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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
MarketBeat Week in Review – 4/15 - 4/19
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
Moscow says 50 Ukrainian drones shot down as attacks spark fires at Russian power stations
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
MarketBeat Week in Review – 4/15 - 4/19
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
Moscow says 50 Ukrainian drones shot down as attacks spark fires at Russian power stations
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
MarketBeat Week in Review – 4/15 - 4/19
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
Tesla cuts US prices for 3 of its electric vehicle models after a difficult week
Moscow says 50 Ukrainian drones shot down as attacks spark fires at Russian power stations
A coffee roastery in Finland has launched an AI-generated blend. The results were surprising
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
New York lawmakers pass $237 billion budget with policies to jump-start housing market

Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Institutional Ownership

$23.54
+0.01 (+0.04%)
(As of 04/19/2024 ET)

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

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

Invesco BulletShares 2027 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Silverlake Wealth Management LLC10,924$258K0.1%N/A0.206%
4/17/2024River Street Advisors LLC35,000$828K0.6%N/A0.660%
4/16/2024Webster Bank N. A.2,525$60K0.0%+49.9%0.048%
4/16/2024Atlantic Union Bankshares Corp112,611$2.66M0.2%+8.3%2.125%
4/16/2024Tlwm21,840$517K0.1%+3.9%0.412%
4/12/2024 CGN Advisors LLC68,408$1.62M0.2%-30.1%1.291%
4/10/2024 Sterling Financial Group Inc.18,611$440K0.2%-79.3%0.358%
4/1/2024 Confluence Investment Management LLC259,568$6.14M0.1%N/A5.191%
3/22/2024Cooksen Wealth LLC14,862$355K0.4%N/A0.297%
3/13/2024MONECO Advisors LLC10,946$262K0.0%N/A0.219%
2/16/2024Hobbs Group Advisors LLC35,007$837K0.4%N/A0.700%
2/14/2024Royal Bank of Canada11,225$268K0.0%-90.8%0.225%
2/14/2024Midland Wealth Advisors LLC19,119$457K0.0%N/A0.382%
2/14/2024Kestra Advisory Services LLC39,967$955K0.0%N/A0.799%
2/14/2024Creative Planning10,150$243K0.0%-20.1%0.203%
2/13/2024Envestnet Asset Management Inc.49,615$1.19M0.0%+10.8%0.992%
2/13/2024Paulson Wealth Management Inc.25,925$620K0.2%+9.3%0.519%
2/12/2024Fortress Wealth Management Inc.50,234$1.20M0.7%N/A1.005%
2/12/2024Steward Partners Investment Advisory LLC37,147$888K0.0%-15.8%0.743%
2/9/2024Cambridge Investment Research Advisors Inc.10,807$258K0.0%N/A0.216%
2/9/2024UBS Group AG92,400$2.21M0.0%+111.9%1.848%
2/8/2024Meridian Wealth Management LLC18,598$445K0.0%N/A0.372%
2/8/2024Beacon Pointe Advisors LLC13,680$327K0.0%N/A0.274%
2/7/2024Astoria Portfolio Advisors LLC.42,874$1.02M0.4%N/A0.857%
2/6/2024Private Advisor Group LLC15,013$359K0.0%N/A0.300%
2/5/2024Savant Capital LLC32,386$774K0.0%-13.3%0.648%
2/5/2024MONECO Advisors LLC10,946$262K0.0%N/A0.219%
1/31/2024Key Financial Inc201,711$4.82M1.3%+384.5%4.034%
1/30/2024Avior Wealth Management LLC31,149$745K0.0%+19.7%0.623%
1/26/2024Krilogy Financial LLC17,025$407K0.0%-11.2%0.341%
1/23/2024Levy Wealth Management Group LLC10,475$250K0.1%N/A0.214%
1/23/2024Denver Wealth Management Inc.10,734$257K0.1%N/A0.219%
1/23/2024Foundry Financial Group Inc.9,360$224K0.2%N/A0.191%
1/19/2024Atlantic Union Bankshares Corp104,005$2.49M0.2%+39.3%2.123%
1/18/2024Precedent Wealth Partners LLC38,616$923K0.5%N/A0.788%
1/17/2024 Sterling Financial Group Inc.89,941$2.15M1.3%-29.2%1.836%
1/17/2024Bill Few Associates Inc.11,179$267K0.1%N/A0.228%
1/16/2024Raymond James & Associates105,775$2.53M0.0%+6.0%2.159%
1/8/2024 Horizons Wealth Management14,626$350K0.2%+15.5%0.311%
1/5/2024 CGN Advisors LLC97,806$2.34M0.3%+5.1%2.081%
