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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.45 -0.02 (-0.08%)
Closing price 05/1/2025 03:59 PM Eastern
Extended Trading
$24.46 +0.01 (+0.04%)
As of 05/1/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$65.11M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$19.49M
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BSMP Institutional Buying and Selling by Quarter

Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Key Financial Inc130,700$3.20M0.7%+2.6%1.320%
5/1/2025Asset Dedication LLC100,212$2.45M0.2%-1.9%1.012%
5/1/2025CWM LLC277,967$6.81M0.0%-1.0%2.808%
5/1/2025Stephens Inc. AR23,585$577K0.0%-2.2%0.238%
4/30/2025 Leavell Investment Management Inc.9,415$230K0.0%-13.7%0.095%
4/30/2025 AlphaStar Capital Management LLC39,256$961K0.1%-18.2%0.397%
4/29/2025 YANKCOM Partnership13,832$339K0.2%-12.7%0.140%
4/29/2025 Envestnet Asset Management Inc.277,574$6.80M0.0%-10.5%2.804%
4/29/2025 Wayfinding Financial LLC1,400$34K0.0%N/A0.014%
4/29/2025 OneDigital Investment Advisors LLC20,003$490K0.0%-38.2%0.202%
4/28/2025 Resonant Capital Advisors LLC62,211$1.52M0.1%-6.1%0.628%
4/28/2025 Private Trust Co. NA41,375$1.01M0.1%-15.0%0.418%
4/28/2025 Astoria Portfolio Advisors LLC.41,127$1.00M0.3%+20.8%0.415%
4/25/2025 Hills Bank & Trust Co83,441$2.04M0.1%+18.1%0.843%
4/22/2025 Crews Bank & Trust7,360$180K0.0%-8.7%0.074%
4/22/2025 Denver Wealth Management Inc.51,028$1.25M0.6%-4.7%0.510%
4/21/2025 OLD Second National Bank of Aurora33,685$825K0.2%+10.0%0.337%
4/18/2025 Cornerstone Wealth Management LLC43,846$1.07M0.1%+10.0%0.438%
4/18/2025 Tennessee Valley Asset Management Partners40,375$988K0.2%N/A0.404%
4/17/2025 AA Financial Advisors LLC29,621$725K0.2%+1.7%0.296%
4/17/2025 Precedent Wealth Partners LLC83,529$2.05M0.6%+26.0%0.835%
4/16/2025 CRA Financial Services LLC10,000$245K0.0%-37.5%0.100%
4/16/2025 Sterling Financial Group Inc.17,922$439K0.2%+15.7%0.179%
4/15/2025 Focus Financial Network Inc.96,646$2.37M0.1%-9.4%0.966%
4/15/2025 Collier Financial10,615$260K0.2%-20.2%0.106%
4/15/2025 Central Valley Advisors LLC178,060$4.36M1.7%N/A1.781%
4/14/2025 Sentinel Pension Advisors LLC36,970$905K0.2%+4.1%0.370%
4/11/2025 Davis Capital Management7,113$174K0.1%-61.6%0.070%
4/10/2025 CGN Advisors LLC65,808$1.61M0.2%+6.2%0.652%
4/4/2025 Webster Bank N. A.48,679$1.19M0.1%-2.5%0.482%
4/1/2025 Confluence Investment Management LLC110,040$2.69M0.0%-46.5%1.068%
3/19/2025Northeast Planning Associates INC. NH18,817$461K0.5%N/A0.181%
3/17/2025 Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.181%
2/18/2025 Fourth Dimension Wealth LLC23,381$573K0.3%N/A0.227%
2/17/2025Waverly Advisors LLC16,648$408K0.0%+13.4%0.162%
2/17/2025Focus Partners Wealth76,395$1.87M0.0%+4.0%0.742%
2/17/2025EP Wealth Advisors LLC21,297$522K0.0%N/A0.207%
2/17/2025Cetera Investment Advisers13,665$335K0.0%N/A0.133%
2/17/2025Captrust Financial Advisors15,283$375K0.0%-28.4%0.148%
2/17/2025Cary Street Partners Financial LLC8,705$213K0.0%N/A0.085%
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2/17/2025Bank of America Corp DE334,029$8.19M0.0%+5.6%3.243%
2/17/2025Ameriprise Financial Inc.14,686$360K0.0%+34.1%0.143%
2/17/2025Aptus Capital Advisors LLC85,520$2.10M0.0%+23.5%0.830%
2/14/2025Jane Street Group LLC39,279$963K0.0%-17.2%0.381%
2/14/2025Beacon Pointe Advisors LLC32,730$802K0.0%+9.5%0.318%
2/14/2025Integrated Wealth Concepts LLC190,632$4.67M0.1%+29.2%1.851%
2/14/2025MGO One Seven LLC8,377$205K0.0%N/A0.081%
2/14/2025Stifel Financial Corp16,005$392K0.0%-20.9%0.155%
2/14/2025 OneDigital Investment Advisors LLC32,347$793K0.0%-32.5%0.314%
2/14/2025MML Investors Services LLC99,358$2.44M0.0%+8.0%0.965%
2/14/2025Freedom Investment Management Inc.11,488$282K0.0%N/A0.112%
2/13/2025NewEdge Advisors LLC114,735$2.81M0.0%+0.8%1.114%
2/13/2025Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/13/2025Advisory Services Network LLC17,252$423K0.0%+48.7%0.167%
2/13/2025 Envestnet Asset Management Inc.310,150$7.60M0.0%+50.1%3.011%
2/13/2025Wells Fargo & Company MN682,686$16.73M0.0%+8.3%6.628%
2/12/2025OneAscent Financial Services LLC190,958$4.68M0.4%N/A1.854%
