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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$21.41M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$17.09M
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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
2/10/2026Northwestern Mutual Wealth Management Co.248,180$6.08M0.0%+119.0%2.886%
2/5/2026Northwestern Mutual Wealth Management Co.248,180$6.08M0.0%+119.0%2.886%
1/1/2026JPMorgan Chase & Co.1,446$35K0.0%N/A0.017%
12/15/2025Farmers National Bank50,019$1.23M0.3%+1.8%0.582%
11/20/2025Asset Dedication LLC126,176$3.09M0.2%+8.2%1.467%
11/18/2025Advisory Services Network LLC9,373$230K0.0%-19.2%0.109%
11/17/2025NewEdge Advisors LLC149,990$3.68M0.0%+0.6%1.744%
11/17/2025Sterling Financial Group Inc.20,696$508K0.2%+20.1%0.241%
11/17/2025Susquehanna International Group LLP17,950$440K0.0%N/A0.209%
11/17/2025Northwestern Mutual Wealth Management Co.113,326$2.78M0.0%-3.9%1.318%
11/17/2025Lido Advisors LLC34,333$842K0.0%-2.9%0.399%
11/17/2025Integrated Wealth Concepts LLC185,867$4.56M0.0%-4.0%2.161%
11/17/2025Bank of America Corp DE301,420$7.39M0.0%-3.5%3.505%
11/17/2025Ameriprise Financial Inc.58,949$1.45M0.0%+274.4%0.685%
11/14/2025Raymond James Financial Inc.140,200$3.44M0.0%-5.7%1.630%
11/14/2025Equitable Holdings Inc.51,324$1.26M0.0%-3.9%0.597%
11/13/2025Invesco Ltd.321,254$7.88M0.0%+10.7%3.736%
11/13/2025UBS Group AG149,424$3.67M0.0%-6.4%1.737%
11/13/2025Tennessee Valley Asset Management Partners38,372$941K0.1%N/A0.446%
11/13/2025Private Advisor Group LLC31,487$772K0.0%-1.7%0.366%
11/12/2025Aptus Capital Advisors LLC82,868$2.03M0.0%-5.1%0.964%
11/7/2025JPMorgan Chase & Co.1,446$35K0.0%N/A0.017%
11/7/2025PNC Financial Services Group Inc.53,588$1.31M0.0%-20.0%0.623%
11/7/2025HighTower Advisors LLC76,515$1.88M0.0%+2.0%0.890%
11/5/2025Collier Financial4,159$102K0.1%N/A0.048%
11/5/2025Key Financial Inc139,839$3.43M0.6%-0.6%1.626%
11/5/2025MONECO Advisors LLC105,932$2.60M0.2%-7.2%1.232%
11/5/2025Envestnet Asset Management Inc.187,101$4.59M0.0%-1.2%2.176%
11/4/2025Atlantic Union Bankshares Corp191,229$4.69M0.1%+6.0%2.224%
11/4/2025Jones Financial Companies Lllp24,661$605K0.0%+95.3%0.287%
11/4/2025Meridian Wealth Management LLC25,480$625K0.0%-19.4%0.296%
11/4/2025Fourth Dimension Wealth LLC22,091$542K0.2%-16.0%0.257%
11/4/2025 Cornerstone Wealth Management LLC42,721$1.05M0.1%-3.4%0.497%
11/3/2025Paulson Wealth Management Inc.51,825$1.27M0.3%+25.7%0.603%
11/3/2025Truist Financial Corp21,737$533K0.0%N/A0.253%
10/31/2025First Command Advisory Services Inc.40,020$981K0.0%-11.8%0.465%
10/31/2025OneAscent Financial Services LLC177,859$4.36M0.4%-6.0%2.068%
10/28/2025Tassel Capital Management Inc.13,393$328K0.2%-19.0%0.156%
10/22/2025OneAscent Financial Services LLC177,859$4.36M0.6%-6.0%2.068%
10/22/2025 OLD Second National Bank of Aurora8,404$206K0.0%-72.2%0.098%
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10/21/2025 Sentinel Pension Advisors LLC25,768$632K0.1%-23.9%0.296%
10/20/2025Marietta Wealth Management LLC29,280$718K0.1%+43.7%0.337%
10/16/2025Carnegie Investment Counsel13,075$321K0.0%-52.1%0.150%
10/15/2025CWM LLC246,018$6.03M0.0%-8.2%2.828%
10/15/2025Private Trust Co. NA6,775$166K0.0%-53.0%0.078%
10/14/2025 Farther Finance Advisors LLC4,418$108K0.0%+86.5%0.051%
10/14/2025 Precedent Wealth Partners LLC70,070$1.72M0.4%-9.1%0.805%
10/14/2025 AA Financial Advisors LLC32,050$786K0.2%+8.2%0.368%
10/9/2025 CGN Advisors LLC27,496$674K0.1%-35.8%0.312%
10/9/2025 Central Valley Advisors LLC17,815$437K0.1%-89.8%0.202%
10/6/2025 Cambridge Financial Group LLC14,970$367K0.1%N/A0.170%
9/4/2025Osaic Holdings Inc.234,154$5.75M0.0%-6.7%2.518%
8/26/2025Thrivent Financial for Lutherans69,972$1.72M0.0%N/A0.752%
8/19/2025Asset Dedication LLC116,560$2.86M0.2%+16.3%1.253%
8/15/2025MML Investors Services LLC83,409$2.05M0.0%+19.9%0.897%
8/15/2025EP Wealth Advisors LLC15,022$369K0.0%-29.5%0.162%
8/15/2025Bank of America Corp DE312,416$7.67M0.0%+8.2%3.359%
8/14/2025Jane Street Group LLC101,564$2.49M0.0%+37.8%1.092%
8/14/2025Raymond James Financial Inc.148,620$3.65M0.0%+9.1%1.598%
8/14/2025NewEdge Advisors LLC149,126$3.66M0.0%+5.6%1.604%
8/13/2025StoneX Group Inc.22,504$552K0.0%-20.5%0.242%
8/13/2025Flow Traders U.S. LLC12,418$305K0.0%-24.7%0.134%
8/13/2025Invesco Ltd.290,279$7.12M0.0%+7.1%3.121%
8/13/2025VestGen Advisors LLC33,942$832K0.0%-11.3%0.365%
8/13/2025Denver Wealth Management Inc.37,939$931K0.4%-25.7%0.408%
8/13/2025Northwestern Mutual Wealth Management Co.117,878$2.89M0.0%+8.9%1.268%
8/13/2025Vermillion & White Wealth Management Group LLC24,396$599K0.4%-27.7%0.262%
8/12/2025Farmers National Bank49,121$1.21M0.3%-1.3%0.528%
8/12/2025Northeast Planning Associates INC. NH17,580$431K0.4%-6.6%0.189%
8/12/2025Reliant Wealth Planning83,356$2.05M0.8%N/A0.896%
8/12/2025 YANKCOM Partnership13,062$321K0.2%-5.6%0.140%
8/11/2025PAX Financial Group LLC45,880$1.13M0.2%-12.7%0.493%
8/8/2025Cetera Investment Advisers13,572$333K0.0%+6.9%0.146%
8/8/2025PNC Financial Services Group Inc.67,026$1.65M0.0%-56.8%0.721%
8/7/2025Addison Advisors LLC9,720$239K0.1%-15.1%0.105%
8/6/2025Paulson Wealth Management Inc.41,218$1.01M0.3%-7.8%0.443%
8/6/2025Savant Capital LLC47,563$1.17M0.0%-22.2%0.511%
8/6/2025Atlantic Union Bankshares Corp180,338$4.43M0.1%+11.0%1.939%
8/5/2025Fourth Dimension Wealth LLC26,314$646K0.3%+12.1%0.283%
8/5/2025Key Financial Inc140,705$3.45M0.7%+7.7%1.513%
8/5/2025Hills Bank & Trust Co93,899$2.30M0.1%+12.5%1.010%
8/4/2025AlphaStar Capital Management LLC44,786$1.10M0.1%+14.1%0.482%
8/1/2025 Clark Asset Management LLC10,065$247K0.0%N/A0.108%
8/1/2025Koss Olinger Consulting LLC29,864$733K0.1%+187.4%0.321%
8/1/2025First Command Advisory Services Inc.45,374$1.11M0.0%+11.7%0.488%
8/1/2025Envestnet Asset Management Inc.189,367$4.65M0.0%-31.8%2.036%
7/31/2025Resonant Capital Advisors LLC60,261$1.48M0.1%-3.1%0.648%
7/31/2025Carnegie Investment Counsel27,270$669K0.0%-51.9%0.293%
7/30/2025Freedom Investment Management Inc.10,690$262K0.0%-4.9%0.115%
7/29/2025Private Trust Co. NA14,425$354K0.0%-65.1%0.155%
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7/25/2025Astoria Portfolio Advisors LLC.31,633$773K0.2%-23.1%0.340%
7/25/2025CWM LLC267,949$6.58M0.0%-3.6%2.881%
7/25/2025Hobbs Group Advisors LLC15,569$382K0.1%-53.5%0.167%
7/24/2025Leo Wealth LLC22,066$542K0.0%N/A0.237%
7/22/2025 Duncan Williams Asset Management LLC14,123$347K0.1%N/A0.152%
7/22/2025Marietta Wealth Management LLC20,380$500K0.1%N/A0.212%
7/22/2025Kickstand Ventures LLC.14,123$347K0.1%-9.4%0.147%
7/21/2025 Precedent Wealth Partners LLC77,108$1.89M0.5%-7.7%0.803%
7/21/2025 River Street Advisors LLC14,943$367K0.2%-3.8%0.156%
7/21/2025 OLD Second National Bank of Aurora30,231$742K0.2%-10.3%0.315%


