Free Trial
→ The $7 company helping Nvidia build the world’s first trillion-dollar robot … (From Weiss Ratings) (Ad) Free BSMV Stock Alerts

Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.68 +0.12 (+0.58%)
Closing price 08/1/2025 03:55 PM Eastern
Extended Trading
$20.68 0.00 (0.00%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$27.16M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.95M
Get BSMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2031 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BSMV Institutional Buying and Selling by Quarter

Invesco BulletShares 2031 Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Clark Asset Management LLC48,434$999K0.1%+8.8%0.881%
8/1/2025Koss Olinger Consulting LLC26,048$537K0.0%N/A0.474%
8/1/2025First Command Advisory Services Inc.5,775$119K0.0%+25.2%0.105%
8/1/2025Envestnet Asset Management Inc.96,551$1.99M0.0%-9.5%1.755%
7/29/2025 MB Levis & Associates LLC62,646$1.29M0.6%+0.9%1.139%
7/22/2025 Marietta Wealth Management LLC24,351$502K0.1%N/A0.497%
7/21/2025 Precedent Wealth Partners LLC156,969$3.24M0.8%+11.0%3.203%
7/17/2025 Venture Visionary Partners LLC28,020$578K0.0%+5.6%0.572%
7/17/2025 Avior Wealth Management LLC117,644$2.43M0.1%-19.6%2.401%
7/15/2025 CGN Advisors LLC28,197$581K0.1%-51.6%0.575%
7/10/2025 Sterling Financial Group Inc.53,290$1.10M0.4%-0.9%1.088%
7/1/2025 Confluence Investment Management LLC139,940$2.89M0.0%-2.6%2.915%
5/27/2025Jacobi Capital Management LLC10,880$226K0.0%-11.9%0.227%
5/19/2025Jane Street Group LLC38,824$805K0.0%-21.0%0.809%
5/16/2025Jones Financial Companies Lllp8,749$199K0.0%-5.6%0.182%
5/16/2025NewEdge Advisors LLC2,600$54K0.0%N/A0.054%
5/16/2025Integrated Wealth Concepts LLC38,476$798K0.0%-16.7%0.802%
5/14/2025Envision Financial Planning LLC210,905$4.37M2.2%+2.1%4.394%
5/14/2025Northwestern Mutual Wealth Management Co.42,415$879K0.0%+42.8%0.884%
5/14/2025Capital Analysts LLC1,433$30K0.0%+197.3%0.030%
5/14/2025 Venture Visionary Partners LLC26,537$550K0.0%-50.9%0.553%
5/13/2025HighTower Advisors LLC64,198$1.33M0.0%-1.1%1.337%
5/12/2025Invesco Ltd.159,853$3.31M0.0%+13.4%3.330%
5/8/2025MONECO Advisors LLC68,418$1.42M0.1%+77.5%1.425%
5/7/2025 MB Levis & Associates LLC62,059$1.29M0.6%+7.7%1.293%
5/7/2025LPL Financial LLC341,811$7.09M0.0%+26.5%7.121%
5/5/2025Atlantic Union Bankshares Corp129,903$2.69M0.2%N/A2.706%
5/2/2025Larson Financial Group LLC6,055$126K0.0%N/A0.126%
5/2/2025PAX Financial Group LLC11,422$237K0.0%N/A0.238%
5/1/2025Key Financial Inc120,289$2.49M0.5%+1.2%2.506%
5/1/2025Asset Dedication LLC16,848$349K0.0%-3.0%0.351%
4/29/2025Envestnet Asset Management Inc.106,685$2.21M0.0%+46.0%2.223%
4/21/2025 Avior Wealth Management LLC146,393$3.04M0.1%+23.5%3.050%
4/17/2025 Precedent Wealth Partners LLC141,395$2.93M0.8%+90.6%2.946%
4/16/2025 Sterling Financial Group Inc.53,790$1.12M0.4%+12.2%1.121%
4/15/2025Collier Financial4,298$89K0.1%-22.1%0.090%
4/1/2025 Confluence Investment Management LLC143,705$2.98M0.0%-44.0%3.193%
3/25/2025 Higgins & Schmidt Wealth Strategies LLC11,145$233K0.1%-17.5%0.248%
2/17/2025Captrust Financial Advisors19,784$414K0.0%+2.6%0.440%
2/17/2025Citadel Advisors LLC14,955$313K0.0%N/A0.332%
Market Crash Warning: How to Protect Your Wealth Before August 12th (Ad)

China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alternative Assets reveals 3 urgent moves to protect your portfolio, plus the #1 asset class thriving during crises (hint: it’s not stocks or bonds).

Get your FREE Tariff Crash Escape Plan now
2/17/2025Bank of America Corp DE168,686$3.53M0.0%+0.7%3.749%
2/14/2025Jane Street Group LLC49,173$1.03M0.0%-28.5%1.093%
2/14/2025Lido Advisors LLC49,200$1.03M0.0%N/A1.093%
2/14/2025Integrated Wealth Concepts LLC46,190$967K0.0%+164.8%1.026%
2/14/2025Stifel Financial Corp13,144$275K0.0%-21.5%0.292%
2/13/2025Envision Financial Planning LLC206,585$4.32M2.2%+2.3%4.591%
2/13/2025Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/13/2025Invesco Ltd.140,962$2.95M0.0%+35.9%3.132%
2/13/2025Envestnet Asset Management Inc.73,090$1.53M0.0%+143.3%1.624%
2/12/2025StoneX Group Inc.29,672$621K0.0%N/A0.659%
2/12/2025 Hobbs Group Advisors LLC15,808$331K0.1%+33.0%0.351%
2/11/2025LPL Financial LLC270,291$5.66M0.0%+42.3%6.006%
2/10/2025Commonwealth Equity Services LLC31,138$652K0.0%-4.3%0.692%
2/7/2025HighTower Advisors LLC64,896$1.36M0.0%+8.2%1.442%
2/6/2025Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/6/2025Jones Financial Companies Lllp9,269$194K0.0%+351.3%0.206%
2/5/2025Jacobi Capital Management LLC12,348$258K0.0%+6.0%0.274%
2/5/2025First Command Advisory Services Inc.4,568$96K0.0%+17.5%0.102%
2/4/2025MONECO Advisors LLC38,546$807K0.1%+60.1%0.857%
1/30/2025Principal Securities Inc.4,717$99K0.0%N/A0.105%
1/29/2025Collier Financial5,520$116K0.1%N/A0.123%
1/27/2025YANKCOM Partnership2,109$44K0.0%N/A0.047%
1/23/2025 Crews Bank & Trust9,460$198K0.0%N/A0.220%
1/23/2025Asset Dedication LLC17,365$363K0.0%+33.6%0.404%
1/21/2025 Precedent Wealth Partners LLC74,202$1.55M0.5%+4.5%1.726%
1/17/2025 Avior Wealth Management LLC118,554$2.48M0.1%+929.7%2.757%
1/15/2025 CGN Advisors LLC58,433$1.22M0.1%-4.8%1.359%
1/15/2025 Sterling Financial Group Inc.47,940$1.00M0.4%+1.1%1.115%
1/14/2025 Global Financial Private Client LLC6,155$129K0.0%N/A0.143%
1/2/2025 Confluence Investment Management LLC256,727$5.37M0.1%-3.3%7.131%
11/18/2024 Hobbs Group Advisors LLC11,888$253K0.1%+64.4%0.330%
11/15/2024Jane Street Group LLC68,730$1.46M0.0%-9.8%1.909%
11/15/2024Stifel Financial Corp16,747$357K0.0%+56.5%0.465%
11/15/2024HighTower Advisors LLC59,968$1.28M0.0%N/A1.666%
11/14/2024Captrust Financial Advisors19,277$411K0.0%-34.1%0.535%
11/12/2024Capital Investment Counsel LLC12,671$270K0.0%-50.2%0.352%
11/8/2024 Avior Wealth Management LLC11,513$245K0.0%N/A0.320%
11/7/2024Envision Financial Planning LLC201,871$4.30M2.3%+0.6%5.608%
11/4/2024Addison Advisors LLC21,665$462K0.1%+13.4%0.602%
10/31/2024 Confluence Investment Management LLC265,529$5.66M0.1%-6.0%7.376%
10/29/2024Key Financial Inc118,889$2.53M0.6%+4.0%3.302%
10/25/2024MONECO Advisors LLC24,075$513K0.1%N/A0.669%
10/21/2024 Venture Visionary Partners LLC28,819$614K0.0%-28.4%0.801%
10/18/2024 Precedent Wealth Partners LLC71,031$1.51M0.5%+23.3%1.973%
10/16/2024Asset Dedication LLC12,995$277K0.0%+4.4%0.361%
8/28/2024Farmers National Bank41,049$860K0.3%+6.7%1.244%
8/16/2024Northwestern Mutual Wealth Management Co.10,627$223K0.0%+22.9%0.322%
8/6/2024Asset Dedication LLC12,445$261K0.0%+14.5%0.377%
7/31/2024Commonwealth Equity Services LLC29,501$618K0.0%+6.8%0.922%
7/30/2024Key Financial Inc114,364$2.40M0.6%+29.4%3.574%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
7/26/2024First Command Advisory Services Inc.3,887$81K0.0%+82.2%0.121%
7/23/2024 Precedent Wealth Partners LLC57,612$1.21M0.5%+18.3%1.800%
7/22/2024 Hobbs Group Advisors LLC7,233$152K0.1%N/A0.226%
7/16/2024 Bill Few Associates Inc.9,605$201K0.1%N/A0.310%
7/10/2024 CGN Advisors LLC61,045$1.28M0.1%-12.5%1.969%
7/1/2024 Confluence Investment Management LLC282,488$5.92M0.1%-1.1%10.089%
5/2/2024First Command Advisory Services Inc.2,133$45K0.0%N/A0.076%
5/1/2024Envision Financial Planning LLC183,976$3.92M3.2%+9.5%6.571%
4/30/2024Commonwealth Equity Services LLC27,631$589K0.0%+9.9%0.987%
4/23/2024 Precedent Wealth Partners LLC48,680$1.04M0.4%+29.4%1.803%
(Data available from 1/1/2016 forward)

BSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMV shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($7.09M), Envision Financial Planning LLC ($4.37M), Bank of America Corp DE ($3.53M), Invesco Ltd. ($3.31M), Precedent Wealth Partners LLC ($3.24M), Confluence Investment Management LLC ($2.89M), and Atlantic Union Bankshares Corp ($2.69M).Learn more on Invesco BulletShares 2031 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2031 Municipal Bond ETF's stock?

Of the 49 institutional investors that purchased Invesco BulletShares 2031 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($285.76K), Raymond James Financial Inc. ($199.81K), Envision Financial Planning LLC ($194.28K), Precedent Wealth Partners LLC ($156.97K), LPL Financial LLC ($151.82K), Avior Wealth Management LLC ($146.39K), and Atlantic Union Bankshares Corp ($129.90K).

How much institutional buying is happening at Invesco BulletShares 2031 Municipal Bond ETF?

Institutional investors have bought a total of 1,300,679 shares in the last 24 months. This purchase volume represents approximately $27.16M in transactions.

Which of Invesco BulletShares 2031 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Invesco BulletShares 2031 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($142.55K), Venture Visionary Partners LLC ($38.95K), Jane Street Group LLC ($37.35K), CGN Advisors LLC ($33.04K), Avior Wealth Management LLC ($28.75K), Capital Investment Counsel LLC ($12.80K), and Envestnet Asset Management Inc. ($10.13K).

How much institutional selling is happening at Invesco BulletShares 2031 Municipal Bond ETF?

Institutional investors have sold a total of 333,524 shares in the last 24 months. This volume of shares sold represents approximately $6.95M in transactions.


Related Companies

This page (NASDAQ:BSMV) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored