Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free BSMR Stock Alerts

Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.63 0.00 (0.00%)
As of 07/2/2026 03:30 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$70.10M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$22.58M
Get BSMR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2027 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSMR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC11,100$263K0.0%-24.0%0.078%
6/3/2026NewEdge Advisors LLC203,640$4.82M0.0%+11.4%1.424%
6/1/2026Financial Solutions Advisory Group Inc.344,756$8.16M1.1%N/A2.411%
5/29/2026Asset Dedication LLC121,741$2.88M0.2%-12.2%0.851%
5/22/2026Coastline Complete Wealth LLC166,160$3.93M2.4%+6.7%1.162%
5/20/2026Hobbs Group Advisors LLC29,390$695K0.2%+14.3%0.206%
5/19/2026Western Wealth Management LLC11,100$263K0.0%-24.0%0.078%
5/19/2026Bank of America Corp DE466,692$11.04M0.0%+63.9%3.264%
5/18/2026Royal Bank of Canada67,859$1.61M0.0%+4.5%0.475%
5/15/2026Waverly Advisors LLC42,151$997K0.0%+8.5%0.295%
5/13/2026Cetera Investment Advisers32,372$766K0.0%+35.7%0.226%
5/5/2026Sanctuary Advisors LLC158,199$3.74M0.0%-15.5%1.106%
5/5/2026Avantax Planning Partners Inc.23,263$550K0.0%+10.7%0.163%
5/2/2026Anchor Investment Management LLC6,200$147K0.0%N/A0.043%
5/2/2026Carnegie Investment Counsel16,393$388K0.0%N/A0.115%
5/1/2026Sequoia Financial Advisors LLC22,860$541K0.0%-19.5%0.160%
4/30/2026Kestra Advisory Services LLC40,869$967K0.0%-7.2%0.286%
4/28/2026Kathmere Capital Management LLC104,384$2.47M0.2%-17.2%0.735%
4/27/2026World Investment Advisors12,786$302K0.0%N/A0.090%
4/27/2026Private Advisor Group LLC53,311$1.26M0.0%+97.2%0.375%
4/24/2026Key Financial Inc342,056$8.09M1.4%+10.8%2.409%
4/23/2026Foundry Financial Group Inc.9,746$231K0.1%N/A0.069%
4/23/2026Members Wealth LLC12,981$306K0.2%-13.7%0.091%
4/22/2026River Street Advisors LLC46,214$1.09M0.4%+108.2%0.325%
4/22/2026Tassel Capital Management Inc.12,427$294K0.2%+7.2%0.088%
4/21/2026OLD Second National Bank of Aurora31,506$745K0.2%+505.9%0.222%
4/21/2026AA Financial Advisors LLC21,596$511K0.1%-20.2%0.152%
4/20/2026Kestra Private Wealth Services LLC12,327$292K0.0%N/A0.087%
4/17/2026Webster Bank N. A.38,700$915K0.1%+12.3%0.273%
3/12/2026Farmers National Bank50,949$1.21M0.3%+2.6%0.389%
2/24/2026Astoria Portfolio Advisors LLC.48,369$1.15M0.3%+11.7%0.369%
2/24/2026Coastline Complete Wealth LLC155,694$3.69M2.3%N/A1.189%
2/19/2026Invesco Ltd.369,828$8.75M0.0%+10.7%2.823%
2/18/2026Beacon Pointe Advisors LLC10,417$247K0.0%-43.2%0.080%
2/18/2026Vermillion & White Wealth Management Group LLC38,864$923K0.5%+14.5%0.297%
2/18/2026Coastal Bridge Advisors LLC11,463$271K0.0%+11.6%0.088%
2/18/2026NewEdge Advisors LLC182,828$4.33M0.0%+7.4%1.396%
2/18/2026VestGen Advisors LLC96,557$2.29M0.1%-52.2%0.737%
2/18/2026Opus Financial Solutions LLC11,924$282K0.3%N/A0.091%
2/17/2026Cetera Investment Advisers23,854$565K0.0%+32.4%0.182%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
2/17/2026Equitable Holdings Inc.67,207$1.59M0.0%+25.5%0.513%
2/17/2026Osaic Holdings Inc.129,150$3.06M0.0%+19.9%0.986%
2/17/2026Advisory Services Network LLC9,468$224K0.0%+64.2%0.072%
2/17/2026Royal Bank of Canada64,916$1.54M0.0%+28.0%0.496%
2/16/2026Tassel Capital Management Inc.11,590$274K0.2%N/A0.088%
2/16/2026MML Investors Services LLC88,021$2.08M0.0%+22.3%0.672%
2/16/2026Focus Partners Wealth111,898$2.65M0.0%+11.1%0.854%
2/13/2026Jacobi Capital Management LLC18,038$427K0.0%+21.6%0.138%
2/13/2026Kestra Advisory Services LLC44,045$1.04M0.0%+5.2%0.336%
2/13/2026Stifel Financial Corp76,605$1.81M0.0%+15.1%0.585%
2/13/2026Integrated Wealth Concepts LLC172,150$4.07M0.0%+11.2%1.314%
2/13/2026Wells Fargo & Company MN449,345$10.63M0.0%-8.7%3.430%
2/12/2026Jane Street Group LLC13,406$317K0.0%N/A0.102%
2/12/2026Commonwealth Equity Services LLC110,614$2.62M0.0%-59.4%0.844%
2/12/2026StoneX Group Inc.14,315$339K0.0%-30.2%0.109%
2/12/2026Wagner Wealth Management Corp14,569$345K0.3%N/A0.111%
2/12/2026Steward Partners Investment Advisory LLC45,162$1.07M0.0%+125.1%0.345%
2/12/2026Collier Financial2,570$61K0.0%-41.4%0.020%
2/11/2026Capital Analysts LLC13,898$329K0.0%+88.6%0.106%
2/11/2026LPL Financial LLC445,800$10.55M0.0%+7.8%3.403%
2/11/2026Cookson Peirce & Co. Inc.9,131$216K0.0%N/A0.070%
2/11/2026First Command Advisory Services Inc.20,004$473K0.0%-43.1%0.153%
2/10/2026Goldman Sachs Group Inc.10,931$259K0.0%N/A0.083%
2/10/2026Koss Olinger Consulting LLC32,535$770K0.1%+18.2%0.248%
2/10/2026Northwestern Mutual Wealth Management Co.53,315$1.26M0.0%+39.4%0.407%
2/9/2026Key Financial Inc308,789$7.31M1.3%+8.6%2.357%
2/9/2026Clearstead Advisors LLC16,873$399K0.0%+33.5%0.129%
2/6/2026HighTower Advisors LLC159,532$3.78M0.0%+104.7%1.218%
2/5/2026Hills Bank & Trust Co206,566$4.89M0.3%+68.4%1.577%
2/5/2026Paulson Wealth Management Inc.59,676$1.41M0.3%+4.8%0.456%
2/5/2026Thrivent Financial for Lutherans101,675$2.41M0.0%+625.5%0.776%
2/5/2026Avantax Planning Partners Inc.21,005$497K0.0%N/A0.160%
2/5/2026Cornerstone Wealth Management LLC68,125$1.61M0.1%+4.0%0.520%
2/5/2026Western Wealth Management LLC14,600$346K0.0%+11.5%0.111%
2/4/2026Moneco Advisors LLC135,239$3.20M0.3%+5.9%1.032%
2/4/2026Atlantic Union Bankshares Corp203,047$4.81M0.1%-39.8%1.550%
2/3/2026Sequoia Financial Advisors LLC28,399$672K0.0%N/A0.217%
2/2/2026AlphaStar Capital Management LLC38,101$902K0.1%-13.4%0.291%
2/2/2026SNS Financial Group LLC17,465$413K0.0%+63.8%0.133%
1/29/2026Howard Wealth Management LLC21,875$518K0.2%+41.7%0.167%
1/29/2026UBS Group AG196,395$4.65M0.0%+16.5%1.499%
1/29/2026Kickstand Ventures LLC.18,302$433K0.1%+7.8%0.140%
1/29/2026Sanctuary Advisors LLC187,131$4.43M0.0%-2.4%1.428%
1/28/2026Members Wealth LLC15,034$357K0.2%N/A0.115%
1/27/2026Clark Asset Management LLC46,892$1.11M0.1%+2.9%0.358%
1/26/2026River Street Advisors LLC22,200$525K0.2%+5.6%0.169%
1/26/2026Asset Dedication LLC138,717$3.28M0.2%+27.7%1.059%
1/26/2026Private Trust Co. NA2,113$50K0.0%N/A0.016%
1/26/2026Invariant Investment Management14,587$346K0.2%N/A0.111%
1/26/2026BCS Wealth Management9,648$228K0.0%N/A0.074%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
1/23/2026Farther Finance Advisors LLC14,787$350K0.0%+99.4%0.113%
1/23/2026Webster Bank N. A.34,475$816K0.1%+277.8%0.263%
1/21/2026Landaas & Co. WI ADV32,696$774K0.2%+93.4%0.252%
1/20/2026Voisard Asset Management Group Inc.21,920$519K0.1%+29.1%0.169%
1/14/2026AA Financial Advisors LLC27,051$640K0.1%+18.5%0.210%
1/14/2026Accurate Wealth Management LLC32,062$761K0.1%+6.4%0.249%
1/13/2026Kathmere Capital Management LLC126,137$2.99M0.2%-0.4%0.978%
1/9/2026Silverlake Wealth Management LLC14,613$346K0.1%+24.2%0.113%
1/8/2026Wealth Enhancement Advisory Services LLC9,622$228K0.0%+8.6%0.075%
1/8/2026Legacy Private Trust Co.33,008$781K0.0%+62.1%0.258%


BSMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($11.04M), Wells Fargo & Company MN ($10.63M), LPL Financial LLC ($10.55M), Invesco Ltd. ($8.75M), Financial Solutions Advisory Group Inc. ($8.16M), Key Financial Inc ($8.09M), and Confluence Investment Management LLC ($5.77M).Learn more on Invesco BulletShares 2027 Municipal Bond ETF's institutional investors.

Of the 137 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: Financial Solutions Advisory Group Inc. ($344.76K), Raymond James Financial Inc. ($336.66K), Bank of America Corp DE ($234.11K), Atlantic Union Bankshares Corp ($224.53K), Central Valley Advisors LLC ($186.72K), Sanctuary Advisors LLC ($184.05K), and Invesco Ltd. ($179.47K).

Institutional investors have bought a total of 2,967,220 shares in the last 24 months. This purchase volume represents approximately $70.10M in transactions.

Of the 43 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: Commonwealth Equity Services LLC ($162.11K), Atlantic Union Bankshares Corp ($134.09K), VestGen Advisors LLC ($105.51K), Atria Investments Inc ($102.12K), Thrivent Financial for Lutherans ($45.03K), CGN Advisors LLC ($43.31K), and Wells Fargo & Company MN ($42.77K).

Institutional investors have sold a total of 956,202 shares in the last 24 months. This volume of shares sold represents approximately $22.58M in transactions.


Related Companies

This page (NASDAQ:BSMR) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel