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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$24.62 +0.02 (+0.09%)
As of 03/31/2025 04:00 PM Eastern
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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

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Invesco BulletShares 2032 Municipal Bond ETF Major Shareholders & Ownership History

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

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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 4/1/2025 by MarketBeat.com Staff
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