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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)
37
Total
Institutional Inflows
(last 12 months)
$23.52M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$20.86M
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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
2/10/2026 Northwestern Mutual Wealth Management Co.248,180$6.08M0.0%+119.0%2.886%
2/5/2026 Northwestern Mutual Wealth Management Co.248,180$6.08M0.0%+119.0%2.886%
1/1/2026 JPMorgan Chase & Co.1,446$35K0.0%N/A0.017%
12/15/2025Farmers National Bank50,019$1.23M0.3%+1.8%0.582%
11/20/2025 Asset Dedication LLC126,176$3.09M0.2%+8.2%1.467%
11/18/2025 Advisory Services Network LLC9,373$230K0.0%-19.2%0.109%
11/17/2025 NewEdge Advisors LLC149,990$3.68M0.0%+0.6%1.744%
11/17/2025Sterling Financial Group Inc.20,696$508K0.2%+20.1%0.241%
11/17/2025 Susquehanna International Group LLP17,950$440K0.0%N/A0.209%
11/17/2025 Northwestern Mutual Wealth Management Co.113,326$2.78M0.0%-3.9%1.318%
11/17/2025 Lido Advisors LLC34,333$842K0.0%-2.9%0.399%
11/17/2025 Integrated Wealth Concepts LLC185,867$4.56M0.0%-4.0%2.161%
11/17/2025 Bank of America Corp DE301,420$7.39M0.0%-3.5%3.505%
11/17/2025 Ameriprise Financial Inc.58,949$1.45M0.0%+274.4%0.685%
11/14/2025 Raymond James Financial Inc.140,200$3.44M0.0%-5.7%1.630%
11/14/2025 Equitable Holdings Inc.51,324$1.26M0.0%-3.9%0.597%
11/13/2025 Invesco Ltd.321,254$7.88M0.0%+10.7%3.736%
11/13/2025 UBS Group AG149,424$3.67M0.0%-6.4%1.737%
11/13/2025 Tennessee Valley Asset Management Partners38,372$941K0.1%N/A0.446%
11/13/2025 Private Advisor Group LLC31,487$772K0.0%-1.7%0.366%
11/12/2025 Aptus Capital Advisors LLC82,868$2.03M0.0%-5.1%0.964%
11/7/2025 JPMorgan Chase & Co.1,446$35K0.0%N/A0.017%
11/7/2025 PNC Financial Services Group Inc.53,588$1.31M0.0%-20.0%0.623%
11/7/2025 HighTower Advisors LLC76,515$1.88M0.0%+2.0%0.890%
11/5/2025 Collier Financial4,159$102K0.1%N/A0.048%
11/5/2025 Key Financial Inc139,839$3.43M0.6%-0.6%1.626%
11/5/2025 MONECO Advisors LLC105,932$2.60M0.2%-7.2%1.232%
11/5/2025 Envestnet Asset Management Inc.187,101$4.59M0.0%-1.2%2.176%
11/4/2025 Atlantic Union Bankshares Corp191,229$4.69M0.1%+6.0%2.224%
11/4/2025 Jones Financial Companies Lllp24,661$605K0.0%+95.3%0.287%
11/4/2025 Meridian Wealth Management LLC25,480$625K0.0%-19.4%0.296%
11/4/2025 Fourth 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%
11/3/2025 Paulson Wealth Management Inc.51,825$1.27M0.3%+25.7%0.603%
11/3/2025 Truist Financial Corp21,737$533K0.0%N/A0.253%
10/31/2025 First Command Advisory Services Inc.40,020$981K0.0%-11.8%0.465%
10/31/2025 OneAscent Financial Services LLC177,859$4.36M0.4%-6.0%2.068%
10/28/2025 Tassel Capital Management Inc.13,393$328K0.2%-19.0%0.156%
10/22/2025 OneAscent 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%
10/20/2025 Marietta Wealth Management LLC29,280$718K0.1%+43.7%0.337%
10/16/2025 Carnegie Investment Counsel13,075$321K0.0%-52.1%0.150%
10/15/2025 CWM LLC246,018$6.03M0.0%-8.2%2.828%
10/15/2025 Private 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%
9/4/2025 Osaic Holdings Inc.234,154$5.75M0.0%-6.7%2.518%
8/26/2025 Thrivent Financial for Lutherans69,972$1.72M0.0%N/A0.752%
8/19/2025 Asset Dedication LLC116,560$2.86M0.2%+16.3%1.253%
8/15/2025 MML Investors Services LLC83,409$2.05M0.0%+19.9%0.897%
8/15/2025 EP Wealth Advisors LLC15,022$369K0.0%-29.5%0.162%
8/15/2025 Bank of America Corp DE312,416$7.67M0.0%+8.2%3.359%
