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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.38 -0.02 (-0.09%)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$64.96M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.13M
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BSMQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Key Financial Inc98,205$2.32M0.5%+10.3%0.854%
5/1/2025Asset Dedication LLC114,873$2.71M0.2%+4.6%0.999%
5/1/2025CWM LLC10,724$253K0.0%-10.0%0.093%
4/30/2025 AlphaStar Capital Management LLC40,500$956K0.1%-18.3%0.352%
4/29/2025 YANKCOM Partnership15,013$354K0.2%-7.4%0.131%
4/29/2025 Envestnet Asset Management Inc.211,450$4.99M0.0%+6.0%1.839%
4/29/2025 Bank of New York Mellon Corp207,984$4.91M0.0%N/A1.809%
4/28/2025 Resonant Capital Advisors LLC67,506$1.59M0.1%-5.9%0.587%
4/28/2025 Private Trust Co. NA16,075$380K0.0%-14.4%0.140%
4/28/2025 Astoria Portfolio Advisors LLC.47,524$1.11M0.4%+33.6%0.413%
4/25/2025 Hills Bank & Trust Co75,628$1.79M0.1%+165.6%0.658%
4/22/2025 Tassel Capital Management Inc.15,436$364K0.3%-21.9%0.134%
4/21/2025 Avior Wealth Management LLC9,613$227K0.0%-8.3%0.084%
4/18/2025 Cornerstone Wealth Management LLC46,135$1.09M0.1%+8.7%0.401%
4/17/2025 AA Financial Advisors LLC22,638$534K0.1%+2.2%0.197%
4/17/2025 Precedent Wealth Partners LLC101,039$2.39M0.7%+47.1%0.879%
4/16/2025 Wealth Enhancement Advisory Services LLC26,471$625K0.0%+27.9%0.230%
4/16/2025 Sterling Financial Group Inc.18,563$438K0.2%+15.6%0.161%
4/15/2025 Members Wealth LLC8,485$200K0.2%N/A0.074%
4/15/2025 Focus Financial Network Inc.78,739$1.86M0.1%+510.1%0.685%
4/15/2025 Oak Family Advisors LLC14,338$339K0.1%+8.9%0.125%
4/15/2025 Collier Financial11,195$264K0.2%-19.3%0.097%
4/15/2025 Central Valley Advisors LLC185,095$4.37M1.7%N/A1.610%
4/14/2025 Farther Finance Advisors LLC1,600$38K0.0%N/A0.014%
4/14/2025 Sentinel Pension Advisors LLC38,746$915K0.2%+4.1%0.337%
4/4/2025 Legacy Private Trust Co.64,534$1.52M0.1%+3.9%0.566%
4/1/2025 Confluence Investment Management LLC114,340$2.70M0.0%-47.0%1.089%
3/17/2025 Wealth Enhancement Advisory Services LLC20,701$488K0.0%N/A0.197%
2/17/2025Waverly Advisors LLC14,762$348K0.0%+35.4%0.141%
2/17/2025Focus Partners Wealth75,881$1.79M0.0%+4.8%0.723%
2/17/2025Francis Financial Inc.8,635$204K0.0%N/A0.082%
2/17/2025EP Wealth Advisors LLC16,372$386K0.0%N/A0.156%
2/17/2025Cetera Investment Advisers10,021$236K0.0%N/A0.095%
2/17/2025Captrust Financial Advisors15,080$355K0.0%-12.5%0.144%
2/17/2025Cary Street Partners Financial LLC8,950$211K0.0%N/A0.085%
2/17/2025Bank of America Corp DE237,359$5.60M0.0%+6.2%2.261%
2/17/2025Aptus Capital Advisors LLC55,119$1.30M0.0%+8.3%0.525%
2/14/2025Jane Street Group LLC13,426$316K0.0%-73.8%0.128%
2/14/2025Lido Advisors LLC25,210$594K0.0%+33.3%0.240%
2/14/2025Integrated Wealth Concepts LLC90,575$2.14M0.0%+61.3%0.863%
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2/14/2025Stifel Financial Corp49,257$1.16M0.0%-8.1%0.469%
2/14/2025Freedom Investment Management Inc.12,738$300K0.0%N/A0.121%
2/13/2025NewEdge Advisors LLC122,219$2.88M0.0%-1.3%1.164%
2/13/2025Raymond James Financial Inc.153,243$3.61M0.0%N/A1.459%
2/13/2025Advisory Services Network LLC13,022$307K0.0%+49.1%0.124%
2/13/2025Invesco Ltd.246,433$5.81M0.0%-1.7%2.347%
2/13/2025 Envestnet Asset Management Inc.199,402$4.70M0.0%+26.9%1.899%
2/13/2025Wells Fargo & Company MN599,383$14.13M0.0%+9.1%5.708%
2/12/2025PAX Financial Group LLC50,238$1.18M0.2%+1.2%0.478%
2/12/2025OneAscent Financial Services LLC127,333$3.00M0.3%N/A1.213%
2/12/2025StoneX Group Inc.26,938$635K0.0%N/A0.257%
2/11/2025LPL Financial LLC359,727$8.48M0.0%+2.0%3.426%
2/11/2025Koss Olinger Consulting LLC10,186$240K0.0%N/A0.097%
2/10/2025Thrivent Financial for Lutherans31,988$754K0.0%+134.9%0.305%
2/10/2025Signaturefd LLC9,067$214K0.0%+34.3%0.086%
2/10/2025 Hills Bank & Trust Co28,476$671K0.1%+457.4%0.271%
2/10/2025Commonwealth Equity Services LLC314,924$7.42M0.0%+4.0%2.999%
2/7/2025HighTower Advisors LLC19,855$468K0.0%+9.2%0.189%
2/7/2025 Tassel Capital Management Inc.19,766$466K0.4%N/A0.188%
2/7/2025Voisard Asset Management Group Inc.18,977$447K0.1%+81.3%0.181%
2/7/2025Atlantic Union Bankshares Corp134,135$3.16M0.2%+31.9%1.277%
2/7/2025PNC Financial Services Group Inc.53,435$1.26M0.0%+1.2%0.509%
2/6/2025Opulen Financial Group LLC12,426$293K0.3%N/A0.118%
2/6/2025Raymond James Financial Inc.153,243$3.61M0.0%N/A1.459%
2/6/2025Atria Investments Inc93,115$2.20M0.0%+6.3%0.887%
2/6/2025Jones Financial Companies Lllp8,632$203K0.0%+43.8%0.082%
2/5/2025Jacobi Capital Management LLC11,108$262K0.0%+5.2%0.106%
2/5/2025First Command Advisory Services Inc.30,548$720K0.0%+167.5%0.291%
2/4/2025Addison Advisors LLC15,240$359K0.1%+4.1%0.145%
2/4/2025MONECO Advisors LLC62,087$1.46M0.2%+39.5%0.591%
2/3/2025Sigma Planning Corp10,211$241K0.0%N/A0.097%
2/3/2025Private Advisor Group LLC23,859$562K0.0%-16.0%0.229%
1/31/2025Key Financial Inc89,040$2.10M0.5%+5.6%0.856%
1/31/2025 Truist Financial Corp300,215$7.08M0.0%-0.5%2.887%
1/31/2025Sanctuary Advisors LLC103,212$2.44M0.0%+4.0%0.992%
1/30/2025 Principal Securities Inc.3,965$93K0.0%+1,316.1%0.038%
1/30/2025Howard Wealth Management LLC12,610$297K0.2%+18.2%0.121%
1/29/2025 Collier Financial13,876$327K0.3%N/A0.135%
1/29/2025 Focus Financial Network Inc.12,906$304K0.0%N/A0.125%
1/29/2025 Wingate Wealth Advisors Inc.8,514$201K0.2%N/A0.083%
1/29/2025Savant Capital LLC44,221$1.04M0.0%-4.2%0.429%
1/28/2025 AlphaStar Capital Management LLC49,565$1.17M0.1%+11.9%0.481%
1/27/2025 YANKCOM Partnership16,213$382K0.2%N/A0.157%
1/24/2025 Resonant Capital Advisors LLC71,705$1.69M0.1%-17.1%0.696%
1/24/2025 Oak Family Advisors LLC13,170$310K0.1%+43.6%0.128%
1/23/2025 AA Financial Advisors LLC22,147$522K0.1%-5.5%0.215%
1/23/2025 Crews Bank & Trust8,475$200K0.0%N/A0.082%
1/23/2025Asset Dedication LLC109,792$2.59M0.2%+5.0%1.066%
1/21/2025 Precedent Wealth Partners LLC68,704$1.62M0.5%+4.2%0.680%
1/21/2025 Cornerstone Wealth Management LLC42,451$1.00M0.1%+10.5%0.420%
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1/17/2025Clear Harbor Asset Management LLC19,535$460K0.0%+3.3%0.193%
1/16/2025Diversify Advisory Services LLC9,021$213K0.0%N/A0.091%
1/15/2025 Astoria Portfolio Advisors LLC.35,565$839K0.3%-8.2%0.359%
1/15/2025 CGN Advisors LLC58,716$1.38M0.1%-3.7%0.593%
1/15/2025 Wealthcare Advisory Partners LLC16,685$393K0.0%N/A0.169%
1/15/2025Carnegie Investment Counsel30,335$715K0.0%-2.6%0.306%
1/14/2025Kathmere Capital Management LLC22,223$524K0.0%N/A0.224%
1/14/2025Tlwm22,339$527K0.1%+2.4%0.226%
1/13/2025 Sentinel Pension Advisors Inc.37,214$877K0.2%+20.6%0.376%
1/10/2025 Wealth Enhancement Advisory Services LLC18,747$445K0.0%N/A0.191%
(Data available from 1/1/2016 forward)

BSMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMQ shares?

During the previous two years, 127 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.13M), LPL Financial LLC ($8.48M), Commonwealth Equity Services LLC ($7.42M), Truist Financial Corp ($7.08M), Invesco Ltd. ($5.81M), Bank of America Corp DE ($5.60M), and Envestnet Asset Management Inc. ($4.99M).Learn more on BSMQ's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2026 Municipal Bond ETF stock?

Of the 117 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($306.49K), Truist Financial Corp ($299.44K), OneAscent Financial Services LLC ($253.75K), Confluence Investment Management LLC ($235.10K), Bank of New York Mellon Corp ($207.98K), Central Valley Advisors LLC ($185.10K), and CreativeOne Wealth LLC ($160K).

How much institutional buying is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have bought a total of 4,234,369 shares in the last 24 months. This purchase volume represents approximately $107.82M in transactions.

Which Invesco BulletShares 2026 Municipal Bond ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($128.02K), Jane Street Group LLC ($42.22K), CGN Advisors LLC ($39.57K), Raymond James & Associates ($36.26K), Savant Capital LLC ($27.18K), Resonant Capital Advisors LLC ($23.70K), and Legacy Private Trust Co. ($18.55K).

How much institutional selling is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have sold a total of 497,279 shares in the last 24 months. This volume of shares sold represents approximately $11.77M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 5/1/2025 by MarketBeat.com Staff
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