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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.55 +0.04 (+0.17%)
As of 07/24/2026 03:59 PM Eastern
Compare

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)
$64.41M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$20.81M
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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
7/8/2026 Clark Asset Management LLC61,999$1.47M0.1%+31.7%0.425%
7/7/2026 Avior Wealth Management LLC171,608$4.06M0.1%-6.0%1.175%
7/7/2026 CGN Advisors LLC10,023$237K0.0%-23.8%0.069%
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%
6/1/2026 Financial 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%
5/1/2026 Sequoia 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%
4/23/2026 Foundry Financial Group Inc.9,746$231K0.1%N/A0.069%
4/23/2026 Members Wealth LLC12,981$306K0.2%-13.7%0.091%
4/22/2026 River 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%
4/21/2026 OLD Second National Bank of Aurora31,506$745K0.2%+505.9%0.222%
4/21/2026 AA Financial Advisors LLC21,596$511K0.1%-20.2%0.152%
4/20/2026Kestra Private Wealth Services LLC12,327$292K0.0%N/A0.087%
4/17/2026 Webster 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%
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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%
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%
2/11/2026 Cookson 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%
2/5/2026 Cornerstone 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%
2/3/2026 Sequoia 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%
1/29/2026 Howard 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%
1/28/2026 Members Wealth LLC15,034$357K0.2%N/A0.115%
1/27/2026 Clark Asset Management LLC46,892$1.11M0.1%+2.9%0.358%
1/26/2026 River Street Advisors LLC22,200$525K0.2%+5.6%0.169%
1/26/2026Asset Dedication LLC138,717$3.28M0.2%+27.7%1.059%
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1/26/2026Private Trust Co. NA2,113$50K0.0%N/A0.016%
1/26/2026 Invariant Investment Management14,587$346K0.2%N/A0.111%
1/26/2026 BCS Wealth Management9,648$228K0.0%N/A0.074%
1/23/2026 Farther Finance Advisors LLC14,787$350K0.0%+99.4%0.113%
1/23/2026 Webster Bank N. A.34,475$816K0.1%+277.8%0.263%
1/21/2026 Landaas & Co. WI ADV32,696$774K0.2%+93.4%0.252%
1/20/2026 Voisard Asset Management Group Inc.21,920$519K0.1%+29.1%0.169%
1/14/2026 AA Financial Advisors LLC27,051$640K0.1%+18.5%0.210%
1/14/2026 Accurate Wealth Management LLC32,062$761K0.1%+6.4%0.249%
1/13/2026Kathmere Capital Management LLC126,137$2.99M0.2%-0.4%0.978%


BSMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 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 135 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 2,724,303 shares in the last 24 months. This purchase volume represents approximately $64.41M in transactions.

Of the 38 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), Wells Fargo & Company MN ($42.77K), and Kathmere Capital Management LLC ($36.28K).

Institutional investors have sold a total of 880,772 shares in the last 24 months. This volume of shares sold represents approximately $20.81M in transactions.


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This page (NASDAQ:BSMR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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