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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.30 +0.12 (+0.52%)
Closing price 03:59 PM Eastern
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$23.30 0.00 (0.00%)
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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)
73
Total
Institutional Inflows
(last 12 months)
$57.43M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.30M
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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
8/1/2025Clark Asset Management LLC37,989$882K0.1%+17.7%0.437%
8/1/2025Koss Olinger Consulting LLC27,984$650K0.1%N/A0.322%
8/1/2025First Command Advisory Services Inc.22,572$524K0.0%+4.7%0.259%
8/1/2025Envestnet Asset Management Inc.117,075$2.72M0.0%-18.5%1.346%
7/30/2025 Freedom Investment Management Inc.12,047$280K0.0%-4.5%0.142%
7/29/2025 Private Trust Co. NA2,200$51K0.0%-66.0%0.026%
7/25/2025 Hobbs Group Advisors LLC18,986$441K0.2%-46.0%0.223%
7/23/2025 WESPAC Advisors LLC21,653$503K0.4%+67.1%0.255%
7/22/2025 Duncan Williams Asset Management LLC15,376$357K0.1%N/A0.181%
7/22/2025 Marietta Wealth Management LLC21,583$501K0.1%N/A0.254%
7/22/2025 Wealthcare Advisory Partners LLC29,530$686K0.0%+3.8%0.347%
7/21/2025 Precedent Wealth Partners LLC128,670$2.99M0.7%+8.4%1.514%
7/17/2025 Avior Wealth Management LLC20,540$477K0.0%+10.8%0.242%
7/16/2025 Kathmere Capital Management LLC251,708$5.85M0.4%N/A2.961%
7/15/2025 CGN Advisors LLC30,742$714K0.1%-44.6%0.362%
7/14/2025 Sentinel Pension Advisors LLC27,099$630K0.1%-3.0%0.319%
7/11/2025 Farther Finance Advisors LLC1,447$34K0.0%N/A0.017%
7/11/2025 AA Financial Advisors LLC14,256$331K0.1%+22.8%0.170%
7/10/2025 Sterling Financial Group Inc.19,549$454K0.2%-2.8%0.233%
7/9/2025 Central Valley Advisors LLC185,320$4.31M1.5%-1.3%2.206%
7/8/2025 Legacy Private Trust Co.11,070$257K0.0%N/A0.132%
7/7/2025 Horizons Wealth Management20,016$465K0.3%+3.0%0.238%
7/1/2025 Confluence Investment Management LLC112,298$2.61M0.0%-3.2%1.497%
6/27/2025Goldman Sachs Group Inc.30,594$709K0.0%N/A0.408%
5/27/2025Jacobi Capital Management LLC9,832$228K0.0%-12.0%0.131%
5/20/2025Focus Partners Wealth80,407$1.86M0.0%+5.6%1.072%
5/19/2025Jane Street Group LLC165,623$3.84M0.0%+1,087.6%2.208%
5/16/2025Goldman Sachs Group Inc.30,594$709K0.0%N/A0.408%
5/16/2025Jones Financial Companies Lllp274,792$6.37M0.0%+4,597.3%3.664%
5/16/2025NewEdge Advisors LLC150,193$3.48M0.0%+12.0%2.003%
5/16/2025Integrated Wealth Concepts LLC73,823$1.71M0.0%+19.7%0.984%
5/15/2025Royal Bank of Canada10,645$247K0.0%+6.2%0.142%
5/14/2025Northwestern 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%
5/13/2025Raymond James Financial Inc.137,232$3.18M0.0%+13.5%1.830%
5/12/2025Meridian Wealth Management LLC22,576$523K0.0%+30.9%0.301%
5/12/2025Paulson Wealth Management Inc.29,208$677K0.2%+9.3%0.389%
5/12/2025Invesco Ltd.208,428$4.83M0.0%+13.6%2.779%
5/9/2025 Kickstand Ventures LLC.15,376$356K0.1%+61.4%0.205%
5/8/2025MONECO Advisors LLC92,581$2.15M0.2%+46.1%1.234%
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5/8/2025 Harbour Investments Inc.18,047$418K0.0%+8,294.0%0.241%
5/7/2025LPL Financial LLC342,248$7.93M0.0%+18.1%4.563%
5/6/2025Cetera Investment Advisers14,096$327K0.0%+39.1%0.188%
5/6/2025 Carnegie Investment Counsel11,410$261K0.0%N/A0.152%
5/2/2025Larson Financial Group LLC5,419$126K0.0%N/A0.075%
5/2/2025PAX Financial Group LLC13,883$322K0.1%+59.9%0.193%
5/2/2025First Command Advisory Services Inc.21,551$499K0.0%+5.1%0.299%
5/2/2025 Signaturefd LLC36,462$845K0.0%N/A0.506%
5/1/2025Key Financial Inc176,214$4.08M0.9%+9.3%2.447%
5/1/2025Asset Dedication LLC87,836$2.04M0.2%+14.3%1.220%
4/30/2025AlphaStar Capital Management LLC41,263$956K0.1%-17.3%0.573%
4/29/2025YANKCOM Partnership7,730$179K0.1%-9.4%0.107%
4/29/2025Envestnet 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%
