Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

$23.55

+0.02 (+0.08%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $30.92M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $4.99M

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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
7/26/2024	AlphaStar Capital Management LLC	41,057	$964K	0.1%	+22.6%	0.632%
7/26/2024	First Command Advisory Services Inc.	5,604	$132K	0.0%	+88.4%	0.086%
7/26/2024	Paulson Wealth Management Inc.	34,694	$815K	0.2%	+22.4%	0.534%
7/25/2024	Atlantic Union Bankshares Corp	135,107	$3.17M	0.2%	+20.0%	2.079%
7/23/2024	Precedent Wealth Partners LLC	57,926	$1.36M	0.5%	+19.1%	0.905%
7/22/2024	Krilogy Financial LLC	21,634	$508K	0.0%	-5.7%	0.338%
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7/22/2024	Horizons Wealth Management	15,340	$363K	0.3%	+4.9%	0.240%
7/22/2024	Hobbs Group Advisors LLC	38,007	$892K	0.3%	N/A	0.594%
7/19/2024	MONECO Advisors LLC	23,774	$558K	0.1%	+122.8%	0.371%
7/19/2024	Raymond James & Associates	110,637	$2.60M	0.0%	+2.8%	1.729%
7/16/2024	Bill Few Associates Inc.	17,119	$402K	0.2%	+33.1%	0.267%
7/16/2024	AA Financial Advisors LLC	20,623	$484K	0.2%	+9.0%	0.322%
7/15/2024	Sterling Financial Group Inc.	15,831	$372K	0.2%	-14.9%	0.247%
7/10/2024	CGN Advisors LLC	60,679	$1.43M	0.2%	-11.3%	0.948%
7/1/2024	Confluence Investment Management LLC	258,410	$6.07M	0.1%	-0.4%	4.785%
5/14/2024	Sentinel Pension Advisors Inc.	12,221	$289K	0.1%	N/A	0.226%
5/4/2024	Paulson Wealth Management Inc.	28,339	$670K	0.2%	+9.3%	0.525%
5/3/2024	AA Financial Advisors LLC	18,919	$448K	0.2%	N/A	0.350%
5/2/2024	First Command Advisory Services Inc.	2,975	$70K	0.0%	N/A	0.055%
5/1/2024	Private Advisor Group LLC	18,903	$447K	0.0%	+25.9%	0.350%
4/30/2024	Foundry Financial Group Inc.	10,544	$249K	0.2%	+12.6%	0.195%
4/29/2024	Commonwealth Equity Services LLC	142,818	$3.38M	0.0%	+7.2%	2.645%
4/24/2024	Krilogy Financial LLC	22,934	$543K	0.0%	+34.7%	0.425%
4/23/2024	Precedent Wealth Partners LLC	48,637	$1.15M	0.5%	+26.0%	0.901%
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%
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%
2/13/2024	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%
2/8/2024	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%
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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%
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%
11/7/2023	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%
8/10/2023	Commonwealth Equity Services LLC	69,079	$1.63M	0.0%	+26.8%	1.867%
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%
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7/3/2023	Confluence Investment Management LLC	265,060	$6.26M	0.1%	-2.3%	7.363%
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	Envestnet Asset Management Inc.	21,924	$523K	0.0%	+45.5%	0.609%
5/10/2023	LPL Financial LLC	158,161	$3.78M	0.0%	+8.2%	4.393%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	24,344	$581K	0.0%	N/A	0.676%
5/9/2023	Paulson Wealth Management Inc.	22,173	$529K	0.2%	+57.0%	0.616%
5/3/2023	Savant Capital LLC	50,871	$1.21M	0.0%	N/A	1.413%
5/2/2023	Key Financial Inc	22,976	$548K	0.2%	+260.4%	0.638%
4/25/2023	NorthCrest Asset Manangement LLC	10,578	$252K	0.0%	N/A	0.294%

(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, 57 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.07M), Key Financial Inc ($4.82M), LPL Financial LLC ($3.70M), Commonwealth Equity Services LLC ($3.38M), Atlantic Union Bankshares Corp ($3.17M), NewEdge Advisors LLC ($2.76M), and Raymond James & Associates ($2.60M).Learn more on BSMR's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2027 Municipal Bond ETF stock?: Of the 53 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), Key Financial Inc ($195.34K), Atlantic Union Bankshares Corp ($135.30K), Raymond James & Associates ($108.82K), LPL Financial LLC ($90.97K), NewEdge Advisors LLC ($88.25K), and Bank of New York Mellon Corp ($86.99K).
How much institutional buying is happening at Invesco BulletShares 2027 Municipal Bond ETF?: Institutional investors have bought a total of 2,248,873 shares in the last 24 months. This purchase volume represents approximately $73.12M in transactions.

Which Invesco BulletShares 2027 Municipal Bond ETF major shareholders have been selling company stock?: Of the 14 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: Sterling Financial Group Inc. ($111.18K), CGN Advisors LLC ($37.13K), LPL Financial LLC ($29.47K), Savant Capital LLC ($18.64K), Confluence Investment Management LLC ($9.19K), Steward Partners Investment Advisory LLC ($6.95K), and Beaumont Financial Partners LLC ($6.47K).
How much institutional selling is happening at Invesco BulletShares 2027 Municipal Bond ETF?: Institutional investors have sold a total of 240,018 shares in the last 24 months. This volume of shares sold represents approximately $6.22M in transactions.