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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.88 +0.05 (+0.24%)
As of 01/17/2025 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$15.19M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.56M
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BSMV Institutional Buying and Selling by Quarter

Invesco BulletShares 2031 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior 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%
11/18/2024Hobbs 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%
11/8/2024Avior 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%
10/21/2024Venture Visionary Partners LLC28,819$614K0.0%-28.4%0.801%
10/18/2024Precedent Wealth Partners LLC71,031$1.51M0.5%+23.3%1.973%
10/16/2024Asset 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%
7/26/2024First 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%
7/22/2024Hobbs Group Advisors LLC7,233$152K0.1%N/A0.226%
7/16/2024Bill 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%
4/23/2024Precedent Wealth Partners LLC48,680$1.04M0.4%+29.4%1.803%
4/12/2024 CGN 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%
2/8/2024Beacon Pointe Advisors LLC15,335$332K0.0%N/A0.639%
2/2/2024Addison Advisors LLC16,150$349K0.1%-4.4%0.673%
1/31/2024Key Financial Inc88,389$1.91M0.5%+18.3%3.683%
1/24/2024Venture Visionary Partners LLC55,057$1.19M0.1%-5.2%2.294%
1/23/2024Envision 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%
1/16/2024Valicenti Advisory Services Inc.9,300$201K0.1%N/A0.404%
1/5/2024 CGN Advisors LLC104,308$2.26M0.3%+5.5%6.519%
11/13/2023Asset Dedication LLC4,251$85K0.0%+63.4%0.266%
11/7/2023Addison Advisors LLC16,895$338K0.2%+18.2%1.056%
11/3/2023Envision 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%
10/13/2023 CGN 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%
8/22/2023Asset Dedication LLC2,601$54K0.0%+106.4%0.217%
8/3/2023Addison Advisors LLC14,295$302K0.1%N/A1.191%
8/2/2023Bank of Montreal Can21,119$447K0.0%N/A1.760%
8/1/2023Cookson Peirce & Co. Inc.10,829$229K0.0%N/A0.902%
7/28/2023Key Financial Inc74,700$1.58M0.5%N/A6.225%
7/14/2023Venture Visionary Partners LLC58,329$1.23M0.1%-2.7%4.861%
7/10/2023 CGN Advisors LLC91,000$1.92M0.3%+6.5%7.583%
4/24/2023Asset Dedication LLC1,260$27K0.0%+89.8%0.158%
4/13/2023Venture Visionary Partners LLC59,977$1.29M0.1%+45.1%7.497%
4/4/2023 CGN Advisors LLC85,406$1.83M0.3%+31.6%10.676%
4/4/2023 Confluence Investment Management LLC14,326$307K0.0%+22.8%1.791%
2/9/2023Venture Visionary Partners LLC41,343$859K0.1%-4.5%6.891%
2/6/2023Gradient Capital Advisors LLC19,704$409K0.2%N/A3.284%
1/9/2023 CGN Advisors LLC64,890$1.35M0.2%+43.2%10.815%
1/4/2023 Confluence Investment Management LLC11,670$242K0.0%-95.6%1.945%
11/8/2022Cookson Peirce & Co. Inc.10,375$205K0.0%-29.4%1.729%
11/1/2022Kestra Advisory Services LLC12,160$240K0.0%N/A2.027%
10/28/2022Benjamin F. Edwards & Company Inc.3,271$65K0.0%N/A0.545%
10/18/2022 CGN Advisors LLC45,304$894K0.2%+15.3%7.551%
10/13/2022FOCUS Wealth Advisors LLC16,166$319K0.2%N/A2.694%
10/3/2022 Confluence Investment Management LLC268,138$5.29M0.1%-2.6%44.690%
7/27/2022 Garrett Investment Advisors LLC39,303$816K0.2%N/A6.551%
7/20/2022Cookson 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%
1/31/2022Cookson 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, 29 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($5.37M), Envision Financial Planning LLC ($4.30M), Key Financial Inc ($2.53M), Avior Wealth Management LLC ($2.48M), Precedent Wealth Partners LLC ($1.51M), Jane Street Group LLC ($1.46M), 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 26 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), Avior Wealth Management LLC ($118.55K), Precedent Wealth Partners LLC ($71.03K), HighTower Advisors LLC ($59.97K), and CGN Advisors LLC ($39.42K).

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

Institutional investors have bought a total of 1,123,160 shares in the last 24 months. This purchase volume represents approximately $23.64M 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: CGN Advisors LLC ($46.20K), Confluence Investment Management LLC ($29.03K), 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 124,202 shares in the last 24 months. This volume of shares sold represents approximately $2.64M in transactions.


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This page (NASDAQ:BSMV) was last updated on 1/18/2025 by MarketBeat.com Staff
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