advisors12,314$292K0.0%+11.6%0.166%
11/14/2024Atlantic Union Bankshares Corp186,189$4.41M0.3%+37.8%2.516%
11/14/2024CreativeOne Wealth LLC54,250$1.29M0.0%N/A0.733%
11/12/2024Meridian Wealth Management LLC32,420$768K0.0%+6.4%0.438%
11/8/2024Avior Wealth Management LLC88,559$2.10M0.1%+51.3%1.197%
11/6/2024River Street Advisors LLC2,100$50K0.0%N/A0.028%
11/5/2024Paulson Wealth Management Inc.41,068$973K0.3%+18.4%0.555%
11/5/2024Aptus Capital Advisors LLC41,391$981K0.0%+11.3%0.559%
11/4/2024Addison Advisors LLC20,610$488K0.1%+27.7%0.279%
11/1/2024Atria Investments Inc90,359$2.14M0.0%+5.2%1.221%
10/31/2024 Confluence Investment Management LLC243,449$5.77M0.1%-5.8%3.290%
10/29/2024Key Financial Inc273,136$6.47M1.4%+8.5%3.691%
10/25/2024Voisard Asset Management Group Inc.8,900$211K0.1%N/A0.120%
10/25/2024MONECO Advisors LLC38,570$914K0.1%+62.2%0.528%
10/22/2024Private Advisor Group LLC14,322$339K0.0%-47.2%0.196%
10/18/2024AA Financial Advisors LLC22,318$529K0.2%+8.2%0.306%
10/18/2024Precedent Wealth Partners LLC69,835$1.66M0.5%+20.6%0.957%
10/16/2024 Sentinel Pension Advisors Inc.19,900$472K0.1%+14.8%0.273%
10/16/2024Asset Dedication LLC81,723$1.94M0.1%+15.7%1.119%
10/10/2024Webster Bank N. A.3,160$75K0.0%+25.1%0.043%
10/2/2024 Kades & Cheifetz LLC9,468$224K0.1%N/A0.130%
9/5/2024Sanctuary Advisors LLC77,353$1.81M0.0%N/A1.155%
8/28/2024Farmers National Bank45,467$1.07M0.3%-1.4%0.679%
8/16/2024Northwestern Mutual Wealth Management Co.13,029$306K0.0%+11.5%0.194%
8/16/2024NewEdge Advisors LLC121,344$2.85M0.0%+4.4%1.811%
8/6/2024Asset Dedication LLC70,619$1.66M0.1%+2.2%1.054%
8/5/2024Private Advisor Group LLC27,123$637K0.0%+43.5%0.405%
8/5/2024Addison Advisors LLC16,145$379K0.1%+5.9%0.241%
8/2/2024Midland Wealth Advisors LLC20,194$474K0.0%+5.6%0.311%
7/31/2024Aptus Capital Advisors LLC37,180$873K0.0%+2.3%0.572%
7/31/2024Commonwealth Equity Services LLC150,616$3.54M0.0%+5.5%2.317%
7/30/2024WESPAC Advisors LLC17,322$407K0.3%-50.0%0.266%
7/30/2024Key Financial Inc251,706$5.91M1.4%+2.3%3.872%
7/26/2024AlphaStar Capital Management LLC41,057$964K0.1%+22.6%0.632%
7/26/2024First Command Advisory Services Inc.5,604$132K0.0%+88.4%0.086%
7/26/2024Paulson Wealth Management Inc.34,694$815K0.2%+22.4%0.534%
7/25/2024Atlantic Union Bankshares Corp135,107$3.17M0.2%+20.0%2.079%
7/23/2024Precedent Wealth Partners LLC57,926$1.36M0.5%+19.1%0.905%
7/22/2024 Krilogy Financial LLC21,634$508K0.0%-5.7%0.338%
7/22/2024 Horizons Wealth Management15,340$363K0.3%+4.9%0.240%
7/22/2024Hobbs Group Advisors LLC38,007$892K0.3%N/A0.594%
7/19/2024MONECO Advisors LLC23,774$558K0.1%+122.8%0.371%
7/19/2024Raymond James & Associates110,637$2.60M0.0%+2.8%1.729%
7/16/2024Bill Few Associates Inc.17,119$402K0.2%+33.1%0.267%
7/16/2024AA Financial Advisors LLC20,623$484K0.2%+9.0%0.322%
7/15/2024 Sterling Financial Group Inc.15,831$372K0.2%-14.9%0.247%
7/10/2024 CGN Advisors LLC60,679$1.43M0.2%-11.3%0.948%
7/1/2024 Confluence Investment Management LLC258,410$6.07M0.1%-0.4%4.785%
5/14/2024 Sentinel Pension Advisors Inc.12,221$289K0.1%N/A0.226%
5/4/2024Paulson Wealth Management Inc.28,339$670K0.2%+9.3%0.525%
5/3/2024AA Financial Advisors LLC18,919$448K0.2%N/A0.350%
5/2/2024First Command Advisory Services Inc.2,975$70K0.0%N/A0.055%
5/1/2024Private Advisor Group LLC18,903$447K0.0%+25.9%0.350%
4/30/2024Foundry Financial Group Inc.10,544$249K0.2%+12.6%0.195%
4/29/2024Commonwealth Equity Services LLC142,818$3.38M0.0%+7.2%2.645%
4/24/2024 Krilogy Financial LLC22,934$543K0.0%+34.7%0.425%
4/23/2024Precedent Wealth Partners LLC48,637$1.15M0.5%+26.0%0.901%
4/18/2024Silverlake Wealth Management LLC10,924$258K0.1%N/A0.206%
4/17/2024River Street Advisors LLC35,000$828K0.6%N/A0.660%
4/16/2024Webster Bank N. A.2,525$60K0.0%+49.9%0.048%
4/16/2024Atlantic Union Bankshares Corp112,611$2.66M0.2%+8.3%2.125%
4/16/2024 Tlwm21,840$517K0.1%+3.9%0.412%
4/12/2024 CGN Advisors LLC68,408$1.62M0.2%-30.1%1.291%
4/10/2024 Sterling Financial Group Inc.18,611$440K0.2%-79.3%0.358%
4/1/2024 Confluence Investment Management LLC259,568$6.14M0.1%N/A5.191%
3/22/2024Cooksen Wealth LLC14,862$355K0.4%N/A0.297%
3/13/2024MONECO Advisors LLC10,946$262K0.0%N/A0.219%
2/16/2024Hobbs Group Advisors LLC35,007$837K0.4%N/A0.700%
2/13/2024Paulson Wealth Management Inc.25,925$620K0.2%+9.3%0.519%
2/12/2024Fortress Wealth Management Inc.50,234$1.20M0.7%N/A1.005%
2/12/2024Steward Partners Investment Advisory LLC37,147$888K0.0%-15.8%0.743%
2/8/2024Meridian Wealth Management LLC18,598$445K0.0%N/A0.372%
2/8/2024Beacon Pointe Advisors LLC13,680$327K0.0%N/A0.274%
2/7/2024 Astoria Portfolio Advisors LLC.42,874$1.02M0.4%N/A0.857%
2/6/2024Private Advisor Group LLC15,013$359K0.0%N/A0.300%
2/5/2024Savant Capital LLC32,386$774K0.0%-13.3%0.648%
2/5/2024MONECO Advisors LLC10,946$262K0.0%N/A0.219%
1/31/2024Key Financial Inc201,711$4.82M1.3%+384.5%4.034%
1/30/2024Avior Wealth Management LLC31,149$745K0.0%+19.7%0.623%
1/26/2024 Krilogy Financial LLC17,025$407K0.0%-11.2%0.341%
1/23/2024Levy Wealth Management Group LLC10,475$250K0.1%N/A0.214%
1/23/2024Denver Wealth Management Inc.10,734$257K0.1%N/A0.219%
(Data available from 1/1/2016 forward)

BSMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMR shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Key Financial Inc ($6.47M), Confluence Investment Management LLC ($5.68M), Atlantic Union Bankshares Corp ($4.41M), Sanctuary Advisors LLC ($4.10M), LPL Financial LLC ($3.70M), Commonwealth Equity Services LLC ($3.54M), and Avior Wealth Management LLC ($3.03M).Learn more on BSMR's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2027 Municipal Bond ETF stock?

Of the 65 institutional investors that purchased Invesco BulletShares 2027 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($262.30K), Key Financial Inc ($222.52K), Atlantic Union Bankshares Corp ($186.38K), Sanctuary Advisors LLC ($173.03K), LPL Financial LLC ($90.97K), Bank of New York Mellon Corp ($86.99K), and Raymond James & Associates ($83.63K).

How much institutional buying is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have bought a total of 2,438,208 shares in the last 24 months. This purchase volume represents approximately $66.40M in transactions.

Which Invesco BulletShares 2027 Municipal Bond ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco BulletShares 2027 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 ($120.01K), Sterling Financial Group Inc. ($111.18K), CGN Advisors LLC ($39.56K), LPL Financial LLC ($29.47K), Confluence Investment Management LLC ($27.09K), Flow Traders U.S. LLC ($26.10K), and Savant Capital LLC ($18.64K).

How much institutional selling is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have sold a total of 424,798 shares in the last 24 months. This volume of shares sold represents approximately $10.31M in transactions.


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