Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

$24.52

+0.02 (+0.08%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 64
Total Institutional Inflows (last 12 months): $48.48M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $7.89M

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BSMP Institutional Buying and Selling by Quarter

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Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	AlphaStar Capital Management LLC	39,957	$971K	0.1%	+22.4%	0.449%
7/26/2024	First Command Advisory Services Inc.	9,660	$235K	0.0%	+738.5%	0.109%
7/26/2024	Paulson Wealth Management Inc.	34,783	$845K	0.2%	+20.0%	0.391%
7/25/2024	Hills Bank & Trust Co	17,163	$417K	0.0%	+184.9%	0.193%
7/25/2024	Atlantic Union Bankshares Corp	134,019	$3.26M	0.2%	+19.5%	1.506%
7/24/2024	Secure Asset Management LLC	26,395	$641K	0.1%	+5.1%	0.297%
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7/23/2024	Precedent Wealth Partners LLC	52,926	$1.29M	0.5%	+17.7%	0.595%
7/22/2024	Masso Torrence Wealth Management Inc.	21,356	$519K	0.3%	-2.0%	0.240%
7/22/2024	Horizons Wealth Management	13,803	$339K	0.3%	-59.9%	0.155%
7/22/2024	Focus Financial Network Inc.	48,332	$1.18M	0.0%	-2.4%	0.543%
7/22/2024	Hobbs Group Advisors LLC	36,541	$888K	0.3%	N/A	0.411%
7/22/2024	Carnegie Investment Counsel	67,805	$1.65M	0.1%	-3.1%	0.762%
7/22/2024	Denver Wealth Management Inc.	51,406	$1.25M	0.6%	-5.0%	0.578%
7/19/2024	MONECO Advisors LLC	31,256	$759K	0.1%	+266.2%	0.351%
7/19/2024	Raymond James & Associates	143,815	$3.49M	0.0%	+1.8%	1.616%
7/17/2024	Clear Harbor Asset Management LLC	16,396	$398K	0.0%	+12.4%	0.184%
7/16/2024	Cornerstone Wealth Management LLC	32,577	$791K	0.1%	+8.4%	0.366%
7/16/2024	AA Financial Advisors LLC	38,484	$935K	0.3%	+8.8%	0.432%
7/16/2024	Voisard Asset Management Group Inc.	28,800	$700K	0.3%	+16.1%	0.324%
7/15/2024	Sterling Financial Group Inc.	15,287	$371K	0.2%	-12.0%	0.172%
7/12/2024	Diversify Advisory Services LLC	15,686	$382K	0.0%	N/A	0.176%
7/12/2024	Webster Bank N. A.	32,550	$791K	0.1%	+45.6%	0.366%
7/12/2024	CRA Financial Services LLC	16,000	$389K	0.1%	N/A	0.180%
7/10/2024	CGN Advisors LLC	64,389	$1.56M	0.2%	-10.4%	0.723%
7/10/2024	CWM LLC	337,110	$8.19M	0.0%	+1.1%	3.788%
7/2/2024	Davis Capital Management	23,610	$573K	0.5%	-9.7%	0.265%
7/1/2024	Confluence Investment Management LLC	225,588	$5.48M	0.1%	-0.4%	2.535%
5/16/2024	Jane Street Group LLC	392,813	$9.56M	0.0%	+886.3%	4.414%
5/14/2024	Sentinel Pension Advisors Inc.	21,829	$531K	0.1%	+36.4%	0.245%
5/13/2024	PAX Financial Group LLC	42,474	$1.03M	0.2%	-7.0%	0.477%
5/6/2024	OLD Second National Bank of Aurora	33,176	$808K	0.2%	+6.6%	0.373%
5/4/2024	Paulson Wealth Management Inc.	28,993	$706K	0.2%	+6.5%	0.326%
5/3/2024	AA Financial Advisors LLC	35,375	$861K	0.3%	+26.9%	0.397%
4/30/2024	Private Advisor Group LLC	48,163	$1.17M	0.0%	+6.4%	0.541%
4/30/2024	Foundry Financial Group Inc.	10,900	$265K	0.2%	-36.9%	0.122%
