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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

$24.47
+0.01 (+0.04%)
(As of 02/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$72.57 M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$13.87 M
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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
2/20/2024Voisard Asset Management Group Inc.24,800$0.61M0.4%N/A0.285%
2/16/2024Hobbs Group Advisors LLC33,672$0.83M0.4%N/A0.387%
2/14/2024Royal Bank of Canada14,431$0.35M0.0%-87.8%0.166%
2/14/2024Midland Wealth Advisors LLC10,865$0.27M0.0%N/A0.125%
2/14/2024MGO One Seven LLC14,589$0.36M0.0%-16.0%0.168%
2/13/2024Envestnet Asset Management Inc.117,371$2.88M0.0%+33.5%1.349%
2/13/2024Paulson Wealth Management Inc.27,231$0.67M0.2%+13.1%0.313%
2/12/2024ORBA Wealth Advisors L.L.C.20,000$0.49M0.3%N/A0.230%
2/12/2024Focus Financial Network Inc. ADV32,009$0.79M0.0%N/A0.368%
2/12/2024Stifel Financial Corp17,488$0.43M0.0%+51.8%0.201%
2/12/2024Parallel Advisors LLC3,000$74K0.0%N/A0.034%
2/9/2024Advisory Services Network LLC8,405$0.21M0.0%N/A0.097%
2/9/2024Cambridge Investment Research Advisors Inc.14,407$0.35M0.0%-11.9%0.166%
2/9/2024Wells Fargo & Company MN399,018$9.79M0.0%+2.2%4.586%
2/9/2024UBS Group AG245,288$6.02M0.0%+8.1%2.819%
2/8/2024Brown Advisory Inc.24,920$0.61M0.0%N/A0.286%
2/8/2024Meridian Wealth Management LLC15,887$0.39M0.0%N/A0.183%
2/8/2024Beacon Pointe Advisors LLC24,546$0.60M0.0%+58.6%0.282%
2/6/2024Benjamin F. Edwards & Company Inc.19,903$0.49M0.0%-12.2%0.229%
2/5/2024Savant Capital LLC61,908$1.52M0.0%-0.9%0.712%
2/5/2024MONECO Advisors LLC9,696$0.24M0.0%+11.2%0.111%
2/2/2024Addison Advisors LLC8,250$0.20M0.1%-10.4%0.095%
2/1/2024CWM LLC330,135$8.10M0.0%+0.6%3.795%
1/31/2024OLD Second National Bank of Aurora31,132$0.76M0.2%-5.4%0.358%
1/31/2024Key Financial Inc71,185$1.75M0.5%+16.7%0.818%
1/30/2024Avior Wealth Management LLC30,004$0.74M0.0%+19.0%0.345%
1/30/2024Carnegie Capital Asset Management LLC76,855$1.89M0.1%-24.9%0.883%
1/23/2024Leavell Investment Management Inc.10,915$0.27M0.0%-7.8%0.125%
1/23/2024StrategIQ Financial Group LLC10,450$0.26M0.0%N/A0.120%
1/23/2024Webster Bank N. A.19,900$0.49M0.1%+23.1%0.229%
1/23/2024Foundry Financial Group Inc.17,278$0.42M0.4%N/A0.199%
1/22/2024Secure Asset Management LLC23,421$0.58M0.2%N/A0.269%
1/22/2024Claro Advisors LLC12,346$0.30M0.1%-24.7%0.142%
1/19/2024Atlantic Union Bankshares Corp103,840$2.55M0.2%+37.2%1.236%
1/18/2024Precedent Wealth Partners LLC34,345$0.84M0.4%N/A0.409%
1/16/2024Raymond James Financial Services Advisors Inc.20,290$0.50M0.0%+4.1%0.242%
1/16/2024Raymond James & Associates139,356$3.42M0.0%+19.4%1.659%
1/16/2024Wealthsource Partners LLC15,622$0.38M0.0%N/A0.186%
1/11/2024OneAscent Financial Services LLC180,729$4.43M0.6%N/A2.152%
1/10/2024Cornerstone Wealth Management LLC31,821$0.78M0.1%-1.5%0.379%
1/8/2024Horizons Wealth Management34,415$0.84M0.6%+6.5%0.415%
1/5/2024CGN Advisors LLC100,217$2.46M0.3%+7.9%1.207%
11/21/2023Comerica Bank2,885$69K0.0%N/A0.038%
11/15/2023Integrated Wealth Concepts LLC118,077$2.83M0.0%+15.7%1.554%
11/15/2023Royal Bank of Canada118,594$2.85M0.0%-0.7%1.560%
11/15/2023Lido Advisors LLC38,330$0.92M0.0%+2.8%0.504%
11/14/2023Tyler Stone Wealth Management4,491$0.11M0.1%+11.1%0.059%
11/13/2023Asset Dedication LLC89,866$2.16M0.2%+2.5%1.182%
11/13/2023LPL Financial LLC397,362$9.54M0.0%+10.6%5.228%
11/13/2023Invesco Ltd.171,806$4.12M0.0%+6.4%2.261%
11/13/2023Envestnet Asset Management Inc.87,902$2.11M0.0%+157.7%1.157%
11/9/2023UBS Group AG226,898$5.45M0.0%+152.3%2.986%
11/7/2023Addison Advisors LLC9,205$0.22M0.1%+27.8%0.121%
11/7/2023Cookson Peirce & Co. Inc.8,446$0.20M0.0%-9.9%0.111%
11/7/2023Savant Capital LLC62,477$1.50M0.0%-6.2%0.822%
11/7/2023Cornerstone Wealth Management LLC32,296$0.78M0.1%+8.9%0.425%
11/6/2023MONECO Advisors LLC8,717$0.21M0.1%N/A0.115%
11/3/2023MGO One Seven LLC17,368$0.42M0.0%+109.9%0.229%
11/3/2023Private Advisor Group LLC45,426$1.09M0.0%-38.9%0.614%
11/1/2023Key Financial Inc60,985$1.46M0.5%+22.3%0.824%
10/31/2023Resonant Capital Advisors LLC85,041$2.04M0.2%-51.8%1.149%
