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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.95 +0.09 (+0.41%)
(As of 11/15/2024 ET)
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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)
34
Total
Institutional Inflows
(last 12 months)
$22.76M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.34M
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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
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%
11/15/2024 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%
10/18/2024Precedent 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%
7/31/2024Commonwealth 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%
7/25/2024Pineridge 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%
7/23/2024Precedent Wealth Partners LLC58,586$1.28M0.5%+17.2%1.332%
7/22/2024 Horizons Wealth Management6,595$145K0.1%+23.4%0.150%
7/22/2024Hobbs 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%
7/10/2024CGN Advisors LLC58,788$1.28M0.1%-12.5%1.400%
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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%
5/17/2024Pineridge 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%
4/30/2024Commonwealth Equity Services LLC29,929$662K0.0%+8.7%0.767%
4/24/2024 Arlington Capital Management Inc.9,325$206K0.2%N/A0.239%
4/23/2024Precedent Wealth Partners LLC50,005$1.11M0.5%+32.2%1.282%
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%
4/12/2024CGN 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%
3/1/2024Pineridge 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%
2/1/2024 Gradient Capital Advisors LLC9,381$210K0.1%N/A0.268%
1/31/2024 Key Financial Inc84,525$1.90M0.5%+17.9%2.415%
1/30/2024 Avior Wealth Management LLC5,432$122K0.0%N/A0.160%
1/23/2024 Envision Financial Planning LLC162,953$3.65M3.2%+7.1%4.793%
1/19/2024 Atlantic Union Bankshares Corp66,540$1.49M0.1%+31.1%2.016%
1/18/2024Precedent Wealth Partners LLC37,836$848K0.4%N/A1.147%
1/16/2024Raymond James & Associates20,441$458K0.0%N/A0.619%
1/16/2024 Valicenti Advisory Services Inc.8,950$201K0.1%N/A0.271%
1/9/2024 Tlwm23,114$518K0.1%N/A0.722%
1/8/2024 Horizons Wealth Management5,345$120K0.1%N/A0.167%
1/5/2024CGN Advisors LLC100,306$2.25M0.3%+5.2%3.135%
11/13/2023 Asset Dedication LLC11,948$251K0.0%+4.4%0.427%
11/7/2023 Addison Advisors LLC16,670$348K0.2%+17.6%0.595%
11/3/2023 Envision Financial Planning LLC152,159$3.18M3.1%N/A5.434%
10/30/2023 Insight Wealth Partners LLC171,495$3.58M0.7%-9.9%6.125%
10/23/2023Commonwealth Equity Services LLC18,867$394K0.0%+39.6%0.674%
10/20/2023 Atlantic Union Bankshares Corp50,756$1.06M0.1%+15.3%1.813%
10/19/2023 Sterling Financial Group Inc.29,537$617K0.4%+21.0%1.094%
10/13/2023CGN Advisors LLC95,326$1.99M0.3%+8.4%3.531%
10/11/2023 Legacy Private Trust Co.61,807$1.29M0.1%+87.1%2.289%
10/11/2023 AE Wealth Management LLC83,153$1.74M0.0%+16.3%3.080%
9/7/2023 Sterling Financial Group Inc.24,412$536K0.4%+80.6%1.061%
8/22/2023 Asset Dedication LLC11,442$250K0.0%+10.9%0.497%
8/9/2023 Flow Traders U.S. LLC32,762$720K0.0%N/A1.424%
8/3/2023 Addison Advisors LLC14,175$311K0.2%N/A0.616%
8/2/2023 Bank of Montreal Can24,938$549K0.0%N/A1.084%
8/1/2023 Cookson Peirce & Co. Inc.10,457$230K0.0%N/A0.455%
7/31/2023 LPL Financial LLC130,921$2.88M0.0%+197.1%5.692%
7/28/2023 Key Financial Inc71,700$1.58M0.5%+478.2%3.259%
7/11/2023 Atlantic Union Bankshares Corp44,011$967K0.1%+117.9%2.001%
7/10/2023 AE Wealth Management LLC71,470$1.57M0.0%+4.6%3.249%
7/10/2023CGN Advisors LLC87,935$1.93M0.3%+6.6%3.997%
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7/7/2023 Legacy Private Trust Co.33,036$726K0.1%+191.7%1.502%
5/5/2023 Capital Analysts LLC4,707$105K0.0%-19.9%0.262%
5/2/2023 Key Financial Inc12,400$276K0.1%N/A0.689%
4/24/2023 Asset Dedication LLC10,313$228K0.0%+9.4%0.573%
4/14/2023 AE Wealth Management LLC68,314$1.52M0.0%N/A3.795%
4/12/2023 Legacy Private Trust Co.11,325$252K0.0%N/A0.629%
4/4/2023CGN Advisors LLC82,475$1.83M0.3%+31.2%4.582%
4/4/2023 Confluence Investment Management LLC13,781$306K0.0%+21.9%0.766%
2/9/2023 Atlantic Union Bankshares Corp19,748$428K0.0%N/A1.317%
2/8/2023 Capital Analysts LLC5,874$127K0.0%N/A0.392%
(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, 47 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.76M), Confluence Investment Management LLC ($5.87M), Envision Financial Planning LLC ($4.31M), Insight Wealth Partners LLC ($2.99M), LPL Financial LLC ($2.88M), Key Financial Inc ($2.54M), and Atlantic Union Bankshares Corp ($2.43M).Learn more on BSMU's institutional investors.

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

Of the 43 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: Confluence Investment Management LLC ($268.91K), Insight Wealth Partners LLC ($194.91K), Envision Financial Planning LLC ($181.67K), Pineridge Advisors LLC ($133.24K), Key Financial Inc ($113.90K), Atlantic Union Bankshares Corp ($109.21K), and LPL Financial LLC ($99.04K).

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

Institutional investors have bought a total of 1,929,589 shares in the last 24 months. This purchase volume represents approximately $50.80M in transactions.

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

Of the 14 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: Confluence Investment Management LLC ($286.49K), Wells Fargo & Company MN ($141.38K), Benjamin F. Edwards & Company Inc. ($69.04K), Flow Traders U.S. LLC ($45.57K), Jane Street Group LLC ($44.25K), CGN Advisors LLC ($41.52K), and Legacy Private Trust Co. ($40.28K).

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

Institutional investors have sold a total of 749,226 shares in the last 24 months. This volume of shares sold represents approximately $24.14M in transactions.


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