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Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

$24.98 +0.12 (+0.48%)
As of 03:40 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)
$31.67M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$5.56M
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BSSX Institutional Buying and Selling by Quarter

Invesco BulletShares 2033 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Asset Dedication LLC28,404$712K0.1%+1,124.3%0.835%
8/15/2025 Envision Financial Planning LLC46,648$1.17M0.5%-63.7%1.372%
8/15/2025 Bank of America Corp DE76,917$1.93M0.0%+6.2%2.262%
8/14/2025 Jane Street Group LLC67,779$1.70M0.0%-25.1%1.994%
8/14/2025 Raymond James Financial Inc.142,218$3.57M0.0%+11.0%4.183%
8/13/2025 StoneX Group Inc.19,882$498K0.0%-20.5%0.585%
8/13/2025 Invesco Ltd.68,219$1.71M0.0%-6.7%2.006%
8/13/2025 Beacon Pointe Advisors LLC8,837$222K0.0%-18.2%0.260%
8/13/2025 Lido Advisors LLC9,500$238K0.0%N/A0.279%
8/13/2025 Northwestern Mutual Wealth Management Co.14,463$363K0.0%-13.8%0.425%
8/7/2025 Addison Advisors LLC19,740$495K0.1%+9.4%0.581%
8/6/2025 Atlantic Union Bankshares Corp149,009$3.74M0.1%+11.9%4.383%
8/1/2025 Koss Olinger Consulting LLC21,373$536K0.0%N/A0.629%
8/1/2025 First Command Advisory Services Inc.5,194$130K0.0%+23.8%0.153%
8/1/2025 Envestnet 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%
5/27/2025 Jacobi Capital Management LLC8,869$225K0.0%-11.9%0.296%
5/19/2025 Jane Street Group LLC90,549$2.29M0.0%+62.0%3.018%
5/14/2025 Envision Financial Planning LLC128,355$3.25M1.7%+0.4%4.279%
5/14/2025 Northwestern Mutual Wealth Management Co.16,776$425K0.0%+62.9%0.559%
5/14/2025 Kestra 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%
5/13/2025 Raymond James Financial Inc.128,111$3.24M0.0%+1.5%4.270%
5/13/2025 HighTower Advisors LLC25,170$637K0.0%N/A0.839%
5/12/2025 Invesco 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%
5/7/2025 LPL Financial LLC262,980$6.66M0.0%+78.9%8.766%
5/5/2025 Atlantic Union Bankshares Corp133,194$3.37M0.2%+10.8%4.440%
5/2/2025 Larson Financial Group LLC4,922$125K0.0%N/A0.164%
4/29/2025 Envestnet Asset Management Inc.46,524$1.18M0.0%-0.9%1.551%
4/29/2025 Bank 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%
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4/1/2025 Confluence Investment Management LLC220,577$5.59M0.1%+1,765.3%8.484%
2/17/2025 Bank of America Corp DE53,172$1.37M0.0%+46.3%2.045%
2/14/2025 Jane Street Group LLC55,878$1.44M0.0%+180.8%2.149%
2/13/2025 Envision Financial Planning LLC127,812$3.29M1.7%+2.1%4.916%
2/13/2025 Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/13/2025 Invesco Ltd.67,072$1.73M0.0%-5.1%2.580%
2/13/2025 Envestnet Asset Management Inc.46,951$1.21M0.0%+102.9%1.806%
2/12/2025 StoneX Group Inc.24,005$618K0.0%N/A0.923%
2/11/2025 LPL Financial LLC146,977$3.79M0.0%+22.4%5.653%
2/10/2025 Commonwealth Equity Services LLC30,572$787K0.0%+25.9%1.176%
2/7/2025 Tassel Capital Management Inc.10,493$270K0.2%N/A0.404%
2/7/2025 Atlantic Union Bankshares Corp120,176$3.10M0.2%+32.8%4.622%
2/6/2025 Opulen Financial Group LLC9,264$239K0.2%N/A0.356%
2/6/2025 Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/5/2025 Jacobi Capital Management LLC10,068$259K0.0%+5.7%0.403%
2/5/2025 First Command Advisory Services Inc.4,274$110K0.0%+35.1%0.171%
2/4/2025 Bank of New York Mellon Corp80,578$2.08M0.0%-3.5%3.223%
2/4/2025 Addison Advisors LLC15,095$389K0.1%-6.8%0.604%
1/31/2025 Key Financial Inc34,500$889K0.2%+50.3%1.380%
1/31/2025 D.A. Davidson & CO.9,450$243K0.0%N/A0.378%
1/30/2025 Principal Securities Inc.1,082$28K0.0%N/A0.043%
1/23/2025 Crews Bank & Trust7,660$197K0.0%N/A0.306%
1/23/2025 Asset 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%
11/15/2024 Jane Street Group LLC19,898$524K0.0%-67.8%0.948%
11/14/2024 Captrust Financial Advisors11,018$290K0.0%+16.4%0.525%
11/14/2024 Atlantic Union Bankshares Corp90,483$2.38M0.1%N/A4.309%
11/8/2024 Avior Wealth Management LLC9,088$239K0.0%N/A0.433%
11/7/2024 Envision Financial Planning LLC125,152$3.30M1.7%+5.7%5.960%
11/4/2024 Addison Advisors LLC16,200$427K0.1%+26.0%0.771%
10/29/2024 Key Financial Inc22,950$605K0.1%+18.6%1.093%
10/25/2024 MONECO Advisors LLC21,930$578K0.1%+166.4%1.044%
8/13/2024Benjamin F. Edwards & Company Inc.1,758$46K0.0%N/A0.110%
8/5/2024 Addison Advisors LLC12,860$333K0.1%-16.7%0.804%
7/31/2024 Commonwealth Equity Services LLC22,615$586K0.0%+5.9%1.508%
7/30/2024 Key Financial Inc19,350$502K0.1%N/A1.290%
7/26/2024 First 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%
7/19/2024 MONECO 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%
5/17/2024 Comerica Bank2,976$78K0.0%N/A0.213%
5/2/2024 First Command Advisory Services Inc.1,735$46K0.0%N/A0.124%
5/1/2024 Envision Financial Planning LLC104,468$2.74M2.2%N/A7.462%
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I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
2/2/2024 Addison 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, 43 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 ($3.74M), Raymond James Financial Inc. ($3.57M), Kestra Advisory Services LLC ($3.11M), Sterling Financial Group Inc. ($2.69M), and Bank of America Corp DE ($1.93M).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 41 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. ($268.38K), Confluence Investment Management LLC ($221.74K), Atlantic Union Bankshares Corp ($149.01K), LPL Financial LLC ($142.91K), 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 1,237,678 shares in the last 24 months. This purchase volume represents approximately $31.67M in transactions.

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

Of the 14 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: Envision Financial Planning LLC ($81.71K), Jane Street Group LLC ($64.67K), Bank of New York Mellon Corp ($19.21K), Envestnet Asset Management Inc. ($18.86K), Invesco Ltd. ($8.48K), Confluence Investment Management LLC ($6.52K), and StoneX Group Inc. ($5.12K).

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

Institutional investors have sold a total of 219,139 shares in the last 24 months. This volume of shares sold represents approximately $5.56M in transactions.


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This page (NASDAQ:BSSX) was last updated on 8/22/2025 by MarketBeat.com Staff
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