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Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

Invesco BulletShares 2027 Municipal Bond ETF logo
$23.58 0.00 (0.00%)
As of 05/22/2026 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)
104
Total
Institutional Inflows
(last 12 months)
$61.46M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$22.33M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Coastline Complete Wealth LLC166,160$3.93M2.4%+6.7%1.162%
5/20/2026 Hobbs Group Advisors LLC29,390$695K0.2%+14.3%0.206%
5/19/2026 Western Wealth Management LLC11,100$263K0.0%-24.0%0.078%
5/19/2026 Bank of America Corp DE466,692$11.04M0.0%+63.9%3.264%
5/18/2026 Royal Bank of Canada67,859$1.61M0.0%+4.5%0.475%
5/15/2026 Waverly Advisors LLC42,151$997K0.0%+8.5%0.295%
5/13/2026 Cetera Investment Advisers32,372$766K0.0%+35.7%0.226%
5/5/2026 Sanctuary Advisors LLC158,199$3.74M0.0%-15.5%1.106%
5/5/2026 Avantax Planning Partners Inc.23,263$550K0.0%+10.7%0.163%
5/2/2026 Anchor Investment Management LLC6,200$147K0.0%N/A0.043%
5/2/2026 Carnegie Investment Counsel16,393$388K0.0%N/A0.115%
5/1/2026 Sequoia Financial Advisors LLC22,860$541K0.0%-19.5%0.160%
4/30/2026 Kestra Advisory Services LLC40,869$967K0.0%-7.2%0.286%
4/28/2026 Kathmere Capital Management LLC104,384$2.47M0.2%-17.2%0.735%
4/27/2026 World Investment Advisors12,786$302K0.0%N/A0.090%
4/27/2026 Private Advisor Group LLC53,311$1.26M0.0%+97.2%0.375%
4/24/2026 Key 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%
4/22/2026 Tassel 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%
4/20/2026 Kestra 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%
2/24/2026 Astoria 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%
2/19/2026 Invesco Ltd.369,828$8.75M0.0%+10.7%2.823%
2/18/2026 Beacon Pointe Advisors LLC10,417$247K0.0%-43.2%0.080%
2/18/2026 Vermillion & White Wealth Management Group LLC38,864$923K0.5%+14.5%0.297%
2/18/2026 Coastal Bridge Advisors LLC11,463$271K0.0%+11.6%0.088%
2/18/2026 NewEdge Advisors LLC182,828$4.33M0.0%+7.4%1.396%
2/18/2026 VestGen Advisors LLC96,557$2.29M0.1%-52.2%0.737%
2/18/2026 Opus Financial Solutions LLC11,924$282K0.3%N/A0.091%
2/17/2026 Cetera Investment Advisers23,854$565K0.0%+32.4%0.182%
2/17/2026 Equitable Holdings Inc.67,207$1.59M0.0%+25.5%0.513%
2/17/2026 Osaic Holdings Inc.129,150$3.06M0.0%+19.9%0.986%
2/17/2026 Advisory Services Network LLC9,468$224K0.0%+64.2%0.072%
2/17/2026 Royal Bank of Canada64,916$1.54M0.0%+28.0%0.496%
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2/16/2026 Tassel Capital Management Inc.11,590$274K0.2%N/A0.088%
2/16/2026 MML Investors Services LLC88,021$2.08M0.0%+22.3%0.672%
2/16/2026 Focus Partners Wealth111,898$2.65M0.0%+11.1%0.854%
2/13/2026 Jacobi Capital Management LLC18,038$427K0.0%+21.6%0.138%
2/13/2026 Kestra Advisory Services LLC44,045$1.04M0.0%+5.2%0.336%
2/13/2026 Stifel Financial Corp76,605$1.81M0.0%+15.1%0.585%
2/13/2026 Integrated Wealth Concepts LLC172,150$4.07M0.0%+11.2%1.314%
2/13/2026 Wells Fargo & Company MN449,345$10.63M0.0%-8.7%3.430%
2/12/2026 Jane Street Group LLC13,406$317K0.0%N/A0.102%
2/12/2026 Commonwealth Equity Services LLC110,614$2.62M0.0%-59.4%0.844%
2/12/2026 StoneX Group Inc.14,315$339K0.0%-30.2%0.109%
2/12/2026 Wagner Wealth Management Corp14,569$345K0.3%N/A0.111%
2/12/2026 Steward Partners Investment Advisory LLC45,162$1.07M0.0%+125.1%0.345%
