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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.47 +0.04 (+0.17%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$20.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.42M
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BSMS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 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 LLC45,636$1.08M0.0%+3.3%0.845%
11/15/2024Jane Street Group LLC84,900$2.00M0.0%-1.7%1.572%
11/15/2024 Stifel Financial Corp55,780$1.32M0.0%+385.0%1.033%
11/15/2024 Integrated Wealth Concepts LLC35,853$845K0.0%+10.8%0.664%
11/15/2024 HighTower Advisors LLC39,288$925K0.0%N/A0.728%
11/15/2024 Benjamin Edwards Inc.10,380$245K0.0%N/A0.192%
11/14/2024 Captrust Financial Advisors11,566$273K0.0%+12.4%0.214%
11/12/2024 Meridian Wealth Management LLC17,252$407K0.0%+34.9%0.319%
11/8/2024 Avior Wealth Management LLC5,642$133K0.0%+12.7%0.104%
11/5/2024 Paulson Wealth Management Inc.17,856$421K0.1%+56.9%0.331%
11/5/2024 Aptus Capital Advisors LLC8,635$204K0.0%+97.8%0.160%
11/4/2024 Addison Advisors LLC24,705$583K0.2%+18.2%0.458%
10/31/2024 Confluence Investment Management LLC269,708$6.36M0.1%-5.8%5.089%
10/29/2024 Key Financial Inc155,599$3.67M0.8%+2.8%2.936%
10/28/2024 Hills Bank & Trust Co6,572$155K0.0%N/A0.124%
10/25/2024 MONECO Advisors LLC47,596$1.12M0.1%+42.5%0.898%
10/22/2024 Foundry Financial Group Inc.8,491$200K0.1%N/A0.160%
10/22/2024 Sterling Financial Group Inc.27,163$641K0.3%+63.0%0.513%
10/21/2024 Venture Visionary Partners LLC11,950$282K0.0%-7.7%0.225%
10/18/2024Precedent Wealth Partners LLC70,339$1.66M0.5%+19.5%1.353%
10/16/2024 Sentinel Pension Advisors Inc.19,492$460K0.1%+35.7%0.375%
10/16/2024 Asset Dedication LLC64,227$1.51M0.1%+8.9%1.235%
8/16/2024 Northwestern Mutual Wealth Management Co.18,611$432K0.0%+18.1%0.380%
8/16/2024 NewEdge Advisors LLC117,647$2.73M0.0%+6.9%2.401%
8/8/2024 Envestnet Asset Management Inc.82,382$1.91M0.0%+9.4%1.681%
8/6/2024 Asset Dedication LLC58,977$1.37M0.1%+14.4%1.204%
8/2/2024 Midland Wealth Advisors LLC12,508$291K0.0%N/A0.255%
7/31/2024Commonwealth Equity Services LLC168,381$3.91M0.0%+3.3%3.436%
7/30/2024 Key Financial Inc151,324$3.52M0.8%+3.1%3.088%
7/26/2024 AlphaStar Capital Management LLC41,372$961K0.1%+22.6%0.862%
7/26/2024 First Command Advisory Services Inc.3,734$87K0.0%+73.7%0.078%
7/26/2024 Paulson Wealth Management Inc.11,381$264K0.1%N/A0.237%
7/23/2024Precedent Wealth Partners LLC58,849$1.37M0.6%+19.1%1.252%
7/22/2024Hobbs Group Advisors LLC32,406$753K0.3%N/A0.689%
7/19/2024 MONECO Advisors LLC33,398$776K0.1%+147.4%0.726%
7/16/2024 Bill Few Associates Inc.17,142$398K0.2%+33.5%0.373%
7/15/2024 Sterling Financial Group Inc.16,663$387K0.2%-24.3%0.362%
7/10/2024CGN Advisors LLC55,233$1.28M0.1%-12.5%1.201%
7/1/2024 Confluence Investment Management LLC286,386$6.65M0.1%-0.5%6.660%
5/14/2024 Sentinel Pension Advisors Inc.9,230$217K0.0%N/A0.215%
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5/2/2024 First Command Advisory Services Inc.2,150$50K0.0%N/A0.050%
4/30/2024 Foundry Financial Group Inc.10,533$247K0.2%N/A0.245%
4/29/2024Commonwealth Equity Services LLC163,072$3.83M0.0%+13.6%3.792%
4/26/2024 MONECO Advisors LLC13,502$317K0.1%+4.4%0.314%
4/23/2024Precedent Wealth Partners LLC49,431$1.16M0.5%+29.1%1.150%
4/18/2024 Silverlake Wealth Management LLC10,997$258K0.1%N/A0.256%
4/12/2024CGN Advisors LLC63,101$1.48M0.2%-32.5%1.467%
4/10/2024 Sterling Financial Group Inc.22,013$517K0.2%-75.8%0.512%
4/1/2024 Confluence Investment Management LLC287,790$6.76M0.1%N/A7.195%
3/22/2024 Cooksen Wealth LLC15,048$357K0.4%N/A0.376%
3/13/2024 MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/16/2024Hobbs Group Advisors LLC30,653$728K0.3%N/A0.766%
2/8/2024 Beacon Pointe Advisors LLC10,671$253K0.0%N/A0.267%
2/6/2024 Private Advisor Group LLC16,097$382K0.0%N/A0.402%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC14,133$336K0.0%N/A0.353%
2/5/2024 Savant Capital LLC28,463$676K0.0%-13.4%0.712%
2/5/2024 MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/2/2024 Addison Advisors LLC14,815$352K0.1%-12.3%0.370%
1/31/2024 Key Financial Inc60,856$1.45M0.4%+38.3%1.521%
1/30/2024 Avior Wealth Management LLC8,228$195K0.0%-35.2%0.206%
1/24/2024 Venture Visionary Partners LLC25,242$600K0.0%-10.3%0.631%
1/18/2024Precedent Wealth Partners LLC38,301$910K0.5%N/A0.982%
1/17/2024 Sterling Financial Group Inc.90,902$2.16M1.3%-27.2%2.331%
1/17/2024 Bill Few Associates Inc.11,147$265K0.1%N/A0.286%
1/16/2024Raymond James Financial Services Advisors Inc.8,656$206K0.0%-44.5%0.222%
1/16/2024Raymond James & Associates30,127$716K0.0%+123.9%0.772%
1/16/2024 Valicenti Advisory Services Inc.8,425$200K0.1%N/A0.216%
1/8/2024 Horizons Wealth Management18,919$449K0.3%+6.7%0.526%
1/5/2024CGN Advisors LLC93,550$2.22M0.3%+4.6%2.599%
11/13/2023 Asset Dedication LLC24,205$544K0.0%+2.9%0.756%
11/13/2023 LPL Financial LLC164,523$3.71M0.0%+9.0%5.141%
11/7/2023 Addison Advisors LLC16,895$381K0.2%+33.2%0.528%
11/7/2023 Savant Capital LLC32,850$740K0.0%+3.7%1.027%
11/1/2023 Key Financial Inc43,991$991K0.3%+36.2%1.375%
10/24/2023Raymond James & Associates13,457$303K0.0%+38.9%0.434%
10/23/2023Commonwealth Equity Services LLC54,574$1.23M0.0%+7.5%1.760%
10/19/2023 Sterling Financial Group Inc.124,847$2.81M1.8%+5.3%4.027%
10/17/2023 Avior Wealth Management LLC12,697$286K0.0%+5.8%0.410%
10/13/2023CGN Advisors LLC89,424$2.02M0.3%+7.5%2.981%
10/13/2023 Venture Visionary Partners LLC28,140$634K0.0%-7.1%0.938%
10/12/2023 Horizons Wealth Management17,723$399K0.3%+21.6%0.591%
10/10/2023 Confluence Investment Management LLC292,256$6.58M0.1%-0.7%9.742%
9/7/2023 Sterling Financial Group Inc.118,553$2.77M1.8%+822.6%4.088%
8/22/2023 Asset Dedication LLC23,534$552K0.0%+26.4%0.812%
8/3/2023 Addison Advisors LLC12,685$296K0.1%N/A0.437%
8/2/2023 Bank of Montreal Can21,772$513K0.0%N/A0.751%
8/1/2023 Dover Advisors LLC21,890$512K0.5%N/A0.755%
8/1/2023 Cookson Peirce & Co. Inc.9,764$228K0.0%N/A0.337%
7/31/2023 LPL Financial LLC150,905$3.53M0.0%+23.9%5.204%
7/31/2023 Koss Olinger Consulting LLC11,317$264K0.0%N/A0.390%
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7/28/2023 Key Financial Inc32,291$755K0.3%+58.4%1.113%
7/25/2023Raymond James Financial Services Advisors Inc.15,602$365K0.0%N/A0.538%
7/25/2023Raymond James & Associates9,691$226K0.0%N/A0.334%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC11,998$280K0.0%+23.5%0.414%
7/14/2023 Venture Visionary Partners LLC30,289$708K0.0%-4.2%1.044%
7/13/2023 Cambridge Investment Research Advisors Inc.9,825$230K0.0%N/A0.339%
7/10/2023CGN Advisors LLC83,161$1.94M0.3%+6.8%2.868%
7/7/2023 Legacy Private Trust Co.21,505$503K0.0%-35.0%0.742%
7/3/2023 Horizons Wealth Management14,570$341K0.2%+20.2%0.502%
7/3/2023 Confluence Investment Management LLC294,366$6.88M0.1%-2.4%10.151%
(Data available from 1/1/2016 forward)

BSMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMS shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.36M), Commonwealth Equity Services LLC ($3.91M), LPL Financial LLC ($3.71M), Key Financial Inc ($3.67M), NewEdge Advisors LLC ($2.73M), Jane Street Group LLC ($2.00M), and Envestnet Asset Management Inc. ($1.91M).Learn more on BSMS's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2028 Municipal Bond ETF stock?

Of the 53 institutional investors that purchased Invesco BulletShares 2028 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 ($589.47K), LPL Financial LLC ($145.05K), Sterling Financial Group Inc. ($122.50K), Precedent Wealth Partners LLC ($70.34K), Key Financial Inc ($64.06K), Hobbs Group Advisors LLC ($63.06K), and MONECO Advisors LLC ($60.52K).

How much institutional buying is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have bought a total of 1,804,535 shares in the last 24 months. This purchase volume represents approximately $56.17M in transactions.

Which Invesco BulletShares 2028 Municipal Bond ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Invesco BulletShares 2028 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sterling Financial Group Inc. ($108.18K), CGN Advisors LLC ($38.32K), Confluence Investment Management LLC ($27.51K), Venture Visionary Partners LLC ($13.76K), Legacy Private Trust Co. ($11.57K), Raymond James Financial Services Advisors Inc. ($6.95K), and Avior Wealth Management LLC ($4.47K).

How much institutional selling is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have sold a total of 222,475 shares in the last 24 months. This volume of shares sold represents approximately $5.46M in transactions.


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