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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$21.03 -0.11 (-0.52%)
(As of 03:47 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$13.37M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.32M
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BSMV Institutional Buying and Selling by Quarter

Invesco BulletShares 2031 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Hobbs Group Advisors LLC11,888$253K0.1%+64.4%0.330%
11/15/2024 Jane Street Group LLC68,730$1.46M0.0%-9.8%1.909%
11/15/2024 Stifel Financial Corp16,747$357K0.0%+56.5%0.465%
11/15/2024 HighTower Advisors LLC59,968$1.28M0.0%N/A1.666%
11/14/2024 Captrust Financial Advisors19,277$411K0.0%-34.1%0.535%
11/12/2024 Capital Investment Counsel LLC12,671$270K0.0%-50.2%0.352%
11/8/2024 Avior Wealth Management LLC11,513$245K0.0%N/A0.320%
11/7/2024 Envision Financial Planning LLC201,871$4.30M2.3%+0.6%5.608%
11/4/2024 Addison Advisors LLC21,665$462K0.1%+13.4%0.602%
10/31/2024 Confluence Investment Management LLC265,529$5.66M0.1%-6.0%7.376%
10/29/2024 Key Financial Inc118,889$2.53M0.6%+4.0%3.302%
10/25/2024 MONECO Advisors LLC24,075$513K0.1%N/A0.669%
10/21/2024 Venture Visionary Partners LLC28,819$614K0.0%-28.4%0.801%
10/18/2024Precedent Wealth Partners LLC71,031$1.51M0.5%+23.3%1.973%
10/16/2024 Asset Dedication LLC12,995$277K0.0%+4.4%0.361%
8/28/2024Farmers National Bank41,049$860K0.3%+6.7%1.244%
8/16/2024 Northwestern Mutual Wealth Management Co.10,627$223K0.0%+22.9%0.322%
8/6/2024 Asset Dedication LLC12,445$261K0.0%+14.5%0.377%
7/31/2024Commonwealth Equity Services LLC29,501$618K0.0%+6.8%0.922%
7/30/2024 Key Financial Inc114,364$2.40M0.6%+29.4%3.574%
7/26/2024 First Command Advisory Services Inc.3,887$81K0.0%+82.2%0.121%
7/23/2024Precedent 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%
7/10/2024CGN 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%
5/2/2024 First Command Advisory Services Inc.2,133$45K0.0%N/A0.076%
5/1/2024 Envision Financial Planning LLC183,976$3.92M3.2%+9.5%6.571%
4/30/2024Commonwealth Equity Services LLC27,631$589K0.0%+9.9%0.987%
4/23/2024Precedent Wealth Partners LLC48,680$1.04M0.4%+29.4%1.803%
4/12/2024CGN Advisors LLC69,776$1.49M0.2%-33.1%2.584%
4/10/2024 Sterling Financial Group Inc.47,790$1.02M0.5%+55.8%1.770%
4/1/2024 Confluence Investment Management LLC285,757$6.09M0.1%N/A11.907%
2/8/2024 Beacon Pointe Advisors LLC15,335$332K0.0%N/A0.639%
2/2/2024 Addison Advisors LLC16,150$349K0.1%-4.4%0.673%
1/31/2024 Key Financial Inc88,389$1.91M0.5%+18.3%3.683%
1/24/2024 Venture Visionary Partners LLC55,057$1.19M0.1%-5.2%2.294%
1/23/2024 Envision Financial Planning LLC167,992$3.64M3.2%+6.1%7.000%
1/18/2024Precedent Wealth Partners LLC37,624$814K0.4%N/A1.568%
1/16/2024Raymond James Financial Services Advisors Inc.11,317$245K0.0%N/A0.492%
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1/16/2024 Valicenti Advisory Services Inc.9,300$201K0.1%N/A0.404%
1/5/2024CGN Advisors LLC104,308$2.26M0.3%+5.5%6.519%
11/13/2023 Asset Dedication LLC4,251$85K0.0%+63.4%0.266%
11/7/2023 Addison Advisors LLC16,895$338K0.2%+18.2%1.056%
11/3/2023 Envision Financial Planning LLC158,407$3.17M3.1%N/A9.900%
10/23/2023Commonwealth Equity Services LLC19,024$381K0.0%+40.9%1.268%
10/19/2023 Sterling Financial Group Inc.30,672$614K0.4%+18.9%2.045%
10/13/2023CGN Advisors LLC98,853$1.98M0.3%+8.6%6.590%
9/7/2023 Sterling Financial Group Inc.25,792$545K0.4%+81.9%2.149%
