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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.06 +0.08 (+0.35%)
Closing price 05/22/2025 03:59 PM Eastern
Extended Trading
$23.06 +0.01 (+0.02%)
As of 05/22/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$50.58M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.76M
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BSMS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth80,407$1.86M0.0%+5.6%1.072%
5/19/2025 Jane Street Group LLC165,623$3.84M0.0%+1,087.6%2.208%
5/16/2025 Goldman Sachs Group Inc.30,594$709K0.0%N/A0.408%
5/16/2025 Jones Financial Companies Lllp274,792$6.37M0.0%+4,597.3%3.664%
5/16/2025 NewEdge Advisors LLC150,193$3.48M0.0%+12.0%2.003%
5/16/2025 Integrated Wealth Concepts LLC73,823$1.71M0.0%+19.7%0.984%
5/15/2025 Royal Bank of Canada10,645$247K0.0%+6.2%0.142%
5/14/2025 Northwestern Mutual Wealth Management Co.38,640$895K0.0%+27.6%0.515%
5/14/2025 Venture Visionary Partners LLC9,350$217K0.0%-56.4%0.125%
5/13/2025 Raymond James Financial Inc.137,232$3.18M0.0%+13.5%1.830%
5/12/2025 Meridian Wealth Management LLC22,576$523K0.0%+30.9%0.301%
5/12/2025 Paulson Wealth Management Inc.29,208$677K0.2%+9.3%0.389%
5/12/2025 Invesco Ltd.208,428$4.83M0.0%+13.6%2.779%
5/9/2025 Kickstand Ventures LLC.15,376$356K0.1%+61.4%0.205%
5/8/2025 MONECO Advisors LLC92,581$2.15M0.2%+46.1%1.234%
5/8/2025 Harbour Investments Inc.18,047$418K0.0%+8,294.0%0.241%
5/7/2025 LPL Financial LLC342,248$7.93M0.0%+18.1%4.563%
5/6/2025 Cetera Investment Advisers14,096$327K0.0%+39.1%0.188%
5/6/2025 Carnegie Investment Counsel11,410$261K0.0%N/A0.152%
5/2/2025 Larson Financial Group LLC5,419$126K0.0%N/A0.075%
5/2/2025 PAX Financial Group LLC13,883$322K0.1%+59.9%0.193%
5/2/2025 First Command Advisory Services Inc.21,551$499K0.0%+5.1%0.299%
5/2/2025 Signaturefd LLC36,462$845K0.0%N/A0.506%
5/1/2025 Key Financial Inc176,214$4.08M0.9%+9.3%2.447%
5/1/2025 Asset Dedication LLC87,836$2.04M0.2%+14.3%1.220%
4/30/2025 AlphaStar Capital Management LLC41,263$956K0.1%-17.3%0.573%
4/29/2025 YANKCOM Partnership7,730$179K0.1%-9.4%0.107%
4/29/2025 Envestnet Asset Management Inc.143,631$3.33M0.0%+16.1%1.995%
4/28/2025 Private Trust Co. NA6,475$150K0.0%+77.4%0.090%
4/25/2025 Hills Bank & Trust Co42,347$981K0.1%+59.2%0.588%
4/21/2025 Avior Wealth Management LLC18,540$430K0.0%+16.2%0.258%
4/17/2025 Precedent Wealth Partners LLC118,665$2.75M0.8%+58.4%1.648%
4/16/2025 Wealth Enhancement Advisory Services LLC19,762$458K0.0%+13.7%0.274%
4/16/2025 Sterling Financial Group Inc.20,104$466K0.2%-58.2%0.279%
4/15/2025 Central Valley Advisors LLC187,809$4.35M1.6%N/A2.608%
4/14/2025 Sentinel Pension Advisors LLC27,943$648K0.1%+8.1%0.388%
4/1/2025 Confluence Investment Management LLC115,952$2.69M0.0%-56.7%1.757%
3/17/2025 Wealth Enhancement Advisory Services LLC17,383$406K0.0%N/A0.263%
3/17/2025 Members Wealth LLC17,166$400K0.3%N/A0.260%
2/19/2025 Toronto Dominion Bank11,707$273K0.0%N/A0.177%
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2/17/2025 Toronto Dominion Bank11,707$273K0.0%N/A0.177%
2/17/2025 Focus Partners Wealth76,149$1.78M0.0%+4.6%1.154%
2/17/2025 Captrust Financial Advisors10,349$241K0.0%-10.5%0.157%
2/17/2025 Bank of America Corp DE175,035$4.08M0.0%-3.3%2.652%
2/14/2025 Jane Street Group LLC13,946$325K0.0%-83.6%0.211%
2/14/2025 Lido Advisors LLC64,181$1.50M0.0%N/A0.972%
2/14/2025 Integrated Wealth Concepts LLC61,676$1.44M0.0%+72.0%0.934%
