Free Trial
→ This Crypto Is Set to Explode in January (From Crypto 101 Media) (Ad) Free BSSX Stock Alerts

Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

$25.00 +0.22 (+0.89%)
As of 08/1/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$29.92M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.65M
Get BSSX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2033 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BSSX Institutional Buying and Selling by Quarter

Invesco BulletShares 2033 Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Koss Olinger Consulting LLC21,373$536K0.0%N/A0.629%
8/1/2025First Command Advisory Services Inc.5,194$130K0.0%+23.8%0.153%
8/1/2025Envestnet Asset Management Inc.28,093$704K0.0%-39.6%0.826%
7/29/2025 MB Levis & Associates LLC53,751$1.35M0.6%+7.6%1.581%
7/25/2025 Bill Few Associates Inc.13,937$349K0.1%+20.3%0.436%
7/21/2025 Precedent Wealth Partners LLC31,532$791K0.2%+124.5%0.985%
7/10/2025 Sterling Financial Group Inc.107,253$2.69M0.9%-1.3%3.575%
7/1/2025 Confluence Investment Management LLC214,054$5.37M0.1%-3.0%7.135%
5/27/2025Jacobi Capital Management LLC8,869$225K0.0%-11.9%0.296%
5/19/2025Jane Street Group LLC90,549$2.29M0.0%+62.0%3.018%
5/14/2025Envision Financial Planning LLC128,355$3.25M1.7%+0.4%4.279%
5/14/2025Northwestern Mutual Wealth Management Co.16,776$425K0.0%+62.9%0.559%
5/14/2025Kestra Advisory Services LLC122,918$3.11M0.0%+8.8%4.097%
5/14/2025 Hobbs Group Advisors LLC9,908$251K0.1%+26.5%0.330%
5/13/2025Raymond James Financial Inc.128,111$3.24M0.0%+1.5%4.270%
5/13/2025HighTower Advisors LLC25,170$637K0.0%N/A0.839%
5/12/2025Invesco Ltd.73,085$1.85M0.0%+9.0%2.436%
5/7/2025 MB Levis & Associates LLC49,957$1.27M0.6%+6.0%1.665%
5/7/2025LPL Financial LLC262,980$6.66M0.0%+78.9%8.766%
5/5/2025Atlantic Union Bankshares Corp133,194$3.37M0.2%+10.8%4.440%
5/2/2025Larson Financial Group LLC4,922$125K0.0%N/A0.164%
4/29/2025Envestnet Asset Management Inc.46,524$1.18M0.0%-0.9%1.551%
4/29/2025Bank of New York Mellon Corp64,321$1.63M0.0%-20.2%2.144%
4/23/2025 International Assets Investment Management LLC23,014$583K0.0%-3.4%0.767%
4/21/2025 Avior Wealth Management LLC20,088$509K0.0%-16.6%0.670%
4/17/2025 Precedent Wealth Partners LLC14,045$356K0.1%N/A0.468%
4/16/2025 Sterling Financial Group Inc.108,714$2.75M1.0%-1.6%3.624%
4/10/2025 CGN Advisors LLC29,114$737K0.1%+66.8%0.970%
4/1/2025 Confluence Investment Management LLC220,577$5.59M0.1%+1,765.3%8.484%
2/17/2025Bank of America Corp DE53,172$1.37M0.0%+46.3%2.045%
2/14/2025Jane Street Group LLC55,878$1.44M0.0%+180.8%2.149%
2/13/2025Envision Financial Planning LLC127,812$3.29M1.7%+2.1%4.916%
2/13/2025Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/13/2025Invesco Ltd.67,072$1.73M0.0%-5.1%2.580%
2/13/2025Envestnet Asset Management Inc.46,951$1.21M0.0%+102.9%1.806%
2/12/2025StoneX Group Inc.24,005$618K0.0%N/A0.923%
2/11/2025LPL Financial LLC146,977$3.79M0.0%+22.4%5.653%
2/10/2025Commonwealth Equity Services LLC30,572$787K0.0%+25.9%1.176%
2/7/2025 Tassel Capital Management Inc.10,493$270K0.2%N/A0.404%
2/7/2025Atlantic Union Bankshares Corp120,176$3.10M0.2%+32.8%4.622%
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late (Ad)

134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts warn a programmable dollar could erase your privacy and control your spending. A free guide reveals how to protect your savings before the system goes live.

