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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$22.91 +0.04 (+0.17%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$34.19M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.01M
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BSMT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 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 LLC129,286$2.97M0.1%+67.4%1.821%
1/17/2025Bill Few Associates Inc.17,465$401K0.1%+99.1%0.246%
1/15/2025 CGN Advisors LLC53,192$1.22M0.1%-5.2%0.749%
1/15/2025 Wealthcare Advisory Partners LLC14,491$332K0.0%N/A0.204%
1/15/2025 FF Advisors LLC15,626$362K0.2%-34.8%0.220%
1/15/2025 Sterling Financial Group Inc.90,964$2.09M0.8%-4.2%1.281%
1/15/2025 Carnegie Investment Counsel20,692$475K0.0%N/A0.291%
1/14/2025 Kathmere Capital Management LLC426,234$9.78M0.9%N/A6.003%
1/14/2025 Tlwm23,094$530K0.1%+107.5%0.325%
1/13/2025 Sentinel Pension Advisors Inc.26,015$597K0.1%+33.0%0.366%
1/7/2025 Horizons Wealth Management20,556$472K0.4%+7.9%0.294%
1/2/2025 Confluence Investment Management LLC110,451$2.53M0.0%-5.3%1.938%
11/15/2024MML Investors Services LLC13,081$304K0.0%+8.8%0.229%
11/15/2024Jane Street Group LLC84,960$1.98M0.0%-39.5%1.491%
11/15/2024Integrated Wealth Concepts LLC24,351$567K0.0%+21.7%0.427%
11/15/2024HighTower Advisors LLC105,550$2.45M0.0%N/A1.852%
11/14/2024Captrust Financial Advisors18,639$434K0.0%-33.2%0.327%
11/14/2024Atlantic Union Bankshares Corp102,987$2.40M0.1%+34.1%1.807%
11/13/2024D.A. Davidson & CO.9,095$212K0.0%-23.0%0.160%
11/12/2024Meridian Wealth Management LLC16,339$380K0.0%+38.2%0.287%
11/8/2024Avior Wealth Management LLC77,238$1.80M0.1%+74.7%1.355%
11/5/2024Aptus Capital Advisors LLC8,722$203K0.0%+97.2%0.153%
11/4/2024Addison Advisors LLC20,440$476K0.1%+4.0%0.359%
10/31/2024 Confluence Investment Management LLC116,658$2.72M0.0%-5.9%2.047%
10/29/2024Key Financial Inc106,682$2.48M0.5%+4.0%1.872%
10/28/2024Hills Bank & Trust Co262,065$6.10M0.5%+8.5%4.598%
10/25/2024MONECO Advisors LLC41,118$957K0.1%+49.3%0.721%
10/22/2024 Sterling Financial Group Inc.94,991$2.21M0.9%+5.8%1.667%
10/18/2024Precedent Wealth Partners LLC70,220$1.63M0.5%+19.9%1.232%
10/16/2024 Sentinel Pension Advisors Inc.19,556$455K0.1%+36.0%0.349%
10/16/2024Asset Dedication LLC36,717$854K0.1%+12.2%0.656%
10/10/2024Silverlake Wealth Management LLC13,255$308K0.1%+19.5%0.237%
10/7/2024WealthBridge Capital Management LLC10,467$244K0.1%N/A0.187%
8/28/2024Farmers National Bank43,319$993K0.3%+2.6%0.866%
8/16/2024Northwestern Mutual Wealth Management Co.35,524$814K0.0%+350.4%0.710%
8/6/2024Asset Dedication LLC32,716$750K0.1%+7.0%0.654%
7/31/2024Commonwealth Equity Services LLC61,568$1.41M0.0%+82.2%1.256%
7/30/2024Key Financial Inc102,582$2.35M0.6%+11.3%2.094%
7/26/2024First Command Advisory Services Inc.3,566$82K0.0%+81.8%0.073%
7/25/2024Hills Bank & Trust Co241,536$5.54M0.4%+2.0%4.929%
7/25/2024Atlantic Union Bankshares Corp76,797$1.76M0.1%+15.9%1.567%
7/23/2024Precedent Wealth Partners LLC58,577$1.34M0.5%+16.8%1.195%
7/22/2024Hobbs Group Advisors LLC30,649$702K0.3%N/A0.625%
7/19/2024MONECO Advisors LLC27,539$631K0.1%N/A0.574%
7/16/2024Bill Few Associates Inc.8,770$201K0.1%N/A0.183%
7/15/2024 Sterling Financial Group Inc.89,805$2.06M0.9%+3.7%1.871%
7/10/2024 CGN Advisors LLC55,937$1.28M0.1%-12.5%1.190%
7/1/2024 Confluence Investment Management LLC123,985$2.84M0.0%-1.2%2.952%
5/17/2024Comerica Bank4,911$114K0.0%+278.1%0.117%
5/14/2024 Sentinel Pension Advisors Inc.9,170$213K0.0%N/A0.218%
5/2/2024First Command Advisory Services Inc.1,961$46K0.0%N/A0.047%
4/30/2024Commonwealth Equity Services LLC33,783$785K0.0%+7.3%0.804%
4/23/2024Precedent Wealth Partners LLC50,131$1.17M0.5%+28.4%1.194%
4/18/2024Silverlake Wealth Management LLC11,095$258K0.1%N/A0.264%
4/16/2024Atlantic Union Bankshares Corp66,237$1.54M0.1%+5.8%1.577%
4/16/2024 Tlwm11,349$264K0.1%+5.8%0.270%
4/12/2024 CGN Advisors LLC63,927$1.49M0.2%-32.7%1.522%
4/10/2024 Sterling Financial Group Inc.86,634$2.01M1.0%+208.5%2.221%
4/1/2024 Confluence Investment Management LLC125,525$2.92M0.0%N/A3.804%
3/22/2024Cooksen Wealth LLC15,203$357K0.4%N/A0.461%
2/16/2024Hobbs Group Advisors LLC26,309$618K0.3%N/A0.797%
2/9/2024D.A. Davidson & CO.59,407$1.40M0.0%-16.8%1.800%
2/9/2024Wells Fargo & Company MN285,889$6.72M0.0%-27.3%8.663%
2/8/2024Beacon Pointe Advisors LLC15,471$363K0.0%N/A0.469%
2/7/2024Hills Bank & Trust Co236,215$5.55M0.5%+124.9%7.158%
2/6/2024Private Advisor Group LLC15,587$366K0.0%N/A0.472%
2/2/2024Addison Advisors LLC13,255$311K0.1%-9.2%0.402%
1/31/2024Key Financial Inc80,739$1.90M0.5%+17.8%2.447%
1/30/2024Avior Wealth Management LLC27,920$656K0.0%+141.6%0.846%
1/19/2024Atlantic Union Bankshares Corp62,608$1.47M0.1%+31.4%2.236%
1/18/2024Precedent Wealth Partners LLC39,051$918K0.5%N/A1.395%
1/16/2024Raymond James Financial Services Advisors Inc.16,506$388K0.0%+5.7%0.590%
1/16/2024Raymond James & Associates8,894$209K0.0%N/A0.318%
1/16/2024Valicenti Advisory Services Inc.8,525$200K0.1%N/A0.304%
1/9/2024 Tlwm10,722$252K0.1%N/A0.397%
1/8/2024 Horizons Wealth Management19,049$448K0.3%+301.2%0.706%
1/5/2024 CGN Advisors LLC94,986$2.23M0.3%+5.3%3.518%
11/13/2023Asset Dedication LLC23,528$521K0.0%+2.3%0.980%
11/8/2023D.A. Davidson & CO.71,444$1.58M0.0%+8.5%2.977%
11/7/2023Addison Advisors LLC14,595$323K0.1%+25.5%0.608%
10/26/2023Hills Bank & Trust Co105,044$2.32M0.3%N/A4.567%
10/23/2023Commonwealth Equity Services LLC20,039$443K0.0%+11.3%0.911%
10/20/2023Atlantic Union Bankshares Corp47,652$1.05M0.1%+15.6%2.166%
10/19/2023 Sterling Financial Group Inc.28,083$621K0.4%+18.9%1.277%
10/17/2023Avior Wealth Management LLC11,554$256K0.0%+6.3%0.525%
10/13/2023 CGN Advisors LLC90,214$2.00M0.3%+7.5%4.101%
10/12/2023 Horizons Wealth Management4,748$105K0.1%+65.1%0.216%
9/7/2023 Sterling Financial Group Inc.23,613$543K0.4%+83.0%1.124%
8/22/2023Asset Dedication LLC23,005$528K0.0%+25.4%1.095%
8/11/2023D.A. Davidson & CO.65,822$1.51M0.0%+24.0%3.134%
8/8/2023Wrapmanager Inc.13,531$311K0.1%-10.6%0.644%
8/3/2023Addison Advisors LLC11,630$267K0.1%N/A0.554%
8/2/2023Bank of Montreal Can2,126$49K0.0%N/A0.101%
8/1/2023Cookson Peirce & Co. Inc.9,953$229K0.0%N/A0.474%
7/31/2023LPL Financial LLC47,598$1.09M0.0%+27.8%2.267%
7/28/2023Key Financial Inc68,529$1.58M0.5%+396.6%3.263%
7/25/2023Raymond James Financial Services Advisors Inc.15,619$359K0.0%N/A0.744%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC10,867$250K0.0%+27.2%0.517%
7/11/2023Atlantic Union Bankshares Corp41,210$947K0.1%+122.9%1.962%
7/10/2023 CGN Advisors LLC83,885$1.93M0.3%+7.2%3.995%
(Data available from 1/1/2016 forward)

BSMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMT shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Kathmere Capital Management LLC ($9.78M), Wells Fargo & Company MN ($6.72M), Hills Bank & Trust Co ($6.10M), Avior Wealth Management LLC ($2.97M), Confluence Investment Management LLC ($2.53M), Key Financial Inc ($2.48M), and HighTower Advisors LLC ($2.45M).Learn more on BSMT's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2029 Municipal Bond ETF stock?

Of the 47 institutional investors that purchased Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kathmere Capital Management LLC ($426.23K), Hills Bank & Trust Co ($261.53K), Confluence Investment Management LLC ($125.53K), HighTower Advisors LLC ($105.55K), Atlantic Union Bankshares Corp ($103.20K), Avior Wealth Management LLC ($102.12K), and Key Financial Inc ($95.25K).

How much institutional buying is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have bought a total of 2,036,423 shares in the last 24 months. This purchase volume represents approximately $51.88M in transactions.

Which Invesco BulletShares 2029 Municipal Bond ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($107.32K), Jane Street Group LLC ($55.54K), CGN Advisors LLC ($41.97K), Confluence Investment Management LLC ($39.67K), Benjamin F. Edwards & Company Inc. ($19.45K), D.A. Davidson & CO. ($14.75K), and Captrust Financial Advisors ($9.27K).

How much institutional selling is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have sold a total of 315,440 shares in the last 24 months. This volume of shares sold represents approximately $8.66M in transactions.


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