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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.54 +0.01 (+0.04%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$67.61M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.06M
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BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 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 LLC265,158$6.22M0.1%-3.2%2.625%
5/27/2025Jacobi Capital Management LLC9,758$230K0.0%-12.0%0.097%
5/20/2025Focus Partners Wealth81,380$1.92M0.0%+6.6%0.806%
5/19/2025Jane Street Group LLC82,625$1.95M0.0%N/A0.818%
5/16/2025Jones Financial Companies Lllp135,724$3.15M0.0%+1,169.4%1.344%
5/16/2025NewEdge Advisors LLC155,275$3.66M0.0%+14.9%1.537%
5/16/2025Integrated Wealth Concepts LLC92,162$2.17M0.0%+36.9%0.912%
5/15/2025Royal Bank of Canada49,722$1.17M0.0%+6.8%0.492%
5/15/2025Vermillion & White Wealth Management Group LLC46,598$1.10M0.8%+19.5%0.461%
5/14/2025Northwestern Mutual Wealth Management Co.29,737$700K0.0%+32.8%0.294%
5/14/2025Kestra Advisory Services LLC42,043$990K0.0%+5.2%0.416%
5/14/2025Capital Analysts LLC7,368$174K0.0%N/A0.073%
5/14/2025Voisard Asset Management Group Inc.13,130$309K0.1%+47.5%0.130%
5/13/2025Aptus Capital Advisors LLC42,479$1M0.0%+2.6%0.421%
5/13/2025Raymond James Financial Inc.158,101$3.72M0.0%+0.6%1.565%
5/13/2025HighTower Advisors LLC64,229$1.51M0.0%+6.4%0.636%
5/12/2025Meridian Wealth Management LLC33,632$792K0.0%-5.5%0.333%
5/12/2025Paulson Wealth Management Inc.44,514$1.05M0.3%+2.0%0.441%
5/12/2025Invesco Ltd.273,727$6.45M0.0%+14.0%2.710%
5/12/2025Benjamin Edwards Inc.12,910$304K0.0%-18.3%0.128%
5/9/2025Kickstand Ventures LLC.15,178$357K0.1%+60.4%0.150%
5/9/2025PNC Financial Services Group Inc.11,609$273K0.0%+51.6%0.115%
5/8/2025MONECO Advisors LLC78,862$1.86M0.2%+40.0%0.781%
5/8/2025Harbour Investments Inc.17,818$420K0.0%+4,092.5%0.176%
5/7/2025LPL Financial LLC338,907$7.98M0.0%+13.6%3.356%
5/6/2025Cetera Investment Advisers13,220$311K0.0%+42.1%0.131%
5/5/2025Atlantic Union Bankshares Corp279,069$6.57M0.4%+11.4%2.763%
5/5/2025IFP Advisors Inc1,581$37K0.0%-28.4%0.016%
5/5/2025Private Advisor Group LLC12,152$286K0.0%+29.3%0.120%
5/2/2025Opulen Financial Group LLC8,512$200K0.2%N/A0.084%
5/2/2025Larson Financial Group LLC5,349$126K0.0%N/A0.053%
5/2/2025PAX Financial Group LLC54,406$1.28M0.2%+13.0%0.539%
5/2/2025First Command Advisory Services Inc.34,009$801K0.0%+5.2%0.337%
5/2/2025Signaturefd LLC42,664$1.01M0.0%+535.4%0.422%
5/1/2025Key Financial Inc283,788$6.68M1.5%+3.7%2.810%
5/1/2025Asset Dedication LLC105,006$2.47M0.2%+22.0%1.040%
4/30/2025AlphaStar Capital Management LLC40,400$951K0.1%-18.2%0.400%
4/29/2025Envestnet Asset Management Inc.143,860$3.39M0.0%+20.4%1.424%
4/29/2025OneDigital Investment Advisors LLC23,206$547K0.0%+22.3%0.230%
4/28/2025Astoria Portfolio Advisors LLC.56,993$1.32M0.4%+15.9%0.564%
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4/25/2025Hills Bank & Trust Co78,361$1.85M0.1%+160.2%0.776%
4/21/2025Avior Wealth Management LLC157,492$3.71M0.1%+22.8%1.559%
4/18/2025Cornerstone Wealth Management LLC54,798$1.29M0.1%+9.0%0.543%
4/17/2025AA Financial Advisors LLC20,612$485K0.1%+2.6%0.206%
4/17/2025Precedent Wealth Partners LLC115,196$2.71M0.8%+58.9%1.152%
4/16/2025Wealth Enhancement Advisory Services LLC15,372$362K0.0%+10.7%0.154%
4/16/2025Sterling Financial Group Inc.18,578$438K0.2%+15.5%0.186%
4/15/2025Focus Financial Network Inc.50,865$1.20M0.0%+401.7%0.509%
4/15/2025Collier Financial11,244$265K0.2%-19.2%0.112%
4/15/2025Central Valley Advisors LLC185,510$4.37M1.7%N/A1.855%
4/14/2025Sentinel Pension Advisors LLC28,971$682K0.1%+5.4%0.290%
4/1/2025 Confluence Investment Management LLC273,987$6.45M0.1%+13.9%2.978%
3/17/2025Wealth Enhancement Advisory Services LLC13,883$328K0.0%N/A0.151%
2/19/2025Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025Focus Partners Wealth76,336$1.80M0.0%+5.5%0.830%
2/17/2025EP Wealth Advisors LLC6,565$155K0.0%N/A0.071%
2/17/2025Captrust Financial Advisors20,741$489K0.0%+68.4%0.225%
2/17/2025Bank of America Corp DE204,215$4.82M0.0%+4.8%2.220%
2/14/2025Mercer Global Advisors Inc. ADV11,506$272K0.0%N/A0.125%
2/14/2025Lido Advisors LLC20,612$486K0.0%+67.4%0.224%
2/14/2025Beacon Pointe Advisors LLC16,322$385K0.0%+14.0%0.177%
2/14/2025Integrated Wealth Concepts LLC67,298$1.59M0.0%+61.8%0.732%
2/14/2025Stifel Financial Corp48,935$1.16M0.0%-8.9%0.532%
2/14/2025Freedom Investment Management Inc.12,705$300K0.0%N/A0.138%
2/13/2025NewEdge Advisors LLC135,131$3.19M0.0%+8.4%1.469%
2/13/2025Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/13/2025Advisory Services Network LLC10,049$237K0.0%+14.7%0.109%
2/13/2025Invesco Ltd.240,179$5.67M0.0%+26.2%2.611%
2/13/2025Envestnet Asset Management Inc.119,520$2.82M0.0%+69.3%1.299%
2/13/2025Wells Fargo & Company MN327,631$7.73M0.0%+16.1%3.561%
2/12/2025PAX Financial Group LLC48,143$1.14M0.2%N/A0.523%
2/12/2025OneAscent Financial Services LLC9,608$227K0.0%N/A0.104%
2/12/2025StoneX Group Inc.26,815$633K0.0%N/A0.291%
2/11/2025LPL Financial LLC298,378$7.04M0.0%+6.4%3.243%
2/10/2025Signaturefd LLC6,714$158K0.0%N/A0.073%
2/10/2025Hills Bank & Trust Co30,121$711K0.1%N/A0.327%
2/10/2025Commonwealth Equity Services LLC175,521$4.14M0.0%-3.2%1.908%
2/7/2025HighTower Advisors LLC60,376$1.43M0.0%+7.3%0.656%
2/7/2025Independent Advisor Alliance17,752$419K0.0%N/A0.193%
2/7/2025Tassel Capital Management Inc.10,533$249K0.2%N/A0.114%
2/7/2025Atlantic Union Bankshares Corp250,543$5.91M0.3%+34.6%2.723%
2/7/2025PNC Financial Services Group Inc.7,659$181K0.0%+38.3%0.083%
2/6/2025Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/6/2025Atria Investments Inc129,494$3.06M0.0%+43.3%1.408%
2/6/2025Meridian Wealth Management LLC35,584$840K0.0%+9.8%0.387%
2/6/2025Jones Financial Companies Lllp10,692$252K0.0%+99.4%0.116%
2/5/2025Jacobi Capital Management LLC11,084$262K0.0%+5.1%0.120%
2/5/2025First Command Advisory Services Inc.32,335$763K0.0%+202.4%0.351%
2/4/2025MONECO Advisors LLC56,324$1.33M0.1%+46.0%0.612%
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2/3/2025Private Advisor Group LLC9,400$222K0.0%-34.4%0.104%
1/31/2025Key Financial Inc273,666$6.46M1.5%+0.2%3.041%
1/31/2025Sanctuary Advisors LLC184,052$4.35M0.0%+6.4%2.045%
1/30/2025Principal Securities Inc.3,993$94K0.0%N/A0.044%
1/30/2025Howard Wealth Management LLC12,615$298K0.2%+18.2%0.140%
1/29/2025Collier Financial13,923$329K0.3%N/A0.158%
1/29/2025Focus Financial Network Inc.10,138$239K0.0%N/A0.115%
1/29/2025Wingate Wealth Advisors Inc.8,494$200K0.2%N/A0.097%
1/29/2025Savant Capital LLC44,475$1.05M0.0%-4.3%0.505%
1/28/2025AlphaStar Capital Management LLC49,410$1.17M0.1%+11.9%0.561%
(Data available from 1/1/2016 forward)

BSMR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMR shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($7.98M), Wells Fargo & Company MN ($7.73M), Key Financial Inc ($6.68M), Atlantic Union Bankshares Corp ($6.57M), Invesco Ltd. ($6.45M), Confluence Investment Management LLC ($6.22M), and Bank of America Corp DE ($4.82M).Learn more on Invesco BulletShares 2027 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2027 Municipal Bond ETF's stock?

Of the 103 institutional investors that purchased Invesco BulletShares 2027 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. ($315.21K), Confluence Investment Management LLC ($293.05K), Atlantic Union Bankshares Corp ($260.83K), Key Financial Inc ($216.57K), Central Valley Advisors LLC ($185.51K), Sanctuary Advisors LLC ($184.05K), and Jones Financial Companies Lllp ($130.36K).

How much institutional buying is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have bought a total of 2,866,085 shares in the last 24 months. This purchase volume represents approximately $67.61M in transactions.

Which of Invesco BulletShares 2027 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Invesco BulletShares 2027 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 ($120.01K), Confluence Investment Management LLC ($26.73K), Flow Traders U.S. LLC ($26.10K), Private Advisor Group LLC ($17.72K), WESPAC Advisors LLC ($17.32K), CGN Advisors LLC ($10.16K), and AlphaStar Capital Management LLC ($9.01K).

How much institutional selling is happening at Invesco BulletShares 2027 Municipal Bond ETF?

Institutional investors have sold a total of 256,102 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.


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