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Invesco BulletShares 2024 Municipal Bond ETF (BSMO) Institutional Ownership

Invesco BulletShares 2024 Municipal Bond ETF logo
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$7.30M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.67M
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BSMO Institutional Buying and Selling by Quarter

Invesco BulletShares 2024 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC92,715$2.30M0.0%+12.8%1.306%
2/4/2025 IFP Advisors Inc22,175$552K0.0%-11.9%0.312%
1/10/2025 Wealth Enhancement Advisory Services LLC92,715$2.30M0.0%+12.8%1.306%
11/18/2024 Hobbs Group Advisors LLC41,569$1.03M0.4%-3.0%0.585%
11/15/2024 MML Investors Services LLC37,226$924K0.0%-2.6%0.524%
11/15/2024 Jane Street Group LLC173,833$4.32M0.0%-58.9%2.448%
11/15/2024 Integrated Wealth Concepts LLC128,298$3.18M0.0%-10.7%1.807%
11/15/2024 HighTower Advisors LLC51,299$1.27M0.0%+3.5%0.723%
11/14/2024 Flow Traders U.S. LLC42,141$1.05M0.1%-25.3%0.594%
11/14/2024 Captrust Financial Advisors20,981$521K0.0%+6.3%0.296%
11/13/2024 Private Trust Co. NA15,792$392K0.0%-8.1%0.222%
11/8/2024 PNC Financial Services Group Inc.73,453$1.82M0.0%+10.0%1.035%
11/7/2024 Thrivent Financial for Lutherans32,947$817K0.0%+23.6%0.464%
11/5/2024 Paulson Wealth Management Inc.39,596$983K0.3%+14.6%0.558%
11/5/2024 Aptus Capital Advisors LLC47,857$1.19M0.0%-8.0%0.674%
11/4/2024 Addison Advisors LLC7,240$180K0.1%+10.2%0.102%
10/29/2024 Key Financial Inc36,380$903K0.2%+9.4%0.512%
10/28/2024 Focus Financial Network Inc.79,907$1.98M0.1%+7.0%1.125%
10/25/2024 MONECO Advisors LLC21,971$545K0.1%+40.8%0.309%
10/24/2024 Masso Torrence Wealth Management Inc.12,544$311K0.2%-20.6%0.177%
10/22/2024 Foundry Financial Group Inc.8,100$201K0.1%-17.3%0.114%
10/21/2024 Denver Wealth Management Inc.31,014$770K0.4%-21.1%0.437%
10/18/2024 AA Financial Advisors LLC35,509$881K0.3%+1.7%0.500%
10/17/2024 Claro Advisors LLC7,203$179K0.0%-38.5%0.101%
10/16/2024 Sentinel Pension Advisors Inc.25,145$624K0.1%+11.1%0.354%
10/16/2024 Asset Dedication LLC104,117$2.58M0.2%+0.5%1.466%
10/10/2024 Webster Bank N. A.32,235$800K0.1%-1.7%0.454%
10/10/2024 Carnegie Investment Counsel30,987$769K0.0%-4.4%0.436%
10/8/2024 Tlwm10,368$257K0.1%-8.7%0.146%
8/28/2024 Farmers National Bank56,897$1.41M0.4%-2.4%0.739%
8/16/2024 Northwestern Mutual Wealth Management Co.35,247$875K0.0%+72.0%0.458%
8/16/2024 NewEdge Advisors LLC120,591$2.99M0.0%+3.9%1.566%
8/14/2024 Bank of Montreal Can87,289$2.17M0.0%-58.8%1.134%
8/8/2024 Envestnet Asset Management Inc.120,605$2.99M0.0%-3.7%1.566%
8/6/2024 Koss Olinger Consulting LLC14,069$349K0.0%N/A0.183%
8/6/2024 Asset Dedication LLC103,564$2.57M0.2%-0.6%1.345%
8/5/2024 Private Advisor Group LLC40,059$994K0.0%-23.1%0.520%
8/5/2024 Addison Advisors LLC6,570$163K0.1%+13.8%0.085%
8/1/2024 Resonant Capital Advisors LLC60,659$1.51M0.1%-17.9%0.788%
8/1/2024 Claro Advisors LLC11,720$291K0.0%-30.4%0.152%
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7/31/2024 Dover Advisors LLC22,418$556K0.3%+1.8%0.291%
7/31/2024 Farther Finance Advisors LLC20,280$503K0.0%+9.5%0.263%
7/31/2024 Commonwealth Equity Services LLC138,377$3.44M0.0%-32.2%1.797%
7/26/2024 AlphaStar Capital Management LLC39,287$975K0.1%+22.0%0.504%
7/26/2024 First Command Advisory Services Inc.6,529$162K0.0%+194.2%0.084%
7/26/2024 Paulson Wealth Management Inc.34,560$858K0.3%+20.2%0.443%
7/25/2024 Hills Bank & Trust Co13,105$325K0.0%N/A0.168%
