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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.25 -0.06 (-0.26%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$23.26 +0.01 (+0.04%)
As of 05/21/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
18
Total
Institutional Outflows
(last 12 months)
$5.84M
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BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth81,380$1.92M0.0%+6.6%0.806%
5/19/2025 Jane Street Group LLC82,625$1.95M0.0%N/A0.818%
5/16/2025 Jones Financial Companies Lllp135,724$3.15M0.0%+1,169.4%1.344%
5/16/2025 NewEdge Advisors LLC155,275$3.66M0.0%+14.9%1.537%
5/16/2025 Integrated Wealth Concepts LLC92,162$2.17M0.0%+36.9%0.912%
5/15/2025 Royal Bank of Canada49,722$1.17M0.0%+6.8%0.492%
5/15/2025 Vermillion & White Wealth Management Group LLC46,598$1.10M0.8%+19.5%0.461%
5/14/2025 Northwestern Mutual Wealth Management Co.29,737$700K0.0%+32.8%0.294%
5/14/2025 Kestra Advisory Services LLC42,043$990K0.0%+5.2%0.416%
5/14/2025 Capital Analysts LLC7,368$174K0.0%N/A0.073%
5/14/2025 Voisard Asset Management Group Inc.13,130$309K0.1%+47.5%0.130%
5/13/2025 Aptus Capital Advisors LLC42,479$1M0.0%+2.6%0.421%
5/13/2025 Raymond James Financial Inc.158,101$3.72M0.0%+0.6%1.565%
5/13/2025 HighTower Advisors LLC64,229$1.51M0.0%+6.4%0.636%
5/12/2025 Meridian Wealth Management LLC33,632$792K0.0%-5.5%0.333%
5/12/2025 Paulson Wealth Management Inc.44,514$1.05M0.3%+2.0%0.441%
5/12/2025 Invesco Ltd.273,727$6.45M0.0%+14.0%2.710%
5/12/2025 Benjamin Edwards Inc.12,910$304K0.0%-18.3%0.128%
5/9/2025 Kickstand Ventures LLC.15,178$357K0.1%+60.4%0.150%
5/9/2025 PNC Financial Services Group Inc.11,609$273K0.0%+51.6%0.115%
5/8/2025 MONECO Advisors LLC78,862$1.86M0.2%+40.0%0.781%
5/8/2025 Harbour Investments Inc.17,818$420K0.0%+4,092.5%0.176%
5/7/2025 LPL Financial LLC338,907$7.98M0.0%+13.6%3.356%
5/6/2025 Cetera Investment Advisers13,220$311K0.0%+42.1%0.131%
5/5/2025 Atlantic Union Bankshares Corp279,069$6.57M0.4%+11.4%2.763%
5/5/2025 IFP Advisors Inc1,581$37K0.0%-28.4%0.016%
5/5/2025 Private Advisor Group LLC12,152$286K0.0%+29.3%0.120%
5/2/2025 Opulen Financial Group LLC8,512$200K0.2%N/A0.084%
5/2/2025 Larson Financial Group LLC5,349$126K0.0%N/A0.053%
5/2/2025 PAX Financial Group LLC54,406$1.28M0.2%+13.0%0.539%
5/2/2025 First Command Advisory Services Inc.34,009$801K0.0%+5.2%0.337%
5/2/2025 Signaturefd LLC42,664$1.01M0.0%+535.4%0.422%
5/1/2025 Key Financial Inc283,788$6.68M1.5%+3.7%2.810%
5/1/2025 Asset Dedication LLC105,006$2.47M0.2%+22.0%1.040%
4/30/2025 AlphaStar 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%
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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%
2/19/2025 Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025 Toronto Dominion Bank39,517$933K0.0%N/A0.430%
2/17/2025 Focus Partners Wealth76,336$1.80M0.0%+5.5%0.830%
2/17/2025 EP Wealth Advisors LLC6,565$155K0.0%N/A0.071%
2/17/2025 Captrust Financial Advisors20,741$489K0.0%+68.4%0.225%
2/17/2025 Bank of America Corp DE204,215$4.82M0.0%+4.8%2.220%
2/14/2025 Mercer Global Advisors Inc. ADV11,506$272K0.0%N/A0.125%
2/14/2025 Lido Advisors LLC20,612$486K0.0%+67.4%0.224%
