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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

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$23.54
-0.05 (-0.21%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$30.43M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.83M
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BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Sentinel Pension Advisors Inc.12,221$289K0.1%N/A0.226%
5/4/2024 Paulson Wealth Management Inc.28,339$670K0.2%+9.3%0.525%
5/3/2024 AA Financial Advisors LLC18,919$448K0.2%N/A0.350%
5/2/2024 First Command Advisory Services Inc.2,975$70K0.0%N/A0.055%
5/1/2024 Private Advisor Group LLC18,903$447K0.0%+25.9%0.350%
4/30/2024 Foundry Financial Group Inc.10,544$249K0.2%+12.6%0.195%
4/29/2024Commonwealth Equity Services LLC142,818$3.38M0.0%+7.2%2.645%
4/24/2024 Krilogy Financial LLC22,934$543K0.0%+34.7%0.425%
4/23/2024 Precedent Wealth Partners LLC48,637$1.15M0.5%+26.0%0.901%
4/18/2024 Silverlake Wealth Management LLC10,924$258K0.1%N/A0.206%
4/17/2024 River Street Advisors LLC35,000$828K0.6%N/A0.660%
4/16/2024 Webster Bank N. A.2,525$60K0.0%+49.9%0.048%
4/16/2024 Atlantic Union Bankshares Corp112,611$2.66M0.2%+8.3%2.125%
4/16/2024 Tlwm21,840$517K0.1%+3.9%0.412%
4/12/2024 CGN Advisors LLC68,408$1.62M0.2%-30.1%1.291%
4/10/2024 Sterling Financial Group Inc.18,611$440K0.2%-79.3%0.358%
4/1/2024 Confluence Investment Management LLC259,568$6.14M0.1%N/A5.191%
3/22/2024 Cooksen Wealth LLC14,862$355K0.4%N/A0.297%
3/13/2024 MONECO Advisors LLC10,946$262K0.0%N/A0.219%
2/16/2024Hobbs Group Advisors LLC35,007$837K0.4%N/A0.700%
2/13/2024 Paulson Wealth Management Inc.25,925$620K0.2%+9.3%0.519%
2/12/2024 Fortress Wealth Management Inc.50,234$1.20M0.7%N/A1.005%
2/12/2024 Steward Partners Investment Advisory LLC37,147$888K0.0%-15.8%0.743%
2/8/2024 Meridian Wealth Management LLC18,598$445K0.0%N/A0.372%
2/8/2024 Beacon Pointe Advisors LLC13,680$327K0.0%N/A0.274%
2/7/2024 Astoria Portfolio Advisors LLC.42,874$1.02M0.4%N/A0.857%
2/6/2024 Private Advisor Group LLC15,013$359K0.0%N/A0.300%
2/5/2024 Savant Capital LLC32,386$774K0.0%-13.3%0.648%
2/5/2024 MONECO Advisors LLC10,946$262K0.0%N/A0.219%
1/31/2024 Key Financial Inc201,711$4.82M1.3%+384.5%4.034%
1/30/2024 Avior Wealth Management LLC31,149$745K0.0%+19.7%0.623%
1/26/2024 Krilogy Financial LLC17,025$407K0.0%-11.2%0.341%
1/23/2024 Levy Wealth Management Group LLC10,475$250K0.1%N/A0.214%
1/23/2024 Denver Wealth Management Inc.10,734$257K0.1%N/A0.219%
1/23/2024 Foundry Financial Group Inc.9,360$224K0.2%N/A0.191%
1/19/2024 Atlantic Union Bankshares Corp104,005$2.49M0.2%+39.3%2.123%
1/18/2024 Precedent Wealth Partners LLC38,616$923K0.5%N/A0.788%
1/17/2024 Sterling Financial Group Inc.89,941$2.15M1.3%-29.2%1.836%
1/17/2024 Bill Few Associates Inc.11,179$267K0.1%N/A0.228%
1/16/2024 Raymond James & Associates105,775$2.53M0.0%+6.0%2.159%
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1/8/2024 Horizons Wealth Management14,626$350K0.2%+15.5%0.311%
1/5/2024 CGN Advisors LLC97,806$2.34M0.3%+5.1%2.081%
11/13/2023 Asset Dedication LLC56,242$1.29M0.1%+10.3%1.372%
11/13/2023 LPL Financial LLC161,471$3.70M0.0%+25.5%3.938%
11/7/2023 Cookson Peirce & Co. Inc.8,764$201K0.0%-9.6%0.214%
11/3/2023 MGO One Seven LLC8,819$202K0.0%N/A0.215%
11/1/2023 Key Financial Inc41,636$953K0.3%+41.5%1.016%
11/1/2023 Krilogy Financial LLC19,175$439K0.0%N/A0.468%
10/24/2023 Bank of New York Mellon Corp86,992$1.99M0.0%N/A2.175%
10/24/2023 Raymond James & Associates99,788$2.28M0.0%+4.4%2.495%
10/23/2023Commonwealth Equity Services LLC72,188$1.65M0.0%+4.5%1.805%
10/20/2023 Atlantic Union Bankshares Corp74,689$1.71M0.2%+39.5%1.867%
10/19/2023 Sterling Financial Group Inc.127,006$2.91M1.8%+5.1%3.175%
10/13/2023 CGN Advisors LLC93,054$2.13M0.3%+13.0%2.386%
10/12/2023 Horizons Wealth Management12,661$290K0.2%+6.4%0.325%
10/11/2023 Tlwm21,359$489K0.1%+123.3%0.548%
10/10/2023 Webster Bank N. A.1,685$39K0.0%+62.8%0.043%
10/10/2023 Confluence Investment Management LLC263,287$6.03M0.1%-0.7%6.751%
9/7/2023 Sterling Financial Group Inc.120,791$2.85M1.9%+36.0%3.265%
8/22/2023 Asset Dedication LLC50,977$1.21M0.1%+12.8%1.378%
8/10/2023Commonwealth Equity Services LLC69,079$1.63M0.0%+26.8%1.867%
8/4/2023 Savant Capital LLC37,198$878K0.0%-26.9%1.005%
8/3/2023 Addison Advisors LLC11,075$261K0.1%N/A0.299%
8/1/2023 Cookson Peirce & Co. Inc.9,692$229K0.0%N/A0.262%
8/1/2023 Paulson Wealth Management Inc.23,847$563K0.2%+7.5%0.645%
7/31/2023 LPL Financial LLC128,690$3.04M0.0%-18.6%3.478%
7/31/2023 Koss Olinger Consulting LLC11,202$264K0.0%N/A0.303%
7/28/2023 Key Financial Inc29,426$694K0.2%+28.1%0.795%
7/25/2023 Raymond James Financial Services Advisors Inc.13,397$316K0.0%N/A0.362%
7/25/2023 Raymond James & Associates95,542$2.26M0.0%+41.6%2.582%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC25,706$607K0.0%+5.6%0.695%
7/13/2023 Cambridge Investment Research Advisors Inc.18,046$426K0.0%+26.1%0.488%
7/12/2023 Tlwm9,564$226K0.1%+7.6%0.258%
7/11/2023 Atlantic Union Bankshares Corp53,532$1.26M0.1%+193.5%1.447%
7/10/2023 CGN Advisors LLC82,370$1.94M0.3%+6.8%2.226%
7/3/2023 Confluence Investment Management LLC265,060$6.26M0.1%-2.3%7.363%
5/12/2023 NewEdge Advisors LLC115,808$2.76M0.0%+8.6%3.217%
5/12/2023 Tlwm8,889$212K0.1%-15.2%0.247%
5/11/2023 Envestnet Asset Management Inc.21,924$523K0.0%+45.5%0.609%
5/10/2023 LPL Financial LLC158,161$3.78M0.0%+8.2%4.393%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC24,344$581K0.0%N/A0.676%
5/9/2023 Paulson Wealth Management Inc.22,173$529K0.2%+57.0%0.616%
5/3/2023 Savant Capital LLC50,871$1.21M0.0%N/A1.413%
5/2/2023 Key Financial Inc22,976$548K0.2%+260.4%0.638%
4/25/2023 NorthCrest Asset Manangement LLC10,578$252K0.0%N/A0.294%
4/24/2023 Asset Dedication LLC45,209$1.08M0.1%+45.3%1.256%
4/17/2023 Claro Advisors LLC11,500$275K0.1%-25.8%0.319%
4/14/2023 Raymond James & Associates67,473$1.61M0.0%+66.2%1.874%
4/6/2023 Horizons Wealth Management11,514$275K0.2%+11.0%0.320%
4/4/2023 CGN Advisors LLC77,158$1.84M0.3%+31.9%2.143%
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4/4/2023 Confluence Investment Management LLC271,314$6.48M0.1%+1.0%7.537%
2/10/2023 Tlwm10,477$246K0.1%N/A0.317%
2/9/2023 Atlantic Union Bankshares Corp18,436$434K0.0%N/A0.559%
2/8/2023 Raymond James & Associates40,608$955K0.0%+61.2%1.231%
2/7/2023 Benjamin F. Edwards & Company Inc.12,927$304K0.0%+41.6%0.392%
2/7/2023 LPL Financial LLC146,216$3.44M0.0%+46.3%4.431%
2/7/2023 Envestnet Asset Management Inc.15,063$354K0.0%N/A0.456%
2/1/2023 CWM LLC1,393$33K0.0%-47.9%0.042%
1/26/2023 Paulson Wealth Management Inc.14,119$332K0.2%N/A0.428%
1/25/2023 MGO One Seven LLC8,819$207K0.0%N/A0.267%
(Data available from 1/1/2016 forward)

BSMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMR shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.14M), Key Financial Inc ($4.82M), LPL Financial LLC ($3.70M), Commonwealth Equity Services LLC ($3.38M), NewEdge Advisors LLC ($2.76M), Atlantic Union Bankshares Corp ($2.66M), and Raymond James & Associates ($2.53M).Learn more on BSMR's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2027 Municipal Bond ETF stock?

Of the 52 institutional investors that purchased Invesco BulletShares 2027 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($530.88K), Key Financial Inc ($195.34K), Atlantic Union Bankshares Corp ($112.81K), Raymond James & Associates ($105.78K), LPL Financial LLC ($90.97K), NewEdge Advisors LLC ($88.25K), and Bank of New York Mellon Corp ($86.99K).

How much institutional buying is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have bought a total of 2,150,281 shares in the last 24 months. This purchase volume represents approximately $71.06M in transactions.

Which Invesco BulletShares 2027 Municipal Bond ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco BulletShares 2027 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sterling Financial Group Inc. ($108.40K), LPL Financial LLC ($29.47K), CGN Advisors LLC ($29.40K), Savant Capital LLC ($18.64K), Confluence Investment Management LLC ($8.03K), Steward Partners Investment Advisory LLC ($6.95K), and Beaumont Financial Partners LLC ($6.47K).

How much institutional selling is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have sold a total of 229,184 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.


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This page (NASDAQ:BSMR) was last updated on 5/18/2024 by MarketBeat.com Staff

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