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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.52 +0.02 (+0.08%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value 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)
99
Total
Institutional Inflows
(last 12 months)
$63.38M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$22.54M
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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
7/1/2025 Confluence Investment Management LLC106,632$2.62M0.0%-3.1%1.077%
5/27/2025Jacobi Capital Management LLC9,427$231K0.0%-10.8%0.095%
5/20/2025Focus Partners Wealth81,858$2.00M0.0%+7.2%0.827%
5/20/2025Anchor Investment Management LLC3,000$73K0.0%N/A0.030%
5/19/2025Jane Street Group LLC73,720$1.81M0.0%+87.7%0.745%
5/16/2025Jones Financial Companies Lllp2,189$54K0.0%-53.8%0.022%
5/16/2025NewEdge Advisors LLC141,207$3.46M0.0%+23.1%1.426%
5/16/2025Integrated Wealth Concepts LLC192,227$4.71M0.1%+0.8%1.942%
5/16/2025AQR Capital Management LLC40,621$994K0.0%+52.8%0.410%
5/15/2025Royal Bank of Canada43,316$1.06M0.0%-4.0%0.438%
5/15/2025MAI Capital Management2,537$62K0.0%+60.5%0.026%
5/15/2025Vermillion & White Wealth Management Group LLC33,732$826K0.6%+26.4%0.341%
5/14/2025Northwestern Mutual Wealth Management Co.108,290$2.65M0.0%-1.2%1.094%
5/14/2025Hobbs Group Advisors LLC33,507$820K0.3%-3.7%0.338%
5/14/2025Flow Traders U.S. LLC16,500$404K0.0%N/A0.167%
5/13/2025Aptus Capital Advisors LLC86,756$2.12M0.0%+1.4%0.876%
5/13/2025Elequin Capital LP31,356$768K0.1%N/A0.317%
5/13/2025Raymond James Financial Inc.136,189$3.33M0.0%-5.1%1.376%
5/13/2025HighTower Advisors LLC64,105$1.57M0.0%+16.6%0.648%
5/12/2025Meridian Wealth Management LLC31,596$773K0.0%-5.6%0.319%
5/12/2025Paulson Wealth Management Inc.44,712$1.10M0.3%+2.7%0.452%
5/12/2025Invesco Ltd.271,101$6.64M0.0%+12.2%2.738%
5/12/2025Koss Olinger Consulting LLC10,391$254K0.0%N/A0.105%
5/9/2025Kickstand Ventures LLC.15,593$382K0.1%+53.1%0.158%
5/8/2025MONECO Advisors LLC94,614$2.32M0.2%+40.9%0.956%
5/8/2025Harbour Investments Inc.17,477$428K0.0%+488.8%0.177%
5/7/2025LPL Financial LLC400,357$9.80M0.0%+4.7%4.044%
5/6/2025Cetera Investment Advisers12,699$311K0.0%-7.1%0.128%
5/6/2025Carnegie Investment Counsel56,720$1.39M0.0%-11.4%0.573%
5/5/2025Atlantic Union Bankshares Corp162,464$3.98M0.2%-33.6%1.641%
5/5/2025IFP Advisors Inc11,070$271K0.0%-16.0%0.112%
5/5/2025OneAscent Financial Services LLC199,750$4.89M0.3%+4.6%2.018%
5/5/2025Private Advisor Group LLC31,967$783K0.0%-25.7%0.323%
5/5/2025Diversify Advisory Services LLC9,686$237K0.0%-38.3%0.098%
5/2/2025Larson Financial Group LLC5,132$126K0.0%N/A0.052%
5/2/2025PAX Financial Group LLC52,572$1.29M0.2%+11.0%0.531%
5/2/2025First Command Advisory Services Inc.40,612$994K0.0%+76.8%0.410%
5/2/2025Sigma Planning Corp9,965$244K0.0%-7.9%0.101%
5/2/2025Signaturefd LLC11,417$279K0.0%+27.2%0.115%
5/1/2025Key Financial Inc130,700$3.20M0.7%+2.6%1.320%
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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%
4/30/2025Leavell Investment Management Inc.9,415$230K0.0%-13.7%0.095%
4/30/2025AlphaStar Capital Management LLC39,256$961K0.1%-18.2%0.397%
4/29/2025YANKCOM Partnership13,832$339K0.2%-12.7%0.140%
4/29/2025Envestnet Asset Management Inc.277,574$6.80M0.0%-10.5%2.804%
4/29/2025Wayfinding Financial LLC1,400$34K0.0%N/A0.014%
4/29/2025OneDigital Investment Advisors LLC20,003$490K0.0%-38.2%0.202%