2/14/2025 Beacon Pointe Advisors LLC16,322$385K0.0%+14.0%0.177%
2/14/2025 Integrated Wealth Concepts LLC67,298$1.59M0.0%+61.8%0.732%
2/14/2025 Stifel Financial Corp48,935$1.16M0.0%-8.9%0.532%
2/14/2025 Freedom Investment Management Inc.12,705$300K0.0%N/A0.138%
2/13/2025 NewEdge Advisors LLC135,131$3.19M0.0%+8.4%1.469%
2/13/2025 Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/13/2025 Advisory Services Network LLC10,049$237K0.0%+14.7%0.109%
2/13/2025 Invesco 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%
2/13/2025 Wells Fargo & Company MN327,631$7.73M0.0%+16.1%3.561%
2/12/2025 PAX Financial Group LLC48,143$1.14M0.2%N/A0.523%
2/12/2025 OneAscent Financial Services LLC9,608$227K0.0%N/A0.104%
2/12/2025 StoneX Group Inc.26,815$633K0.0%N/A0.291%
2/11/2025 LPL Financial LLC298,378$7.04M0.0%+6.4%3.243%
2/10/2025 Signaturefd LLC6,714$158K0.0%N/A0.073%
2/10/2025 Hills Bank & Trust Co30,121$711K0.1%N/A0.327%
2/10/2025 Commonwealth Equity Services LLC175,521$4.14M0.0%-3.2%1.908%
2/7/2025 HighTower Advisors LLC60,376$1.43M0.0%+7.3%0.656%
2/7/2025 Independent Advisor Alliance17,752$419K0.0%N/A0.193%
2/7/2025 Tassel Capital Management Inc.10,533$249K0.2%N/A0.114%
2/7/2025 Atlantic Union Bankshares Corp250,543$5.91M0.3%+34.6%2.723%
2/7/2025 PNC Financial Services Group Inc.7,659$181K0.0%+38.3%0.083%
2/6/2025 Raymond James Financial Inc.157,112$3.71M0.0%N/A1.708%
2/6/2025 Atria Investments Inc129,494$3.06M0.0%+43.3%1.408%
2/6/2025 Meridian Wealth Management LLC35,584$840K0.0%+9.8%0.387%
2/6/2025 Jones Financial Companies Lllp10,692$252K0.0%+99.4%0.116%
2/5/2025Jacobi Capital Management LLC11,084$262K0.0%+5.1%0.120%
2/5/2025 First Command Advisory Services Inc.32,335$763K0.0%+202.4%0.351%
2/4/2025 MONECO Advisors LLC56,324$1.33M0.1%+46.0%0.612%
2/3/2025 Private Advisor Group LLC9,400$222K0.0%-34.4%0.104%
1/31/2025 Key Financial Inc273,666$6.46M1.5%+0.2%3.041%
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1/31/2025Sanctuary Advisors LLC184,052$4.35M0.0%+6.4%2.045%
1/30/2025 Principal Securities Inc.3,993$94K0.0%N/A0.044%
1/30/2025 Howard 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%
1/29/2025 Savant Capital LLC44,475$1.05M0.0%-4.3%0.505%
1/28/2025 AlphaStar Capital Management LLC49,410$1.17M0.1%+11.9%0.561%
1/27/2025 YANKCOM Partnership16,803$397K0.2%N/A0.191%
1/27/2025 Silverlake Wealth Management LLC11,768$278K0.1%+7.7%0.134%
(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), Confluence Investment Management LLC ($6.45M), Invesco Ltd. ($6.45M), 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 103 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. ($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 4,155,031 shares in the last 24 months. This purchase volume represents approximately $98.04M in transactions.

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

Of the 21 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 451,063 shares in the last 24 months. This volume of shares sold represents approximately $10.68M in transactions.



This page (NASDAQ:BSMR) was last updated on 5/22/2025 by MarketBeat.com Staff
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