Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

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+0.01 (+0.04%)

(As of 04/19/2024 ET)

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Number of Institutional Buyers (last 12 months): 57
Total Institutional Inflows (last 12 months): $51.30M

Number of Institutional Sellers (last 12 months): 12
Total Institutional Outflows (last 12 months): $8.08M

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BSMR Institutional Buying and Selling by Quarter

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Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	Silverlake Wealth Management LLC	10,924	$258K	0.1%	N/A	0.206%
4/17/2024	River Street Advisors LLC	35,000	$828K	0.6%	N/A	0.660%
4/16/2024	Webster Bank N. A.	2,525	$60K	0.0%	+49.9%	0.048%
4/16/2024	Atlantic Union Bankshares Corp	112,611	$2.66M	0.2%	+8.3%	2.125%
4/16/2024	Tlwm	21,840	$517K	0.1%	+3.9%	0.412%
4/12/2024	CGN Advisors LLC	68,408	$1.62M	0.2%	-30.1%	1.291%
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4/10/2024	Sterling Financial Group Inc.	18,611	$440K	0.2%	-79.3%	0.358%
4/1/2024	Confluence Investment Management LLC	259,568	$6.14M	0.1%	N/A	5.191%
3/22/2024	Cooksen Wealth LLC	14,862	$355K	0.4%	N/A	0.297%
3/13/2024	MONECO Advisors LLC	10,946	$262K	0.0%	N/A	0.219%
2/16/2024	Hobbs Group Advisors LLC	35,007	$837K	0.4%	N/A	0.700%
2/14/2024	Royal Bank of Canada	11,225	$268K	0.0%	-90.8%	0.225%
2/14/2024	Midland Wealth Advisors LLC	19,119	$457K	0.0%	N/A	0.382%
2/14/2024	Kestra Advisory Services LLC	39,967	$955K	0.0%	N/A	0.799%
2/14/2024	Creative Planning	10,150	$243K	0.0%	-20.1%	0.203%
2/13/2024	Envestnet Asset Management Inc.	49,615	$1.19M	0.0%	+10.8%	0.992%
2/13/2024	Paulson Wealth Management Inc.	25,925	$620K	0.2%	+9.3%	0.519%
2/12/2024	Fortress Wealth Management Inc.	50,234	$1.20M	0.7%	N/A	1.005%
2/12/2024	Steward Partners Investment Advisory LLC	37,147	$888K	0.0%	-15.8%	0.743%
2/9/2024	Cambridge Investment Research Advisors Inc.	10,807	$258K	0.0%	N/A	0.216%
2/9/2024	UBS Group AG	92,400	$2.21M	0.0%	+111.9%	1.848%
2/8/2024	Meridian Wealth Management LLC	18,598	$445K	0.0%	N/A	0.372%
2/8/2024	Beacon Pointe Advisors LLC	13,680	$327K	0.0%	N/A	0.274%
2/7/2024	Astoria Portfolio Advisors LLC.	42,874	$1.02M	0.4%	N/A	0.857%
2/6/2024	Private Advisor Group LLC	15,013	$359K	0.0%	N/A	0.300%
2/5/2024	Savant Capital LLC	32,386	$774K	0.0%	-13.3%	0.648%
2/5/2024	MONECO Advisors LLC	10,946	$262K	0.0%	N/A	0.219%
1/31/2024	Key Financial Inc	201,711	$4.82M	1.3%	+384.5%	4.034%
1/30/2024	Avior Wealth Management LLC	31,149	$745K	0.0%	+19.7%	0.623%
1/26/2024	Krilogy Financial LLC	17,025	$407K	0.0%	-11.2%	0.341%
1/23/2024	Levy Wealth Management Group LLC	10,475	$250K	0.1%	N/A	0.214%
1/23/2024	Denver Wealth Management Inc.	10,734	$257K	0.1%	N/A	0.219%
1/23/2024	Foundry Financial Group Inc.	9,360	$224K	0.2%	N/A	0.191%
1/19/2024	Atlantic Union Bankshares Corp	104,005	$2.49M	0.2%	+39.3%	2.123%
1/18/2024	Precedent Wealth Partners LLC	38,616	$923K	0.5%	N/A	0.788%
1/17/2024	Sterling Financial Group Inc.	89,941	$2.15M	1.3%	-29.2%	1.836%
1/17/2024	Bill Few Associates Inc.	11,179	$267K	0.1%	N/A	0.228%
1/16/2024	Raymond James & Associates	105,775	$2.53M	0.0%	+6.0%	2.159%
1/8/2024	Horizons Wealth Management	14,626	$350K	0.2%	+15.5%	0.311%
1/5/2024	CGN Advisors LLC	97,806	$2.34M	0.3%	+5.1%	2.081%
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11/16/2023	Creative Planning	12,700	$291K	0.0%	-3.6%	0.310%
11/13/2023	Asset Dedication LLC	56,242	$1.29M	0.1%	+10.3%	1.372%
11/13/2023	LPL Financial LLC	161,471	$3.70M	0.0%	+25.5%	3.938%
11/13/2023	Invesco Ltd.	117,941	$2.70M	0.0%	+4.0%	2.877%
11/13/2023	Envestnet Asset Management Inc.	44,771	$1.03M	0.0%	+28.4%	1.092%
