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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$23.10 +0.05 (+0.22%)
(As of 11/15/2024 ET)
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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)
34
Total
Institutional Inflows
(last 12 months)
$22.89M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.52M
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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
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%
11/15/2024 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%
10/18/2024Precedent 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%
10/16/2024 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%
7/31/2024Commonwealth 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%
7/23/2024Precedent Wealth Partners LLC58,577$1.34M0.5%+16.8%1.195%
7/22/2024Hobbs Group Advisors LLC30,649$702K0.3%N/A0.625%
7/19/2024 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%
7/10/2024CGN 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%
5/17/2024 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%
4/30/2024Commonwealth Equity Services LLC33,783$785K0.0%+7.3%0.804%
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4/23/2024Precedent 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%
4/12/2024CGN 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%
3/22/2024 Cooksen Wealth LLC15,203$357K0.4%N/A0.461%
2/16/2024Hobbs Group Advisors LLC26,309$618K0.3%N/A0.797%
2/9/2024 D.A. Davidson & CO.59,407$1.40M0.0%-16.8%1.800%
2/9/2024 Wells Fargo & Company MN285,889$6.72M0.0%-27.3%8.663%
2/8/2024 Beacon Pointe Advisors LLC15,471$363K0.0%N/A0.469%
2/7/2024 Hills Bank & Trust Co236,215$5.55M0.5%+124.9%7.158%
2/6/2024 Private Advisor Group LLC15,587$366K0.0%N/A0.472%
2/2/2024 Addison Advisors LLC13,255$311K0.1%-9.2%0.402%
1/31/2024 Key Financial Inc80,739$1.90M0.5%+17.8%2.447%
1/30/2024 Avior Wealth Management LLC27,920$656K0.0%+141.6%0.846%
1/19/2024 Atlantic 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%
1/16/2024 Valicenti 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%
1/5/2024CGN Advisors LLC94,986$2.23M0.3%+5.3%3.518%
11/13/2023 Asset Dedication LLC23,528$521K0.0%+2.3%0.980%
11/8/2023 D.A. Davidson & CO.71,444$1.58M0.0%+8.5%2.977%
11/7/2023 Addison Advisors LLC14,595$323K0.1%+25.5%0.608%
10/26/2023 Hills Bank & Trust Co105,044$2.32M0.3%N/A4.567%
10/23/2023Commonwealth Equity Services LLC20,039$443K0.0%+11.3%0.911%
10/20/2023 Atlantic 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%
10/17/2023 Avior Wealth Management LLC11,554$256K0.0%+6.3%0.525%
10/13/2023CGN 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%
8/22/2023 Asset Dedication LLC23,005$528K0.0%+25.4%1.095%
8/11/2023 D.A. Davidson & CO.65,822$1.51M0.0%+24.0%3.134%
8/8/2023 Wrapmanager Inc.13,531$311K0.1%-10.6%0.644%
8/3/2023 Addison Advisors LLC11,630$267K0.1%N/A0.554%
8/2/2023 Bank of Montreal Can2,126$49K0.0%N/A0.101%
8/1/2023 Cookson Peirce & Co. Inc.9,953$229K0.0%N/A0.474%
7/31/2023 LPL Financial LLC47,598$1.09M0.0%+27.8%2.267%
7/28/2023 Key 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%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC10,867$250K0.0%+27.2%0.517%
7/11/2023 Atlantic Union Bankshares Corp41,210$947K0.1%+122.9%1.962%
7/10/2023CGN Advisors LLC83,885$1.93M0.3%+7.2%3.995%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,545$200K0.0%N/A0.407%
5/3/2023 Savant Capital LLC15,489$362K0.0%N/A0.738%
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5/2/2023 Key Financial Inc13,800$323K0.1%N/A0.657%
4/27/2023Benjamin F. Edwards & Company Inc.2,930$69K0.0%-86.9%0.140%
4/25/2023 D.A. Davidson & CO.53,090$1.24M0.0%+35.9%2.528%
4/24/2023 Asset Dedication LLC18,350$427K0.0%+7.2%0.874%
4/11/2023 Massmutual Trust Co. FSB ADV41,136$962K0.0%+95.4%1.959%
4/4/2023CGN Advisors LLC78,287$1.83M0.3%+31.8%3.728%
4/4/2023 Confluence Investment Management LLC13,099$306K0.0%-65.3%0.624%
2/9/2023 Atlantic Union Bankshares Corp18,695$428K0.0%N/A0.890%
2/8/2023 UBS Group AG6,750$155K0.0%-55.3%0.321%
2/7/2023Benjamin F. Edwards & Company Inc.22,376$512K0.0%+663.7%1.066%
(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, 49 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.72M), Hills Bank & Trust Co ($6.10M), Confluence Investment Management LLC ($2.72M), Key Financial Inc ($2.48M), HighTower Advisors LLC ($2.45M), Atlantic Union Bankshares Corp ($2.40M), and Sterling Financial Group Inc. ($2.21M).Learn more on BSMT's institutional investors.

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

Of the 44 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: Hills Bank & Trust Co ($261.53K), Confluence Investment Management LLC ($125.53K), HighTower Advisors LLC ($105.55K), Atlantic Union Bankshares Corp ($103.20K), Key Financial Inc ($95.25K), Sterling Financial Group Inc. ($82.09K), and D.A. Davidson & CO. ($71.44K).

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

Institutional investors have bought a total of 1,515,096 shares in the last 24 months. This purchase volume represents approximately $40.40M in transactions.

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

Of the 12 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), Confluence Investment Management LLC ($90.03K), Jane Street Group LLC ($55.54K), CGN Advisors LLC ($39.05K), 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 351,045 shares in the last 24 months. This volume of shares sold represents approximately $10.79M in transactions.


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