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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.76 +0.07 (+0.30%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$34.29M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.45M
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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
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%
11/15/2024 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%
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%
10/16/2024 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%
9/5/2024Sanctuary Advisors LLC77,353$1.81M0.0%N/A1.155%
8/28/2024Farmers National Bank45,467$1.07M0.3%-1.4%0.679%
8/16/2024 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%
8/5/2024 Private Advisor Group LLC27,123$637K0.0%+43.5%0.405%
8/5/2024 Addison Advisors LLC16,145$379K0.1%+5.9%0.241%
8/2/2024 Midland Wealth Advisors LLC20,194$474K0.0%+5.6%0.311%
7/31/2024 Aptus Capital Advisors LLC37,180$873K0.0%+2.3%0.572%
7/31/2024Commonwealth Equity Services LLC150,616$3.54M0.0%+5.5%2.317%
7/30/2024 WESPAC Advisors LLC17,322$407K0.3%-50.0%0.266%
7/30/2024 Key Financial Inc251,706$5.91M1.4%+2.3%3.872%
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7/26/2024 AlphaStar Capital Management LLC41,057$964K0.1%+22.6%0.632%
7/26/2024 First Command Advisory Services Inc.5,604$132K0.0%+88.4%0.086%
7/26/2024 Paulson Wealth Management Inc.34,694$815K0.2%+22.4%0.534%
7/25/2024 Atlantic 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%
7/19/2024 MONECO Advisors LLC23,774$558K0.1%+122.8%0.371%
7/19/2024Raymond James & Associates110,637$2.60M0.0%+2.8%1.729%
7/16/2024 Bill Few Associates Inc.17,119$402K0.2%+33.1%0.267%
7/16/2024 AA 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%
7/10/2024CGN 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%
5/4/2024 Paulson Wealth Management Inc.28,339$670K0.2%+9.3%0.525%
5/3/2024 AA Financial Advisors LLC18,919$448K0.2%N/A0.350%
5/2/2024 First Command Advisory Services Inc.2,975$70K0.0%N/A0.055%
5/1/2024 Private Advisor Group LLC18,903$447K0.0%+25.9%0.350%
4/30/2024 Foundry 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%
4/18/2024 Silverlake Wealth Management LLC10,924$258K0.1%N/A0.206%
4/17/2024 River Street Advisors LLC35,000$828K0.6%N/A0.660%
4/16/2024 Webster Bank N. A.2,525$60K0.0%+49.9%0.048%
4/16/2024 Atlantic Union Bankshares Corp112,611$2.66M0.2%+8.3%2.125%
4/16/2024 Tlwm21,840$517K0.1%+3.9%0.412%
4/12/2024CGN 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%
3/22/2024 Cooksen Wealth LLC14,862$355K0.4%N/A0.297%
3/13/2024 MONECO Advisors LLC10,946$262K0.0%N/A0.219%
2/16/2024Hobbs Group Advisors LLC35,007$837K0.4%N/A0.700%
2/13/2024 Paulson 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%
2/12/2024 Steward Partners Investment Advisory LLC37,147$888K0.0%-15.8%0.743%
2/8/2024 Meridian Wealth Management LLC18,598$445K0.0%N/A0.372%
2/8/2024 Beacon Pointe Advisors LLC13,680$327K0.0%N/A0.274%
2/7/2024 Astoria Portfolio Advisors LLC.42,874$1.02M0.4%N/A0.857%
2/6/2024 Private Advisor Group LLC15,013$359K0.0%N/A0.300%
2/5/2024 Savant Capital LLC32,386$774K0.0%-13.3%0.648%
2/5/2024 MONECO Advisors LLC10,946$262K0.0%N/A0.219%
1/31/2024 Key Financial Inc201,711$4.82M1.3%+384.5%4.034%
1/30/2024 Avior 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%
1/23/2024 Denver Wealth Management Inc.10,734$257K0.1%N/A0.219%
1/23/2024 Foundry Financial Group Inc.9,360$224K0.2%N/A0.191%
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1/19/2024 Atlantic Union Bankshares Corp104,005$2.49M0.2%+39.3%2.123%
1/18/2024Precedent Wealth Partners LLC38,616$923K0.5%N/A0.788%
1/17/2024 Sterling Financial Group Inc.89,941$2.15M1.3%-29.2%1.836%
1/17/2024 Bill Few Associates Inc.11,179$267K0.1%N/A0.228%
1/16/2024Raymond James & Associates105,775$2.53M0.0%+6.0%2.159%
1/8/2024 Horizons Wealth Management14,626$350K0.2%+15.5%0.311%
1/5/2024CGN Advisors LLC97,806$2.34M0.3%+5.1%2.081%
11/13/2023 Asset Dedication LLC56,242$1.29M0.1%+10.3%1.372%
11/13/2023 LPL Financial LLC161,471$3.70M0.0%+25.5%3.938%
11/7/2023 Cookson Peirce & Co. Inc.8,764$201K0.0%-9.6%0.214%
(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, 70 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 ($5.77M), Atlantic Union Bankshares Corp ($4.41M), LPL Financial LLC ($3.70M), Commonwealth Equity Services LLC ($3.54M), Jane Street Group LLC ($3.00M), and NewEdge Advisors LLC ($2.85M).Learn more on BSMR's institutional investors.

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

Of the 62 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 ($530.88K), Key Financial Inc ($222.52K), Atlantic Union Bankshares Corp ($186.38K), LPL Financial LLC ($90.97K), Bank of New York Mellon Corp ($86.99K), Raymond James & Associates ($83.63K), and Sanctuary Advisors LLC ($77.35K).

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

Institutional investors have bought a total of 2,508,083 shares in the last 24 months. This purchase volume represents approximately $74.79M 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 ($37.13K), LPL Financial LLC ($29.47K), Flow Traders U.S. LLC ($26.10K), Confluence Investment Management LLC ($24.15K), 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 419,423 shares in the last 24 months. This volume of shares sold represents approximately $10.18M in transactions.


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This page (NASDAQ:BSMR) was last updated on 11/17/2024 by MarketBeat.com Staff
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