S&P 500   4,686.75
DOW   35,719.43
QQQ   397.83
S&P 500   4,686.75
DOW   35,719.43
QQQ   397.83
S&P 500   4,686.75
DOW   35,719.43
QQQ   397.83
S&P 500   4,686.75
DOW   35,719.43
QQQ   397.83

Invesco BulletShares (R) 2022 Municipal Bond ETF Institutional Ownership

+0.02 (+0.08%)
(As of 12/7/2021 12:00 AM ET)
Today's Range
50-Day Range
52-Week Range
2,897 shs
Average Volume
10,650 shs
Market Capitalization
$58.37 million
P/E Ratio
Dividend Yield

Institutional Ownership Changes (13F Filings) for Invesco BulletShares (R) 2022 Municipal Bond ETF (NASDAQ:BSMM)

Number of
Institutional Buyers
(last 12 months)

Institutional Inflows
(last 12 months)
$25.79 M

Number of
Institutional Sellers
(last 12 months)

Institutional Outflows
(last 12 months)
$10.24 M

Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter

Invesco BulletShares (R) 2022 Municipal Bond ETF (NASDAQ BSMM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2021Jane Street Group LLC9,564$0.24M0.0%-81.1%0.435%
11/16/2021LPL Financial LLC22,178$0.56M0.0%-38.4%1.008%
11/16/2021Citadel Advisors LLC48,540$1.23M0.0%N/A2.206%
11/15/2021Royal Bank of Canada16,745$0.43M0.0%+5.7%0.761%
11/15/2021Morgan Stanley92,872$2.36M0.0%-2.9%4.221%
11/15/2021Cornerstone Wealth Management LLC8,497$0.22M0.0%N/A0.386%
11/5/2021Advisor Group Holdings Inc.7,199$0.18M0.0%+17.0%0.327%
11/4/2021Cookson Peirce & Co. Inc.22,768$0.58M0.0%-12.0%1.035%
10/27/2021Stephens Inc. AR27,825$0.71M0.0%+12.1%1.265%
10/25/2021BCS Wealth Management217,344$5.52M2.3%+2.0%10.350%
10/19/2021Kestra Advisory Services LLC29,827$0.76M0.0%N/A1.420%
10/18/2021Asset Dedication LLC7,718$0.20M0.0%+17.9%0.368%
10/8/2021Carnegie Capital Asset Management LLC47,550$1.21M0.0%-5.1%2.264%
8/23/2021Morgan Stanley95,630$2.43M0.0%-3.7%4.554%
8/16/2021Bank of America Corp DE119,732$3.04M0.0%+4.3%5.702%
8/16/2021Morgan Stanley95,630$2.43M0.0%-3.7%4.554%
8/13/2021Steward Partners Investment Advisory LLC1,178$30K0.0%N/A0.056%
8/13/2021LPL Financial LLC36,017$0.92M0.0%+10.5%1.715%
8/12/2021Stephens Inc. AR24,825$0.63M0.0%N/A1.182%
8/4/2021Beaumont Financial Partners LLC97,691$2.48M0.2%-2.6%4.652%
8/3/2021Cookson Peirce & Co. Inc.25,883$0.66M0.0%+83.0%1.233%
8/2/2021Advisor Group Holdings Inc.6,155$0.16M0.0%+23.1%0.293%
8/2/2021Key Financial Inc16,842$0.43M0.2%+39.9%0.802%
7/31/2021Mirador Capital Partners LP12,380$0.32M0.1%-90.4%0.590%
7/31/2021Carnegie Capital Asset Management LLC50,130$1.27M0.0%+12.1%2.387%
5/18/2021Morgan Stanley99,336$2.53M0.0%+24.6%4.967%
5/18/2021Citadel Advisors LLC71,183$1.81M0.0%N/A3.559%
5/18/2021Jane Street Group LLC65,885$1.68M0.0%N/A3.294%
5/17/2021Royal Bank of Canada16,232$0.41M0.0%-11.9%0.812%
5/12/2021UBS Group AG45,680$1.16M0.0%+14.2%2.284%
5/11/2021Cookson Peirce & Co. Inc.14,143$0.36M0.0%+21.8%0.707%
5/7/2021Cambridge Investment Research Advisors Inc.12,324$0.31M0.0%N/A0.616%
5/4/2021Beaumont Financial Partners LLC100,346$2.55M0.2%-65.1%5.017%
5/3/2021Asset Dedication LLC1,448$38K0.0%-56.5%0.072%
4/30/2021Key Financial Inc12,037$0.31M0.2%+15.0%0.602%
4/29/2021Mirador Capital Partners LP128,411$3.27M0.8%+0.6%6.421%
4/28/2021BCS Wealth Management196,761$5.01M2.4%+39.5%9.838%
4/12/2021Carnegie Capital Asset Management LLC44,730$1.14M0.0%+22.3%2.237%
2/16/2021Captrust Financial Advisors12,937$0.33M0.0%-13.2%0.681%
2/12/2021LPL Financial LLC31,686$0.81M0.0%+13.0%1.760%
2/11/2021Oder Investment Management LLC5,007$0.13M0.1%N/A0.278%
2/10/2021Cookson Peirce & Co. Inc.11,609$0.30M0.0%N/A0.645%
2/8/2021Beaumont Financial Partners LLC287,791$7.33M0.7%+48.1%15.988%
2/8/2021Carnegie Capital Asset Management LLC36,580$0.93M0.0%+23.7%2.032%
2/4/2021AdvisorNet Financial Inc7,373$0.19M0.0%N/A0.434%
1/28/2021Asset Dedication LLC3,327$86K0.0%+146.3%0.196%
1/21/2021BCS Wealth Management141,015$3.59M1.9%+1,608.9%8.295%
1/20/2021Kestra Advisory Services LLC44,774$1.14M0.0%N/A2.634%
1/20/2021Mirador Capital Partners LP127,621$3.25M0.9%-6.5%7.507%
11/17/2020Jane Street Group LLC18,353$0.47M0.0%-44.6%1.311%
11/17/2020Captrust Financial Advisors14,906$0.38M0.0%+15.2%1.065%
11/13/2020Morgan Stanley50,234$1.28M0.0%+9.8%3.588%
11/11/2020Thrivent Financial for Lutherans10,010$0.25M0.0%N/A0.715%
11/9/2020LPL Financial LLC28,038$0.71M0.0%+7.0%2.003%
11/3/2020Barnett & Company Inc.16,050$0.41M0.3%+45.2%1.146%
11/2/2020Key Financial Inc10,467$0.27M0.3%N/A0.748%
11/2/2020Beaumont Financial Partners LLC194,272$4.94M0.5%N/A13.877%
10/29/2020Stratos Wealth Partners LTD.8,714$0.22M0.0%+7.1%0.622%
10/23/2020BCS Wealth Management8,252$0.21M0.1%N/A0.589%
10/20/2020Asset Dedication LLC1,351$34K0.0%+4,403.3%0.097%
10/13/2020Carnegie Capital Asset Management LLC29,580$0.75M0.0%+57.5%2.275%
8/17/2020Jane Street Group LLC33,140$0.84M0.0%N/A3.013%
8/14/2020Captrust Financial Advisors12,937$0.33M0.0%N/A1.176%
8/14/2020Bank of America Corp DE9,722$0.25M0.0%+251.9%0.884%
8/14/2020Flow Traders U.S. LLC28,985$0.73M0.1%N/A2.635%
8/14/2020Advisor Group Holdings Inc.1,000$25K0.0%N/A0.091%
7/31/2020UBS Group AG20,674$0.52M0.0%+941.5%2.297%
7/28/2020Stratos Wealth Partners LTD.8,136$0.21M0.0%N/A1.162%
7/22/2020Barnett & Company Inc.11,050$0.28M0.2%+29.8%1.579%
7/9/2020Carnegie Capital Asset Management LLC18,780$0.47M0.0%N/A2.683%
6/16/2020Royal Bank of Canada17,090$0.43M0.0%-6.9%2.441%
5/13/2020TCG Advisors LP12,858$0.32M0.3%N/A3.215%
5/12/2020HHM Wealth Advisors LLC2,975$74K0.0%N/A0.744%
5/1/2020UBS Group AG1,985$49K0.0%N/A0.496%
4/23/2020Barnett & Company Inc.8,515$0.21M0.2%N/A2.129%
4/16/2020First National Corp MA ADV19,850$0.59M0.4%N/A4.963%
2/14/2020Bank of New York Mellon Corp20,763$0.52M0.0%-47.8%5.191%
2/12/2020Citigroup Inc.1,200$30K0.0%-97.0%0.300%
(Data available from 1/1/2016 forward)