8/22/2023 Asset Dedication LLC2,601$54K0.0%+106.4%0.217%
8/3/2023 Addison Advisors LLC14,295$302K0.1%N/A1.191%
8/2/2023 Bank of Montreal Can21,119$447K0.0%N/A1.760%
8/1/2023 Cookson Peirce & Co. Inc.10,829$229K0.0%N/A0.902%
7/28/2023 Key Financial Inc74,700$1.58M0.5%N/A6.225%
7/14/2023 Venture Visionary Partners LLC58,329$1.23M0.1%-2.7%4.861%
7/10/2023CGN Advisors LLC91,000$1.92M0.3%+6.5%7.583%
4/24/2023 Asset Dedication LLC1,260$27K0.0%+89.8%0.158%
4/13/2023 Venture Visionary Partners LLC59,977$1.29M0.1%+45.1%7.497%
4/4/2023CGN Advisors LLC85,406$1.83M0.3%+31.6%10.676%
4/4/2023 Confluence Investment Management LLC14,326$307K0.0%+22.8%1.791%
2/9/2023 Venture Visionary Partners LLC41,343$859K0.1%-4.5%6.891%
2/6/2023 Gradient Capital Advisors LLC19,704$409K0.2%N/A3.284%
1/9/2023CGN Advisors LLC64,890$1.35M0.2%+43.2%10.815%
1/4/2023 Confluence Investment Management LLC11,670$242K0.0%-95.6%1.945%
11/8/2022 Cookson Peirce & Co. Inc.10,375$205K0.0%-29.4%1.729%
11/1/2022 Kestra Advisory Services LLC12,160$240K0.0%N/A2.027%
10/28/2022Benjamin F. Edwards & Company Inc.3,271$65K0.0%N/A0.545%
10/18/2022CGN Advisors LLC45,304$894K0.2%+15.3%7.551%
10/13/2022 FOCUS Wealth Advisors LLC16,166$319K0.2%N/A2.694%
10/3/2022 Confluence Investment Management LLC268,138$5.29M0.1%-2.6%44.690%
7/27/2022Garrett Investment Advisors LLC39,303$816K0.2%N/A6.551%
7/20/2022 Cookson Peirce & Co. Inc.14,688$305K0.0%-3.6%2.448%
7/6/2022 Confluence Investment Management LLC275,370$5.72M0.1%+1.7%45.895%
4/4/2022 Confluence Investment Management LLC270,661$6.07M0.1%N/A67.665%
1/31/2022 Cookson Peirce & Co. Inc.15,614$391K0.0%N/A3.904%
(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, 28 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($5.66M), Envision Financial Planning LLC ($4.30M), Key Financial Inc ($2.53M), Precedent Wealth Partners LLC ($1.51M), Jane Street Group LLC ($1.46M), CGN Advisors LLC ($1.28M), and HighTower Advisors LLC ($1.28M).Learn more on BSMV's institutional investors.

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

Of the 25 institutional investors that purchased Invesco BulletShares 2031 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 ($288.41K), Envision Financial Planning LLC ($185.25K), Key Financial Inc ($118.89K), Precedent Wealth Partners LLC ($71.03K), HighTower Advisors LLC ($59.97K), CGN Advisors LLC ($59.00K), and Sterling Financial Group Inc. ($33.61K).

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

Institutional investors have bought a total of 1,029,050 shares in the last 24 months. This purchase volume represents approximately $21.67M in transactions.

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

The following institutional investors have sold Invesco BulletShares 2031 Municipal Bond ETF stock in the last 24 months: Confluence Investment Management LLC ($276.70K), CGN Advisors LLC ($43.26K), Venture Visionary Partners LLC ($18.03K), Capital Investment Counsel LLC ($12.80K), Captrust Financial Advisors ($9.96K), Jane Street Group LLC ($7.45K), and Addison Advisors LLC ($745.00).

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

Institutional investors have sold a total of 368,930 shares in the last 24 months. This volume of shares sold represents approximately $7.72M in transactions.



This page (NASDAQ:BSMV) was last updated on 12/18/2024 by MarketBeat.com Staff
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