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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.53 -0.05 (-0.23%)
Closing price 03:59 PM Eastern
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$21.52 -0.02 (-0.07%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$57.66M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.42M
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BSMU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025CGN Advisors LLC27,713$596K0.1%-50.5%0.370%
7/11/2025 Farther Finance Advisors LLC1,567$34K0.0%N/A0.021%
7/9/2025 Lincoln Capital Corp15,017$323K0.1%-18.8%0.200%
7/8/2025 Legacy Private Trust Co.103,636$2.23M0.1%+13.9%1.382%
7/1/2025 Confluence Investment Management LLC241,752$5.20M0.1%-2.8%3.223%
5/27/2025Jacobi Capital Management LLC10,479$226K0.0%-12.0%0.140%
5/19/2025Jane Street Group LLC215,298$4.65M0.0%+134.5%2.871%
5/16/2025Jones Financial Companies Lllp9,463$223K0.0%+104.5%0.126%
5/16/2025NewEdge Advisors LLC2,600$56K0.0%N/A0.035%
5/16/2025Integrated Wealth Concepts LLC37,421$808K0.0%-17.3%0.499%
5/15/2025Royal Bank of Canada13,949$301K0.0%+10.0%0.186%
5/15/2025Insight Wealth Partners LLC132,397$2.86M0.5%-1.0%1.765%
5/14/2025Envision Financial Planning LLC180,857$3.90M2.0%+0.7%2.411%
5/14/2025Northwestern Mutual Wealth Management Co.53,045$1.15M0.0%+51.0%0.707%
5/14/2025Kestra Advisory Services LLC89,239$1.93M0.0%+7.1%1.190%
5/14/2025Capital Analysts LLC6,570$142K0.0%+39.6%0.088%
5/13/2025Raymond James Financial Inc.187,085$4.04M0.0%+8.7%2.494%
5/13/2025HighTower Advisors LLC94,320$2.04M0.0%+32.8%1.258%
5/12/2025Meridian Wealth Management LLC12,433$268K0.0%N/A0.166%
5/12/2025Invesco Ltd.157,636$3.40M0.0%+12.2%2.102%
5/8/2025MONECO Advisors LLC90,109$1.95M0.2%+49.2%1.201%
5/7/2025MB Levis & Associates LLC60,768$1.31M0.6%+7.6%0.810%
5/7/2025LPL Financial LLC387,581$8.36M0.0%+4.0%5.168%
5/6/2025AE Wealth Management LLC90,200$1.95M0.0%+9.8%1.203%
5/5/2025Atlantic Union Bankshares Corp159,834$3.45M0.2%+10.6%2.131%
5/2/2025Opulen Financial Group LLC9,645$208K0.2%N/A0.130%
5/2/2025Larson Financial Group LLC5,812$125K0.0%N/A0.079%
5/2/2025PAX Financial Group LLC10,959$236K0.0%N/A0.148%
5/2/2025Signaturefd LLC19,809$427K0.0%N/A0.268%
5/1/2025Key Financial Inc118,800$2.56M0.6%+1.8%1.605%
5/1/2025Asset Dedication LLC38,347$828K0.1%+7.6%0.518%
4/30/2025Stratos Wealth Advisors LLC38,954$841K0.0%N/A0.526%
4/29/2025Envestnet Asset Management Inc.100,444$2.17M0.0%+15.4%1.357%
4/28/2025 Lincoln Capital Corp18,488$399K0.2%-27.5%0.250%
4/25/2025Hills Bank & Trust Co340,704$7.35M0.5%+4.2%4.604%
4/21/2025Avior Wealth Management LLC43,883$947K0.0%-5.4%0.593%
4/17/2025Precedent Wealth Partners LLC129,822$2.80M0.8%+74.8%1.754%
4/16/2025 Sterling Financial Group Inc.27,769$599K0.2%+10.8%0.375%
4/15/2025Collier Financial4,124$89K0.1%-22.1%0.056%
4/14/2025Midland Wealth Advisors LLC12,633$273K0.0%N/A0.171%
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4/4/2025 Legacy Private Trust Co.90,961$1.96M0.1%+3.0%1.263%
4/1/2025 Confluence Investment Management LLC248,788$5.37M0.1%-2.0%3.713%
3/21/2025Nestegg Advisors Inc.10,690$233K0.2%N/A0.160%
2/19/2025Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025Captrust Financial Advisors23,184$504K0.0%+3.1%0.346%
2/17/2025Bank of America Corp DE207,276$4.50M0.0%+6.0%3.094%
2/14/2025Jane Street Group LLC91,802$1.99M0.0%+84.4%1.370%
2/14/2025Lido Advisors LLC47,500$1.03M0.0%N/A0.709%
2/14/2025Beacon Pointe Advisors LLC15,132$329K0.0%-13.1%0.226%
2/14/2025Integrated Wealth Concepts LLC45,232$982K0.0%+157.7%0.675%
2/14/2025Stifel Financial Corp17,504$380K0.0%+5.3%0.261%
2/13/2025Envision Financial Planning LLC179,520$3.90M2.0%-7.7%2.679%
2/13/2025Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/13/2025Invesco Ltd.140,490$3.05M0.0%-1.5%2.097%
2/13/2025Envestnet Asset Management Inc.87,020$1.89M0.0%+68.5%1.299%
2/13/2025Wells Fargo & Company MN385,915$8.38M0.0%-0.9%5.760%
2/12/2025StoneX Group Inc.28,748$624K0.0%N/A0.429%
2/12/2025Hobbs Group Advisors LLC20,854$453K0.2%+22.2%0.311%
2/11/2025LPL Financial LLC372,800$8.10M0.0%+37.3%5.564%
2/10/2025Hills Bank & Trust Co327,128$7.11M0.5%+477.0%4.883%