4/28/2025Resonant Capital Advisors LLC62,211$1.52M0.1%-6.1%0.628%
4/28/2025Private Trust Co. NA41,375$1.01M0.1%-15.0%0.418%
4/28/2025Astoria Portfolio Advisors LLC.41,127$1.00M0.3%+20.8%0.415%
4/25/2025Hills Bank & Trust Co83,441$2.04M0.1%+18.1%0.843%
4/22/2025Crews Bank & Trust7,360$180K0.0%-8.7%0.074%
4/22/2025Denver Wealth Management Inc.51,028$1.25M0.6%-4.7%0.510%
4/21/2025OLD Second National Bank of Aurora33,685$825K0.2%+10.0%0.337%
4/18/2025Cornerstone Wealth Management LLC43,846$1.07M0.1%+10.0%0.438%
4/18/2025Tennessee Valley Asset Management Partners40,375$988K0.2%N/A0.404%
4/17/2025AA Financial Advisors LLC29,621$725K0.2%+1.7%0.296%
4/17/2025Precedent Wealth Partners LLC83,529$2.05M0.6%+26.0%0.835%
4/16/2025CRA Financial Services LLC10,000$245K0.0%-37.5%0.100%
4/16/2025Sterling Financial Group Inc.17,922$439K0.2%+15.7%0.179%
4/15/2025Focus Financial Network Inc.96,646$2.37M0.1%-9.4%0.966%
4/15/2025Collier Financial10,615$260K0.2%-20.2%0.106%
4/15/2025Central Valley Advisors LLC178,060$4.36M1.7%N/A1.781%
4/14/2025Sentinel Pension Advisors LLC36,970$905K0.2%+4.1%0.370%
4/11/2025Davis Capital Management7,113$174K0.1%-61.6%0.070%
4/10/2025CGN Advisors LLC65,808$1.61M0.2%+6.2%0.652%
4/4/2025Webster 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%
3/17/2025Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.181%
2/18/2025Fourth 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%
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%
2/14/2025OneDigital 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%
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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%
2/13/2025Envestnet 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%
(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, 135 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), Bank of America Corp DE ($8.19M), Commonwealth Equity Services LLC ($6.83M), CWM LLC ($6.81M), Envestnet Asset Management Inc. ($6.80M), and Invesco Ltd. ($6.64M).Learn more on Invesco BulletShares 2025 Municipal Bond ETF's institutional investors.

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

Of the 123 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: OneAscent Financial Services LLC ($394.79K), Jane Street Group LLC ($387.43K), Raymond James Financial Inc. ($287.00K), Confluence Investment Management LLC ($226.44K), Atlantic Union Bankshares Corp ($222.65K), Central Valley Advisors LLC ($178.06K), and UBS Group AG ($155.35K).

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

Institutional investors have bought a total of 2,589,036 shares in the last 24 months. This purchase volume represents approximately $63.38M in transactions.

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

Of the 51 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: Jane Street Group LLC ($253.39K), Confluence Investment Management LLC ($118.96K), Atlantic Union Bankshares Corp ($82.12K), Avior Wealth Management LLC ($66.37K), Raymond James & Associates ($38.14K), Envestnet Asset Management Inc. ($32.58K), and OneDigital Investment Advisors LLC ($27.95K).

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

Institutional investors have sold a total of 921,191 shares in the last 24 months. This volume of shares sold represents approximately $22.54M in transactions.



This page (NASDAQ:BSMP) was last updated on 7/4/2025 by MarketBeat.com Staff
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