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Invesco BulletShares 2024 Municipal Bond ETF (BSMO) Institutional Ownership

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$24.86
+0.02 (+0.08%)
(As of 04/18/2024 ET)
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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)
84
Total
Institutional Inflows
(last 12 months)
$81.28M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$21.65M
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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
4/18/2024Claro Advisors LLC16,829$417K0.1%-23.2%0.205%
4/18/2024Mirador Capital Partners LP30,378$753K0.1%-20.5%0.370%
4/17/2024River Street Advisors LLC38,012$942K0.6%N/A0.464%
4/16/2024OneAscent Financial Services LLC266,189$6.60M0.7%+4.6%3.246%
4/16/2024Webster Bank N. A.32,810$813K0.1%-1.8%0.400%
4/16/2024Atlantic 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%
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%
3/14/2024Leo Wealth LLC63,660$1.58M0.2%N/A0.707%
3/13/2024MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/20/2024Voisard Asset Management Group Inc.14,664$365K0.2%N/A0.163%
2/16/2024Hobbs Group Advisors LLC43,279$1.08M0.5%N/A0.481%
2/14/2024Royal Bank of Canada12,367$308K0.0%+188.7%0.137%
2/14/2024Midland Wealth Advisors LLC8,272$206K0.0%N/A0.092%
2/14/2024MGO One Seven LLC21,079$525K0.0%-11.8%0.234%
2/13/2024Envestnet Asset Management Inc.143,561$3.58M0.0%+125.4%1.595%
2/13/2024Stephens Inc. AR21,300$531K0.0%N/A0.237%
2/13/2024Paulson Wealth Management Inc.26,953$672K0.2%+11.2%0.299%
2/12/2024ORBA 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%
2/12/2024Stifel Financial Corp81,902$2.04M0.0%+7.4%0.910%
2/12/2024Parallel Advisors LLC3,000$75K0.0%N/A0.033%
2/9/2024Advisory Services Network LLC7,519$187K0.0%N/A0.084%
2/9/2024Cambridge Investment Research Advisors Inc.36,553$911K0.0%-5.6%0.406%
2/9/2024Wells Fargo & Company MN390,994$9.74M0.0%-5.8%4.344%
2/9/2024UBS Group AG250,655$6.25M0.0%+6.0%2.785%
2/8/2024Brown Advisory Inc.24,306$606K0.0%N/A0.270%
2/8/2024Beacon Pointe Advisors LLC21,338$532K0.0%+82.9%0.237%
2/7/2024Astoria Portfolio Advisors LLC.50,586$1.25M0.5%-11.1%0.562%
2/6/2024Benjamin F. Edwards & Company Inc.2,725$68K0.0%-86.4%0.030%
2/5/2024Savant Capital LLC48,121$1.20M0.0%-38.5%0.535%
2/5/2024MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/2/2024Addison Advisors LLC5,585$139K0.1%-32.1%0.062%
2/1/2024Masso Torrence Wealth Management Inc.25,477$635K0.4%-8.1%0.283%
1/31/2024Resonant Capital Advisors LLC98,067$2.44M0.2%-5.0%1.090%
1/31/2024OLD Second National Bank of Aurora47,988$1.20M0.3%-4.9%0.533%
1/31/2024Key Financial Inc70,865$1.77M0.5%+16.4%0.787%
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1/30/2024Latitude Advisors LLC9,313$232K0.2%-24.9%0.103%
1/30/2024Avior Wealth Management LLC11,521$287K0.0%-55.2%0.128%
1/30/2024Carnegie Capital Asset Management LLC49,645$1.24M0.0%-28.6%0.552%
1/24/2024Private Trust Co. NA21,637$539K0.1%-5.7%0.240%
1/23/2024StrategIQ Financial Group LLC10,300$257K0.0%+25.6%0.114%
1/23/2024Webster Bank N. A.33,415$833K0.1%+3.5%0.371%
1/23/2024Denver Wealth Management Inc.51,926$1.29M0.7%-2.8%0.577%
1/23/2024Foundry Financial Group Inc.16,097$401K0.3%N/A0.179%
1/22/2024Secure Asset Management LLC24,432$609K0.2%N/A0.271%
1/22/2024Claro Advisors LLC21,921$546K0.1%+6.4%0.244%
1/19/2024Mirador Capital Partners LP38,222$952K0.2%-34.1%0.425%
1/19/2024Atlantic Union Bankshares Corp60,685$1.51M0.1%+29.0%0.674%
1/18/2024Precedent Wealth Partners LLC32,841$818K0.4%N/A0.365%
1/16/2024Raymond James Financial Services Advisors Inc.23,160$577K0.0%-11.4%0.257%
1/16/2024Raymond James & Associates143,307$3.57M0.0%+15.6%1.592%
1/16/2024Wealthsource Partners LLC9,332$233K0.0%-7.4%0.104%
1/12/2024 Lantz Financial LLC22,924$571K0.2%-9.4%0.255%
1/11/2024OneAscent Financial Services LLC254,507$6.34M0.8%N/A2.828%
1/9/2024Tlwm10,969$273K0.1%-11.2%0.126%
1/8/2024 Horizons Wealth Management23,773$592K0.4%+4.5%0.273%
1/5/2024 CGN Advisors LLC100,170$2.50M0.3%+4.8%1.151%
11/21/2023Comerica Bank5,537$136K0.0%N/A0.066%
