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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.50 -0.02 (-0.06%)
As of 02:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$53.85M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.82M
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BSMR Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC13,883$328K0.0%N/A0.151%
2/19/2025 Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025 Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025 Focus Partners Wealth76,336$1.80M0.0%+5.5%0.830%
2/17/2025 EP Wealth Advisors LLC6,565$155K0.0%N/A0.071%
2/17/2025 Captrust Financial Advisors20,741$489K0.0%+68.4%0.225%
2/17/2025 Bank of America Corp DE204,215$4.82M0.0%+4.8%2.220%
2/14/2025 Mercer Global Advisors Inc. ADV11,506$272K0.0%N/A0.125%
2/14/2025 Lido Advisors LLC20,612$486K0.0%+67.4%0.224%
2/14/2025 Beacon Pointe Advisors LLC16,322$385K0.0%+14.0%0.177%
2/14/2025 Integrated Wealth Concepts LLC67,298$1.59M0.0%+61.8%0.732%
2/14/2025 Stifel Financial Corp48,935$1.16M0.0%-8.9%0.532%
2/14/2025 Freedom Investment Management Inc.12,705$300K0.0%N/A0.138%
2/13/2025 NewEdge Advisors LLC135,131$3.19M0.0%+8.4%1.469%
2/13/2025 Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/13/2025 Advisory Services Network LLC10,049$237K0.0%+14.7%0.109%
2/13/2025 Invesco Ltd.240,179$5.67M0.0%+26.2%2.611%
2/13/2025 Envestnet Asset Management Inc.119,520$2.82M0.0%+69.3%1.299%
2/13/2025 Wells Fargo & Company MN327,631$7.73M0.0%+16.1%3.561%
2/12/2025 PAX Financial Group LLC48,143$1.14M0.2%N/A0.523%
2/12/2025 OneAscent Financial Services LLC9,608$227K0.0%N/A0.104%
2/12/2025 StoneX Group Inc.26,815$633K0.0%N/A0.291%
2/11/2025 LPL Financial LLC298,378$7.04M0.0%+6.4%3.243%
2/10/2025 Signaturefd LLC6,714$158K0.0%N/A0.073%
2/10/2025 Hills Bank & Trust Co30,121$711K0.1%N/A0.327%
2/10/2025 Commonwealth Equity Services LLC175,521$4.14M0.0%-3.2%1.908%
2/7/2025 HighTower Advisors LLC60,376$1.43M0.0%+7.3%0.656%
2/7/2025 Independent Advisor Alliance17,752$419K0.0%N/A0.193%
2/7/2025 Tassel Capital Management Inc.10,533$249K0.2%N/A0.114%
2/7/2025 Atlantic Union Bankshares Corp250,543$5.91M0.3%+34.6%2.723%
2/7/2025 PNC Financial Services Group Inc.7,659$181K0.0%+38.3%0.083%
2/6/2025 Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/6/2025 Atria Investments Inc129,494$3.06M0.0%+43.3%1.408%
2/6/2025 Meridian Wealth Management LLC35,584$840K0.0%+9.8%0.387%
2/6/2025 Jones Financial Companies Lllp10,692$252K0.0%+99.4%0.116%
2/5/2025 Jacobi Capital Management LLC11,084$262K0.0%+5.1%0.120%
2/5/2025 First Command Advisory Services Inc.32,335$763K0.0%+202.4%0.351%
2/4/2025 MONECO Advisors LLC56,324$1.33M0.1%+46.0%0.612%
2/3/2025 Private Advisor Group LLC9,400$222K0.0%-34.4%0.104%
1/31/2025 Key Financial Inc273,666$6.46M1.5%+0.2%3.041%
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1/31/2025 Sanctuary Advisors LLC184,052$4.35M0.0%+6.4%2.045%
1/30/2025 Principal Securities Inc.3,993$94K0.0%N/A0.044%
1/30/2025 Howard Wealth Management LLC12,615$298K0.2%+18.2%0.140%
1/29/2025 Collier Financial13,923$329K0.3%N/A0.158%
1/29/2025 Focus Financial Network Inc.10,138$239K0.0%N/A0.115%
1/29/2025 Wingate Wealth Advisors Inc.8,494$200K0.2%N/A0.097%
1/29/2025 Savant Capital LLC44,475$1.05M0.0%-4.3%0.505%
1/28/2025 AlphaStar Capital Management LLC49,410$1.17M0.1%+11.9%0.561%
1/27/2025 YANKCOM Partnership16,803$397K0.2%N/A0.191%
1/27/2025 Silverlake Wealth Management LLC11,768$278K0.1%+7.7%0.134%
1/23/2025 AA Financial Advisors LLC20,092$474K0.1%-10.0%0.228%
1/23/2025 Crews Bank & Trust8,455$200K0.0%N/A0.096%
1/23/2025 Asset Dedication LLC86,059$2.03M0.2%+5.3%0.978%
1/22/2025 Webster Bank N. A.5,520$130K0.0%+74.7%0.063%
1/21/2025 Precedent Wealth Partners LLC72,483$1.71M0.6%+3.8%0.853%