2/10/2025Commonwealth Equity Services LLC43,008$934K0.0%+11.9%0.642%
2/7/2025HighTower Advisors LLC71,008$1.54M0.0%+7.3%1.060%
2/7/2025Atlantic Union Bankshares Corp144,523$3.14M0.2%+31.8%2.157%
2/6/2025Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/6/2025Atria Investments Inc129,957$2.82M0.0%N/A1.940%
2/5/2025Jacobi Capital Management LLC11,902$259K0.0%+5.5%0.178%
2/4/2025Addison Advisors LLC27,060$588K0.2%-7.0%0.404%
2/4/2025MONECO Advisors LLC60,386$1.31M0.1%+36.7%0.901%
1/31/2025Key Financial Inc116,725$2.54M0.6%+1.8%1.742%
1/31/2025Sanctuary Advisors LLC132,637$2.89M0.0%N/A1.980%
1/30/2025Principal Securities Inc.4,476$97K0.0%N/A0.067%
1/29/2025Collier Financial5,294$115K0.1%N/A0.079%
1/29/2025Pineridge Advisors LLC98,346$2.14M0.8%+4.3%1.468%
1/29/2025Wingate Wealth Advisors Inc.9,171$199K0.2%N/A0.137%
1/23/2025Crews Bank & Trust9,110$198K0.0%N/A0.138%
1/23/2025Asset Dedication LLC35,634$774K0.1%+31.8%0.540%
1/21/2025Precedent Wealth Partners LLC74,271$1.61M0.5%+4.0%1.143%
1/21/2025 Lincoln Capital Corp25,516$554K0.2%+3.8%0.393%
1/17/2025Avior Wealth Management LLC46,383$1.01M0.0%+93.2%0.714%
1/15/2025CGN Advisors LLC56,074$1.22M0.1%-4.5%0.863%
1/14/2025Tlwm23,979$521K0.1%+3.3%0.369%
1/7/2025 Horizons Wealth Management24,327$528K0.4%+249.1%0.386%
1/2/2025 Confluence Investment Management LLC253,992$5.52M0.1%-4.2%4.704%
11/18/2024Hobbs Group Advisors LLC17,059$378K0.1%+13.4%0.316%
11/15/2024MML Investors Services LLC13,862$307K0.0%+8.9%0.257%
11/15/2024Jane Street Group LLC49,797$1.10M0.0%-47.1%0.922%
11/15/2024Stifel Financial Corp16,617$368K0.0%N/A0.308%
11/15/2024Integrated Wealth Concepts LLC17,551$389K0.0%+6.8%0.325%
11/15/2024HighTower Advisors LLC66,186$1.46M0.0%N/A1.226%
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11/14/2024Flow Traders U.S. LLC9,363$207K0.0%-83.0%0.173%
11/14/2024Captrust Financial Advisors22,492$498K0.0%-28.3%0.417%
11/14/2024Atlantic Union Bankshares Corp109,657$2.43M0.1%+33.6%2.031%
11/13/2024Insight Wealth Partners LLC134,853$2.99M0.6%-0.8%2.497%
11/13/2024D.A. Davidson & CO.10,350$229K0.0%+6.7%0.192%
11/8/2024Avior Wealth Management LLC24,006$532K0.0%+180.1%0.445%
11/7/2024Envision Financial Planning LLC194,461$4.31M2.3%+2.4%3.601%
11/4/2024Addison 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%
10/30/2024Arlington Capital Management Inc.9,219$204K0.2%N/A0.171%
(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, 72 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 ($8.36M), Hills Bank & Trust Co ($7.35M), Confluence Investment Management LLC ($5.20M), Jane Street Group LLC ($4.65M), Bank of America Corp DE ($4.50M), and Raymond James Financial Inc. ($4.04M).Learn more on Invesco BulletShares 2030 Municipal Bond ETF's institutional investors.

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

Of the 70 institutional investors that purchased Invesco BulletShares 2030 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($359.20K), Hills Bank & Trust Co ($340.70K), Confluence Investment Management LLC ($266.44K), LPL Financial LLC ($202.95K), Envision Financial Planning LLC ($183.01K), Toronto Dominion Bank ($167.99K), and Jane Street Group LLC ($165.50K).

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

Institutional investors have bought a total of 2,647,245 shares in the last 24 months. This purchase volume represents approximately $57.66M in transactions.

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

Of the 18 institutional investors that sold Invesco BulletShares 2030 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($45.57K), Jane Street Group LLC ($44.25K), Legacy Private Trust Co. ($40.28K), CGN Advisors LLC ($30.94K), Confluence Investment Management LLC ($23.37K), Envision Financial Planning LLC ($14.94K), and Lincoln Capital Corp ($10.50K).

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

Institutional investors have sold a total of 247,150 shares in the last 24 months. This volume of shares sold represents approximately $5.42M in transactions.


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This page (NASDAQ:BSMU) was last updated on 7/16/2025 by MarketBeat.com Staff
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