Invesco BulletShares (R) 2022 Municipal Bond ETF (NASDAQ:BSMM) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of Invesco BulletShares (R) 2022 Municipal Bond ETF?

During the previous two years, 32 institutional investors and hedge funds held shares of Invesco BulletShares (R) 2022 Municipal Bond ETF. The most heavily invested institutionals were BCS Wealth Management ($5.52M), Bank of America Corp DE ($3.04M), Beaumont Financial Partners LLC ($2.48M), Morgan Stanley ($2.36M), Citadel Advisors LLC ($1.23M), Carnegie Capital Asset Management LLC ($1.21M), and UBS Group AG ($1.16M).Learn more on BSMM's institutional investors

Which institutional investors have been buying Invesco BulletShares (R) 2022 Municipal Bond ETF stock?

Of the 30 institutional investors that purchased Invesco BulletShares (R) 2022 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beaumont Financial Partners LLC ($0.29M), BCS Wealth Management ($0.20M), Citadel Advisors LLC ($0.12M), Jane Street Group LLC ($99.03K), Kestra Advisory Services LLC ($74.60K), Carnegie Capital Asset Management LLC ($50.13K), and Flow Traders U.S. LLC ($28.99K).

How much institutional buying is happening at Invesco BulletShares (R) 2022 Municipal Bond ETF?

Institutional investors have bought a total of 1,132,133 shares in the last 24 months. This purchase volume represents approximately $47.36M in transactions.

Which Invesco BulletShares (R) 2022 Municipal Bond ETF institutionals have been selling company stock?

Of the 12 institutional investors that sold Invesco BulletShares (R) 2022 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beaumont Financial Partners LLC ($0.19M), Mirador Capital Partners LP ($0.12M), Jane Street Group LLC ($55.85K), Citigroup Inc. ($38.80K), Bank of New York Mellon Corp ($19.04K), LPL Financial LLC ($13.84K), and Morgan Stanley ($10.17K).

How much institutional selling is happening at Invesco BulletShares (R) 2022 Municipal Bond ETF?

Institutional investors have sold a total of 465,752 shares in the last 24 months. This volume of shares sold represents approximately $13.96M in transactions.

This page was last updated on 12/8/2021 by MarketBeat.com Staff


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