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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$25.20 +0.07 (+0.26%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$25.45M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.30M
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BSMW Institutional Buying and Selling by Quarter

Invesco BulletShares 2032 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 Toronto Dominion Bank64,287$1.61M0.0%N/A1.692%
2/17/2025 Toronto Dominion Bank64,287$1.61M0.0%N/A1.692%
2/17/2025 Citadel Advisors LLC28,501$715K0.0%N/A0.750%
2/17/2025 Bank of America Corp DE109,617$2.75M0.0%+4.6%2.885%
2/14/2025 Jane Street Group LLC84,909$2.13M0.0%+24.2%2.234%
2/14/2025 Integrated Wealth Concepts LLC37,053$930K0.0%+181.6%0.975%
2/13/2025 Envision Financial Planning LLC167,494$4.20M2.2%+2.0%4.408%
2/13/2025 Raymond James Financial Inc.77,196$1.94M0.0%N/A2.031%
2/13/2025 Invesco Ltd.68,057$1.71M0.0%-6.5%1.791%
2/13/2025 Envestnet Asset Management Inc.44,938$1.13M0.0%+118.1%1.183%
2/13/2025 Wells Fargo & Company MN310,178$7.78M0.0%-3.1%8.163%
2/12/2025 OLD Mission Capital LLC51,137$1.28M0.0%N/A1.346%
2/12/2025 StoneX Group Inc.24,664$619K0.0%N/A0.649%
2/11/2025 LPL Financial LLC304,183$7.63M0.0%+40.4%8.005%
2/10/2025 Commonwealth Equity Services LLC22,906$575K0.0%+1.8%0.603%
2/7/2025 HighTower Advisors LLC28,316$710K0.0%-1.4%0.745%
2/7/2025 Atlantic Union Bankshares Corp219,372$5.50M0.3%+37.5%5.773%
2/6/2025 Opulen Financial Group LLC8,564$215K0.2%N/A0.225%
2/6/2025 Raymond James Financial Inc.77,196$1.94M0.0%N/A2.031%
2/6/2025 Jones Financial Companies Lllp2,007$50K0.0%-34.8%0.053%
2/5/2025 Jacobi Capital Management LLC10,332$259K0.0%+5.6%0.279%
1/30/2025 Principal Securities Inc.3,959$99K0.0%N/A0.107%
1/27/2025 Stratos Wealth Advisors LLC24,499$615K0.0%+9.3%0.662%
1/23/2025 Crews Bank & Trust7,850$197K0.0%N/A0.212%
1/23/2025 Asset Dedication LLC7,497$188K0.0%+93.3%0.203%
1/21/2025 Precedent Wealth Partners LLC63,907$1.60M0.5%+6.9%1.727%
1/17/2025 Avior Wealth Management LLC21,274$534K0.0%+129.4%0.575%
1/15/2025 CGN Advisors LLC22,931$575K0.1%N/A0.620%
1/15/2025 Sterling Financial Group Inc.80,544$2.02M0.8%+35.1%2.177%
1/14/2025 Global Financial Private Client LLC3,938$99K0.0%N/A0.106%
1/2/2025 Confluence Investment Management LLC12,184$306K0.0%+3.5%0.381%
11/18/2024 Hobbs Group Advisors LLC7,779$199K0.1%+28.2%0.243%
11/15/2024 Jane Street Group LLC68,382$1.75M0.0%-45.9%2.137%
11/15/2024 HighTower Advisors LLC28,721$733K0.0%N/A0.898%
11/14/2024 Captrust Financial Advisors13,389$343K0.0%-27.1%0.418%
11/14/2024 Atlantic Union Bankshares Corp159,528$4.09M0.2%+42.6%4.985%
11/8/2024 Avior Wealth Management LLC9,274$238K0.0%N/A0.290%
11/7/2024 Envision Financial Planning LLC164,177$4.21M2.2%+2.5%5.131%
11/4/2024 Addison Advisors LLC19,580$502K0.1%+4.2%0.612%
10/29/2024 Key Financial Inc34,608$887K0.2%+11.9%1.082%
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10/25/2024 MONECO Advisors LLC10,862$278K0.0%N/A0.339%
10/22/2024 Sterling Financial Group Inc.59,611$1.53M0.7%+20.2%1.863%
10/18/2024 Precedent Wealth Partners LLC59,781$1.53M0.5%+368.1%1.868%
10/18/2024 Stratos Wealth Advisors LLC22,422$575K0.0%+10.0%0.701%
10/16/2024 Asset Dedication LLC3,879$99K0.0%+17.0%0.121%
8/14/2024 Bank of Montreal Can22,084$562K0.0%-43.0%0.789%
8/6/2024 Asset Dedication LLC3,314$84K0.0%+30.0%0.118%
7/31/2024 Commonwealth Equity Services LLC17,602$444K0.0%+9.8%0.629%
7/30/2024 Key Financial Inc30,933$780K0.2%+179.7%1.105%
7/26/2024 First Command Advisory Services Inc.4,067$103K0.0%+129.0%0.145%
7/25/2024 Atlantic Union Bankshares Corp111,863$2.82M0.2%+25.3%3.995%
7/23/2024 Precedent Wealth Partners LLC12,771$322K0.1%N/A0.456%
7/22/2024 Hobbs Group Advisors LLC6,066$153K0.1%N/A0.217%
7/19/2024Raymond James & Associates63,695$1.61M0.0%+9.1%2.275%
7/16/2024 Bill Few Associates Inc.11,825$298K0.1%+50.5%0.422%
7/15/2024 Sterling Financial Group Inc.49,611$1.25M0.6%-8.7%1.772%
7/1/2024 Confluence Investment Management LLC11,740$296K0.0%-9.8%0.470%
5/17/2024 Comerica Bank3,904$100K0.0%+283.9%0.156%
5/16/2024 Jane Street Group LLC166,241$4.24M0.0%-28.8%6.650%
5/1/2024 Envision Financial Planning LLC144,841$3.70M3.0%+11.5%5.794%
4/16/2024 Atlantic Union Bankshares Corp89,258$2.28M0.2%+11.2%3.570%
4/10/2024 Sterling Financial Group Inc.54,311$1.39M0.7%+115.4%2.172%
4/1/2024 Confluence Investment Management LLC13,011$332K0.0%N/A0.620%
2/9/2024 Wells Fargo & Company MN418,738$10.91M0.0%+106.9%19.940%
2/8/2024 Beacon Pointe Advisors LLC9,149$238K0.0%N/A0.436%
2/2/2024 Addison Advisors LLC12,684$331K0.1%+6.0%0.604%
1/23/2024 Envision Financial Planning LLC129,894$3.39M3.0%+12.7%6.185%
1/19/2024 Atlantic Union Bankshares Corp80,264$2.09M0.2%+53.0%4.459%
1/17/2024 Sterling Financial Group Inc.25,210$657K0.4%+70.2%1.401%
1/17/2024 Bill Few Associates Inc.7,855$205K0.1%N/A0.436%
11/7/2023 Addison Advisors LLC11,965$287K0.1%-6.3%0.748%
11/3/2023 Envision Financial Planning LLC115,243$2.76M2.7%N/A7.203%
10/20/2023 Atlantic Union Bankshares Corp52,465$1.26M0.1%+110.8%4.372%
10/19/2023 Sterling Financial Group Inc.14,810$355K0.2%N/A1.234%
8/3/2023 Addison Advisors LLC12,775$325K0.2%N/A2.129%
7/31/2023 LPL Financial LLC71,067$1.81M0.0%N/A14.213%
7/11/2023 Atlantic Union Bankshares Corp24,888$633K0.1%N/A8.296%
(Data available from 1/1/2016 forward)

