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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

$24.94 +0.08 (+0.32%)
As of 01/17/2025 03:55 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$16.43M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.90M
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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
1/17/2025Avior 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%
11/18/2024Hobbs 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%
10/25/2024MONECO Advisors LLC10,862$278K0.0%N/A0.339%
10/22/2024 Sterling Financial Group Inc.59,611$1.53M0.7%+20.2%1.863%
10/18/2024Precedent 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%
7/15/2024 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%
5/17/2024Comerica 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%
4/10/2024 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%
2/9/2024Wells 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%
1/17/2024 Sterling 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%
10/19/2023 Sterling 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)

BSMW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMW shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($10.91M), Envision Financial Planning LLC ($4.21M), Atlantic Union Bankshares Corp ($4.09M), Sterling Financial Group Inc. ($2.02M), LPL Financial LLC ($1.81M), Jane Street Group LLC ($1.75M), and Raymond James & Associates ($1.61M).Learn more on BSMW's institutional investors.

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

Of the 23 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: Wells Fargo & Company MN ($216.39K), Atlantic Union Bankshares Corp ($159.53K), Envision Financial Planning LLC ($148.83K), Sterling Financial Group Inc. ($85.24K), LPL Financial LLC ($71.07K), Precedent Wealth Partners LLC ($59.78K), and HighTower Advisors LLC ($28.72K).

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

Institutional investors have bought a total of 923,974 shares in the last 24 months. This purchase volume represents approximately $23.45M in transactions.

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

The following institutional investors have sold Invesco BulletShares 2032 Municipal Bond ETF stock in the last 24 months: Jane Street Group LLC ($125.14K), Bank of Montreal Can ($16.66K), Captrust Financial Advisors ($4.97K), Sterling Financial Group Inc. ($4.70K), Confluence Investment Management LLC ($1.27K), and Addison Advisors LLC ($810.00).

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

Institutional investors have sold a total of 153,546 shares in the last 24 months. This volume of shares sold represents approximately $3.92M in transactions.



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