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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.69 +0.02 (+0.08%)
Closing price 03:59 PM Eastern
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$23.69 0.00 (0.00%)
As of 04:04 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)
101
Total
Institutional Inflows
(last 12 months)
$75.21M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$11.70M
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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
10/9/2025CGN Advisors LLC16,690$395K0.0%-50.7%0.144%
10/9/2025Astoria Portfolio Advisors LLC.43,289$1.03M0.3%-1.7%0.373%
10/9/2025Central Valley Advisors LLC184,059$4.36M1.3%+0.7%1.587%
10/8/2025 Legacy Private Trust Co.20,365$482K0.0%+82.2%0.176%
10/3/2025 Horizons Wealth Management16,346$387K0.3%+2.7%0.145%
9/4/2025Osaic Holdings Inc.104,952$2.46M0.0%-8.0%0.929%
8/26/2025Thrivent Financial for Lutherans59,049$1.39M0.0%+321.3%0.523%
8/19/2025Asset Dedication LLC106,949$2.51M0.2%+1.9%0.946%
8/15/2025MML Investors Services LLC73,984$1.74M0.0%+22.4%0.655%
8/15/2025EP Wealth Advisors LLC4,691$110K0.0%-28.5%0.042%
8/15/2025Benjamin Edwards Inc.11,791$277K0.0%-8.7%0.104%
8/15/2025Bank of America Corp DE257,482$6.04M0.0%+11.5%2.279%
8/15/2025Ameriprise Financial Inc.11,221$263K0.0%N/A0.099%
8/14/2025Raymond James Financial Inc.169,885$3.99M0.0%+7.5%1.503%
8/14/2025NewEdge Advisors LLC165,074$3.87M0.0%+6.3%1.461%
8/13/2025StoneX Group Inc.22,099$519K0.0%-21.8%0.196%
8/13/2025Flow Traders U.S. LLC9,823$231K0.0%N/A0.087%
8/13/2025Invesco Ltd.293,809$6.90M0.0%+7.3%2.600%
8/13/2025VestGen Advisors LLC201,020$4.74M0.2%+2.4%1.779%
8/13/2025Lido Advisors LLC24,312$571K0.0%+18.0%0.215%
8/13/2025Denver Wealth Management Inc.10,465$246K0.1%-5.9%0.093%
8/13/2025Northwestern Mutual Wealth Management Co.27,033$634K0.0%-9.1%0.239%
8/13/2025Vermillion & White Wealth Management Group LLC33,956$797K0.5%-27.1%0.300%
8/12/2025Farmers National Bank48,346$1.14M0.3%+3.3%0.428%
8/12/2025Steward Partners Investment Advisory LLC8,949$210K0.0%+586.8%0.079%
8/12/2025YANKCOM Partnership23,226$545K0.3%+38.2%0.206%
8/11/2025Landaas & Co. WI ADV12,061$283K0.1%N/A0.107%
8/11/2025PAX Financial Group LLC48,378$1.14M0.2%-11.1%0.428%
8/11/2025Western Wealth Management LLC9,100$214K0.0%N/A0.081%
8/8/2025Cetera Investment Advisers15,762$370K0.0%+19.2%0.139%
8/8/2025PNC Financial Services Group Inc.11,055$259K0.0%-4.8%0.098%
8/7/2025Addison Advisors LLC20,049$471K0.1%-6.2%0.177%
8/6/2025Paulson Wealth Management Inc.41,456$973K0.3%-6.9%0.367%
8/6/2025Atlantic Union Bankshares Corp315,561$7.41M0.2%+13.1%2.793%
8/6/2025SNS Financial Group LLC10,665$250K0.0%N/A0.094%
8/4/2025AlphaStar Capital Management LLC46,275$1.09M0.1%+14.5%0.410%
8/4/2025Atria Investments Inc43,872$1.03M0.0%-69.9%0.388%
8/1/2025Clark Asset Management LLC29,061$682K0.1%+28.7%0.257%
8/1/2025Koss Olinger Consulting LLC27,514$646K0.1%N/A0.243%
8/1/2025Envestnet Asset Management Inc.130,764$3.07M0.0%-9.1%1.157%
7/30/2025Freedom Investment Management Inc.11,898$279K0.0%-4.5%0.105%
7/30/2025Brookstone Capital Management9,484$223K0.0%-14.3%0.084%
7/25/2025Astoria Portfolio Advisors LLC.44,030$1.03M0.3%-22.7%0.390%
7/25/2025Hobbs Group Advisors LLC22,595$530K0.2%-41.4%0.204%
7/23/2025WESPAC Advisors LLC25,872$607K0.4%+49.4%0.233%
7/22/2025Duncan Williams Asset Management LLC16,977$398K0.1%N/A0.153%
7/22/2025Marietta Wealth Management LLC21,380$502K0.1%N/A0.194%
7/22/2025Kickstand Ventures LLC.16,977$398K0.1%+11.9%0.154%
7/22/2025Wealthcare Advisory Partners LLC33,220$780K0.0%+7.7%0.302%
7/21/2025Precedent Wealth Partners LLC128,734$3.02M0.7%+11.8%1.170%
7/21/2025River Street Advisors LLC11,040$259K0.1%N/A0.100%
7/17/2025Avior Wealth Management LLC147,798$3.47M0.1%-6.2%1.344%
7/16/2025Kathmere Capital Management LLC140,666$3.30M0.3%N/A1.279%
7/15/2025Accurate Wealth Management LLC22,857$539K0.1%N/A0.208%
7/15/2025CGN Advisors LLC33,876$795K0.1%-41.5%0.308%
7/14/2025Sentinel Pension Advisors LLC28,134$660K0.1%-2.9%0.256%
7/11/2025Farther Finance Advisors LLC1,435$34K0.0%N/A0.013%
7/11/2025AA Financial Advisors LLC22,808$535K0.1%+10.7%0.207%
7/10/2025Voisard Asset Management Group Inc.16,980$399K0.1%+29.3%0.154%
7/10/2025Focus Financial Network Inc.28,157$661K0.0%-44.6%0.256%
7/9/2025Central Valley Advisors LLC182,851$4.29M1.5%-1.4%1.678%
7/8/2025Webster Bank N. A.4,875$114K0.0%-11.7%0.045%
7/8/2025 Legacy Private Trust Co.11,175$262K0.0%N/A0.103%
7/1/2025Confluence 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%
(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, 120 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), Atlantic Union Bankshares Corp ($7.41M), Invesco Ltd. ($6.90M), Key Financial Inc ($6.68M), Confluence Investment Management LLC ($6.22M), and Bank of America Corp DE ($6.04M).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 115 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. ($327.00K), Confluence Investment Management LLC ($293.05K), Atlantic Union Bankshares Corp ($262.03K), Key Financial Inc ($210.12K), Central Valley Advisors LLC ($186.72K), Sanctuary Advisors LLC ($184.05K), and Kathmere Capital Management LLC ($162.82K).

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

Institutional investors have bought a total of 3,190,021 shares in the last 24 months. This purchase volume represents approximately $75.21M in transactions.

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

Of the 36 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), Atria Investments Inc ($102.12K), CGN Advisors LLC ($43.63K), Confluence Investment Management LLC ($26.73K), Flow Traders U.S. LLC ($26.10K), Focus Financial Network Inc. ($22.71K), and Private Advisor Group LLC ($17.72K).

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

Institutional investors have sold a total of 496,343 shares in the last 24 months. This volume of shares sold represents approximately $11.70M in transactions.


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This page (NASDAQ:BSMR) was last updated on 10/10/2025 by MarketBeat.com Staff
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