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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.20 -0.04 (-0.15%)
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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)
56
Total
Institutional Inflows
(last 12 months)
$35.36M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.43M
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BSMS Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC17,383$406K0.0%N/A0.263%
3/17/2025Members Wealth LLC17,166$400K0.3%N/A0.260%
2/19/2025 Toronto Dominion Bank11,707$273K0.0%N/A0.177%
2/17/2025 Toronto Dominion Bank11,707$273K0.0%N/A0.177%
2/17/2025 Focus Partners Wealth76,149$1.78M0.0%+4.6%1.154%
2/17/2025 Captrust Financial Advisors10,349$241K0.0%-10.5%0.157%
2/17/2025 Bank of America Corp DE175,035$4.08M0.0%-3.3%2.652%
2/14/2025 Jane Street Group LLC13,946$325K0.0%-83.6%0.211%
2/14/2025 Lido Advisors LLC64,181$1.50M0.0%N/A0.972%
2/14/2025 Integrated Wealth Concepts LLC61,676$1.44M0.0%+72.0%0.934%
2/14/2025 Stifel Financial Corp50,433$1.18M0.0%-9.6%0.764%
2/14/2025 MML Investors Services LLC49,434$1.15M0.0%+8.3%0.749%
2/14/2025 Freedom Investment Management Inc.12,861$300K0.0%N/A0.195%
2/13/2025 NewEdge Advisors LLC134,143$3.13M0.0%+10.8%2.032%
2/13/2025 Raymond James Financial Inc.120,901$2.82M0.0%N/A1.832%
2/13/2025 Invesco Ltd.183,555$4.28M0.0%-4.0%2.781%
2/13/2025 Envestnet Asset Management Inc.123,672$2.89M0.0%+35.3%1.874%
2/13/2025 Wells Fargo & Company MN254,215$5.93M0.0%+19.5%3.852%
2/12/2025 PAX Financial Group LLC8,685$203K0.0%N/A0.132%
2/12/2025 StoneX Group Inc.27,050$631K0.0%N/A0.410%
2/11/2025 LPL Financial LLC289,780$6.76M0.0%+14.6%4.391%
2/10/2025 Hills Bank & Trust Co26,596$620K0.0%+304.7%0.403%
2/10/2025 Commonwealth Equity Services LLC195,457$4.56M0.0%+0.9%2.961%
2/7/2025 HighTower Advisors LLC48,398$1.13M0.0%+23.2%0.733%
2/6/2025 Opulen Financial Group LLC8,684$203K0.2%N/A0.132%
2/6/2025 Raymond James Financial Inc.120,901$2.82M0.0%N/A1.832%
2/5/2025 Jacobi Capital Management LLC11,170$261K0.0%+5.1%0.169%
2/5/2025 Private Trust Co. NA3,650$85K0.0%N/A0.055%
2/5/2025 First Command Advisory Services Inc.20,504$478K0.0%+367.7%0.311%
2/4/2025 Addison Advisors LLC23,550$549K0.2%-4.7%0.357%
2/4/2025 MONECO Advisors LLC63,372$1.48M0.2%+33.1%0.960%
2/4/2025 WESPAC Advisors LLC12,958$302K0.2%N/A0.196%
1/31/2025 Key Financial Inc161,254$3.76M0.9%+3.6%2.481%
1/30/2025 Principal Securities Inc.4,039$94K0.0%N/A0.062%
1/30/2025 Howard Wealth Management LLC12,710$297K0.2%+18.3%0.196%
1/29/2025 Wingate Wealth Advisors Inc.8,579$200K0.2%N/A0.132%
1/29/2025 Savant Capital LLC23,904$558K0.0%-16.0%0.368%
1/28/2025 AlphaStar Capital Management LLC49,907$1.16M0.1%+12.1%0.768%
1/27/2025 YANKCOM Partnership8,530$199K0.1%N/A0.131%
1/27/2025 Silverlake Wealth Management LLC11,847$276K0.1%+7.7%0.182%
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1/23/2025 AA Financial Advisors LLC11,593$270K0.1%N/A0.181%
1/23/2025 Crews Bank & Trust8,535$199K0.0%N/A0.133%
1/23/2025 Asset Dedication LLC76,834$1.79M0.1%+19.6%1.201%
1/22/2025 Webster Bank N. A.2,120$49K0.0%N/A0.033%
1/21/2025 Precedent Wealth Partners LLC74,920$1.75M0.6%+6.5%1.189%
1/17/2025 Avior Wealth Management LLC15,957$372K0.0%+182.8%0.253%
1/15/2025 Wealthcare Advisory Partners LLC28,440$664K0.0%N/A0.459%
1/15/2025 Sterling Financial Group Inc.48,064$1.12M0.4%+76.9%0.775%
1/14/2025 Kathmere Capital Management LLC22,533$526K0.0%N/A0.363%
1/13/2025 Sentinel Pension Advisors Inc.25,852$603K0.1%+32.6%0.417%
1/7/2025 Horizons Wealth Management19,437$453K0.3%+2.9%0.319%
1/2/2025 Confluence Investment Management LLC267,630$6.24M0.1%-0.8%4.956%
11/25/2024 Sanctuary Advisors LLC16,148$379K0.0%N/A0.299%
11/18/2024 Hobbs Group Advisors LLC34,980$825K0.3%+7.9%0.648%
11/15/2024 MML Investors Services LLC45,636$1.08M0.0%+3.3%0.845%
11/15/2024 Jane 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%
10/18/2024 Precedent 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%
7/31/2024 Commonwealth 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%
7/23/2024 Precedent Wealth Partners LLC58,849$1.37M0.6%+19.1%1.252%
7/22/2024 Hobbs 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%
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7/15/2024 Sterling Financial Group Inc.16,663$387K0.2%-24.3%0.362%
7/10/2024 CGN 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%
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%
4/29/2024 Commonwealth Equity Services LLC163,072$3.83M0.0%+13.6%3.792%
4/26/2024 MONECO Advisors LLC13,502$317K0.1%+4.4%0.314%
4/23/2024 Precedent Wealth Partners LLC49,431$1.16M0.5%+29.1%1.150%
4/18/2024 Silverlake Wealth Management LLC10,997$258K0.1%N/A0.256%
(Data available from 1/1/2016 forward)

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BSMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMS shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($6.76M), Confluence Investment Management LLC ($6.24M), Wells Fargo & Company MN ($5.93M), Commonwealth Equity Services LLC ($4.56M), Invesco Ltd. ($4.28M), Bank of America Corp DE ($4.08M), and Key Financial Inc ($3.76M).Learn more on BSMS's institutional investors.

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

Of the 75 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 ($290.63K), Raymond James Financial Inc. ($241.80K), LPL Financial LLC ($161.67K), Sterling Financial Group Inc. ($143.40K), MONECO Advisors LLC ($76.30K), Precedent Wealth Partners LLC ($74.92K), and Key Financial Inc ($69.72K).

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

Institutional investors have bought a total of 2,265,866 shares in the last 24 months. This purchase volume represents approximately $58.17M in transactions.

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

Of the 14 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), Jane Street Group LLC ($72.41K), CGN Advisors LLC ($38.32K), Confluence Investment Management LLC ($29.59K), Legacy Private Trust Co. ($11.57K), Savant Capital LLC ($8.95K), and Invesco Ltd. ($7.61K).

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

Institutional investors have sold a total of 311,158 shares in the last 24 months. This volume of shares sold represents approximately $7.30M in transactions.


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This page (NASDAQ:BSMS) was last updated on 3/26/2025 by MarketBeat.com Staff
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