8/14/2025 Jane Street Group LLC101,564$2.49M0.0%+37.8%1.092%
8/14/2025 Raymond James Financial Inc.148,620$3.65M0.0%+9.1%1.598%
8/14/2025 NewEdge Advisors LLC149,126$3.66M0.0%+5.6%1.604%
8/13/2025 StoneX Group Inc.22,504$552K0.0%-20.5%0.242%
8/13/2025 Flow Traders U.S. LLC12,418$305K0.0%-24.7%0.134%
8/13/2025 Invesco Ltd.290,279$7.12M0.0%+7.1%3.121%
8/13/2025 VestGen Advisors LLC33,942$832K0.0%-11.3%0.365%
8/13/2025 Denver Wealth Management Inc.37,939$931K0.4%-25.7%0.408%
8/13/2025 Northwestern Mutual Wealth Management Co.117,878$2.89M0.0%+8.9%1.268%
8/13/2025 Vermillion & 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%
8/12/2025 Northeast Planning Associates INC. NH17,580$431K0.4%-6.6%0.189%
8/12/2025 Reliant Wealth Planning83,356$2.05M0.8%N/A0.896%
8/12/2025 YANKCOM Partnership13,062$321K0.2%-5.6%0.140%
8/11/2025 PAX Financial Group LLC45,880$1.13M0.2%-12.7%0.493%
8/8/2025 Cetera Investment Advisers13,572$333K0.0%+6.9%0.146%
8/8/2025 PNC Financial Services Group Inc.67,026$1.65M0.0%-56.8%0.721%
8/7/2025 Addison Advisors LLC9,720$239K0.1%-15.1%0.105%
8/6/2025 Paulson Wealth Management Inc.41,218$1.01M0.3%-7.8%0.443%
8/6/2025 Savant Capital LLC47,563$1.17M0.0%-22.2%0.511%
8/6/2025 Atlantic Union Bankshares Corp180,338$4.43M0.1%+11.0%1.939%
8/5/2025 Fourth Dimension Wealth LLC26,314$646K0.3%+12.1%0.283%
8/5/2025 Key Financial Inc140,705$3.45M0.7%+7.7%1.513%
8/5/2025 Hills Bank & Trust Co93,899$2.30M0.1%+12.5%1.010%
8/4/2025 AlphaStar Capital Management LLC44,786$1.10M0.1%+14.1%0.482%
8/1/2025 Clark Asset Management LLC10,065$247K0.0%N/A0.108%
8/1/2025 Koss Olinger Consulting LLC29,864$733K0.1%+187.4%0.321%
8/1/2025 First Command Advisory Services Inc.45,374$1.11M0.0%+11.7%0.488%
8/1/2025 Envestnet Asset Management Inc.189,367$4.65M0.0%-31.8%2.036%
7/31/2025 Resonant Capital Advisors LLC60,261$1.48M0.1%-3.1%0.648%
7/31/2025 Carnegie Investment Counsel27,270$669K0.0%-51.9%0.293%
7/30/2025 Freedom Investment Management Inc.10,690$262K0.0%-4.9%0.115%
7/29/2025 Private Trust Co. NA14,425$354K0.0%-65.1%0.155%
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7/25/2025 Astoria Portfolio Advisors LLC.31,633$773K0.2%-23.1%0.340%
7/25/2025 CWM LLC267,949$6.58M0.0%-3.6%2.881%
7/25/2025 Hobbs Group Advisors LLC15,569$382K0.1%-53.5%0.167%
7/24/2025 Leo Wealth LLC22,066$542K0.0%N/A0.237%
7/22/2025 Duncan Williams Asset Management LLC14,123$347K0.1%N/A0.152%
7/22/2025 Marietta Wealth Management LLC20,380$500K0.1%N/A0.212%
7/22/2025 Kickstand 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, 129 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 109 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 ($161.16K), Envestnet Asset Management Inc. ($124.12K), and Key Financial Inc ($104.64K).

Institutional investors have bought a total of 959,242 shares in the last 24 months. This purchase volume represents approximately $23.52M in transactions.

Of the 54 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 ($160.25K), PNC Financial Services Group Inc. ($101.50K), Envestnet Asset Management Inc. ($90.47K), Carnegie Investment Counsel ($43.65K), CGN Advisors LLC ($38.31K), Focus Financial Network Inc. ($37.95K), and Private Trust Co. NA ($34.60K).

Institutional investors have sold a total of 850,524 shares in the last 24 months. This volume of shares sold represents approximately $20.86M in transactions.



This page (NASDAQ:BSMP) was last updated on 6/6/2026 by MarketBeat.com Staff.
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