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GOOGL   158.33 (+0.38%)
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NVDA   897.32 (+1.75%)
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BABA   71.20 (-0.13%)
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MU   123.61 (+0.89%)
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CGC   7.18 (-7.95%)
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NVDA   897.32 (+1.75%)
AMD   162.22 (-0.65%)
NIO   3.97 (-3.41%)
BABA   71.20 (-0.13%)
T   16.34 (+0.18%)
F   12.46 (-1.19%)
MU   123.61 (+0.89%)
GE   157.04 (+1.56%)
CGC   7.18 (-7.95%)
DIS   114.31 (+0.26%)
AMC   2.63 (-0.75%)
PFE   26.02 (+0.62%)
PYPL   64.48 (-0.17%)
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Invesco BulletShares (R) 2028 Municipal Bond ETF (BSMS) Institutional Ownership

$23.33
+0.05 (+0.21%)
(As of 04/12/2024 06:55 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares (R) 2028 Municipal Bond ETF (NASDAQ:BSMS)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$38.31M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.80M
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Skip Chart & View Institutional Buying and Selling Data

BSMS Institutional Buying and Selling by Quarter

Invesco BulletShares (R) 2028 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024CGN Advisors LLC63,101$1.48M0.2%-32.5%1.467%
4/10/2024 Sterling Financial Group Inc.22,013$517K0.2%-75.8%0.512%
4/1/2024 Confluence Investment Management LLC287,790$6.76M0.1%N/A7.195%
3/22/2024Cooksen Wealth LLC15,048$357K0.4%N/A0.376%
3/13/2024MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/16/2024Hobbs Group Advisors LLC30,653$728K0.3%N/A0.766%
2/15/2024Venture Visionary Partners LLC25,242$600K0.0%-10.3%0.631%
2/14/2024Royal Bank of Canada7,985$190K0.0%-7.2%0.200%
2/13/2024Envestnet Asset Management Inc.69,150$1.64M0.0%+24.0%1.729%
2/9/2024Cambridge Investment Research Advisors Inc.9,785$232K0.0%N/A0.245%
2/9/2024UBS Group AG29,621$704K0.0%+28.2%0.741%
2/8/2024Beacon Pointe Advisors LLC10,671$253K0.0%N/A0.267%
2/6/2024Private Advisor Group LLC16,097$382K0.0%N/A0.402%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC14,133$336K0.0%N/A0.353%
2/5/2024Savant Capital LLC28,463$676K0.0%-13.4%0.712%
2/5/2024MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/2/2024Addison Advisors LLC14,815$352K0.1%-12.3%0.370%
1/31/2024Key Financial Inc60,856$1.45M0.4%+38.3%1.521%
1/30/2024Avior Wealth Management LLC8,228$195K0.0%-35.2%0.206%
1/24/2024Venture Visionary Partners LLC25,242$600K0.0%-10.3%0.631%
1/18/2024Precedent Wealth Partners LLC38,301$910K0.5%N/A0.982%
1/17/2024 Sterling Financial Group Inc.90,902$2.16M1.3%-27.2%2.331%
1/17/2024Bill Few Associates Inc.11,147$265K0.1%N/A0.286%
1/16/2024Raymond James Financial Services Advisors Inc.8,656$206K0.0%-44.5%0.222%
1/16/2024Raymond James & Associates30,127$716K0.0%+123.9%0.772%
1/16/2024Valicenti Advisory Services Inc.8,425$200K0.1%N/A0.216%
1/8/2024 Horizons Wealth Management18,919$449K0.3%+6.7%0.526%
1/5/2024CGN Advisors LLC93,550$2.22M0.3%+4.6%2.599%
11/21/2023Comerica Bank1,312$30K0.0%N/A0.041%
11/15/2023Integrated Wealth Concepts LLC34,047$767K0.0%-10.0%1.064%