4/29/2024	Commonwealth Equity Services LLC	294,498	$7.17M	0.0%	+1.2%	3.309%
4/29/2024	Benjamin F. Edwards & Company Inc.	15,689	$382K	0.0%	-21.2%	0.176%
4/26/2024	YHB Investment Advisors Inc.	1,800	$44K	0.0%	N/A	0.020%
4/26/2024	MONECO Advisors LLC	8,536	$208K	0.0%	-12.0%	0.096%
4/23/2024	Precedent Wealth Partners LLC	44,964	$1.09M	0.5%	+30.9%	0.505%
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4/18/2024	Silverlake Wealth Management LLC	11,024	$268K	0.1%	N/A	0.124%
4/18/2024	Claro Advisors LLC	8,854	$216K	0.0%	-28.3%	0.099%
4/17/2024	River Street Advisors LLC	18,594	$453K	0.3%	N/A	0.209%
4/16/2024	OneAscent Financial Services LLC	195,040	$4.75M	0.5%	+7.9%	2.191%
4/16/2024	Webster Bank N. A.	22,355	$544K	0.1%	+12.3%	0.251%
4/16/2024	Astoria Portfolio Advisors LLC.	36,346	$883K	0.3%	+1.5%	0.408%
4/16/2024	Atlantic Union Bankshares Corp	112,187	$2.73M	0.2%	+8.0%	1.261%
4/16/2024	Tlwm	22,769	$554K	0.1%	+3.7%	0.256%
4/12/2024	CGN Advisors LLC	71,850	$1.75M	0.2%	-28.3%	0.807%
4/10/2024	Sterling Financial Group Inc.	17,367	$423K	0.2%	-42.1%	0.195%
4/1/2024	Confluence Investment Management LLC	226,441	$5.51M	0.1%	N/A	2.603%
3/14/2024	Leo Wealth LLC	78,313	$1.91M	0.2%	N/A	0.900%
3/13/2024	MONECO Advisors LLC	9,696	$238K	0.0%	+11.2%	0.111%
2/20/2024	Voisard Asset Management Group Inc.	24,800	$608K	0.4%	N/A	0.285%
2/16/2024	Hobbs Group Advisors LLC	33,672	$826K	0.4%	N/A	0.387%
2/13/2024	Paulson Wealth Management Inc.	27,231	$668K	0.2%	+13.1%	0.313%
2/12/2024	ORBA Wealth Advisors L.L.C.	20,000	$491K	0.3%	N/A	0.230%
2/12/2024	Focus Financial Network Inc. ADV	32,009	$785K	0.0%	N/A	0.368%
2/12/2024	Parallel Advisors LLC	3,000	$74K	0.0%	N/A	0.034%
2/9/2024	Advisory Services Network LLC	8,405	$206K	0.0%	N/A	0.097%
2/9/2024	Wells Fargo & Company MN	399,018	$9.79M	0.0%	+2.2%	4.586%
2/9/2024	UBS Group AG	245,288	$6.02M	0.0%	+8.1%	2.819%
2/8/2024	Brown Advisory Inc.	24,920	$611K	0.0%	N/A	0.286%
2/8/2024	Meridian Wealth Management LLC	15,887	$390K	0.0%	N/A	0.183%
2/8/2024	Beacon Pointe Advisors LLC	24,546	$602K	0.0%	+58.6%	0.282%
2/6/2024	Benjamin F. Edwards & Company Inc.	19,903	$488K	0.0%	-12.2%	0.229%
2/5/2024	Savant Capital LLC	61,908	$1.52M	0.0%	-0.9%	0.712%
2/5/2024	MONECO Advisors LLC	9,696	$238K	0.0%	+11.2%	0.111%
2/2/2024	Addison Advisors LLC	8,250	$202K	0.1%	-10.4%	0.095%
2/1/2024	CWM LLC	330,135	$8.10M	0.0%	+0.6%	3.795%
1/31/2024	OLD Second National Bank of Aurora	31,132	$764K	0.2%	-5.4%	0.358%
1/31/2024	Key Financial Inc	71,185	$1.75M	0.5%	+16.7%	0.818%
1/30/2024	Avior Wealth Management LLC	30,004	$736K	0.0%	+19.0%	0.345%
1/30/2024	Carnegie Capital Asset Management LLC	76,855	$1.89M	0.1%	-24.9%	0.883%
1/23/2024	Leavell Investment Management Inc.	10,915	$268K	0.0%	-7.8%	0.125%
1/23/2024	StrategIQ Financial Group LLC	10,450	$256K	0.0%	N/A	0.120%
1/23/2024	Webster Bank N. A.	19,900	$488K	0.1%	+23.1%	0.229%
1/23/2024	Foundry Financial Group Inc.	17,278	$424K	0.4%	N/A	0.199%