11/9/2023	UBS Group AG	43,600	$998K	0.0%	+50.5%	1.063%
11/7/2023	Cookson Peirce & Co. Inc.	8,764	$201K	0.0%	-9.6%	0.214%
11/3/2023	MGO One Seven LLC	8,819	$202K	0.0%	N/A	0.215%
11/1/2023	Key Financial Inc	41,636	$953K	0.3%	+41.5%	1.016%
11/1/2023	Krilogy Financial LLC	19,175	$439K	0.0%	N/A	0.468%
10/24/2023	Bank of New York Mellon Corp	86,992	$1.99M	0.0%	N/A	2.175%
10/24/2023	Raymond James & Associates	99,788	$2.28M	0.0%	+4.4%	2.495%
10/23/2023	Commonwealth Equity Services LLC	72,188	$1.65M	0.0%	+4.5%	1.805%
10/20/2023	Atlantic Union Bankshares Corp	74,689	$1.71M	0.2%	+39.5%	1.867%
10/19/2023	Sterling Financial Group Inc.	127,006	$2.91M	1.8%	+5.1%	3.175%
10/13/2023	CGN Advisors LLC	93,054	$2.13M	0.3%	+13.0%	2.386%
10/12/2023	Horizons Wealth Management	12,661	$290K	0.2%	+6.4%	0.325%
10/11/2023	Tlwm	21,359	$489K	0.1%	+123.3%	0.548%
10/10/2023	Webster Bank N. A.	1,685	$39K	0.0%	+62.8%	0.043%
10/10/2023	Confluence Investment Management LLC	263,287	$6.03M	0.1%	-0.7%	6.751%
9/7/2023	Sterling Financial Group Inc.	120,791	$2.85M	1.9%	+36.0%	3.265%
8/22/2023	Asset Dedication LLC	50,977	$1.21M	0.1%	+12.8%	1.378%
8/21/2023	Osaic Holdings Inc.	33,663	$794K	0.0%	+6.8%	0.910%
8/15/2023	Equitable Holdings Inc.	11,599	$274K	0.0%	N/A	0.313%
8/15/2023	Wells Fargo & Company MN	226,567	$5.35M	0.0%	+4.0%	6.123%
8/15/2023	Colony Group LLC	33,732	$796K	0.0%	N/A	0.912%
8/15/2023	Captrust Financial Advisors	18,667	$441K	0.0%	N/A	0.505%
8/15/2023	Royal Bank of Canada	121,975	$2.88M	0.0%	+9.4%	3.297%
8/15/2023	Stifel Financial Corp	13,511	$319K	0.0%	+6.2%	0.365%
8/15/2023	Beacon Pointe Advisors LLC	8,492	$200K	0.0%	N/A	0.230%
8/14/2023	MML Investors Services LLC	13,218	$312K	0.0%	+56.2%	0.357%
8/11/2023	JPMorgan Chase & Co.	38,366	$905K	0.0%	N/A	1.037%
8/10/2023	Osaic Holdings Inc.	33,663	$794K	0.0%	+6.8%	0.910%
8/10/2023	Commonwealth Equity Services LLC	69,079	$1.63M	0.0%	+26.8%	1.867%
8/4/2023	Envestnet Asset Management Inc.	34,860	$823K	0.0%	+59.0%	0.942%
8/4/2023	Savant Capital LLC	37,198	$878K	0.0%	-26.9%	1.005%
8/3/2023	Addison Advisors LLC	11,075	$261K	0.1%	N/A	0.299%
8/1/2023	Cookson Peirce & Co. Inc.	9,692	$229K	0.0%	N/A	0.262%
8/1/2023	Paulson Wealth Management Inc.	23,847	$563K	0.2%	+7.5%	0.645%
7/31/2023	LPL Financial LLC	128,690	$3.04M	0.0%	-18.6%	3.478%
7/31/2023	Koss Olinger Consulting LLC	11,202	$264K	0.0%	N/A	0.303%
7/28/2023	Key Financial Inc	29,426	$694K	0.2%	+28.1%	0.795%
7/25/2023	Raymond James Financial Services Advisors Inc.	13,397	$316K	0.0%	N/A	0.362%
7/25/2023	Raymond James & Associates	95,542	$2.26M	0.0%	+41.6%	2.582%
7/19/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	25,706	$607K	0.0%	+5.6%	0.695%
7/13/2023	Cambridge Investment Research Advisors Inc.	18,046	$426K	0.0%	+26.1%	0.488%
7/12/2023	Tlwm	9,564	$226K	0.1%	+7.6%	0.258%
7/11/2023	Atlantic Union Bankshares Corp	53,532	$1.26M	0.1%	+193.5%	1.447%
7/10/2023	CGN Advisors LLC	82,370	$1.94M	0.3%	+6.8%	2.226%
7/3/2023	Confluence Investment Management LLC	265,060	$6.26M	0.1%	-2.3%	7.363%
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5/16/2023	Susquehanna International Group LLP	23,406	$559K	0.0%	-26.0%	0.650%
5/16/2023	Jane Street Group LLC	72,951	$1.74M	0.0%	+309.9%	2.026%
5/16/2023	Steward Partners Investment Advisory LLC	26,597	$635K	0.0%	-4.3%	0.739%
5/12/2023	MML Investors Services LLC	8,461	$202K	0.0%	N/A	0.235%
5/12/2023	Bank of America Corp DE	61,518	$1.47M	0.0%	+103.9%	1.709%
5/12/2023	UBS Group AG	7,936	$189K	0.0%	+54.8%	0.220%
5/12/2023	NewEdge Advisors LLC	115,808	$2.76M	0.0%	+8.6%	3.217%
5/12/2023	Tlwm	8,889	$212K	0.1%	-15.2%	0.247%
5/11/2023	Cambridge Investment Research Advisors Inc.	14,310	$342K	0.0%	N/A	0.398%
5/11/2023	Envestnet Asset Management Inc.	21,924	$523K	0.0%	+45.5%	0.609%