11/13/2023Asset Dedication LLC24,205$544K0.0%+2.9%0.756%
11/13/2023LPL Financial LLC164,523$3.71M0.0%+9.0%5.141%
11/13/2023Invesco Ltd.110,840$2.50M0.0%+46.2%3.464%
11/13/2023Envestnet Asset Management Inc.55,753$1.26M0.0%+87.4%1.742%
11/9/2023UBS Group AG23,113$521K0.0%-7.2%0.722%
11/7/2023Addison Advisors LLC16,895$381K0.2%+33.2%0.528%
11/7/2023Savant Capital LLC32,850$740K0.0%+3.7%1.027%
11/1/2023Key Financial Inc43,991$991K0.3%+36.2%1.375%
10/24/2023Raymond James & Associates13,457$303K0.0%+38.9%0.434%
10/23/2023Commonwealth Equity Services LLC54,574$1.23M0.0%+7.5%1.760%
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10/19/2023 Sterling Financial Group Inc.124,847$2.81M1.8%+5.3%4.027%
10/17/2023Avior Wealth Management LLC12,697$286K0.0%+5.8%0.410%
10/13/2023CGN Advisors LLC89,424$2.02M0.3%+7.5%2.981%
10/13/2023Venture Visionary Partners LLC28,140$634K0.0%-7.1%0.938%
10/12/2023 Horizons Wealth Management17,723$399K0.3%+21.6%0.591%
10/10/2023 Confluence Investment Management LLC292,256$6.58M0.1%-0.7%9.742%
9/7/2023 Sterling Financial Group Inc.118,553$2.77M1.8%+822.6%4.088%
8/22/2023Asset Dedication LLC23,534$552K0.0%+26.4%0.812%
8/21/2023Osaic Holdings Inc.33,923$793K0.0%+12.3%1.170%
8/15/2023Wells Fargo & Company MN264,606$6.18M0.0%+3.3%9.124%
8/15/2023Integrated Wealth Concepts LLC37,837$884K0.0%N/A1.305%
8/15/2023Colony Group LLC33,736$788K0.0%+259.7%1.163%
8/15/2023Captrust Financial Advisors9,846$230K0.0%N/A0.340%
8/15/2023Stifel Financial Corp14,964$350K0.0%+6.1%0.516%
8/10/2023Osaic Holdings Inc.33,923$793K0.0%+12.3%1.170%
8/10/2023Commonwealth Equity Services LLC50,784$1.19M0.0%+27.8%1.751%
8/4/2023Envestnet Asset Management Inc.29,745$695K0.0%+66.8%1.026%
8/3/2023Addison Advisors LLC12,685$296K0.1%N/A0.437%
8/2/2023Bank of Montreal Can21,772$513K0.0%N/A0.751%
8/1/2023Dover Advisors LLC21,890$512K0.5%N/A0.755%
8/1/2023Cookson Peirce & Co. Inc.9,764$228K0.0%N/A0.337%
7/31/2023LPL Financial LLC150,905$3.53M0.0%+23.9%5.204%
7/31/2023Koss Olinger Consulting LLC11,317$264K0.0%N/A0.390%
7/28/2023Key Financial Inc32,291$755K0.3%+58.4%1.113%
7/25/2023Raymond James Financial Services Advisors Inc.15,602$365K0.0%N/A0.538%
7/25/2023Raymond James & Associates9,691$226K0.0%N/A0.334%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC11,998$280K0.0%+23.5%0.414%
7/14/2023Venture Visionary Partners LLC30,289$708K0.0%-4.2%1.044%
7/13/2023Cambridge Investment Research Advisors Inc.9,825$230K0.0%N/A0.339%
7/10/2023CGN Advisors LLC83,161$1.94M0.3%+6.8%2.868%
7/7/2023 Legacy Private Trust Co.21,505$503K0.0%-35.0%0.742%
7/3/2023 Horizons Wealth Management14,570$341K0.2%+20.2%0.502%
7/3/2023 Confluence Investment Management LLC294,366$6.88M0.1%-2.4%10.151%
5/16/2023Susquehanna International Group LLP55,044$1.30M0.0%-13.0%1.898%
5/16/2023Colony Group LLC9,378$222K0.0%N/A0.323%
5/16/2023Jane Street Group LLC151,831$3.59M0.0%+166.5%5.236%
5/11/2023Envestnet Asset Management Inc.17,828$422K0.0%+12.6%0.615%
5/11/2023Commonwealth Equity Services LLC39,748$940K0.0%N/A1.371%
5/10/2023LPL Financial LLC121,773$2.88M0.0%+205.7%4.199%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC9,713$230K0.0%N/A0.335%
