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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$22.94 -0.08 (-0.33%)
Closing price 03:45 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)
59
Total
Institutional Inflows
(last 12 months)
$35.50M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.48M
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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
5/2/2025Larson 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%
5/2/2025Signaturefd 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%
4/30/2025 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%
2/19/2025Toronto 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%
2/14/2025Freedom 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%
2/13/2025 Envestnet 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%
2/10/2025 Hills Bank & Trust Co26,596$620K0.0%+304.7%0.403%
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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%
2/6/2025Opulen 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%
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%
2/4/2025WESPAC Advisors LLC12,958$302K0.2%N/A0.196%
1/31/2025Key Financial Inc161,254$3.76M0.9%+3.6%2.481%
1/30/2025 Principal Securities Inc.4,039$94K0.0%N/A0.062%
1/30/2025Howard 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%
1/28/2025 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%
1/23/2025Asset 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%
1/14/2025Kathmere 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%
11/18/2024Hobbs Group Advisors LLC34,980$825K0.3%+7.9%0.648%
11/15/2024MML Investors Services LLC45,636$1.08M0.0%+3.3%0.845%
11/15/2024Jane Street Group LLC84,900$2.00M0.0%-1.7%1.572%
11/15/2024Stifel Financial Corp55,780$1.32M0.0%+385.0%1.033%
11/15/2024Integrated Wealth Concepts LLC35,853$845K0.0%+10.8%0.664%
11/15/2024HighTower Advisors LLC39,288$925K0.0%N/A0.728%
11/15/2024Benjamin Edwards Inc.10,380$245K0.0%N/A0.192%
11/14/2024Captrust Financial Advisors11,566$273K0.0%+12.4%0.214%
11/12/2024Meridian Wealth Management LLC17,252$407K0.0%+34.9%0.319%
11/8/2024 Avior Wealth Management LLC5,642$133K0.0%+12.7%0.104%
11/5/2024Paulson Wealth Management Inc.17,856$421K0.1%+56.9%0.331%
11/5/2024Aptus Capital Advisors LLC8,635$204K0.0%+97.8%0.160%
11/4/2024Addison Advisors LLC24,705$583K0.2%+18.2%0.458%
10/31/2024 Confluence Investment Management LLC269,708$6.36M0.1%-5.8%5.089%
10/29/2024Key Financial Inc155,599$3.67M0.8%+2.8%2.936%
10/28/2024 Hills Bank & Trust Co6,572$155K0.0%N/A0.124%
10/25/2024MONECO Advisors LLC47,596$1.12M0.1%+42.5%0.898%
10/22/2024Foundry Financial Group Inc.8,491$200K0.1%N/A0.160%
10/22/2024 Sterling Financial Group Inc.27,163$641K0.3%+63.0%0.513%
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10/21/2024Venture Visionary Partners LLC11,950$282K0.0%-7.7%0.225%
10/18/2024 Precedent Wealth Partners LLC70,339$1.66M0.5%+19.5%1.353%
10/16/2024 Sentinel Pension Advisors Inc.19,492$460K0.1%+35.7%0.375%
10/16/2024Asset Dedication LLC64,227$1.51M0.1%+8.9%1.235%
8/16/2024Northwestern Mutual Wealth Management Co.18,611$432K0.0%+18.1%0.380%
8/16/2024NewEdge Advisors LLC117,647$2.73M0.0%+6.9%2.401%
8/8/2024 Envestnet Asset Management Inc.82,382$1.91M0.0%+9.4%1.681%
8/6/2024Asset Dedication LLC58,977$1.37M0.1%+14.4%1.204%
8/2/2024 Midland Wealth Advisors LLC12,508$291K0.0%N/A0.255%
7/31/2024Commonwealth Equity Services LLC168,381$3.91M0.0%+3.3%3.436%
(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, 80 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($6.76M), Wells Fargo & Company MN ($5.93M), Commonwealth Equity Services LLC ($4.56M), Central Valley Advisors LLC ($4.35M), Invesco Ltd. ($4.28M), Key Financial Inc ($4.08M), and Bank of America Corp DE ($4.08M).Learn more on BSMS's institutional investors.

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

Of the 75 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), Raymond James Financial Inc. ($241.80K), Central Valley Advisors LLC ($187.81K), LPL Financial LLC ($161.67K), Sterling Financial Group Inc. ($143.40K), Precedent Wealth Partners LLC ($118.67K), and Key Financial Inc ($84.68K).

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

Institutional investors have bought a total of 2,539,774 shares in the last 24 months. This purchase volume represents approximately $62.65M 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), Legacy Private Trust Co. ($11.57K), Savant Capital LLC ($8.95K), and AlphaStar Capital Management LLC ($8.64K).

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

Institutional investors have sold a total of 500,240 shares in the last 24 months. This volume of shares sold represents approximately $11.68M in transactions.


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This page (NASDAQ:BSMS) was last updated on 5/2/2025 by MarketBeat.com Staff
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