11/15/2023Integrated Wealth Concepts LLC139,375$3.44M0.1%+12.1%1.659%
11/15/2023Lido Advisors LLC233,465$5.75M0.0%+770.0%2.779%
11/13/2023Asset Dedication LLC107,483$2.65M0.2%+2.5%1.280%
11/13/2023Stifel Financial Corp76,272$1.88M0.0%-9.2%0.908%
11/13/2023Mariner LLC28,961$714K0.0%+23.9%0.345%
11/13/2023LPL Financial LLC460,464$11.35M0.0%+5.7%5.482%
11/13/2023Invesco Ltd.167,224$4.12M0.0%+11.7%1.991%
11/13/2023Envestnet Asset Management Inc.63,687$1.57M0.0%+88.8%0.758%
11/9/2023UBS Group AG236,400$5.83M0.0%+105.0%2.814%
11/8/2023HighTower Advisors LLC35,892$884K0.0%+3.1%0.427%
11/7/2023Masso Torrence Wealth Management Inc.27,710$683K0.5%-1.8%0.330%
11/7/2023Cookson Peirce & Co. Inc.8,288$204K0.0%-10.2%0.099%
11/7/2023Cornerstone Wealth Management LLC38,763$955K0.1%+6.3%0.461%
11/3/2023MGO One Seven LLC23,893$589K0.0%+66.7%0.284%
11/3/2023Latitude Advisors LLC12,397$306K0.2%N/A0.149%
11/3/2023Private Advisor Group LLC51,417$1.27M0.0%+2.4%0.619%
11/1/2023Key Financial Inc60,865$1.50M0.5%+21.9%0.733%
10/31/2023Resonant Capital Advisors LLC103,185$2.54M0.3%-79.3%1.243%
10/27/2023Astoria Portfolio Advisors LLC.56,918$1.40M0.7%+12.5%0.694%
10/26/2023WESPAC Advisors LLC24,956$615K0.5%+94.4%0.304%
10/25/2023OLD Second National Bank of Aurora50,441$1.24M0.4%+116.3%0.615%
10/24/2023Denver Wealth Management Inc.53,431$1.32M0.8%-14.8%0.652%
10/24/2023Raymond James & Associates123,942$3.06M0.0%+2.4%1.511%
10/24/2023Cambridge Investment Research Advisors Inc.38,723$954K0.0%-32.3%0.472%
10/23/2023Sentinel Pension Advisors Inc.10,520$259K0.1%+18.7%0.128%
10/23/2023Commonwealth Equity Services LLC130,107$3.21M0.0%-6.5%1.587%
10/20/2023Atlantic Union Bankshares Corp47,034$1.16M0.1%+14.1%0.574%
10/19/2023 Sterling Financial Group Inc.29,486$727K0.5%+15.9%0.360%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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10/18/2023Private Trust Co. NA22,937$565K0.1%-11.9%0.280%
10/13/2023 Collective Family Office LLC33,945$837K0.3%N/A0.430%
10/13/2023 CGN Advisors LLC95,613$2.36M0.3%+4.9%1.210%
10/12/2023IFP Advisors Inc26,937$664K0.0%-13.1%0.341%
10/12/2023 Horizons Wealth Management22,747$561K0.4%+115.0%0.288%
10/11/2023 CWM LLC3,258$80K0.0%+142.2%0.041%
10/11/2023Tlwm12,353$304K0.1%N/A0.156%
10/11/2023Carnegie Capital Asset Management LLC69,536$1.71M0.1%-5.8%0.880%
10/10/2023Webster Bank N. A.32,295$796K0.1%+3.9%0.409%
10/10/2023 Confluence Investment Management LLC260,498$6.42M0.1%+15.1%3.297%
(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, 111 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), Morgan Stanley ($6.15M), Gateway Wealth Partners LLC ($6.06M), and Lido Advisors LLC ($5.75M).Learn more on BSMO's institutional investors.

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

Of the 110 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: Resonant Capital Advisors LLC ($530.54K), Confluence Investment Management LLC ($407.92K), Wells Fargo & Company MN ($317.12K), LPL Financial LLC ($298.86K), OneAscent Financial Services LLC ($266.19K), Gateway Wealth Partners LLC ($243.31K), and Lido Advisors LLC ($233.47K).

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

Institutional investors have bought a total of 6,079,213 shares in the last 24 months. This purchase volume represents approximately $251.98M in transactions.

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

Of the 42 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 ($432.48K), Jane Street Group LLC ($108.59K), Carnegie Capital Asset Management LLC ($32.52K), Commonwealth Equity Services LLC ($32.06K), Savant Capital LLC ($30.14K), CGN Advisors LLC ($28.20K), and Mirador Capital Partners LP ($27.62K).

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

Institutional investors have sold a total of 963,996 shares in the last 24 months. This volume of shares sold represents approximately $29.06M in transactions.


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This page (NASDAQ:BSMO) was last updated on 4/19/2024 by MarketBeat.com Staff

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