(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, 73 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Morgan Stanley ($11.68M), Confluence Investment Management LLC ($6.14M), Wells Fargo & Company MN ($5.35M), Key Financial Inc ($4.82M), LPL Financial LLC ($3.70M), NewEdge Advisors LLC ($2.76M), and Invesco Ltd. ($2.70M).Learn more on BSMR's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2027 Municipal Bond ETF stock?: Of the 69 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: Confluence Investment Management LLC ($530.88K), Morgan Stanley ($471.01K), Key Financial Inc ($195.34K), Wells Fargo & Company MN ($162.52K), Jane Street Group LLC ($148.90K), Atlantic Union Bankshares Corp ($112.81K), and Raymond James & Associates ($105.78K).
How much institutional buying is happening at Invesco BulletShares 2027 Municipal Bond ETF?: Institutional investors have bought a total of 3,356,792 shares in the last 24 months. This purchase volume represents approximately $122.32M 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 ($115.93K), Royal Bank of Canada ($112.82K), Sterling Financial Group Inc. ($108.40K), LPL Financial LLC ($29.47K), CGN Advisors LLC ($29.40K), Savant Capital LLC ($18.64K), and Susquehanna International Group LLP ($8.22K).
How much institutional selling is happening at Invesco BulletShares 2027 Municipal Bond ETF?: Institutional investors have sold a total of 475,604 shares in the last 24 months. This volume of shares sold represents approximately $14.98M in transactions.

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This page (NASDAQ:BSMR) was last updated on 4/20/2024 by MarketBeat.com Staff

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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

BSMR Institutional Ownership - Frequently Asked Questions

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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)

BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

BSMR Institutional Ownership - Frequently Asked Questions