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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.57 +0.02 (+0.08%)
As of 09:44 AM Eastern
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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)
99
Total
Institutional Inflows
(last 12 months)
$78.80M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$9.04M
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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
7/1/2025 Confluence Investment Management LLC110,838$2.61M0.0%-3.1%0.964%
5/27/2025Jacobi Capital Management LLC9,776$231K0.0%-12.0%0.085%
5/20/2025Focus Partners Wealth80,922$1.91M0.0%+6.6%0.704%
5/20/2025Anchor Investment Management LLC3,000$71K0.0%N/A0.026%
5/19/2025Jane Street Group LLC114,709$2.71M0.0%+754.4%0.997%
5/16/2025Jones Financial Companies Lllp243,370$5.74M0.0%+2,719.4%2.116%
5/16/2025NewEdge Advisors LLC151,395$3.57M0.0%+23.9%1.316%
5/16/2025Integrated Wealth Concepts LLC112,481$2.66M0.0%+24.2%0.978%
5/15/2025Royal Bank of Canada22,975$542K0.0%-10.2%0.200%
5/15/2025Vermillion & White Wealth Management Group LLC39,006$921K0.7%+61.7%0.339%
5/14/2025Comerica Bank3,072$73K0.0%-21.2%0.027%
5/14/2025Northwestern Mutual Wealth Management Co.83,584$1.97M0.0%-9.7%0.727%
5/14/2025Venture Visionary Partners LLC11,363$268K0.0%-57.7%0.099%
5/14/2025Voisard Asset Management Group Inc.38,562$910K0.3%+103.2%0.335%
5/13/2025Aptus Capital Advisors LLC56,272$1.33M0.0%+2.1%0.489%
5/13/2025Raymond James Financial Inc.152,570$3.60M0.0%-0.4%1.327%
5/13/2025HighTower Advisors LLC23,742$561K0.0%+19.6%0.206%
5/12/2025Meridian Wealth Management LLC32,532$768K0.0%-5.7%0.283%
5/12/2025Paulson Wealth Management Inc.44,521$1.05M0.3%+4.0%0.387%
5/12/2025Invesco Ltd.283,951$6.70M0.0%+15.2%2.469%
5/12/2025Benjamin Edwards Inc.18,616$440K0.0%-14.5%0.162%
5/12/2025Koss Olinger Consulting LLC10,798$255K0.0%+6.0%0.094%
5/9/2025Kickstand Ventures LLC.16,195$382K0.1%+53.8%0.141%
5/9/2025PNC Financial Services Group Inc.55,370$1.31M0.0%+3.6%0.481%
5/8/2025MONECO Advisors LLC89,550$2.11M0.2%+44.2%0.779%
5/8/2025Harbour Investments Inc.17,233$407K0.0%+695.2%0.150%
5/7/2025LPL Financial LLC423,036$9.99M0.0%+17.6%3.679%
5/6/2025Cetera Investment Advisers13,940$329K0.0%+39.1%0.121%
5/6/2025Carnegie Investment Counsel28,485$668K0.0%-6.1%0.248%
5/5/2025Northeast Planning Associates INC. NH9,801$231K0.2%N/A0.085%
5/5/2025Atlantic Union Bankshares Corp148,205$3.50M0.2%+10.5%1.289%
5/5/2025OneAscent Financial Services LLC122,451$2.89M0.2%-3.8%1.065%
5/5/2025Private Advisor Group LLC27,921$659K0.0%+17.0%0.243%
5/2/2025Larson Financial Group LLC5,337$126K0.0%N/A0.046%
5/2/2025PAX Financial Group LLC55,387$1.31M0.2%+10.2%0.482%
5/2/2025First Command Advisory Services Inc.57,593$1.36M0.0%+88.5%0.501%
5/2/2025Sigma Planning Corp11,157$263K0.0%+9.3%0.097%
5/2/2025Signaturefd LLC41,651$983K0.0%+359.4%0.362%
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%
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5/1/2025CWM LLC10,724$253K0.0%-10.0%0.093%
4/30/2025AlphaStar Capital Management LLC40,500$956K0.1%-18.3%0.352%
4/29/2025YANKCOM Partnership15,013$354K0.2%-7.4%0.131%
4/29/2025Envestnet Asset Management Inc.211,450$4.99M0.0%+6.0%1.839%
4/29/2025Bank of New York Mellon Corp207,984$4.91M0.0%N/A1.809%
4/28/2025Resonant Capital Advisors LLC67,506$1.59M0.1%-5.9%0.587%
4/28/2025Private Trust Co. NA16,075$380K0.0%-14.4%0.140%
4/28/2025Astoria Portfolio Advisors LLC.47,524$1.11M0.4%+33.6%0.413%
4/25/2025Hills Bank & Trust Co75,628$1.79M0.1%+165.6%0.658%
4/22/2025Tassel Capital Management Inc.15,436$364K0.3%-21.9%0.134%
4/21/2025Avior Wealth Management LLC9,613$227K0.0%-8.3%0.084%
4/18/2025Cornerstone Wealth Management LLC46,135$1.09M0.1%+8.7%0.401%
4/17/2025AA Financial Advisors LLC22,638$534K0.1%+2.2%0.197%
4/17/2025Precedent Wealth Partners LLC101,039$2.39M0.7%+47.1%0.879%
4/16/2025Wealth Enhancement Advisory Services LLC26,471$625K0.0%+27.9%0.230%
4/16/2025Sterling Financial Group Inc.18,563$438K0.2%+15.6%0.161%
4/15/2025Members Wealth LLC8,485$200K0.2%N/A0.074%
4/15/2025Focus Financial Network Inc.78,739$1.86M0.1%+510.1%0.685%
4/15/2025Oak Family Advisors LLC14,338$339K0.1%+8.9%0.125%
4/15/2025Collier Financial11,195$264K0.2%-19.3%0.097%
4/15/2025Central Valley Advisors LLC185,095$4.37M1.7%N/A1.610%
4/14/2025Farther Finance Advisors LLC1,600$38K0.0%N/A0.014%
4/14/2025Sentinel Pension Advisors LLC38,746$915K0.2%+4.1%0.337%
4/4/2025Legacy 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%
3/17/2025Wealth 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%
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%
2/13/2025Envestnet 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%
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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%
2/10/2025Hills 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%
2/7/2025Tassel 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%
(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, 131 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 ($9.99M), Commonwealth Equity Services LLC ($7.42M), Truist Financial Corp ($7.08M), Invesco Ltd. ($6.70M), Jones Financial Companies Lllp ($5.74M), and Bank of America Corp DE ($5.60M).Learn more on Invesco BulletShares 2026 Municipal Bond ETF's institutional investors.

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

Of the 121 institutional investors that purchased Invesco BulletShares 2026 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. ($306.49K), Truist Financial Corp ($299.44K), OneAscent Financial Services LLC ($253.75K), Jones Financial Companies Lllp ($237.37K), Confluence Investment Management LLC ($235.10K), Bank of New York Mellon Corp ($207.98K), and Central Valley Advisors LLC ($185.10K).

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

Institutional investors have bought a total of 3,340,446 shares in the last 24 months. This purchase volume represents approximately $78.80M in transactions.

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

Of the 39 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($123K), Jane Street Group LLC ($42.22K), Raymond James & Associates ($36.26K), Resonant Capital Advisors LLC ($22.17K), Venture Visionary Partners LLC ($19.48K), Private Advisor Group LLC ($18.30K), and WESPAC Advisors LLC ($17.50K).

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

Institutional investors have sold a total of 382,618 shares in the last 24 months. This volume of shares sold represents approximately $9.04M in transactions.


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