2/12/2025StoneX Group Inc.25,909$635K0.0%N/A0.252%
2/12/2025Hobbs Group Advisors LLC34,807$853K0.3%-5.7%0.338%
2/11/2025LPL Financial LLC382,339$9.37M0.0%+4.5%3.712%
2/10/2025Thrivent Financial for Lutherans44,891$1.10M0.0%+49.9%0.436%
2/10/2025Signaturefd LLC8,976$220K0.0%+33.2%0.087%
2/10/2025 Creative Financial Designs Inc. ADV3,094$76K0.0%-23.4%0.030%
2/10/2025 Hills Bank & Trust Co70,651$1.73M0.1%+252.9%0.686%
2/10/2025Commonwealth Equity Services LLC278,607$6.83M0.0%-4.5%2.705%
2/7/2025HighTower Advisors LLC54,962$1.35M0.0%+6.0%0.534%
2/7/2025Independent Advisor Alliance27,968$686K0.0%N/A0.272%
2/7/2025 Tassel Capital Management Inc.16,324$400K0.4%N/A0.158%
2/7/2025Voisard Asset Management Group Inc.32,616$799K0.3%+11.1%0.317%
2/7/2025Atlantic Union Bankshares Corp244,584$6.00M0.3%+33.8%2.375%
2/7/2025PNC Financial Services Group Inc.155,160$3.80M0.0%+90.2%1.506%
2/6/2025Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/6/2025Meridian Wealth Management LLC33,477$821K0.0%+9.6%0.325%
2/6/2025Jones Financial Companies Lllp4,740$116K0.0%+116.0%0.046%
2/5/2025First Command Advisory Services Inc.22,971$563K0.0%+127.4%0.223%
2/4/2025Addison Advisors LLC11,075$271K0.1%+8.9%0.108%
2/4/2025MONECO Advisors LLC67,138$1.65M0.2%+41.0%0.652%
2/3/2025Sigma Planning Corp10,824$265K0.0%N/A0.105%
2/3/2025Private Advisor Group LLC43,024$1.06M0.0%-5.3%0.418%
1/31/2025Key Financial Inc127,435$3.12M0.7%+46.4%1.237%
1/30/2025 Principal Securities Inc.3,800$93K0.0%+1,420.0%0.037%
1/30/2025Howard Wealth Management LLC12,185$299K0.2%+18.2%0.118%
1/29/2025 Collier Financial13,305$326K0.3%N/A0.129%
1/29/2025 Focus Financial Network Inc.106,671$2.62M0.1%+98.6%1.036%
1/28/2025Stephens Inc. AR24,105$591K0.0%N/A0.234%
1/28/2025 AlphaStar Capital Management LLC48,012$1.18M0.1%+11.8%0.466%
1/27/2025 YANKCOM Partnership15,852$389K0.2%N/A0.154%
1/27/2025Choreo LLC10,264$252K0.0%+19.5%0.100%
1/24/2025 Resonant Capital Advisors LLC66,284$1.63M0.1%-17.6%0.644%
1/23/2025 AA Financial Advisors LLC29,130$714K0.2%-27.4%0.283%
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1/23/2025 Crews Bank & Trust8,060$198K0.0%N/A0.078%
1/23/2025 Masso Torrence Wealth Management Inc.25,036$614K0.3%+19.0%0.243%
1/23/2025Asset Dedication LLC102,150$2.50M0.2%+4.4%0.992%
1/22/2025 Denver Wealth Management Inc.53,558$1.31M0.6%-1.0%0.520%
1/22/2025 Webster Bank N. A.49,904$1.22M0.1%-5.4%0.485%
1/21/2025 Precedent Wealth Partners LLC66,277$1.62M0.5%+3.7%0.656%
1/21/2025 Cornerstone Wealth Management LLC39,873$977K0.1%+16.3%0.395%
1/17/2025 Avior Wealth Management LLC1,791$44K0.0%-97.4%0.018%
1/17/2025 Davis Capital Management18,533$454K0.4%-7.2%0.183%
1/15/2025 Astoria Portfolio Advisors LLC.34,034$835K0.3%-6.6%0.337%
(Data available from 1/1/2016 forward)

BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($16.73M), LPL Financial LLC ($9.37M), Bank of America Corp DE ($8.19M), Commonwealth Equity Services LLC ($6.83M), CWM LLC ($6.81M), Envestnet Asset Management Inc. ($6.80M), and UBS Group AG ($6.02M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 115 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($386.00K), Jane Street Group LLC ($352.99K), Raymond James Financial Inc. ($287.00K), Confluence Investment Management LLC ($226.44K), Atlantic Union Bankshares Corp ($223.25K), Central Valley Advisors LLC ($178.06K), and Key Financial Inc ($155.49K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,621,110 shares in the last 24 months. This purchase volume represents approximately $123.28M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($253.39K), Confluence Investment Management LLC ($123.33K), Resonant Capital Advisors LLC ($114.07K), Avior Wealth Management LLC ($66.37K), Raymond James & Associates ($38.14K), CGN Advisors LLC ($38.02K), and Private Advisor Group LLC ($34.08K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 1,087,713 shares in the last 24 months. This volume of shares sold represents approximately $26.58M in transactions.



This page (NASDAQ:BSMP) was last updated on 5/2/2025 by MarketBeat.com Staff
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