10/27/2023Astoria Portfolio Advisors LLC.35,692$0.85M0.4%+21.6%0.489%
10/26/2023Clear Harbor Asset Management LLC8,419$0.20M0.0%N/A0.115%
10/26/2023Hills Bank & Trust Co6,025$0.15M0.0%N/A0.083%
10/26/2023WESPAC Advisors LLC25,512$0.61M0.5%+93.4%0.349%
10/25/2023OLD Second National Bank of Aurora32,925$0.79M0.2%+372.9%0.451%
10/24/2023Denver Wealth Management Inc.55,604$1.34M0.9%-10.9%0.762%
10/24/2023Raymond James Financial Services Advisors Inc.19,496$0.47M0.0%+8.6%0.275%
10/24/2023Raymond James & Associates116,690$2.80M0.0%+3.4%1.644%
10/24/2023Cambridge Investment Research Advisors Inc.16,357$0.39M0.0%-51.4%0.230%
10/23/2023Sentinel Pension Advisors Inc.13,002$0.31M0.1%+14.8%0.183%
10/23/2023Commonwealth Equity Services LLC136,532$3.28M0.0%+5.7%1.923%
10/20/2023Atlantic Union Bankshares Corp75,709$1.82M0.2%+34.8%1.066%
10/19/2023Sterling Financial Group Inc.30,008$0.72M0.5%+16.3%0.429%
10/13/2023CGN Advisors LLC92,886$2.23M0.3%+5.6%1.327%
10/12/2023Horizons Wealth Management32,305$0.78M0.6%+62.6%0.462%
10/11/2023CWM LLC328,242$7.88M0.0%+2.7%4.689%
10/11/2023Tlwm21,821$0.52M0.1%+108.2%0.312%
10/11/2023Carnegie Capital Asset Management LLC102,405$2.46M0.1%-1.9%1.463%
10/10/2023Confluence Investment Management LLC229,452$5.51M0.1%-0.7%3.278%
9/12/2023Farther Finance Advisors LLC12,714$0.31M0.1%N/A0.187%
9/7/2023Sterling Financial Group Inc.25,803$0.63M0.4%+45.0%0.379%
8/24/2023Arlington Capital Management Inc.9,785$0.24M0.2%+12.2%0.144%
8/22/2023Asset Dedication LLC87,672$2.14M0.2%+10.2%1.289%
8/21/2023Osaic Holdings Inc.105,375$2.57M0.0%+7.3%1.550%
8/15/2023Equitable Holdings Inc.56,465$1.38M0.0%+27.3%0.830%
8/15/2023Wells Fargo & Company MN318,254$7.75M0.0%+6.9%4.680%
8/15/2023Integrated Wealth Concepts LLC102,023$2.48M0.0%+6.2%1.500%
8/15/2023Colony Group LLC33,700$0.82M0.0%+261.8%0.496%
8/15/2023Harbour Investments Inc.2,054$50K0.0%N/A0.030%
8/15/2023Captrust Financial Advisors26,253$0.64M0.0%+52.3%0.386%
8/15/2023Tyler Stone Wealth Management4,043$98K0.1%N/A0.059%
8/15/2023Royal Bank of Canada119,428$2.91M0.0%+7.3%1.756%
8/15/2023Stifel Financial Corp11,830$0.29M0.0%+6.6%0.174%
8/15/2023Beacon Pointe Advisors LLC19,976$0.49M0.0%+4.3%0.294%
8/14/2023IFP Advisors Inc13,452$0.33M0.0%-16.4%0.198%
8/14/2023MML Investors Services LLC18,870$0.46M0.0%+40.0%0.278%
8/11/2023Masso Torrence Wealth Management Inc.22,111$0.54M0.4%+12.7%0.325%
8/10/2023Osaic Holdings Inc.105,375$2.57M0.0%+7.3%1.550%
8/10/2023Private Advisor Group LLC74,363$1.81M0.0%+39.9%1.094%
(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, 107 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.79M), LPL Financial LLC ($9.54M), CWM LLC ($8.10M), UBS Group AG ($6.02M), Confluence Investment Management LLC ($5.51M), Bank of America Corp DE ($4.73M), and OneAscent Financial Services LLC ($4.43M).Learn more on BSMP's institutional investors.

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

Of the 104 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: CWM LLC ($0.33M), Wells Fargo & Company MN ($0.29M), LPL Financial LLC ($0.24M), Confluence Investment Management LLC ($0.24M), UBS Group AG ($0.23M), Resonant Capital Advisors LLC ($0.21M), and OneAscent Financial Services LLC ($0.18M).

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

Institutional investors have bought a total of 4,870,059 shares in the last 24 months. This purchase volume represents approximately $203.70M in transactions.

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

Of the 30 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: Resonant Capital Advisors LLC ($0.12M), Royal Bank of Canada ($0.11M), Jane Street Group LLC ($61.31K), Carnegie Capital Asset Management LLC ($35.10K), Stratos Wealth Partners LTD. ($30.07K), Private Advisor Group LLC ($28.94K), and Steward Partners Investment Advisory LLC ($28.08K).

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

Institutional investors have sold a total of 563,107 shares in the last 24 months. This volume of shares sold represents approximately $19.02M in transactions.


This page (NASDAQ:BSMP) was last updated on 2/20/2024 by MarketBeat.com Staff