7/25/2024Levy Wealth Management Group LLC10,497$261K0.1%-16.0%0.135%
7/25/2024 Atlantic Union Bankshares Corp74,114$1.84M0.1%+15.3%0.950%
7/24/2024 Secure Asset Management LLC26,302$653K0.1%+5.0%0.337%
7/23/2024 Precedent Wealth Partners LLC37,404$928K0.4%+1.9%0.480%
7/22/2024 Masso Torrence Wealth Management Inc.15,794$392K0.2%-38.0%0.202%
7/22/2024 Horizons Wealth Management12,171$303K0.2%-48.8%0.156%
7/22/2024 Focus Financial Network Inc.74,665$1.86M0.1%-1.5%0.957%
7/22/2024 Hobbs Group Advisors LLC42,859$1.06M0.4%N/A0.549%
7/22/2024 Carnegie Investment Counsel32,412$804K0.0%-11.6%0.416%
7/22/2024 Denver Wealth Management Inc.39,324$976K0.5%-18.3%0.504%
7/19/2024 MONECO Advisors LLC15,600$387K0.1%+90.3%0.200%
7/19/2024Raymond James & Associates87,769$2.18M0.0%-8.1%1.125%
7/16/2024 Cornerstone Wealth Management LLC38,060$945K0.1%+5.4%0.488%
7/16/2024 Wealth Enhancement Advisory Services LLC82,218$2.04M0.0%N/A1.054%
7/16/2024 AA Financial Advisors LLC34,901$866K0.3%+9.7%0.447%
7/12/2024 Diversify Advisory Services LLC8,069$200K0.0%N/A0.103%
7/12/2024 CRA Financial Services LLC9,000$223K0.0%N/A0.115%
7/10/2024 CGN Advisors LLC64,540$1.60M0.2%-10.3%0.827%
7/1/2024 Confluence Investment Management LLC141,224$3.51M0.1%-0.9%1.744%
5/16/2024 Jane Street Group LLC646,033$16.01M0.0%+646.8%7.976%
5/14/2024 Sentinel Pension Advisors Inc.17,749$440K0.1%+48.1%0.219%
5/13/2024 PAX Financial Group LLC42,408$1.05M0.2%-7.0%0.524%
5/6/2024 OLD Second National Bank of Aurora33,543$831K0.2%-30.1%0.414%
5/4/2024 Paulson Wealth Management Inc.28,749$712K0.2%+6.7%0.355%
5/3/2024 AA Financial Advisors LLC31,825$789K0.3%+7.7%0.393%
5/2/2024 First Command Advisory Services Inc.2,219$55K0.0%N/A0.027%
5/1/2024 Resonant Capital Advisors LLC73,870$1.83M0.2%-24.7%0.912%
4/30/2024 Private Advisor Group LLC52,071$1.29M0.0%+1.2%0.643%
4/30/2024 Foundry Financial Group Inc.9,790$243K0.2%-39.2%0.121%
4/29/2024 Commonwealth Equity Services LLC204,243$5.06M0.0%-28.2%2.522%
4/26/2024 MONECO Advisors LLC8,196$203K0.0%-9.4%0.101%
4/25/2024 Cambridge Investment Research Advisors Inc.70,895$1.76M0.0%+94.0%0.875%
4/23/2024 Precedent Wealth Partners LLC36,719$910K0.4%+11.8%0.453%
4/19/2024 Cornerstone Wealth Management LLC36,101$895K0.1%-7.7%0.440%
4/18/2024 Claro Advisors LLC16,829$417K0.1%-23.2%0.205%
4/18/2024 Mirador Capital Partners LP30,378$753K0.1%-20.5%0.370%
4/17/2024 River Street Advisors LLC38,012$942K0.6%N/A0.464%
4/16/2024 OneAscent Financial Services LLC266,189$6.60M0.7%+4.6%3.246%
4/16/2024 Webster Bank N. A.32,810$813K0.1%-1.8%0.400%
4/16/2024 Atlantic Union Bankshares Corp64,297$1.59M0.1%+6.0%0.784%
4/12/2024 CGN Advisors LLC71,970$1.78M0.2%-28.2%0.878%
4/10/2024 Sterling Financial Group Inc.9,366$232K0.1%-68.2%0.114%
4/10/2024 BCS Wealth Management9,644$239K0.1%+11.7%0.118%
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4/10/2024 Lantz Financial LLC21,013$521K0.2%-8.3%0.256%
4/1/2024 Confluence Investment Management LLC142,489$3.53M0.0%N/A1.583%
3/14/2024 Leo Wealth LLC63,660$1.58M0.2%N/A0.707%
3/13/2024 MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/20/2024 Voisard Asset Management Group Inc.14,664$365K0.2%N/A0.163%
2/16/2024 Hobbs Group Advisors LLC43,279$1.08M0.5%N/A0.481%
2/13/2024 Paulson Wealth Management Inc.26,953$672K0.2%+11.2%0.299%
2/12/2024 ORBA Wealth Advisors L.L.C.19,500$486K0.3%N/A0.217%
2/12/2024Focus Financial Network Inc. ADV50,720$1.26M0.0%N/A0.564%
2/12/2024 Parallel Advisors LLC3,000$75K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

BSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMO shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Invesco BulletShares 2024 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($11.35M), Wells Fargo & Company MN ($9.74M), OneAscent Financial Services LLC ($6.60M), UBS Group AG ($6.25M), Lido Advisors LLC ($5.75M), Jane Street Group LLC ($4.32M), and Confluence Investment Management LLC ($3.51M).Learn more on BSMO's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2024 Municipal Bond ETF stock?

Of the 74 institutional investors that purchased Invesco BulletShares 2024 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($559.52K), OneAscent Financial Services LLC ($266.19K), Lido Advisors LLC ($233.47K), Confluence Investment Management LLC ($176.69K), UBS Group AG ($135.35K), Wealth Enhancement Advisory Services LLC ($103.21K), and Hobbs Group Advisors LLC ($86.14K).

How much institutional buying is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have bought a total of 2,638,033 shares in the last 24 months. This purchase volume represents approximately $65.39M in transactions.

Which Invesco BulletShares 2024 Municipal Bond ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Invesco BulletShares 2024 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 ($460.42K), Jane Street Group LLC ($248.91K), Commonwealth Equity Services LLC ($178.18K), Bank of Montreal Can ($124.33K), CGN Advisors LLC ($35.63K), Savant Capital LLC ($30.14K), and Denver Wealth Management Inc. ($28.71K).

How much institutional selling is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have sold a total of 1,467,641 shares in the last 24 months. This volume of shares sold represents approximately $36.35M in transactions.


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This page (NASDAQ:BSMO) was last updated on 5/23/2025 by MarketBeat.com Staff
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