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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$22.00 +0.09 (+0.43%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$51.15M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.99M
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BSMU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025 Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025 Captrust Financial Advisors23,184$504K0.0%+3.1%0.346%
2/17/2025 Bank of America Corp DE207,276$4.50M0.0%+6.0%3.094%
2/14/2025 Jane Street Group LLC91,802$1.99M0.0%+84.4%1.370%
2/14/2025 Lido Advisors LLC47,500$1.03M0.0%N/A0.709%
2/14/2025 Beacon Pointe Advisors LLC15,132$329K0.0%-13.1%0.226%
2/14/2025 Integrated Wealth Concepts LLC45,232$982K0.0%+157.7%0.675%
2/14/2025 Stifel Financial Corp17,504$380K0.0%+5.3%0.261%
2/13/2025 Envision Financial Planning LLC179,520$3.90M2.0%-7.7%2.679%
2/13/2025 Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/13/2025 Invesco Ltd.140,490$3.05M0.0%-1.5%2.097%
2/13/2025 Envestnet Asset Management Inc.87,020$1.89M0.0%+68.5%1.299%
2/13/2025 Wells Fargo & Company MN385,915$8.38M0.0%-0.9%5.760%
2/12/2025 StoneX Group Inc.28,748$624K0.0%N/A0.429%
2/12/2025 Hobbs Group Advisors LLC20,854$453K0.2%+22.2%0.311%
2/11/2025 LPL Financial LLC372,800$8.10M0.0%+37.3%5.564%
2/10/2025 Hills Bank & Trust Co327,128$7.11M0.5%+477.0%4.883%
2/10/2025 Commonwealth Equity Services LLC43,008$934K0.0%+11.9%0.642%
2/7/2025 HighTower Advisors LLC71,008$1.54M0.0%+7.3%1.060%
2/7/2025 Atlantic Union Bankshares Corp144,523$3.14M0.2%+31.8%2.157%
2/6/2025 Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/6/2025 Atria Investments Inc129,957$2.82M0.0%N/A1.940%
2/5/2025 Jacobi Capital Management LLC11,902$259K0.0%+5.5%0.178%
2/4/2025 Addison Advisors LLC27,060$588K0.2%-7.0%0.404%
2/4/2025 MONECO Advisors LLC60,386$1.31M0.1%+36.7%0.901%
1/31/2025 Key Financial Inc116,725$2.54M0.6%+1.8%1.742%
1/31/2025 Sanctuary Advisors LLC132,637$2.89M0.0%N/A1.980%
1/30/2025 Principal Securities Inc.4,476$97K0.0%N/A0.067%
1/29/2025 Collier Financial5,294$115K0.1%N/A0.079%
1/29/2025 Pineridge Advisors LLC98,346$2.14M0.8%+4.3%1.468%
1/29/2025 Wingate Wealth Advisors Inc.9,171$199K0.2%N/A0.137%
1/23/2025 Crews Bank & Trust9,110$198K0.0%N/A0.138%
1/23/2025 Asset Dedication LLC35,634$774K0.1%+31.8%0.540%
1/21/2025 Precedent Wealth Partners LLC74,271$1.61M0.5%+4.0%1.143%
1/21/2025 Lincoln Capital Corp25,516$554K0.2%+3.8%0.393%
1/17/2025 Avior Wealth Management LLC46,383$1.01M0.0%+93.2%0.714%
1/15/2025 CGN Advisors LLC56,074$1.22M0.1%-4.5%0.863%
1/14/2025 Tlwm23,979$521K0.1%+3.3%0.369%
1/7/2025 Horizons Wealth Management24,327$528K0.4%+249.1%0.386%
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1/2/2025 Confluence Investment Management LLC253,992$5.52M0.1%-4.2%4.704%
11/18/2024 Hobbs Group Advisors LLC17,059$378K0.1%+13.4%0.316%
11/15/2024 MML Investors Services LLC13,862$307K0.0%+8.9%0.257%
11/15/2024 Jane Street Group LLC49,797$1.10M0.0%-47.1%0.922%
11/15/2024 Stifel Financial Corp16,617$368K0.0%N/A0.308%
11/15/2024 Integrated Wealth Concepts LLC17,551$389K0.0%+6.8%0.325%
11/15/2024 HighTower Advisors LLC66,186$1.46M0.0%N/A1.226%
11/14/2024 Flow Traders U.S. LLC9,363$207K0.0%-83.0%0.173%
11/14/2024 Captrust Financial Advisors22,492$498K0.0%-28.3%0.417%
11/14/2024 Atlantic Union Bankshares Corp109,657$2.43M0.1%+33.6%2.031%
11/13/2024 Insight Wealth Partners LLC134,853$2.99M0.6%-0.8%2.497%
11/13/2024 D.A. Davidson & CO.10,350$229K0.0%+6.7%0.192%
11/8/2024 Avior Wealth Management LLC24,006$532K0.0%+180.1%0.445%
11/7/2024 Envision Financial Planning LLC194,461$4.31M2.3%+2.4%3.601%
11/4/2024 Addison Advisors LLC29,105$645K0.2%+19.8%0.539%
10/31/2024 Confluence Investment Management LLC265,118$5.87M0.1%+1,979.2%4.910%
10/30/2024 Arlington Capital Management Inc.9,219$204K0.2%N/A0.171%
10/29/2024 Key Financial Inc114,675$2.54M0.6%+4.0%2.164%
10/28/2024 Hills Bank & Trust Co56,694$1.26M0.1%N/A1.070%
10/25/2024 MONECO Advisors LLC44,169$978K0.1%+97.6%0.833%
10/23/2024 Lincoln Capital Corp24,588$545K0.2%N/A0.464%
10/22/2024 Sterling Financial Group Inc.24,796$549K0.2%+17.3%0.468%
10/18/2024 Precedent Wealth Partners LLC71,393$1.58M0.5%+21.9%1.347%
10/16/2024 Asset Dedication LLC27,040$599K0.0%+8.0%0.520%
10/8/2024 Legacy Private Trust Co.88,316$1.96M0.1%-31.3%1.698%
10/8/2024 Tlwm23,220$514K0.1%-4.1%0.447%
8/16/2024 Northwestern Mutual Wealth Management Co.10,042$219K0.0%+25.6%0.214%
8/13/2024 AE Wealth Management LLC69,293$1.51M0.0%+17.1%1.474%
8/6/2024 Asset Dedication LLC25,027$545K0.0%+10.0%0.532%
7/31/2024 Commonwealth Equity Services LLC33,617$732K0.0%+12.3%0.731%
7/30/2024 Key Financial Inc110,225$2.40M0.6%+29.2%2.396%
7/26/2024 First Command Advisory Services Inc.3,746$82K0.0%+82.1%0.085%
7/25/2024 Pineridge Advisors LLC98,168$2.14M0.7%+9.8%2.231%
7/25/2024 Atlantic Union Bankshares Corp82,088$1.79M0.1%+15.7%1.866%
7/23/2024 Precedent Wealth Partners LLC58,586$1.28M0.5%+17.2%1.332%
7/22/2024 Horizons Wealth Management6,595$145K0.1%+23.4%0.150%
7/22/2024 Hobbs Group Advisors LLC15,041$327K0.1%N/A0.342%
7/19/2024 MONECO Advisors LLC22,349$487K0.1%N/A0.532%
7/18/2024 Insight Wealth Partners LLC135,972$2.96M0.5%-1.4%3.237%
7/16/2024 Bill Few Associates Inc.9,240$201K0.1%N/A0.220%
7/15/2024 Sterling Financial Group Inc.21,146$460K0.2%+18.5%0.503%
7/10/2024 CGN Advisors LLC58,788$1.28M0.1%-12.5%1.400%
7/9/2024 Astoria Portfolio Advisors LLC.9,733$212K0.1%N/A0.232%
7/1/2024 Confluence Investment Management LLC12,751$278K0.0%-9.4%0.327%
5/17/2024 Pineridge Advisors LLC89,416$1.98M0.7%-28.2%2.293%
5/2/2024 First Command Advisory Services Inc.2,057$46K0.0%N/A0.053%
5/1/2024 Envision Financial Planning LLC177,185$3.92M3.2%+8.7%4.543%
4/30/2024 Commonwealth Equity Services LLC29,929$662K0.0%+8.7%0.767%
4/24/2024 Arlington Capital Management Inc.9,325$206K0.2%N/A0.239%
4/23/2024 Precedent Wealth Partners LLC50,005$1.11M0.5%+32.2%1.282%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
4/16/2024 Atlantic Union Bankshares Corp70,974$1.57M0.1%+6.7%1.868%
4/16/2024 Tlwm24,222$536K0.1%+4.8%0.637%
4/12/2024 CGN Advisors LLC67,178$1.49M0.2%-33.0%1.768%
4/10/2024 Sterling Financial Group Inc.17,846$395K0.2%-39.6%0.470%
4/1/2024 Confluence Investment Management LLC14,073$311K0.0%N/A0.402%
3/1/2024 Pineridge Advisors LLC124,490$2.79M0.9%N/A3.557%
2/9/2024 Wells Fargo & Company MN301,421$6.76M0.0%-31.9%8.612%
2/8/2024 Beacon Pointe Advisors LLC13,527$303K0.0%N/A0.386%
2/6/2024 Private Advisor Group LLC13,874$311K0.0%N/A0.396%
2/2/2024 Addison Advisors LLC15,655$351K0.1%-6.1%0.447%
(Data available from 1/1/2016 forward)

BSMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMU shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($8.38M), LPL Financial LLC ($8.10M), Hills Bank & Trust Co ($7.11M), Confluence Investment Management LLC ($5.52M), Bank of America Corp DE ($4.50M), Envision Financial Planning LLC ($3.90M), and Raymond James Financial Inc. ($3.74M).Learn more on BSMU's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2030 Municipal Bond ETF stock?

Of the 54 institutional investors that purchased Invesco BulletShares 2030 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($344.23K), Hills Bank & Trust Co ($327.13K), Confluence Investment Management LLC ($268.91K), LPL Financial LLC ($188.16K), Envision Financial Planning LLC ($181.67K), Toronto Dominion Bank ($167.99K), and Pineridge Advisors LLC ($137.26K).

How much institutional buying is happening at Invesco BulletShares 2030 Municipal Bond ETF?

Institutional investors have bought a total of 3,151,337 shares in the last 24 months. This purchase volume represents approximately $71.43M in transactions.

Which Invesco BulletShares 2030 Municipal Bond ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco BulletShares 2030 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 ($145.04K), Flow Traders U.S. LLC ($45.57K), Jane Street Group LLC ($44.25K), CGN Advisors LLC ($44.18K), Legacy Private Trust Co. ($40.28K), Pineridge Advisors LLC ($35.07K), and Insight Wealth Partners LLC ($21.89K).

How much institutional selling is happening at Invesco BulletShares 2030 Municipal Bond ETF?

Institutional investors have sold a total of 433,908 shares in the last 24 months. This volume of shares sold represents approximately $9.63M in transactions.



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