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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$23.08 -0.01 (-0.02%)
As of 02/21/2025 04:00 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)
57
Total
Institutional Inflows
(last 12 months)
$50.93M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.62M
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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
2/19/2025 Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025 Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025 Focus Partners Wealth42,759$981K0.0%N/A0.586%
2/17/2025 Captrust Financial Advisors19,119$439K0.0%+2.6%0.262%
2/17/2025 Bank of America Corp DE187,394$4.30M0.0%+2.5%2.567%
2/17/2025 Ameriprise Financial Inc.311,982$7.16M0.0%+10.6%4.274%
2/14/2025 Jane Street Group LLC138,739$3.18M0.0%+63.3%1.901%
2/14/2025 Lido Advisors LLC58,900$1.35M0.0%N/A0.807%
2/14/2025 Beacon Pointe Advisors LLC16,251$373K0.0%-11.8%0.223%
2/14/2025 Integrated Wealth Concepts LLC50,663$1.16M0.0%+108.1%0.694%
2/14/2025 Freedom Investment Management Inc.12,185$280K0.0%N/A0.167%
2/13/2025 NewEdge Advisors LLC48,342$1.11M0.0%N/A0.662%
2/13/2025 Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/13/2025 Invesco Ltd.187,118$4.29M0.0%+38.7%2.563%
2/13/2025 Envestnet Asset Management Inc.92,079$2.11M0.0%+127.4%1.261%
2/13/2025 Wells Fargo & Company MN447,892$10.28M0.0%-18.2%6.136%
2/12/2025 PAX Financial Group LLC8,815$202K0.0%N/A0.121%
2/12/2025 StoneX Group Inc.27,436$629K0.0%N/A0.376%
2/12/2025 JPMorgan Chase & Co.3,500$80K0.0%+2,891.5%0.048%
2/11/2025 LPL Financial LLC174,762$4.01M0.0%+33.3%2.394%
2/10/2025 Hills Bank & Trust Co309,350$7.10M0.5%+18.0%4.238%
2/10/2025 Commonwealth Equity Services LLC135,706$3.11M0.0%+25.0%1.859%
2/7/2025 HighTower Advisors LLC111,951$2.57M0.0%+6.1%1.534%
2/7/2025 Atlantic Union Bankshares Corp136,102$3.12M0.2%+32.2%1.864%
2/6/2025 Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/6/2025 Jones Financial Companies Lllp5,271$121K0.0%+22.4%0.072%
2/5/2025 Jacobi Capital Management LLC11,328$260K0.0%+5.6%0.155%
2/5/2025 Private Trust Co. NA16,843$386K0.0%N/A0.231%
2/5/2025 First Command Advisory Services Inc.4,146$95K0.0%+16.3%0.057%
2/4/2025 MONECO Advisors LLC57,710$1.32M0.1%+40.4%0.791%
2/3/2025 WealthBridge Capital Management LLC11,745$269K0.1%+12.2%0.161%
1/31/2025 Key Financial Inc116,532$2.67M0.6%+9.2%1.596%
1/31/2025 Sanctuary Advisors LLC10,636$244K0.0%N/A0.146%
1/30/2025 Principal Securities Inc.4,118$94K0.0%N/A0.056%
1/30/2025 Howard Wealth Management LLC12,510$287K0.2%+18.9%0.171%
1/29/2025 Wingate Wealth Advisors Inc.8,704$200K0.2%N/A0.119%
1/29/2025 Savant Capital LLC10,905$250K0.0%-29.6%0.149%
1/28/2025 AlphaStar Capital Management LLC50,882$1.17M0.1%N/A0.697%
1/27/2025 YANKCOM Partnership5,434$125K0.1%N/A0.074%
1/27/2025 Silverlake Wealth Management LLC14,117$324K0.1%+6.5%0.193%
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1/23/2025 Crews Bank & Trust8,650$198K0.0%N/A0.122%
1/23/2025 Asset Dedication LLC52,132$1.20M0.1%+42.0%0.734%
1/21/2025 Precedent Wealth Partners LLC72,934$1.67M0.5%+3.9%1.027%
1/17/2025 Avior Wealth Management LLC129,286$2.97M0.1%+67.4%1.821%
1/17/2025 Bill 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%
11/15/2024 MML Investors Services LLC13,081$304K0.0%+8.8%0.229%
11/15/2024 Jane Street Group LLC84,960$1.98M0.0%-39.5%1.491%
11/15/2024 Integrated Wealth Concepts LLC24,351$567K0.0%+21.7%0.427%
11/15/2024 HighTower Advisors LLC105,550$2.45M0.0%N/A1.852%
11/14/2024 Captrust Financial Advisors18,639$434K0.0%-33.2%0.327%
