Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

$23.36

+0.02 (+0.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $21.84M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $4.07M

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BSMS Institutional Buying and Selling by Quarter

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Invesco BulletShares 2028 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	AlphaStar Capital Management LLC	41,372	$961K	0.1%	+22.6%	0.862%
7/26/2024	First Command Advisory Services Inc.	3,734	$87K	0.0%	+73.7%	0.078%
7/26/2024	Paulson Wealth Management Inc.	11,381	$264K	0.1%	N/A	0.237%
7/23/2024	Precedent Wealth Partners LLC	58,849	$1.37M	0.6%	+19.1%	1.252%
7/22/2024	Hobbs Group Advisors LLC	32,406	$753K	0.3%	N/A	0.689%
7/19/2024	MONECO Advisors LLC	33,398	$776K	0.1%	+147.4%	0.726%
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7/16/2024	Bill Few Associates Inc.	17,142	$398K	0.2%	+33.5%	0.373%
7/15/2024	Sterling Financial Group Inc.	16,663	$387K	0.2%	-24.3%	0.362%
7/10/2024	CGN Advisors LLC	55,233	$1.28M	0.1%	-12.5%	1.201%
7/1/2024	Confluence Investment Management LLC	286,386	$6.65M	0.1%	-0.5%	6.660%
5/14/2024	Sentinel Pension Advisors Inc.	9,230	$217K	0.0%	N/A	0.215%
5/2/2024	First Command Advisory Services Inc.	2,150	$50K	0.0%	N/A	0.050%
4/30/2024	Foundry Financial Group Inc.	10,533	$247K	0.2%	N/A	0.245%
4/29/2024	Commonwealth Equity Services LLC	163,072	$3.83M	0.0%	+13.6%	3.792%
4/26/2024	MONECO Advisors LLC	13,502	$317K	0.1%	+4.4%	0.314%
4/23/2024	Precedent Wealth Partners LLC	49,431	$1.16M	0.5%	+29.1%	1.150%
4/18/2024	Silverlake Wealth Management LLC	10,997	$258K	0.1%	N/A	0.256%
4/12/2024	CGN Advisors LLC	63,101	$1.48M	0.2%	-32.5%	1.467%
4/10/2024	Sterling Financial Group Inc.	22,013	$517K	0.2%	-75.8%	0.512%
4/1/2024	Confluence Investment Management LLC	287,790	$6.76M	0.1%	N/A	7.195%
3/22/2024	Cooksen Wealth LLC	15,048	$357K	0.4%	N/A	0.376%
3/13/2024	MONECO Advisors LLC	12,928	$307K	0.1%	N/A	0.323%
2/16/2024	Hobbs Group Advisors LLC	30,653	$728K	0.3%	N/A	0.766%
2/8/2024	Beacon Pointe Advisors LLC	10,671	$253K	0.0%	N/A	0.267%
2/6/2024	Private Advisor Group LLC	16,097	$382K	0.0%	N/A	0.402%
2/6/2024	Wilbanks Smith & Thomas Asset Management LLC	14,133	$336K	0.0%	N/A	0.353%
2/5/2024	Savant Capital LLC	28,463	$676K	0.0%	-13.4%	0.712%
2/5/2024	MONECO Advisors LLC	12,928	$307K	0.1%	N/A	0.323%
2/2/2024	Addison Advisors LLC	14,815	$352K	0.1%	-12.3%	0.370%
1/31/2024	Key Financial Inc	60,856	$1.45M	0.4%	+38.3%	1.521%
1/30/2024	Avior Wealth Management LLC	8,228	$195K	0.0%	-35.2%	0.206%
1/24/2024	Venture Visionary Partners LLC	25,242	$600K	0.0%	-10.3%	0.631%
1/18/2024	Precedent Wealth Partners LLC	38,301	$910K	0.5%	N/A	0.982%
1/17/2024	Sterling Financial Group Inc.	90,902	$2.16M	1.3%	-27.2%	2.331%
1/17/2024	Bill Few Associates Inc.	11,147	$265K	0.1%	N/A	0.286%
1/16/2024	Raymond James Financial Services Advisors Inc.	8,656	$206K	0.0%	-44.5%	0.222%
1/16/2024	Raymond James & Associates	30,127	$716K	0.0%	+123.9%	0.772%
1/16/2024	Valicenti Advisory Services Inc.	8,425	$200K	0.1%	N/A	0.216%
1/8/2024	Horizons Wealth Management	18,919	$449K	0.3%	+6.7%	0.526%
1/5/2024	CGN Advisors LLC	93,550	$2.22M	0.3%	+4.6%	2.599%
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11/13/2023	Asset Dedication LLC	24,205	$544K	0.0%	+2.9%	0.756%
11/13/2023	LPL Financial LLC	164,523	$3.71M	0.0%	+9.0%	5.141%
11/7/2023	Addison Advisors LLC	16,895	$381K	0.2%	+33.2%	0.528%
11/7/2023	Savant Capital LLC	32,850	$740K	0.0%	+3.7%	1.027%
11/1/2023	Key Financial Inc	43,991	$991K	0.3%	+36.2%	1.375%
10/24/2023	Raymond James & Associates	13,457	$303K	0.0%	+38.9%	0.434%
10/23/2023	Commonwealth Equity Services LLC	54,574	$1.23M	0.0%	+7.5%	1.760%