4/25/2025Hills 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%
3/17/2025Members Wealth LLC17,166$400K0.3%N/A0.260%
2/19/2025Toronto Dominion Bank11,707$273K0.0%N/A0.177%
2/17/2025Toronto Dominion Bank11,707$273K0.0%N/A0.177%
2/17/2025Focus Partners Wealth76,149$1.78M0.0%+4.6%1.154%
2/17/2025Captrust Financial Advisors10,349$241K0.0%-10.5%0.157%
2/17/2025Bank of America Corp DE175,035$4.08M0.0%-3.3%2.652%
2/14/2025Jane Street Group LLC13,946$325K0.0%-83.6%0.211%
2/14/2025Lido Advisors LLC64,181$1.50M0.0%N/A0.972%
2/14/2025Integrated Wealth Concepts LLC61,676$1.44M0.0%+72.0%0.934%
2/14/2025Stifel Financial Corp50,433$1.18M0.0%-9.6%0.764%
2/14/2025MML 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%
2/13/2025NewEdge Advisors LLC134,143$3.13M0.0%+10.8%2.032%
2/13/2025Raymond James Financial Inc.120,901$2.82M0.0%N/A1.832%
2/13/2025Invesco Ltd.183,555$4.28M0.0%-4.0%2.781%
2/13/2025Envestnet Asset Management Inc.123,672$2.89M0.0%+35.3%1.874%
2/13/2025Wells Fargo & Company MN254,215$5.93M0.0%+19.5%3.852%
2/12/2025PAX Financial Group LLC8,685$203K0.0%N/A0.132%
2/12/2025StoneX Group Inc.27,050$631K0.0%N/A0.410%
2/11/2025LPL Financial LLC289,780$6.76M0.0%+14.6%4.391%
2/10/2025Hills Bank & Trust Co26,596$620K0.0%+304.7%0.403%
2/10/2025Commonwealth Equity Services LLC195,457$4.56M0.0%+0.9%2.961%
2/7/2025HighTower Advisors LLC48,398$1.13M0.0%+23.2%0.733%
2/6/2025 Opulen Financial Group LLC8,684$203K0.2%N/A0.132%
2/6/2025Raymond 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%
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2/5/2025First Command Advisory Services Inc.20,504$478K0.0%+367.7%0.311%
2/4/2025Addison Advisors LLC23,550$549K0.2%-4.7%0.357%
2/4/2025MONECO Advisors LLC63,372$1.48M0.2%+33.1%0.960%
2/4/2025 WESPAC Advisors LLC12,958$302K0.2%N/A0.196%
1/31/2025Key Financial Inc161,254$3.76M0.9%+3.6%2.481%
1/30/2025Principal Securities Inc.4,039$94K0.0%N/A0.062%
1/30/2025Howard Wealth Management LLC12,710$297K0.2%+18.3%0.196%
1/29/2025 Wingate Wealth Advisors Inc.8,579$200K0.2%N/A0.132%
1/29/2025Savant Capital LLC23,904$558K0.0%-16.0%0.368%
1/28/2025AlphaStar Capital Management LLC49,907$1.16M0.1%+12.1%0.768%
(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, 89 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), Kathmere Capital Management LLC ($5.85M), Invesco Ltd. ($4.83M), Commonwealth Equity Services LLC ($4.56M), and Central Valley Advisors LLC ($4.31M).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 86 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: Confluence Investment Management LLC ($287.79K), Kathmere Capital Management LLC ($274.24K), Jones Financial Companies Lllp ($268.94K), Raymond James Financial Inc. ($258.13K), Central Valley Advisors LLC ($187.81K), Jane Street Group LLC ($151.68K), and Sterling Financial Group Inc. ($143.40K).

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

Institutional investors have bought a total of 2,468,478 shares in the last 24 months. This purchase volume represents approximately $57.43M in transactions.

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

Of the 20 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: Confluence Investment Management LLC ($174.09K), Jane Street Group LLC ($72.41K), Sterling Financial Group Inc. ($28.52K), Envestnet Asset Management Inc. ($26.56K), CGN Advisors LLC ($24.71K), Hobbs Group Advisors LLC ($16.16K), and Venture Visionary Partners LLC ($13.11K).

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

Institutional investors have sold a total of 400,328 shares in the last 24 months. This volume of shares sold represents approximately $9.30M in transactions.


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This page (NASDAQ:BSMS) was last updated on 8/1/2025 by MarketBeat.com Staff
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