BSMW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMW shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($7.78M), LPL Financial LLC ($7.63M), Atlantic Union Bankshares Corp ($5.50M), Envision Financial Planning LLC ($4.20M), Bank of America Corp DE ($2.75M), Jane Street Group LLC ($2.13M), and Sterling Financial Group Inc. ($2.02M).Learn more on BSMW's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2032 Municipal Bond ETF stock?

Of the 36 institutional investors that purchased Invesco BulletShares 2032 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlantic Union Bankshares Corp ($219.37K), Wells Fargo & Company MN ($216.39K), LPL Financial LLC ($158.52K), Raymond James Financial Inc. ($154.39K), Envision Financial Planning LLC ($152.14K), Toronto Dominion Bank ($128.57K), and Sterling Financial Group Inc. ($85.24K).

How much institutional buying is happening at Invesco BulletShares 2032 Municipal Bond ETF?

Institutional investors have bought a total of 1,562,557 shares in the last 24 months. This purchase volume represents approximately $39.47M in transactions.

Which Invesco BulletShares 2032 Municipal Bond ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Invesco BulletShares 2032 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($125.14K), Bank of Montreal Can ($16.66K), Wells Fargo & Company MN ($9.99K), Captrust Financial Advisors ($4.97K), Invesco Ltd. ($4.72K), Sterling Financial Group Inc. ($4.70K), and Confluence Investment Management LLC ($1.27K).

How much institutional selling is happening at Invesco BulletShares 2032 Municipal Bond ETF?

Institutional investors have sold a total of 169,728 shares in the last 24 months. This volume of shares sold represents approximately $4.32M in transactions.



This page (NASDAQ:BSMW) was last updated on 2/22/2025 by MarketBeat.com Staff
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