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InvescoBulletShares2033 Municipal Bond ETF (BSSX) Institutional Ownership

$24.83 +0.06 (+0.24%)
As of 04/17/2025 02:46 PM Eastern

Institutional Ownership Changes (13F Filings) for InvescoBulletShares2033 Municipal Bond ETF (NASDAQ:BSSX)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$27.01M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.48M
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BSSX Institutional Buying and Selling by Quarter

InvescoBulletShares2033 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/7/2025Tassel Capital Management Inc.10,493$270K0.2%N/A0.404%
2/7/2025Atlantic Union Bankshares Corp120,176$3.10M0.2%+32.8%4.622%
2/6/2025Opulen 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%
1/31/2025D.A. Davidson & CO.9,450$243K0.0%N/A0.378%
1/30/2025Principal Securities Inc.1,082$28K0.0%N/A0.043%
1/23/2025Crews Bank & Trust7,660$197K0.0%N/A0.306%
1/23/2025Asset Dedication LLC2,420$62K0.0%+238.0%0.097%
1/17/2025Avior 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%
1/8/2025International Assets Investment Management LLC23,814$615K0.0%N/A0.953%
1/2/2025 Confluence Investment Management LLC11,825$305K0.0%+5.1%0.563%
11/18/2024Hobbs 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%
11/8/2024Avior 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%
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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%
7/22/2024Hobbs Group Advisors LLC6,116$159K0.1%N/A0.408%
7/19/2024MONECO Advisors LLC8,232$213K0.0%N/A0.549%
7/16/2024Bill 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%
1/17/2024Bill 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, 35 institutional investors and hedge funds held shares of InvescoBulletShares2033 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($5.59M), LPL Financial LLC ($3.79M), Envision Financial Planning LLC ($3.29M), Raymond James Financial Inc. ($3.25M), Atlantic Union Bankshares Corp ($3.10M), Sterling Financial Group Inc. ($2.75M), and Bank of New York Mellon Corp ($2.08M).Learn more on BSSX's institutional investors.

Which institutional investors have been buying InvescoBulletShares2033 Municipal Bond ETF stock?

Of the 33 institutional investors that purchased InvescoBulletShares2033 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($252.32K), Confluence Investment Management LLC ($221.74K), Atlantic Union Bankshares Corp ($120.18K), Envision Financial Planning LLC ($113.85K), Sterling Financial Group Inc. ($111.68K), Jane Street Group LLC ($35.98K), and Key Financial Inc ($34.50K).

How much institutional buying is happening at InvescoBulletShares2033 Municipal Bond ETF?

Institutional investors have bought a total of 1,192,971 shares in the last 24 months. This purchase volume represents approximately $30.84M in transactions.

Which InvescoBulletShares2033 Municipal Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold InvescoBulletShares2033 Municipal Bond ETF stock in the last 24 months: Jane Street Group LLC ($41.90K), Addison Advisors LLC ($3.69K), Invesco Ltd. ($3.62K), Sterling Financial Group Inc. ($3.25K), Bank of New York Mellon Corp ($2.96K), and Confluence Investment Management LLC ($1.20K).

How much institutional selling is happening at InvescoBulletShares2033 Municipal Bond ETF?

Institutional investors have sold a total of 56,599 shares in the last 24 months. This volume of shares sold represents approximately $1.48M in transactions.



This page (NASDAQ:BSSX) was last updated on 4/18/2025 by MarketBeat.com Staff
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