10/19/2023	Sterling Financial Group Inc.	124,847	$2.81M	1.8%	+5.3%	4.027%
10/17/2023	Avior Wealth Management LLC	12,697	$286K	0.0%	+5.8%	0.410%
10/13/2023	CGN Advisors LLC	89,424	$2.02M	0.3%	+7.5%	2.981%
10/13/2023	Venture Visionary Partners LLC	28,140	$634K	0.0%	-7.1%	0.938%
10/12/2023	Horizons Wealth Management	17,723	$399K	0.3%	+21.6%	0.591%
10/10/2023	Confluence Investment Management LLC	292,256	$6.58M	0.1%	-0.7%	9.742%
9/7/2023	Sterling Financial Group Inc.	118,553	$2.77M	1.8%	+822.6%	4.088%
8/22/2023	Asset Dedication LLC	23,534	$552K	0.0%	+26.4%	0.812%
8/3/2023	Addison Advisors LLC	12,685	$296K	0.1%	N/A	0.437%
8/2/2023	Bank of Montreal Can	21,772	$513K	0.0%	N/A	0.751%
8/1/2023	Dover Advisors LLC	21,890	$512K	0.5%	N/A	0.755%
8/1/2023	Cookson Peirce & Co. Inc.	9,764	$228K	0.0%	N/A	0.337%
7/31/2023	LPL Financial LLC	150,905	$3.53M	0.0%	+23.9%	5.204%
7/31/2023	Koss Olinger Consulting LLC	11,317	$264K	0.0%	N/A	0.390%
7/28/2023	Key Financial Inc	32,291	$755K	0.3%	+58.4%	1.113%
7/25/2023	Raymond James Financial Services Advisors Inc.	15,602	$365K	0.0%	N/A	0.538%
7/25/2023	Raymond James & Associates	9,691	$226K	0.0%	N/A	0.334%
7/19/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	11,998	$280K	0.0%	+23.5%	0.414%
7/14/2023	Venture Visionary Partners LLC	30,289	$708K	0.0%	-4.2%	1.044%
7/13/2023	Cambridge Investment Research Advisors Inc.	9,825	$230K	0.0%	N/A	0.339%
7/10/2023	CGN Advisors LLC	83,161	$1.94M	0.3%	+6.8%	2.868%
7/7/2023	Legacy Private Trust Co.	21,505	$503K	0.0%	-35.0%	0.742%
7/3/2023	Horizons Wealth Management	14,570	$341K	0.2%	+20.2%	0.502%
7/3/2023	Confluence Investment Management LLC	294,366	$6.88M	0.1%	-2.4%	10.151%
5/10/2023	LPL Financial LLC	121,773	$2.88M	0.0%	+205.7%	4.199%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	9,713	$230K	0.0%	N/A	0.335%
5/3/2023	Savant Capital LLC	31,669	$749K	0.0%	N/A	1.092%
5/2/2023	Key Financial Inc	20,386	$482K	0.2%	+258.5%	0.703%
4/25/2023	NorthCrest Asset Manangement LLC	9,734	$230K	0.0%	N/A	0.336%
4/24/2023	Asset Dedication LLC	18,619	$442K	0.0%	+2.8%	0.642%
4/19/2023	Carmel Capital Partners LLC	6,000	$142K	0.1%	N/A	0.207%
4/13/2023	Venture Visionary Partners LLC	31,630	$748K	0.0%	+14.9%	1.091%
4/12/2023	Legacy Private Trust Co.	33,075	$783K	0.1%	N/A	1.141%
4/6/2023	Horizons Wealth Management	12,123	$287K	0.2%	+24.5%	0.418%
4/4/2023	CGN Advisors LLC	77,891	$1.84M	0.3%	+31.6%	2.686%
4/4/2023	Confluence Investment Management LLC	301,684	$7.14M	0.1%	+1.0%	10.403%
2/9/2023	Venture Visionary Partners LLC	27,530	$640K	0.0%	-18.8%	1.101%
2/7/2023	Benjamin F. Edwards & Company Inc.	6,880	$160K	0.0%	+138.9%	0.275%
2/7/2023	LPL Financial LLC	39,835	$925K	0.0%	+104.6%	1.593%
2/7/2023	Envestnet Asset Management Inc.	15,835	$368K	0.0%	N/A	0.633%
1/24/2023	Royal Harbor Partners LLC	19,804	$460K	0.3%	-16.1%	0.825%
1/20/2023	S.C. Financial Services Inc.	9,623	$224K	0.3%	N/A	0.401%
1/19/2023	Asset Dedication LLC	18,119	$420K	0.0%	+37.2%	0.755%
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1/9/2023	CGN Advisors LLC	59,204	$1.38M	0.2%	+42.6%	2.574%
1/4/2023	Confluence Investment Management LLC	298,840	$6.94M	0.1%	N/A	24.903%
1/3/2023	Horizons Wealth Management	9,741	$226K	0.2%	+337.6%	0.812%
11/8/2022	Cookson Peirce & Co. Inc.	9,323	$208K	0.0%	-29.3%	0.777%
10/28/2022	Benjamin F. Edwards & Company Inc.	2,880	$64K	0.0%	N/A	0.288%
10/27/2022	Asset Dedication LLC	13,206	$295K	0.0%	+13.8%	1.321%
10/18/2022	CGN Advisors LLC	41,519	$926K	0.2%	+16.4%	4.613%
8/19/2022	Horizons Wealth Management	2,226	$53K	0.0%	N/A	0.247%
8/8/2022	Eqis Capital Management Inc.	9,768	$227K	0.0%	-6.8%	1.085%
7/27/2022	Garrett Investment Advisors LLC	35,655	$829K	0.2%	N/A	3.962%