2/12/2026 Collier Financial2,570$61K0.0%-41.4%0.020%
2/11/2026 Capital Analysts LLC13,898$329K0.0%+88.6%0.106%
2/11/2026 LPL Financial LLC445,800$10.55M0.0%+7.8%3.403%
2/11/2026 Cookson Peirce & Co. Inc.9,131$216K0.0%N/A0.070%
2/11/2026 First Command Advisory Services Inc.20,004$473K0.0%-43.1%0.153%
2/10/2026 Goldman Sachs Group Inc.10,931$259K0.0%N/A0.083%
2/10/2026 Koss Olinger Consulting LLC32,535$770K0.1%+18.2%0.248%
2/10/2026 Northwestern Mutual Wealth Management Co.53,315$1.26M0.0%+39.4%0.407%
2/9/2026 Key Financial Inc308,789$7.31M1.3%+8.6%2.357%
2/9/2026 Clearstead Advisors LLC16,873$399K0.0%+33.5%0.129%
2/6/2026 HighTower Advisors LLC159,532$3.78M0.0%+104.7%1.218%
2/5/2026 Hills Bank & Trust Co206,566$4.89M0.3%+68.4%1.577%
2/5/2026 Paulson Wealth Management Inc.59,676$1.41M0.3%+4.8%0.456%
2/5/2026 Thrivent Financial for Lutherans101,675$2.41M0.0%+625.5%0.776%
2/5/2026 Avantax 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%
2/5/2026 Western Wealth Management LLC14,600$346K0.0%+11.5%0.111%
2/4/2026 Moneco Advisors LLC135,239$3.20M0.3%+5.9%1.032%
2/4/2026 Atlantic Union Bankshares Corp203,047$4.81M0.1%-39.8%1.550%
2/3/2026 Sequoia Financial Advisors LLC28,399$672K0.0%N/A0.217%
2/2/2026 AlphaStar Capital Management LLC38,101$902K0.1%-13.4%0.291%
2/2/2026 SNS Financial Group LLC17,465$413K0.0%+63.8%0.133%
1/29/2026 Howard Wealth Management LLC21,875$518K0.2%+41.7%0.167%
1/29/2026 UBS Group AG196,395$4.65M0.0%+16.5%1.499%
1/29/2026 Kickstand Ventures LLC.18,302$433K0.1%+7.8%0.140%
1/29/2026 Sanctuary 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%
1/26/2026 Private 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%
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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%
1/13/2026 Kathmere Capital Management LLC126,137$2.99M0.2%-0.4%0.978%
1/9/2026 Silverlake Wealth Management LLC14,613$346K0.1%+24.2%0.113%
1/8/2026 Wealth Enhancement Advisory Services LLC9,622$228K0.0%+8.6%0.075%
1/8/2026 Legacy Private Trust Co.33,008$781K0.0%+62.1%0.258%
1/7/2026 Precedent Wealth Partners LLC157,893$3.74M0.8%+8.0%1.234%
1/6/2026 Avior Wealth Management LLC191,201$4.53M0.1%+14.9%1.494%
1/5/2026 Confluence Investment Management LLC243,914$5.77M0.1%-3.2%1.936%
1/5/2026 Horizons Wealth Management17,618$417K0.3%+7.8%0.140%


BSMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 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), Key Financial Inc ($8.09M), Confluence Investment Management LLC ($5.77M), and Hills Bank & Trust Co ($4.89M).Learn more on Invesco BulletShares 2027 Municipal Bond ETF's institutional investors.

Of the 136 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. ($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), Invesco Ltd. ($179.47K), and Coastline Complete Wealth LLC ($166.16K).

Institutional investors have bought a total of 2,601,652 shares in the last 24 months. This purchase volume represents approximately $61.46M 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 945,881 shares in the last 24 months. This volume of shares sold represents approximately $22.33M in transactions.


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This page (NASDAQ:BSMR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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