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Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

$23.56 -0.01 (-0.04%)
As of 04/17/2025 03:33 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$6.12M
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
4/10/2025 CGN Advisors LLC31,215$750K0.1%+51.7%2.838%
4/1/2025 Confluence Investment Management LLC12,577$302K0.0%N/A1.797%
2/13/2025Invesco Ltd.65,438$1.60M0.0%N/A9.348%
2/13/2025Envestnet Asset Management Inc.35,956$881K0.0%N/A5.137%
2/12/2025StoneX Group Inc.25,196$617K0.0%N/A3.599%
2/11/2025LPL Financial LLC45,188$1.11M0.0%N/A6.455%
2/4/2025Addison Advisors LLC7,082$173K0.0%N/A1.012%
2/4/2025MONECO 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), CGN Advisors LLC ($750K), MONECO Advisors LLC ($678K), StoneX Group Inc. ($617K), and Confluence Investment Management LLC ($302K).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), CGN Advisors LLC ($31.22K), MONECO Advisors LLC ($27.68K), StoneX Group Inc. ($25.20K), and Confluence Investment Management LLC ($12.58K).

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

Institutional investors have bought a total of 250,331 shares in the last 24 months. This purchase volume represents approximately $6.12M in transactions.



This page (NASDAQ:BSMY) was last updated on 4/21/2025 by MarketBeat.com Staff
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