Download your FREE Digital Dollar Defense Kit now
2/6/2025 Opulen Financial Group LLC9,264$239K0.2%N/A0.356%
2/6/2025Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/5/2025Jacobi Capital Management LLC10,068$259K0.0%+5.7%0.403%
2/5/2025First Command Advisory Services Inc.4,274$110K0.0%+35.1%0.171%
2/4/2025Bank of New York Mellon Corp80,578$2.08M0.0%-3.5%3.223%
2/4/2025Addison Advisors LLC15,095$389K0.1%-6.8%0.604%
1/31/2025Key Financial Inc34,500$889K0.2%+50.3%1.380%
1/31/2025 D.A. Davidson & CO.9,450$243K0.0%N/A0.378%
1/30/2025Principal Securities Inc.1,082$28K0.0%N/A0.043%
1/23/2025 Crews Bank & Trust7,660$197K0.0%N/A0.306%
1/23/2025Asset Dedication LLC2,420$62K0.0%+238.0%0.097%
1/17/2025 Avior Wealth Management LLC24,088$620K0.0%+165.1%0.964%
1/15/2025 CGN Advisors LLC17,450$449K0.0%N/A0.698%
1/14/2025 Global Financial Private Client LLC3,501$90K0.0%N/A0.140%
1/8/2025 International Assets Investment Management LLC23,814$615K0.0%N/A0.953%
1/2/2025 Confluence Investment Management LLC11,825$305K0.0%+5.1%0.563%
11/18/2024 Hobbs Group Advisors LLC7,772$205K0.1%+27.1%0.370%
11/15/2024Jane Street Group LLC19,898$524K0.0%-67.8%0.948%
11/14/2024Captrust Financial Advisors11,018$290K0.0%+16.4%0.525%
11/14/2024Atlantic Union Bankshares Corp90,483$2.38M0.1%N/A4.309%
11/8/2024 Avior Wealth Management LLC9,088$239K0.0%N/A0.433%
11/7/2024Envision Financial Planning LLC125,152$3.30M1.7%+5.7%5.960%
11/4/2024Addison Advisors LLC16,200$427K0.1%+26.0%0.771%
10/29/2024Key Financial Inc22,950$605K0.1%+18.6%1.093%
10/25/2024MONECO Advisors LLC21,930$578K0.1%+166.4%1.044%
8/13/2024Benjamin F. Edwards & Company Inc.1,758$46K0.0%N/A0.110%
8/5/2024Addison Advisors LLC12,860$333K0.1%-16.7%0.804%
7/31/2024Commonwealth Equity Services LLC22,615$586K0.0%+5.9%1.508%
7/30/2024Key Financial Inc19,350$502K0.1%N/A1.290%
7/26/2024First Command Advisory Services Inc.3,163$82K0.0%+82.3%0.211%
7/22/2024 Hobbs Group Advisors LLC6,116$159K0.1%N/A0.408%
7/19/2024MONECO Advisors LLC8,232$213K0.0%N/A0.549%
7/16/2024 Bill Few Associates Inc.11,590$300K0.1%+50.3%0.773%
7/15/2024 Sterling Financial Group Inc.110,153$2.86M1.3%-1.4%7.344%
7/1/2024 Confluence Investment Management LLC11,209$291K0.0%-9.6%0.801%
5/17/2024Comerica Bank2,976$78K0.0%N/A0.213%
5/2/2024First Command Advisory Services Inc.1,735$46K0.0%N/A0.124%
5/1/2024Envision Financial Planning LLC104,468$2.74M2.2%N/A7.462%
4/10/2024 Sterling Financial Group Inc.111,675$2.93M1.4%N/A9.306%
4/1/2024 Confluence Investment Management LLC12,404$325K0.0%N/A1.240%
2/2/2024Addison Advisors LLC5,895$157K0.1%N/A0.590%
1/17/2024 Armstrong Advisory Group Inc.7,800$208K0.0%N/A1.950%
1/17/2024 Bill Few Associates Inc.7,710$205K0.1%N/A1.928%
(Data available from 1/1/2016 forward)

BSSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSSX shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Invesco BulletShares 2033 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($6.66M), Confluence Investment Management LLC ($5.37M), Atlantic Union Bankshares Corp ($3.37M), Envision Financial Planning LLC ($3.25M), Raymond James Financial Inc. ($3.24M), Kestra Advisory Services LLC ($3.11M), and Sterling Financial Group Inc. ($2.69M).Learn more on Invesco BulletShares 2033 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2033 Municipal Bond ETF's stock?

Of the 40 institutional investors that purchased Invesco BulletShares 2033 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($254.27K), Confluence Investment Management LLC ($221.74K), LPL Financial LLC ($142.91K), Atlantic Union Bankshares Corp ($133.19K), Envision Financial Planning LLC ($114.39K), Sterling Financial Group Inc. ($111.68K), and Jane Street Group LLC ($70.65K).

How much institutional buying is happening at Invesco BulletShares 2033 Municipal Bond ETF?

Institutional investors have bought a total of 1,167,716 shares in the last 24 months. This purchase volume represents approximately $29.92M in transactions.

Which of Invesco BulletShares 2033 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Invesco BulletShares 2033 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($41.90K), Bank of New York Mellon Corp ($19.21K), Envestnet Asset Management Inc. ($18.86K), Confluence Investment Management LLC ($6.52K), Avior Wealth Management LLC ($4K), Addison Advisors LLC ($3.69K), and Invesco Ltd. ($3.62K).

How much institutional selling is happening at Invesco BulletShares 2033 Municipal Bond ETF?

Institutional investors have sold a total of 102,980 shares in the last 24 months. This volume of shares sold represents approximately $2.65M in transactions.


Related Companies

This page (NASDAQ:BSSX) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored