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Invesco BulletShares (R) 2023 Municipal Bond ETF (BSMN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco BulletShares (R) 2023 Municipal Bond ETF (NASDAQ:BSMN)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$20.78M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$18.90M
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BSMN Institutional Buying and Selling by Quarter

Invesco BulletShares (R) 2023 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2023Integrated Wealth Concepts LLC107,581$2.69M0.0%-1.7%2.196%
11/13/2023 Asset Dedication LLC140,371$3.51M0.3%-1.7%2.865%
11/13/2023Mariner LLC29,928$749K0.0%+18.9%0.611%
11/13/2023LPL Financial LLC321,819$8.06M0.0%+1.7%6.568%
11/9/2023UBS Group AG79,156$1.98M0.0%-9.4%1.615%
11/8/2023HighTower Advisors LLC25,369$636K0.0%+3.6%0.518%
11/7/2023 Masso Torrence Wealth Management Inc.14,905$373K0.3%-3.2%0.304%
11/7/2023Addison Advisors LLC6,205$155K0.1%-15.6%0.127%
11/7/2023 Cookson Peirce & Co. Inc.8,172$205K0.0%-10.1%0.167%
11/7/2023Savant Capital LLC55,221$1.38M0.0%-18.2%1.127%
11/3/2023MGO One Seven LLC19,444$487K0.0%+72.7%0.397%
11/3/2023Latitude Advisors LLC10,256$257K0.2%N/A0.209%
10/31/2023Resonant Capital Advisors LLC44,926$1.13M0.1%-87.0%0.917%
10/27/2023Financial Advocates Investment Management9,275$232K0.0%-4.5%0.189%
10/27/2023 Astoria Portfolio Advisors LLC.50,882$1.28M0.6%+18.1%1.038%
10/25/2023OLD Second National Bank of Aurora7,903$198K0.1%-27.0%0.161%
10/25/2023 Levy Wealth Management Group LLC13,752$344K0.1%-31.6%0.281%
10/24/2023 Denver Wealth Management Inc.44,297$1.11M0.7%-3.8%0.904%
10/24/2023 Raymond James Financial Services Advisors Inc.31,684$793K0.0%-10.1%0.647%
10/24/2023 Raymond James & Associates57,972$1.45M0.0%-5.8%1.183%
10/24/2023 Cambridge Investment Research Advisors Inc.60,766$1.52M0.0%-22.3%1.240%
10/23/2023Commonwealth Equity Services LLC73,313$1.84M0.0%-10.3%1.496%
10/20/2023 Lantz Financial LLC22,008$551K0.2%+11.2%0.449%
10/19/2023 Sterling Financial Group Inc.28,259$708K0.4%+12.6%0.577%
10/11/2023 CWM LLC3,227$81K0.0%+141.9%0.066%
10/11/2023 Koss Olinger Consulting LLC9,616$241K0.0%-24.1%0.196%
10/11/2023 Tlwm34,149$855K0.2%+92.3%0.697%
10/10/2023 Confluence Investment Management LLC221,383$5.54M0.1%-0.6%4.518%
9/12/2023Farther Finance Advisors LLC12,269$308K0.1%N/A0.212%
9/7/2023 Sterling Financial Group Inc.25,094$629K0.4%+43.8%0.433%
8/22/2023 Asset Dedication LLC142,858$3.59M0.3%+1.1%2.463%
8/14/2023 Mirador Capital Partners LP70,350$1.76M0.4%+39.7%1.213%
8/10/2023Commonwealth Equity Services LLC81,774$2.05M0.0%-31.4%1.410%
8/10/2023Private Advisor Group LLC23,401$587K0.0%-17.6%0.403%
8/9/2023Flow Traders U.S. LLC155,395$3.90M0.2%+284.5%2.679%
8/4/2023Savant Capital LLC67,494$1.69M0.0%+8.0%1.164%
8/4/2023IFP Advisors Inc10,194$255K0.0%-40.9%0.176%
8/3/2023Addison Advisors LLC7,350$184K0.1%N/A0.127%
8/2/2023Bank of Montreal Can64,786$1.63M0.0%N/A1.117%
8/1/2023 Cookson Peirce & Co. Inc.9,093$228K0.0%N/A0.157%
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8/1/2023Paulson Wealth Management Inc.24,698$619K0.2%+9.1%0.426%
7/31/2023LPL Financial LLC316,570$7.94M0.0%-16.6%5.458%
7/26/2023 American Institute for Advanced Investment Management LLP8,600$216K0.2%-18.9%0.148%
7/26/2023Janney Montgomery Scott LLC47,855$1.20M0.0%+1.0%0.825%
7/26/2023Resonant Capital Advisors LLC345,433$8.66M0.9%-22.8%5.956%
7/25/2023 Raymond James Financial Services Advisors Inc.35,228$884K0.0%+2.6%0.607%
7/25/2023 Raymond James & Associates61,536$1.54M0.0%-1.9%1.061%
7/21/2023Clear Harbor Asset Management LLC14,865$373K0.0%+12.3%0.256%
7/19/2023 BCS Wealth Management22,073$554K0.4%+2.5%0.381%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC22,202$557K0.0%+5.0%0.383%
7/18/2023 Stratos Wealth Partners LTD.36,359$912K0.0%+13.2%0.627%
7/17/2023 Denver Wealth Management Inc.46,068$1.16M0.8%-2.7%0.794%
7/14/2023 Cornerstone Wealth Management LLC32,006$803K0.1%+4.5%0.552%
7/13/2023 Cambridge Investment Research Advisors Inc.78,224$1.96M0.0%+30.7%1.349%
7/12/2023 Lantz Financial LLC19,792$496K0.2%+8.2%0.341%
7/12/2023 Tlwm17,756$445K0.1%+28.1%0.306%
7/10/2023 CGN Advisors LLC12,665$318K0.0%-43.4%0.218%
7/3/2023 Confluence Investment Management LLC222,691$5.59M0.1%-2.2%3.426%
5/12/2023NewEdge Advisors LLC110,204$2.77M0.0%+8.7%1.695%
5/12/2023 Tlwm13,856$348K0.1%-7.1%0.213%
5/11/2023Financial Advocates Investment Management10,111$254K0.0%-7.1%0.156%
5/11/2023Commonwealth Equity Services LLC119,169$2.99M0.0%+10.0%1.833%
5/10/2023Private Advisor Group LLC28,409$713K0.0%N/A0.437%
5/10/2023Gateway Wealth Partners LLC278,132$6.98M1.1%+6.2%4.279%
5/10/2023LPL Financial LLC379,651$9.53M0.0%-11.2%5.841%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC21,151$531K0.0%N/A0.325%
5/9/2023Paulson Wealth Management Inc.22,636$568K0.3%+49.6%0.348%
5/8/2023Delta Investment Management LLC60,628$1.52M0.4%-6.4%0.933%
5/5/2023 Levy Wealth Management Group LLC20,102$505K0.2%N/A0.309%
5/4/2023Clear Harbor Asset Management LLC13,235$332K0.0%-17.5%0.204%
5/4/2023 Denver Wealth Management Inc.47,339$1.19M0.8%-11.3%0.728%
5/3/2023OLD Second National Bank of Aurora10,826$272K0.1%N/A0.167%
5/3/2023Integrated Wealth Concepts LLC113,991$2.86M0.1%+17.0%1.754%
5/3/2023Savant Capital LLC62,514$1.57M0.0%N/A0.962%
4/28/2023Janney Montgomery Scott LLC47,387$1.19M0.0%+13.0%0.729%
4/27/2023 Stratos Wealth Partners LTD.32,111$806K0.0%-22.2%0.494%
4/27/2023Benjamin F. Edwards & Company Inc.8,789$221K0.0%+25.6%0.135%
4/27/2023Simplicity Solutions LLC13,872$348K0.0%N/A0.213%
4/27/2023 WESPAC Advisors LLC11,244$282K0.3%N/A0.173%
4/25/2023 NorthCrest Asset Manangement LLC8,948$225K0.0%N/A0.138%
4/24/2023 Asset Dedication LLC141,303$3.55M0.3%+4.6%2.174%
4/21/2023Resonant Capital Advisors LLC447,224$11.23M1.3%+9.0%6.880%
4/20/2023Carnegie Capital Asset Management LLC32,635$819K0.0%-26.2%0.494%
4/18/2023J2 Capital Management Inc8,488$213K0.3%-13.7%0.129%
4/18/2023IFP Advisors Inc17,256$431K0.0%-33.6%0.261%
4/14/2023 Raymond James Financial Services Advisors Inc.34,322$861K0.0%+18.9%0.512%
4/14/2023 Raymond James & Associates62,726$1.57M0.0%-1.3%0.936%
4/13/2023 Webster Bank N. A.25,685$645K0.1%+2.4%0.383%
4/10/2023 Lantz Financial LLC18,286$459K0.2%+16.1%0.273%
4/10/2023 BCS Wealth Management21,537$541K0.2%-16.7%0.321%
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4/5/2023 Astoria Portfolio Advisors LLC.42,712$1.07M0.5%N/A0.637%
4/4/2023 CGN Advisors LLC22,366$561K0.1%-70.6%0.334%
4/4/2023 Confluence Investment Management LLC227,650$5.71M0.1%+1.2%3.398%
2/16/2023Gateway Wealth Partners LLC261,818$6.58M1.1%N/A3.908%
2/14/2023 Masso Torrence Wealth Management Inc.15,105$380K0.3%N/A0.225%
2/13/2023Integrated Wealth Concepts LLC97,401$2.45M0.1%+77.5%1.454%
2/10/2023 Tlwm14,909$375K0.1%-69.4%0.223%
2/10/2023Advisor Group Holdings Inc.107,291$2.70M0.0%+74.2%1.601%
2/10/2023Wealthsource Partners LLC10,000$251K0.0%N/A0.149%
2/10/2023 Mirador Capital Partners LP50,350$1.27M0.3%+307.7%0.751%
(Data available from 1/1/2016 forward)

BSMN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMN shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Invesco BulletShares (R) 2023 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($8.06M), PFG Advisors ($7.46M), Gateway Wealth Partners LLC ($6.98M), Confluence Investment Management LLC ($5.54M), Paradiem LLC ($4.44M), Flow Traders U.S. LLC ($3.90M), and Asset Dedication LLC ($3.51M).Learn more on BSMN's institutional investors.

Which institutional investors have been buying Invesco BulletShares (R) 2023 Municipal Bond ETF stock?

Of the 65 institutional investors that purchased Invesco BulletShares (R) 2023 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Resonant Capital Advisors LLC ($488.89K), LPL Financial LLC ($363.99K), PFG Advisors ($296.72K), Gateway Wealth Partners LLC ($278.13K), Confluence Investment Management LLC ($227.65K), Paradiem LLC ($179.14K), and Flow Traders U.S. LLC ($171.48K).

How much institutional buying is happening at Invesco BulletShares (R) 2023 Municipal Bond ETF?

Institutional investors have bought a total of 3,696,835 shares in the last 24 months. This purchase volume represents approximately $177.00M in transactions.

Which Invesco BulletShares (R) 2023 Municipal Bond ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Invesco BulletShares (R) 2023 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resonant Capital Advisors LLC ($443.97K), LPL Financial LLC ($111.20K), CGN Advisors LLC ($63.46K), Commonwealth Equity Services LLC ($45.86K), Tlwm ($34.91K), Carnegie Capital Asset Management LLC ($20.34K), and IFP Advisors Inc ($19.82K).

How much institutional selling is happening at Invesco BulletShares (R) 2023 Municipal Bond ETF?

Institutional investors have sold a total of 902,569 shares in the last 24 months. This volume of shares sold represents approximately $29.93M in transactions.


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This page (NASDAQ:BSMN) was last updated on 4/25/2024 by MarketBeat.com Staff

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