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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.38 -0.06 (-0.23%)
As of 12:54 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)
79
Total
Institutional Inflows
(last 12 months)
$55.80M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.72M
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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
4/30/2025AlphaStar Capital Management LLC40,400$951K0.1%-18.2%0.400%
4/29/2025 Envestnet Asset Management Inc.143,860$3.39M0.0%+20.4%1.424%
4/29/2025 OneDigital Investment Advisors LLC23,206$547K0.0%+22.3%0.230%
4/28/2025 Astoria Portfolio Advisors LLC.56,993$1.32M0.4%+15.9%0.564%
4/25/2025 Hills Bank & Trust Co78,361$1.85M0.1%+160.2%0.776%
4/21/2025 Avior Wealth Management LLC157,492$3.71M0.1%+22.8%1.559%
4/18/2025 Cornerstone Wealth Management LLC54,798$1.29M0.1%+9.0%0.543%
4/17/2025 AA Financial Advisors LLC20,612$485K0.1%+2.6%0.206%
4/17/2025 Precedent Wealth Partners LLC115,196$2.71M0.8%+58.9%1.152%
4/16/2025 Wealth Enhancement Advisory Services LLC15,372$362K0.0%+10.7%0.154%
4/16/2025 Sterling Financial Group Inc.18,578$438K0.2%+15.5%0.186%
4/15/2025 Focus Financial Network Inc.50,865$1.20M0.0%+401.7%0.509%
4/15/2025 Collier Financial11,244$265K0.2%-19.2%0.112%
4/15/2025 Central Valley Advisors LLC185,510$4.37M1.7%N/A1.855%
4/14/2025 Sentinel 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%
3/17/2025 Wealth 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%
2/13/2025 Envestnet 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%
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2/10/2025 Hills 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%
2/7/2025 Tassel 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%
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%
1/29/2025 Collier Financial13,923$329K0.3%N/A0.158%
1/29/2025 Focus Financial Network Inc.10,138$239K0.0%N/A0.115%
1/29/2025 Wingate 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%
1/27/2025 YANKCOM Partnership16,803$397K0.2%N/A0.191%
1/27/2025Silverlake Wealth Management LLC11,768$278K0.1%+7.7%0.134%
1/23/2025 AA Financial Advisors LLC20,092$474K0.1%-10.0%0.228%
1/23/2025 Crews Bank & Trust8,455$200K0.0%N/A0.096%
1/23/2025Asset Dedication LLC86,059$2.03M0.2%+5.3%0.978%
1/22/2025 Webster Bank N. A.5,520$130K0.0%+74.7%0.063%
1/21/2025 Precedent Wealth Partners LLC72,483$1.71M0.6%+3.8%0.853%
1/21/2025 Cornerstone Wealth Management LLC50,266$1.19M0.1%N/A0.591%
1/17/2025 Avior Wealth Management LLC128,236$3.03M0.1%+44.8%1.509%
1/15/2025 Astoria Portfolio Advisors LLC.49,185$1.16M0.4%+14.8%0.586%
1/15/2025 CGN Advisors LLC58,088$1.37M0.1%-4.0%0.692%
1/15/2025 Wealthcare Advisory Partners LLC30,848$728K0.0%N/A0.367%
1/14/2025Kathmere Capital Management LLC22,158$523K0.0%N/A0.264%
1/14/2025Tlwm22,276$526K0.1%+2.0%0.265%
1/13/2025 Sentinel Pension Advisors Inc.27,487$649K0.1%+38.1%0.327%
1/13/2025Kades & Cheifetz LLC11,506$272K0.1%+21.5%0.137%
1/10/2025 Wealth Enhancement Advisory Services LLC13,492$320K0.0%N/A0.161%
1/2/2025 Confluence Investment Management LLC240,509$5.68M0.1%-1.2%3.250%
11/25/2024Sanctuary Advisors LLC173,028$4.10M0.0%+123.7%2.338%
11/15/2024MML Investors Services LLC26,405$626K0.0%+5.1%0.357%
11/15/2024Jane Street Group LLC126,453$3.00M0.0%-48.7%1.709%
11/15/2024Stifel Financial Corp53,729$1.27M0.0%+368.1%0.726%
11/15/2024Integrated Wealth Concepts LLC41,582$985K0.0%+11.3%0.562%
11/15/2024HighTower Advisors LLC56,261$1.33M0.0%+169.8%0.760%
11/15/2024Benjamin Edwards Inc.15,663$371K0.0%N/A0.212%
11/14/2024Flow Traders U.S. LLC12,970$307K0.0%-66.8%0.175%
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11/14/2024Captrust Financial Advisors12,314$292K0.0%+11.6%0.166%
11/14/2024Atlantic Union Bankshares Corp186,189$4.41M0.3%+37.8%2.516%
11/14/2024CreativeOne Wealth LLC54,250$1.29M0.0%N/A0.733%
11/12/2024Meridian Wealth Management LLC32,420$768K0.0%+6.4%0.438%
11/8/2024 Avior Wealth Management LLC88,559$2.10M0.1%+51.3%1.197%
11/6/2024 River Street Advisors LLC2,100$50K0.0%N/A0.028%
11/5/2024Paulson Wealth Management Inc.41,068$973K0.3%+18.4%0.555%
11/5/2024Aptus Capital Advisors LLC41,391$981K0.0%+11.3%0.559%
11/4/2024Addison Advisors LLC20,610$488K0.1%+27.7%0.279%
11/1/2024Atria Investments Inc90,359$2.14M0.0%+5.2%1.221%
(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, 99 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($7.73M), LPL Financial LLC ($7.04M), Key Financial Inc ($6.46M), Confluence Investment Management LLC ($6.45M), Atlantic Union Bankshares Corp ($5.91M), Invesco Ltd. ($5.67M), and Bank of America Corp DE ($4.82M).Learn more on BSMR's institutional investors.

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

Of the 94 institutional investors that purchased Invesco BulletShares 2027 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. ($314.22K), Confluence Investment Management LLC ($293.05K), Atlantic Union Bankshares Corp ($232.30K), Key Financial Inc ($223.05K), Central Valley Advisors LLC ($185.51K), Sanctuary Advisors LLC ($184.05K), and Precedent Wealth Partners LLC ($115.20K).

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

Institutional investors have bought a total of 3,740,879 shares in the last 24 months. This purchase volume represents approximately $91.38M in transactions.

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

Of the 19 institutional investors that sold Invesco BulletShares 2027 Municipal Bond ETF 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), Sterling Financial Group Inc. ($111.18K), CGN Advisors LLC ($39.56K), LPL Financial LLC ($29.47K), Confluence Investment Management LLC ($27.09K), Flow Traders U.S. LLC ($26.10K), and Savant Capital LLC ($20.62K).

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

Institutional investors have sold a total of 447,173 shares in the last 24 months. This volume of shares sold represents approximately $10.62M in transactions.


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