2/14/2025 Stifel Financial Corp50,433$1.18M0.0%-9.6%0.764%
2/14/2025 MML Investors Services LLC49,434$1.15M0.0%+8.3%0.749%
2/14/2025 Freedom Investment Management Inc.12,861$300K0.0%N/A0.195%
2/13/2025 NewEdge Advisors LLC134,143$3.13M0.0%+10.8%2.032%
2/13/2025 Raymond James Financial Inc.120,901$2.82M0.0%N/A1.832%
2/13/2025 Invesco Ltd.183,555$4.28M0.0%-4.0%2.781%
2/13/2025 Envestnet Asset Management Inc.123,672$2.89M0.0%+35.3%1.874%
2/13/2025 Wells Fargo & Company MN254,215$5.93M0.0%+19.5%3.852%
2/12/2025 PAX Financial Group LLC8,685$203K0.0%N/A0.132%
2/12/2025 StoneX Group Inc.27,050$631K0.0%N/A0.410%
2/11/2025 LPL Financial LLC289,780$6.76M0.0%+14.6%4.391%
2/10/2025 Hills Bank & Trust Co26,596$620K0.0%+304.7%0.403%
2/10/2025 Commonwealth Equity Services LLC195,457$4.56M0.0%+0.9%2.961%
2/7/2025 HighTower Advisors LLC48,398$1.13M0.0%+23.2%0.733%
2/6/2025 Opulen Financial Group LLC8,684$203K0.2%N/A0.132%
2/6/2025 Raymond James Financial Inc.120,901$2.82M0.0%N/A1.832%
2/5/2025Jacobi Capital Management LLC11,170$261K0.0%+5.1%0.169%
2/5/2025 Private Trust Co. NA3,650$85K0.0%N/A0.055%
2/5/2025 First Command Advisory Services Inc.20,504$478K0.0%+367.7%0.311%
2/4/2025 Addison Advisors LLC23,550$549K0.2%-4.7%0.357%
2/4/2025 MONECO Advisors LLC63,372$1.48M0.2%+33.1%0.960%
2/4/2025 WESPAC Advisors LLC12,958$302K0.2%N/A0.196%
1/31/2025 Key Financial Inc161,254$3.76M0.9%+3.6%2.481%
1/30/2025 Principal Securities Inc.4,039$94K0.0%N/A0.062%
1/30/2025 Howard Wealth Management LLC12,710$297K0.2%+18.3%0.196%
1/29/2025 Wingate Wealth Advisors Inc.8,579$200K0.2%N/A0.132%
1/29/2025 Savant Capital LLC23,904$558K0.0%-16.0%0.368%
1/28/2025 AlphaStar Capital Management LLC49,907$1.16M0.1%+12.1%0.768%
1/27/2025 YANKCOM Partnership8,530$199K0.1%N/A0.131%
1/27/2025 Silverlake Wealth Management LLC11,847$276K0.1%+7.7%0.182%
1/23/2025 AA Financial Advisors LLC11,593$270K0.1%N/A0.181%
1/23/2025 Crews Bank & Trust8,535$199K0.0%N/A0.133%
1/23/2025 Asset Dedication LLC76,834$1.79M0.1%+19.6%1.201%
1/22/2025 Webster Bank N. A.2,120$49K0.0%N/A0.033%
1/21/2025 Precedent Wealth Partners LLC74,920$1.75M0.6%+6.5%1.189%
1/17/2025 Avior Wealth Management LLC15,957$372K0.0%+182.8%0.253%
1/15/2025 Wealthcare Advisory Partners LLC28,440$664K0.0%N/A0.459%
1/15/2025 Sterling Financial Group Inc.48,064$1.12M0.4%+76.9%0.775%
1/14/2025 Kathmere Capital Management LLC22,533$526K0.0%N/A0.363%
1/13/2025 Sentinel Pension Advisors Inc.25,852$603K0.1%+32.6%0.417%
1/7/2025 Horizons Wealth Management19,437$453K0.3%+2.9%0.319%
1/2/2025 Confluence Investment Management LLC267,630$6.24M0.1%-0.8%4.956%
11/25/2024Sanctuary Advisors LLC16,148$379K0.0%N/A0.299%
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11/18/2024 Hobbs Group Advisors LLC34,980$825K0.3%+7.9%0.648%
11/15/2024 MML Investors Services LLC45,636$1.08M0.0%+3.3%0.845%
11/15/2024 Jane Street Group LLC84,900$2.00M0.0%-1.7%1.572%
11/15/2024 Stifel Financial Corp55,780$1.32M0.0%+385.0%1.033%
11/15/2024 Integrated Wealth Concepts LLC35,853$845K0.0%+10.8%0.664%
11/15/2024 HighTower Advisors LLC39,288$925K0.0%N/A0.728%
11/15/2024 Benjamin Edwards Inc.10,380$245K0.0%N/A0.192%
11/14/2024 Captrust Financial Advisors11,566$273K0.0%+12.4%0.214%
11/12/2024 Meridian Wealth Management LLC17,252$407K0.0%+34.9%0.319%
11/8/2024 Avior Wealth Management LLC5,642$133K0.0%+12.7%0.104%
(Data available from 1/1/2016 forward)

BSMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMS shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($7.93M), Jones Financial Companies Lllp ($6.37M), Wells Fargo & Company MN ($5.93M), Invesco Ltd. ($4.83M), Commonwealth Equity Services LLC ($4.56M), Central Valley Advisors LLC ($4.35M), and Key Financial Inc ($4.08M).Learn more on BSMS's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2028 Municipal Bond ETF stock?

Of the 84 institutional investors that purchased Invesco BulletShares 2028 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 ($287.79K), Jones Financial Companies Lllp ($268.94K), Raymond James Financial Inc. ($258.13K), Central Valley Advisors LLC ($187.81K), Jane Street Group LLC ($151.68K), Sterling Financial Group Inc. ($143.40K), and LPL Financial LLC ($132.20K).

How much institutional buying is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have bought a total of 3,064,149 shares in the last 24 months. This purchase volume represents approximately $71.47M in transactions.

Which Invesco BulletShares 2028 Municipal Bond ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco BulletShares 2028 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($181.27K), Sterling Financial Group Inc. ($136.14K), Jane Street Group LLC ($72.41K), CGN Advisors LLC ($38.32K), Venture Visionary Partners LLC ($19.50K), Legacy Private Trust Co. ($11.57K), and Savant Capital LLC ($8.95K).

How much institutional selling is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have sold a total of 512,350 shares in the last 24 months. This volume of shares sold represents approximately $11.96M in transactions.


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This page (NASDAQ:BSMS) was last updated on 5/23/2025 by MarketBeat.com Staff
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