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InvescoBulletShares2033 Municipal Bond ETF (BSSX) Institutional Ownership

$25.95 -0.02 (-0.08%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$11.17M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.24M
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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
11/15/2024Jane 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%
7/31/2024Commonwealth 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%
7/22/2024Hobbs 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%
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, 17 institutional investors and hedge funds held shares of InvescoBulletShares2033 Municipal Bond ETF. The most heavily invested institutionals were Envision Financial Planning LLC ($3.30M), Sterling Financial Group Inc. ($2.86M), Atlantic Union Bankshares Corp ($2.38M), Key Financial Inc ($605K), Commonwealth Equity Services LLC ($586K), MONECO Advisors LLC ($578K), and Jane Street Group LLC ($524K).Learn more on BSSX's institutional investors.

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

Of the 16 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: Sterling Financial Group Inc. ($111.68K), Envision Financial Planning LLC ($111.19K), Atlantic Union Bankshares Corp ($90.48K), Key Financial Inc ($22.95K), MONECO Advisors LLC ($21.93K), Confluence Investment Management LLC ($12.40K), and Bill Few Associates Inc. ($11.59K).

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

Institutional investors have bought a total of 425,168 shares in the last 24 months. This purchase volume represents approximately $11.17M 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 ($2.59K), Sterling Financial Group Inc. ($1.52K), 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 47,197 shares in the last 24 months. This volume of shares sold represents approximately $1.24M in transactions.



This page (NASDAQ:BSSX) was last updated on 11/17/2024 by MarketBeat.com Staff
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