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11/16/2023Creative Planning12,700$291K0.0%-3.6%0.310%
11/13/2023Asset Dedication LLC56,242$1.29M0.1%+10.3%1.372%
11/13/2023LPL Financial LLC161,471$3.70M0.0%+25.5%3.938%
11/13/2023Invesco Ltd.117,941$2.70M0.0%+4.0%2.877%
11/13/2023Envestnet Asset Management Inc.44,771$1.03M0.0%+28.4%1.092%
11/9/2023UBS Group AG43,600$998K0.0%+50.5%1.063%
11/7/2023Cookson Peirce & Co. Inc.8,764$201K0.0%-9.6%0.214%
11/3/2023MGO One Seven LLC8,819$202K0.0%N/A0.215%
11/1/2023Key Financial Inc41,636$953K0.3%+41.5%1.016%
11/1/2023Krilogy Financial LLC19,175$439K0.0%N/A0.468%
10/24/2023Bank of New York Mellon Corp86,992$1.99M0.0%N/A2.175%
10/24/2023Raymond James & Associates99,788$2.28M0.0%+4.4%2.495%
10/23/2023Commonwealth Equity Services LLC72,188$1.65M0.0%+4.5%1.805%
10/20/2023Atlantic Union Bankshares Corp74,689$1.71M0.2%+39.5%1.867%
10/19/2023 Sterling Financial Group Inc.127,006$2.91M1.8%+5.1%3.175%
10/13/2023 CGN Advisors LLC93,054$2.13M0.3%+13.0%2.386%
10/12/2023 Horizons Wealth Management12,661$290K0.2%+6.4%0.325%
10/11/2023Tlwm21,359$489K0.1%+123.3%0.548%
10/10/2023Webster Bank N. A.1,685$39K0.0%+62.8%0.043%
10/10/2023 Confluence Investment Management LLC263,287$6.03M0.1%-0.7%6.751%
9/7/2023 Sterling Financial Group Inc.120,791$2.85M1.9%+36.0%3.265%
8/22/2023Asset Dedication LLC50,977$1.21M0.1%+12.8%1.378%
8/21/2023Osaic Holdings Inc.33,663$794K0.0%+6.8%0.910%
8/15/2023Equitable Holdings Inc.11,599$274K0.0%N/A0.313%
8/15/2023Wells Fargo & Company MN226,567$5.35M0.0%+4.0%6.123%
8/15/2023Colony Group LLC33,732$796K0.0%N/A0.912%
8/15/2023Captrust Financial Advisors18,667$441K0.0%N/A0.505%
8/15/2023Royal Bank of Canada121,975$2.88M0.0%+9.4%3.297%
8/15/2023Stifel Financial Corp13,511$319K0.0%+6.2%0.365%
8/15/2023Beacon Pointe Advisors LLC8,492$200K0.0%N/A0.230%
8/14/2023MML Investors Services LLC13,218$312K0.0%+56.2%0.357%
8/11/2023JPMorgan Chase & Co.38,366$905K0.0%N/A1.037%
8/10/2023Osaic Holdings Inc.33,663$794K0.0%+6.8%0.910%
8/10/2023Commonwealth Equity Services LLC69,079$1.63M0.0%+26.8%1.867%
8/4/2023Envestnet Asset Management Inc.34,860$823K0.0%+59.0%0.942%
8/4/2023Savant Capital LLC37,198$878K0.0%-26.9%1.005%
8/3/2023Addison Advisors LLC11,075$261K0.1%N/A0.299%
8/1/2023Cookson Peirce & Co. Inc.9,692$229K0.0%N/A0.262%
8/1/2023Paulson Wealth Management Inc.23,847$563K0.2%+7.5%0.645%
7/31/2023LPL Financial LLC128,690$3.04M0.0%-18.6%3.478%
7/31/2023Koss Olinger Consulting LLC11,202$264K0.0%N/A0.303%
7/28/2023Key Financial Inc29,426$694K0.2%+28.1%0.795%
7/25/2023Raymond James Financial Services Advisors Inc.13,397$316K0.0%N/A0.362%
7/25/2023Raymond James & Associates95,542$2.26M0.0%+41.6%2.582%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC25,706$607K0.0%+5.6%0.695%
7/13/2023Cambridge Investment Research Advisors Inc.18,046$426K0.0%+26.1%0.488%
7/12/2023Tlwm9,564$226K0.1%+7.6%0.258%
7/11/2023Atlantic Union Bankshares Corp53,532$1.26M0.1%+193.5%1.447%
7/10/2023 CGN Advisors LLC82,370$1.94M0.3%+6.8%2.226%
7/3/2023 Confluence Investment Management LLC265,060$6.26M0.1%-2.3%7.363%
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5/16/2023Susquehanna International Group LLP23,406$559K0.0%-26.0%0.650%
5/16/2023Jane Street Group LLC72,951$1.74M0.0%+309.9%2.026%
5/16/2023Steward Partners Investment Advisory LLC26,597$635K0.0%-4.3%0.739%
5/12/2023MML Investors Services LLC8,461$202K0.0%N/A0.235%
5/12/2023Bank of America Corp DE61,518$1.47M0.0%+103.9%1.709%
5/12/2023UBS Group AG7,936$189K0.0%+54.8%0.220%
5/12/2023NewEdge Advisors LLC115,808$2.76M0.0%+8.6%3.217%
5/12/2023Tlwm8,889$212K0.1%-15.2%0.247%
5/11/2023Cambridge Investment Research Advisors Inc.14,310$342K0.0%N/A0.398%
5/11/2023Envestnet Asset Management Inc.21,924$523K0.0%+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.


This page (NASDAQ:BSMR) was last updated on 4/21/2024 by MarketBeat.com Staff

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