(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, 44 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.65M), Commonwealth Equity Services LLC ($3.83M), LPL Financial LLC ($3.71M), Key Financial Inc ($1.45M), Precedent Wealth Partners LLC ($1.37M), CGN Advisors LLC ($1.28M), and AlphaStar Capital Management LLC ($961K).Learn more on BSMS's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2028 Municipal Bond ETF stock?: Of the 42 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 ($589.47K), LPL Financial LLC ($145.05K), Sterling Financial Group Inc. ($112.00K), Hobbs Group Advisors LLC ($63.06K), Precedent Wealth Partners LLC ($58.85K), CGN Advisors LLC ($57.90K), and Key Financial Inc ($55.17K).
How much institutional buying is happening at Invesco BulletShares 2028 Municipal Bond ETF?: Institutional investors have bought a total of 1,619,604 shares in the last 24 months. This purchase volume represents approximately $52.91M in transactions.

Which Invesco BulletShares 2028 Municipal Bond ETF major shareholders have been selling company stock?: Of the 12 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: Sterling Financial Group Inc. ($108.18K), CGN Advisors LLC ($38.32K), Venture Visionary Partners LLC ($12.76K), Legacy Private Trust Co. ($11.57K), Confluence Investment Management LLC ($10.83K), Raymond James Financial Services Advisors Inc. ($6.95K), and Avior Wealth Management LLC ($4.47K).
How much institutional selling is happening at Invesco BulletShares 2028 Municipal Bond ETF?: Institutional investors have sold a total of 207,924 shares in the last 24 months. This volume of shares sold represents approximately $5.22M in transactions.