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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.44 0.00 (0.00%)
As of 02:52 PM Eastern
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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)
100
Total
Institutional Inflows
(last 12 months)
$84.91M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$12.79M
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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
5/5/2026Sanctuary Advisors LLC81,323$1.90M0.0%-24.1%0.640%
5/5/2026Avantax Planning Partners Inc.23,467$549K0.0%+10.8%0.185%
5/2/2026 Anchor Investment Management LLC27,200$636K0.1%+81.3%0.214%
5/2/2026 Arlington Capital Management Inc.11,618$272K0.2%N/A0.091%
5/2/2026 Carnegie Investment Counsel23,087$540K0.0%N/A0.182%
5/1/2026 Sequoia Financial Advisors LLC24,090$564K0.0%-19.4%0.190%
4/29/2026 Cvfg LLC9,413$220K0.0%N/A0.074%
4/28/2026 Kathmere Capital Management LLC210,878$4.93M0.3%-8.8%1.660%
4/28/2026 Ascentis Independent Advisors6,850$160K0.0%N/A0.054%
4/27/2026 PAX Financial Group LLC46,860$1.10M0.2%-2.5%0.369%
4/27/2026 Private Advisor Group LLC30,973$725K0.0%+244.8%0.244%
4/24/2026 Key Financial Inc146,720$3.43M0.6%-29.4%1.155%
4/23/2026 Foundry Financial Group Inc.9,824$230K0.1%N/A0.077%
4/23/2026 Members Wealth LLC17,350$407K0.2%-10.9%0.137%
4/22/2026 River Street Advisors LLC27,315$639K0.2%+44.6%0.215%
4/21/2026 OLD Second National Bank of Aurora15,117$354K0.1%N/A0.119%
4/21/2026 AA Financial Advisors LLC18,533$434K0.1%+29.8%0.146%
4/20/2026 Kestra Private Wealth Services LLC11,986$280K0.0%N/A0.094%
4/17/2026 Webster Bank N. A.34,075$797K0.1%+33.2%0.268%
4/17/2026 Clark Asset Management LLC80,083$1.87M0.2%+23.7%0.636%
3/12/2026Farmers National Bank53,848$1.27M0.3%+2.0%0.477%
2/26/2026 Anchor Investment Management LLC15,000$352K0.0%+100.0%0.133%
2/24/2026 Astoria Portfolio Advisors LLC.36,402$860K0.2%+310.2%0.322%
2/24/2026Coastline Complete Wealth LLC71,555$1.68M1.1%N/A0.633%
2/19/2026Invesco Ltd.379,068$8.91M0.0%+60.0%3.355%
2/18/2026Beacon Pointe Advisors LLC10,062$236K0.0%-44.5%0.089%
2/18/2026Vermillion & White Wealth Management Group LLC29,415$693K0.4%N/A0.260%
2/18/2026Coastal Bridge Advisors LLC10,415$245K0.0%+16.9%0.092%
2/18/2026NewEdge Advisors LLC182,333$4.29M0.0%+8.6%1.614%
2/18/2026VestGen Advisors LLC86,263$2.03M0.1%-38.2%0.763%
2/17/2026Cetera Investment Advisers24,630$579K0.0%+31.5%0.218%
2/17/2026Osaic Holdings Inc.102,973$2.42M0.0%+22.4%0.911%
2/17/2026Royal Bank of Canada19,342$455K0.0%+11.0%0.171%
2/16/2026MML Investors Services LLC92,325$2.17M0.0%+35.0%0.817%
2/16/2026Focus Partners Wealth108,401$2.55M0.0%+7.8%0.959%
2/13/2026 Kestra Advisory Services LLC3,901$92K0.0%N/A0.035%
2/13/2026Jacobi Capital Management LLC18,182$427K0.0%+21.4%0.161%
2/13/2026Stifel Financial Corp65,400$1.54M0.0%+8.8%0.579%
2/13/2026Integrated Wealth Concepts LLC141,383$3.32M0.0%+19.7%1.251%
2/13/2026Ausdal Financial Partners Inc.12,250$288K0.0%N/A0.108%
2/13/2026Wells Fargo & Company MN174,410$4.10M0.0%-31.8%1.543%
2/12/2026 Commonwealth Equity Services LLC197,624$4.64M0.0%-25.1%1.749%
2/12/2026StoneX Group Inc.14,462$340K0.0%-21.6%0.128%
2/12/2026Wagner Wealth Management Corp12,083$284K0.3%N/A0.107%
2/12/2026Steward Partners Investment Advisory LLC36,869$866K0.0%+177.0%0.326%
2/11/2026Capital Analysts LLC6,625$156K0.0%N/A0.059%
2/11/2026LPL Financial LLC478,530$11.25M0.0%+12.0%4.235%
2/11/2026 Cookson Peirce & Co. Inc.9,131$215K0.0%N/A0.081%
2/11/2026First Command Advisory Services Inc.11,879$279K0.0%-51.0%0.105%
2/11/2026Francis Financial Inc.8,524$200K0.0%N/A0.075%
2/10/2026Lido Advisors LLC54,181$1.27M0.0%-15.6%0.479%
2/10/2026Northwestern Mutual Wealth Management Co.48,724$1.15M0.0%+9.5%0.431%
2/9/2026 Key Financial Inc207,875$4.89M0.9%+16.1%1.840%
2/9/2026Clearstead Advisors LLC17,022$400K0.0%+33.4%0.151%
2/6/2026Addison Advisors LLC26,355$619K0.1%+2.2%0.233%
2/6/2026HighTower Advisors LLC117,134$2.75M0.0%+101.5%1.037%
2/5/2026 Hills Bank & Trust Co218,048$5.12M0.3%+19.6%1.930%
2/5/2026Northwestern Mutual Wealth Management Co.135,420$3.18M0.0%+204.4%1.198%
2/5/2026 PAX Financial Group LLC48,065$1.13M0.2%N/A0.425%
2/5/2026Paulson Wealth Management Inc.40,788$959K0.2%+6.1%0.361%
2/5/2026Avantax Planning Partners Inc.21,189$498K0.0%N/A0.188%
2/5/2026 Cornerstone Wealth Management LLC58,088$1.37M0.1%+383.6%0.514%
2/4/2026Moneco Advisors LLC137,875$3.24M0.3%+4.9%1.220%
2/4/2026Atlantic Union Bankshares Corp137,263$3.23M0.1%N/A1.215%
2/4/2026Meridian Wealth Management LLC26,834$631K0.0%+18.9%0.237%
2/3/2026 Sequoia Financial Advisors LLC29,880$702K0.0%N/A0.264%
2/2/2026 Truist Financial Corp298,844$7.02M0.0%+1.4%2.692%
2/2/2026 AlphaStar Capital Management LLC39,729$934K0.1%-11.6%0.358%
1/29/2026Howard Wealth Management LLC22,030$518K0.2%+41.8%0.198%
1/29/2026UBS Group AG226,787$5.33M0.0%+25.5%2.043%
1/29/2026Kickstand Ventures LLC.16,701$392K0.1%+8.6%0.150%
1/29/2026Sanctuary Advisors LLC107,177$2.52M0.0%+1.2%0.966%
1/28/2026 Members Wealth LLC19,473$459K0.3%+12.2%0.175%
1/27/2026 Clark Asset Management LLC64,723$1.52M0.2%+16.4%0.583%
1/26/2026Asset Dedication LLC122,008$2.87M0.2%+22.6%1.099%
1/26/2026 Private Trust Co. NA3,529$83K0.0%+464.6%0.032%
1/26/2026 Invariant Investment Management112,513$2.65M1.7%N/A1.014%
1/23/2026 Farther Finance Advisors LLC14,967$352K0.0%+99.6%0.135%
1/23/2026 Webster Bank N. A.25,575$601K0.1%N/A0.230%
1/21/2026 Landaas & Co. WI ADV23,736$558K0.1%+70.1%0.218%
1/20/2026 YANKCOM Partnership13,691$322K0.1%-5.3%0.126%
1/14/2026 Accurate Wealth Management LLC30,660$723K0.1%+214.8%0.284%
1/13/2026 Kathmere Capital Management LLC231,189$5.43M0.4%-2.7%2.141%
1/12/2026 Central Valley Advisors LLC187,322$4.40M1.3%+0.3%1.734%
1/12/2026 Tlwm23,159$544K0.1%N/A0.214%
1/9/2026 Silverlake Wealth Management LLC13,700$322K0.1%+15.6%0.127%
1/8/2026 Legacy Private Trust Co.32,460$763K0.0%+80.7%0.303%
1/7/2026 Precedent Wealth Partners LLC158,066$3.72M0.8%+8.0%1.477%
1/6/2026 Avior Wealth Management LLC8,725$205K0.0%-42.3%0.082%
1/5/2026 Horizons Wealth Management21,537$506K0.3%+7.4%0.201%
1/5/2026 CGN Advisors LLC12,198$287K0.0%-11.9%0.114%
12/15/2025Farmers National Bank52,783$1.24M0.3%+3.7%0.533%
11/20/2025Asset Dedication LLC99,541$2.33M0.2%-0.8%1.005%
11/17/2025NewEdge Advisors LLC167,836$3.93M0.0%+4.6%1.695%
11/17/2025Sterling Financial Group Inc.32,343$757K0.2%+65.4%0.327%
11/17/2025Northwestern Mutual Wealth Management Co.44,488$1.04M0.0%+31.8%0.449%
11/17/2025Integrated Wealth Concepts LLC118,135$2.77M0.0%+21.8%1.193%
11/17/2025Focus Partners Wealth100,548$2.35M0.0%+13.4%1.016%
11/17/2025Elequin Capital LP100,000$2.34M0.1%+31,150.0%1.010%
11/17/2025Bank of America Corp DE241,546$5.66M0.0%+0.7%2.440%


BSMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMS shares?

During the previous two years, 121 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($11.25M), Invesco Ltd. ($8.91M), Truist Financial Corp ($7.02M), Bank of America Corp DE ($5.66M), UBS Group AG ($5.33M), Hills Bank & Trust Co ($5.12M), and Kathmere Capital Management LLC ($4.93M).Learn more on Invesco BulletShares 2028 Municipal Bond ETF's institutional investors.

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

Of the 118 institutional investors that purchased Invesco BulletShares 2028 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truist Financial Corp ($298.84K), Raymond James Financial Inc. ($287.26K), Jones Financial Companies Lllp ($283.06K), Kathmere Capital Management LLC ($274.24K), Invesco Ltd. ($195.51K), Jane Street Group LLC ($193.15K), and Central Valley Advisors LLC ($189.81K).

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

Institutional investors have bought a total of 3,634,073 shares in the last 24 months. This purchase volume represents approximately $84.91M in transactions.

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

Of the 35 institutional investors that sold Invesco BulletShares 2028 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($81.24K), Commonwealth Equity Services LLC ($66.28K), Key Financial Inc ($61.16K), VestGen Advisors LLC ($53.24K), CGN Advisors LLC ($43.26K), Kathmere Capital Management LLC ($40.83K), and Envestnet Asset Management Inc. ($28.57K).

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

Institutional investors have sold a total of 546,344 shares in the last 24 months. This volume of shares sold represents approximately $12.79M in transactions.


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