1/21/2025 Cornerstone Wealth Management LLC50,266$1.19M0.1%N/A0.591%
1/17/2025 Avior 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%
11/25/2024 Sanctuary Advisors LLC173,028$4.10M0.0%+123.7%2.338%
11/15/2024 MML Investors Services LLC26,405$626K0.0%+5.1%0.357%
11/15/2024 Jane Street Group LLC126,453$3.00M0.0%-48.7%1.709%
11/15/2024 Stifel Financial Corp53,729$1.27M0.0%+368.1%0.726%
11/15/2024 Integrated Wealth Concepts LLC41,582$985K0.0%+11.3%0.562%
11/15/2024 HighTower Advisors LLC56,261$1.33M0.0%+169.8%0.760%
11/15/2024 Benjamin Edwards Inc.15,663$371K0.0%N/A0.212%
11/14/2024 Flow Traders U.S. LLC12,970$307K0.0%-66.8%0.175%
11/14/2024 Captrust Financial Advisors12,314$292K0.0%+11.6%0.166%
11/14/2024 Atlantic Union Bankshares Corp186,189$4.41M0.3%+37.8%2.516%
11/14/2024 CreativeOne Wealth LLC54,250$1.29M0.0%N/A0.733%
11/12/2024 Meridian Wealth Management LLC32,420$768K0.0%+6.4%0.438%
11/8/2024 Avior Wealth Management LLC88,559$2.10M0.1%+51.3%1.197%
11/6/2024 River Street Advisors LLC2,100$50K0.0%N/A0.028%
11/5/2024 Paulson Wealth Management Inc.41,068$973K0.3%+18.4%0.555%
11/5/2024 Aptus Capital Advisors LLC41,391$981K0.0%+11.3%0.559%
11/4/2024 Addison Advisors LLC20,610$488K0.1%+27.7%0.279%
11/1/2024 Atria 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%
10/29/2024 Key Financial Inc273,136$6.47M1.4%+8.5%3.691%
10/25/2024 Voisard Asset Management Group Inc.8,900$211K0.1%N/A0.120%
10/25/2024 MONECO Advisors LLC38,570$914K0.1%+62.2%0.528%
10/22/2024 Private Advisor Group LLC14,322$339K0.0%-47.2%0.196%
10/18/2024 AA Financial Advisors LLC22,318$529K0.2%+8.2%0.306%
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10/18/2024 Precedent 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%
10/16/2024 Asset Dedication LLC81,723$1.94M0.1%+15.7%1.119%
10/10/2024 Webster Bank N. A.3,160$75K0.0%+25.1%0.043%
10/2/2024 Kades & Cheifetz LLC9,468$224K0.1%N/A0.130%
9/5/2024 Sanctuary Advisors LLC77,353$1.81M0.0%N/A1.155%
8/28/2024Farmers National Bank45,467$1.07M0.3%-1.4%0.679%
8/16/2024 Northwestern Mutual Wealth Management Co.13,029$306K0.0%+11.5%0.194%
8/16/2024 NewEdge Advisors LLC121,344$2.85M0.0%+4.4%1.811%
8/6/2024 Asset Dedication LLC70,619$1.66M0.1%+2.2%1.054%
(Data available from 1/1/2016 forward)

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BSMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMR shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($7.73M), LPL Financial LLC ($7.04M), Key Financial Inc ($6.46M), Atlantic Union Bankshares Corp ($5.91M), Confluence Investment Management LLC ($5.68M), Invesco Ltd. ($5.67M), and Bank of America Corp DE ($4.82M).Learn more on BSMR's institutional investors.

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

Of the 92 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: Raymond James Financial Inc. ($314.22K), Confluence Investment Management LLC ($262.30K), Atlantic Union Bankshares Corp ($232.30K), Key Financial Inc ($223.05K), Sanctuary Advisors LLC ($184.05K), Bank of New York Mellon Corp ($86.99K), and Toronto Dominion Bank ($79.03K).

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

Institutional investors have bought a total of 3,388,111 shares in the last 24 months. This purchase volume represents approximately $84.86M in transactions.

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

Of the 18 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 ($20.62K).

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

Institutional investors have sold a total of 439,484 shares in the last 24 months. This volume of shares sold represents approximately $10.54M in transactions.


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This page (NASDAQ:BSMR) was last updated on 3/31/2025 by MarketBeat.com Staff
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