11/14/2024 Atlantic Union Bankshares Corp102,987$2.40M0.1%+34.1%1.807%
11/13/2024 D.A. Davidson & CO.9,095$212K0.0%-23.0%0.160%
11/12/2024 Meridian Wealth Management LLC16,339$380K0.0%+38.2%0.287%
11/8/2024 Avior Wealth Management LLC77,238$1.80M0.1%+74.7%1.355%
11/5/2024 Aptus Capital Advisors LLC8,722$203K0.0%+97.2%0.153%
11/4/2024 Addison Advisors LLC20,440$476K0.1%+4.0%0.359%
10/31/2024 Confluence Investment Management LLC116,658$2.72M0.0%-5.9%2.047%
10/29/2024 Key Financial Inc106,682$2.48M0.5%+4.0%1.872%
10/28/2024 Hills Bank & Trust Co262,065$6.10M0.5%+8.5%4.598%
10/25/2024 MONECO 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%
10/18/2024 Precedent 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%
10/16/2024 Asset Dedication LLC36,717$854K0.1%+12.2%0.656%
10/10/2024 Silverlake Wealth Management LLC13,255$308K0.1%+19.5%0.237%
10/7/2024 WealthBridge Capital Management LLC10,467$244K0.1%N/A0.187%
8/28/2024Farmers National Bank43,319$993K0.3%+2.6%0.866%
8/16/2024 Northwestern Mutual Wealth Management Co.35,524$814K0.0%+350.4%0.710%
8/6/2024 Asset Dedication LLC32,716$750K0.1%+7.0%0.654%
7/31/2024 Commonwealth Equity Services LLC61,568$1.41M0.0%+82.2%1.256%
7/30/2024 Key Financial Inc102,582$2.35M0.6%+11.3%2.094%
7/26/2024 First Command Advisory Services Inc.3,566$82K0.0%+81.8%0.073%
7/25/2024 Hills Bank & Trust Co241,536$5.54M0.4%+2.0%4.929%
7/25/2024 Atlantic Union Bankshares Corp76,797$1.76M0.1%+15.9%1.567%
7/23/2024 Precedent Wealth Partners LLC58,577$1.34M0.5%+16.8%1.195%
7/22/2024 Hobbs Group Advisors LLC30,649$702K0.3%N/A0.625%
7/19/2024 MONECO Advisors LLC27,539$631K0.1%N/A0.574%
7/16/2024 Bill 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%
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7/1/2024 Confluence Investment Management LLC123,985$2.84M0.0%-1.2%2.952%
5/17/2024 Comerica Bank4,911$114K0.0%+278.1%0.117%
5/14/2024 Sentinel Pension Advisors Inc.9,170$213K0.0%N/A0.218%
5/2/2024 First Command Advisory Services Inc.1,961$46K0.0%N/A0.047%
4/30/2024 Commonwealth Equity Services LLC33,783$785K0.0%+7.3%0.804%
4/23/2024 Precedent Wealth Partners LLC50,131$1.17M0.5%+28.4%1.194%
4/18/2024 Silverlake Wealth Management LLC11,095$258K0.1%N/A0.264%
4/16/2024 Atlantic 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%
(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, 73 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($10.28M), Kathmere Capital Management LLC ($9.78M), Ameriprise Financial Inc. ($7.16M), Hills Bank & Trust Co ($7.10M), Bank of America Corp DE ($4.30M), Invesco Ltd. ($4.29M), and LPL Financial LLC ($4.01M).Learn more on BSMT's institutional investors.

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

Of the 69 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 ($308.82K), Raymond James Financial Inc. ($266.14K), Confluence Investment Management LLC ($125.53K), Atlantic Union Bankshares Corp ($117.62K), HighTower Advisors LLC ($111.95K), and Key Financial Inc ($105.10K).

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

Institutional investors have bought a total of 2,923,484 shares in the last 24 months. This purchase volume represents approximately $69.49M 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 ($207.11K), 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 409,819 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


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This page (NASDAQ:BSMT) was last updated on 2/22/2025 by MarketBeat.com Staff
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