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Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

$24.71 +0.08 (+0.32%)
As of 02/21/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$5.56M
Number of
Institutional Sellers
(last 12 months)
0
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BSMY Institutional Buying and Selling by Quarter

Invesco BulletShares 2034 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2025 Invesco Ltd.65,438$1.60M0.0%N/A9.348%
2/13/2025 Envestnet Asset Management Inc.35,956$881K0.0%N/A5.137%
2/12/2025 StoneX Group Inc.25,196$617K0.0%N/A3.599%
2/11/2025 LPL Financial LLC45,188$1.11M0.0%N/A6.455%
2/4/2025 Addison Advisors LLC7,082$173K0.0%N/A1.012%
2/4/2025 MONECO Advisors LLC27,679$678K0.1%N/A3.954%
1/15/2025 CGN Advisors LLC20,579$504K0.0%N/A3.430%
(Data available from 1/1/2016 forward)

BSMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Invesco BulletShares 2034 Municipal Bond ETF shares: Invesco Ltd. ($1.60M), LPL Financial LLC ($1.11M), Envestnet Asset Management Inc. ($881K), MONECO Advisors LLC ($678K), StoneX Group Inc. ($617K), and CGN Advisors LLC ($504K), and Addison Advisors LLC ($173K).Learn more on BSMY's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2034 Municipal Bond ETF stock?

The following institutional investors have purchased Invesco BulletShares 2034 Municipal Bond ETF stock in the last 24 months: Invesco Ltd. ($65.44K), LPL Financial LLC ($45.19K), Envestnet Asset Management Inc. ($35.96K), MONECO Advisors LLC ($27.68K), StoneX Group Inc. ($25.20K), CGN Advisors LLC ($20.58K), and Addison Advisors LLC ($7.08K).

How much institutional buying is happening at Invesco BulletShares 2034 Municipal Bond ETF?

Institutional investors have bought a total of 227,118 shares in the last 24 months. This purchase volume represents approximately $5.56M in transactions.



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