BSMP Institutional Ownership - Frequently Asked Questions

During the previous two years, 128 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 ($9.80M), Invesco Ltd. ($7.88M), Bank of America Corp DE ($7.39M), Commonwealth Equity Services LLC ($6.83M), Northwestern Mutual Wealth Management Co. ($6.08M), and CWM LLC ($6.03M).Learn more on Invesco BulletShares 2025 Municipal Bond ETF's institutional investors.

Of the 103 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($299.43K), Northwestern Mutual Wealth Management Co. ($294.45K), OneAscent Financial Services LLC ($199.75K), Central Valley Advisors LLC ($178.06K), Atlantic Union Bankshares Corp ($139.33K), Envestnet Asset Management Inc. ($124.12K), and Key Financial Inc ($104.64K).

Institutional investors have bought a total of 873,220 shares in the last 24 months. This purchase volume represents approximately $21.41M in transactions.

Of the 44 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Central Valley Advisors LLC ($157.68K), PNC Financial Services Group Inc. ($101.50K), Envestnet Asset Management Inc. ($90.47K), Carnegie Investment Counsel ($43.65K), Private Trust Co. NA ($34.60K), OneAscent Financial Services LLC ($22.63K), and CWM LLC ($21.93K).

Institutional investors have sold a total of 696,868 shares in the last 24 months. This volume of shares sold represents approximately $17.09M in transactions.



This page (NASDAQ:BSMP) was last updated on 7/26/2026 by MarketBeat.com Staff.
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