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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.31 +0.03 (+0.13%)
As of 01/17/2025 03:59 PM Eastern
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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)
$22.26M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.50M
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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
1/17/2025Avior 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%
11/25/2024Sanctuary Advisors LLC16,148$379K0.0%N/A0.299%
11/18/2024Hobbs Group Advisors LLC34,980$825K0.3%+7.9%0.648%
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%
11/15/2024Stifel Financial Corp55,780$1.32M0.0%+385.0%1.033%
11/15/2024Integrated Wealth Concepts LLC35,853$845K0.0%+10.8%0.664%
11/15/2024HighTower Advisors LLC39,288$925K0.0%N/A0.728%
11/15/2024Benjamin Edwards Inc.10,380$245K0.0%N/A0.192%
11/14/2024Captrust Financial Advisors11,566$273K0.0%+12.4%0.214%
11/12/2024Meridian Wealth Management LLC17,252$407K0.0%+34.9%0.319%
11/8/2024Avior Wealth Management LLC5,642$133K0.0%+12.7%0.104%
11/5/2024Paulson Wealth Management Inc.17,856$421K0.1%+56.9%0.331%
11/5/2024Aptus Capital Advisors LLC8,635$204K0.0%+97.8%0.160%
11/4/2024Addison Advisors LLC24,705$583K0.2%+18.2%0.458%
10/31/2024 Confluence Investment Management LLC269,708$6.36M0.1%-5.8%5.089%
10/29/2024Key Financial Inc155,599$3.67M0.8%+2.8%2.936%
10/28/2024Hills Bank & Trust Co6,572$155K0.0%N/A0.124%
10/25/2024MONECO Advisors LLC47,596$1.12M0.1%+42.5%0.898%
10/22/2024Foundry 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%
10/21/2024Venture 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%
10/16/2024Asset Dedication LLC64,227$1.51M0.1%+8.9%1.235%
8/16/2024Northwestern Mutual Wealth Management Co.18,611$432K0.0%+18.1%0.380%
8/16/2024NewEdge Advisors LLC117,647$2.73M0.0%+6.9%2.401%
8/8/2024Envestnet Asset Management Inc.82,382$1.91M0.0%+9.4%1.681%
8/6/2024Asset Dedication LLC58,977$1.37M0.1%+14.4%1.204%
8/2/2024Midland Wealth Advisors LLC12,508$291K0.0%N/A0.255%
7/31/2024Commonwealth Equity Services LLC168,381$3.91M0.0%+3.3%3.436%
7/30/2024Key Financial Inc151,324$3.52M0.8%+3.1%3.088%
7/26/2024AlphaStar Capital Management LLC41,372$961K0.1%+22.6%0.862%
7/26/2024First Command Advisory Services Inc.3,734$87K0.0%+73.7%0.078%
7/26/2024Paulson 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%
7/19/2024MONECO Advisors LLC33,398$776K0.1%+147.4%0.726%
7/16/2024Bill 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%
7/10/2024 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%
5/2/2024First Command Advisory Services Inc.2,150$50K0.0%N/A0.050%
4/30/2024Foundry Financial Group Inc.10,533$247K0.2%N/A0.245%
4/29/2024Commonwealth Equity Services LLC163,072$3.83M0.0%+13.6%3.792%
4/26/2024MONECO Advisors LLC13,502$317K0.1%+4.4%0.314%
4/23/2024Precedent Wealth Partners LLC49,431$1.16M0.5%+29.1%1.150%
4/18/2024Silverlake Wealth Management LLC10,997$258K0.1%N/A0.256%
4/12/2024 CGN 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%
3/22/2024Cooksen Wealth LLC15,048$357K0.4%N/A0.376%
3/13/2024MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/16/2024Hobbs Group Advisors LLC30,653$728K0.3%N/A0.766%
2/8/2024Beacon Pointe Advisors LLC10,671$253K0.0%N/A0.267%
2/6/2024Private Advisor Group LLC16,097$382K0.0%N/A0.402%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC14,133$336K0.0%N/A0.353%
2/5/2024Savant Capital LLC28,463$676K0.0%-13.4%0.712%
2/5/2024MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/2/2024Addison Advisors LLC14,815$352K0.1%-12.3%0.370%
1/31/2024Key Financial Inc60,856$1.45M0.4%+38.3%1.521%
1/30/2024Avior Wealth Management LLC8,228$195K0.0%-35.2%0.206%
1/24/2024Venture 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%
1/17/2024Bill 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%
1/16/2024Valicenti Advisory Services Inc.8,425$200K0.1%N/A0.216%
1/8/2024 Horizons Wealth Management18,919$449K0.3%+6.7%0.526%
1/5/2024 CGN Advisors LLC93,550$2.22M0.3%+4.6%2.599%
11/13/2023Asset Dedication LLC24,205$544K0.0%+2.9%0.756%
11/13/2023LPL Financial LLC164,523$3.71M0.0%+9.0%5.141%
11/7/2023Addison Advisors LLC16,895$381K0.2%+33.2%0.528%
11/7/2023Savant Capital LLC32,850$740K0.0%+3.7%1.027%
11/1/2023Key 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%
10/17/2023Avior Wealth Management LLC12,697$286K0.0%+5.8%0.410%
10/13/2023 CGN Advisors LLC89,424$2.02M0.3%+7.5%2.981%
10/13/2023Venture 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%
8/22/2023Asset Dedication LLC23,534$552K0.0%+26.4%0.812%
8/3/2023Addison Advisors LLC12,685$296K0.1%N/A0.437%
8/2/2023Bank of Montreal Can21,772$513K0.0%N/A0.751%
8/1/2023Dover Advisors LLC21,890$512K0.5%N/A0.755%
8/1/2023Cookson Peirce & Co. Inc.9,764$228K0.0%N/A0.337%
7/31/2023LPL Financial LLC150,905$3.53M0.0%+23.9%5.204%
7/31/2023Koss Olinger Consulting LLC11,317$264K0.0%N/A0.390%
7/28/2023Key Financial Inc32,291$755K0.3%+58.4%1.113%
(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, 58 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.24M), 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 56 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), LPL Financial LLC ($145.05K), Sterling Financial Group Inc. ($143.40K), Precedent Wealth Partners LLC ($70.34K), Hobbs Group Advisors LLC ($65.63K), Key Financial Inc ($64.06K), 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 1,588,311 shares in the last 24 months. This purchase volume represents approximately $43.63M 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 ($29.59K), 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 224,553 shares in the last 24 months. This volume of shares sold represents approximately $5.51M in transactions.


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