5/3/2023Savant Capital LLC31,669$749K0.0%N/A1.092%
5/2/2023Key Financial Inc20,386$482K0.2%+258.5%0.703%
4/25/2023NorthCrest Asset Manangement LLC9,734$230K0.0%N/A0.336%
4/24/2023Asset Dedication LLC18,619$442K0.0%+2.8%0.642%
4/19/2023Carmel Capital Partners LLC6,000$142K0.1%N/A0.207%
4/13/2023Venture Visionary Partners LLC31,630$748K0.0%+14.9%1.091%
4/12/2023 Legacy Private Trust Co.33,075$783K0.1%N/A1.141%
4/6/2023 Horizons Wealth Management12,123$287K0.2%+24.5%0.418%
4/4/2023CGN Advisors LLC77,891$1.84M0.3%+31.6%2.686%
4/4/2023 Confluence Investment Management LLC301,684$7.14M0.1%+1.0%10.403%
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2/21/2023Northwestern Mutual Wealth Management Co.6,134$142K0.0%+157.2%0.245%
2/15/2023Jane Street Group LLC56,980$1.32M0.0%-72.6%2.279%
2/15/2023Morgan Stanley439,414$10.21M0.0%+4,886.0%17.577%
2/14/2023Susquehanna International Group LLP63,257$1.47M0.0%N/A2.530%
2/13/2023Wells Fargo & Company MN219,580$5.10M0.0%+5,130.6%8.783%
2/10/2023Bank of America Corp DE45,304$1.05M0.0%+23.3%1.812%
2/10/2023Advisor Group Holdings Inc.30,704$713K0.0%+8.6%1.228%
2/9/2023Venture Visionary Partners LLC27,530$640K0.0%-18.8%1.101%
2/7/2023Benjamin F. Edwards & Company Inc.6,880$160K0.0%+138.9%0.275%
2/7/2023LPL Financial LLC39,835$925K0.0%+104.6%1.593%
(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, 55 institutional investors and hedge funds held shares of Invesco BulletShares (R) 2028 Municipal Bond ETF. The most heavily invested institutionals were Morgan Stanley ($10.21M), Confluence Investment Management LLC ($6.76M), Wells Fargo & Company MN ($6.18M), LPL Financial LLC ($3.71M), Jane Street Group LLC ($3.59M), Invesco Ltd. ($2.50M), and Envestnet Asset Management Inc. ($1.64M).Learn more on BSMS's institutional investors.

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

Of the 51 institutional investors that purchased Invesco BulletShares (R) 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), Morgan Stanley ($430.60K), Jane Street Group LLC ($398.74K), Wells Fargo & Company MN ($223.80K), LPL Financial LLC ($146.07K), Sterling Financial Group Inc. ($112.00K), and Envestnet Asset Management Inc. ($69.15K).

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

Institutional investors have bought a total of 2,880,533 shares in the last 24 months. This purchase volume represents approximately $110.99M in transactions.

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

Of the 20 institutional investors that sold Invesco BulletShares (R) 2028 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($246.91K), UBS Group AG ($111.61K), Sterling Financial Group Inc. ($102.83K), Citadel Advisors LLC ($43.96K), CGN Advisors LLC ($30.45K), Venture Visionary Partners LLC ($15.66K), and Legacy Private Trust Co. ($11.57K).

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

Institutional investors have sold a total of 619,271 shares in the last 24 months. This volume of shares sold represents approximately $24.51M in transactions.


This page (NASDAQ:BSMS) was last updated on 4/15/2024 by MarketBeat.com Staff

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