1/22/2024	Secure Asset Management LLC	23,421	$575K	0.2%	N/A	0.269%
1/22/2024	Claro Advisors LLC	12,346	$303K	0.1%	-24.7%	0.142%
1/19/2024	Atlantic Union Bankshares Corp	103,840	$2.55M	0.2%	+37.2%	1.236%
1/18/2024	Precedent Wealth Partners LLC	34,345	$843K	0.4%	N/A	0.409%
1/16/2024	Raymond James Financial Services Advisors Inc.	20,290	$498K	0.0%	+4.1%	0.242%
1/16/2024	Raymond James & Associates	139,356	$3.42M	0.0%	+19.4%	1.659%
1/16/2024	Wealthsource Partners LLC	15,622	$383K	0.0%	N/A	0.186%
1/11/2024	OneAscent Financial Services LLC	180,729	$4.43M	0.6%	N/A	2.152%
1/10/2024	Cornerstone Wealth Management LLC	31,821	$781K	0.1%	-1.5%	0.379%
1/8/2024	Horizons Wealth Management	34,415	$844K	0.6%	+6.5%	0.415%
1/5/2024	CGN Advisors LLC	100,217	$2.46M	0.3%	+7.9%	1.207%
11/15/2023	Integrated Wealth Concepts LLC	118,077	$2.83M	0.0%	+15.7%	1.554%
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11/15/2023	Lido Advisors LLC	38,330	$920K	0.0%	+2.8%	0.504%
11/14/2023	Tyler Stone Wealth Management	4,491	$108K	0.1%	+11.1%	0.059%
11/13/2023	Asset Dedication LLC	89,866	$2.16M	0.2%	+2.5%	1.182%
11/13/2023	LPL Financial LLC	397,362	$9.54M	0.0%	+10.6%	5.228%
11/9/2023	UBS Group AG	226,898	$5.45M	0.0%	+152.3%	2.986%
11/7/2023	Addison Advisors LLC	9,205	$221K	0.1%	+27.8%	0.121%
11/7/2023	Cookson Peirce & Co. Inc.	8,446	$203K	0.0%	-9.9%	0.111%
11/7/2023	Savant Capital LLC	62,477	$1.50M	0.0%	-6.2%	0.822%
11/7/2023	Cornerstone Wealth Management LLC	32,296	$775K	0.1%	+8.9%	0.425%
11/6/2023	MONECO Advisors LLC	8,717	$209K	0.1%	N/A	0.115%

(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, 96 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), Jane Street Group LLC ($9.56M), LPL Financial LLC ($9.54M), CWM LLC ($8.19M), Commonwealth Equity Services LLC ($7.17M), UBS Group AG ($6.02M), and Confluence Investment Management LLC ($5.48M).Learn more on BSMP's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?: Of the 90 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: Confluence Investment Management LLC ($462.83K), Jane Street Group LLC ($352.99K), CWM LLC ($333.69K), LPL Financial LLC ($236.29K), OneAscent Financial Services LLC ($195.04K), Gateway Wealth Partners LLC ($159.89K), 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 4,383,528 shares in the last 24 months. This purchase volume represents approximately $162.73M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?: Of the 32 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 ($121.46K), CGN Advisors LLC ($35.83K), Carnegie Capital Asset Management LLC ($33.93K), Private Advisor Group LLC ($28.94K), LPL Financial LLC ($23.95K), Horizons Wealth Management ($20.61K), and Claro Advisors LLC ($20.30K).
How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?: Institutional investors have sold a total of 418,708 shares in the last 24 months. This volume of shares sold represents approximately $12.23M in transactions.