Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.33 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern
Compare

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)
$72.95M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$12.52M
Get BSMS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2028 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSMS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Coastline Complete Wealth LLC166,667$3.90M2.4%+132.9%1.312%
5/20/2026 Hobbs Group Advisors LLC26,236$614K0.2%+16.4%0.207%
5/19/2026 Western Wealth Management LLC2,180$51K0.0%N/A0.017%
5/19/2026 Bank of America Corp DE292,733$6.85M0.0%+13.8%2.305%
5/18/2026 Royal Bank of Canada18,617$436K0.0%-3.7%0.147%
5/13/2026 Cetera Investment Advisers32,878$769K0.0%+33.5%0.259%
5/5/2026 Sanctuary Advisors LLC81,323$1.90M0.0%-24.1%0.640%
5/5/2026 Avantax 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%
2/19/2026 Invesco Ltd.379,068$8.91M0.0%+60.0%3.355%
2/18/2026 Beacon Pointe Advisors LLC10,062$236K0.0%-44.5%0.089%
2/18/2026 Vermillion & White Wealth Management Group LLC29,415$693K0.4%N/A0.260%
2/18/2026 Coastal Bridge Advisors LLC10,415$245K0.0%+16.9%0.092%
2/18/2026 NewEdge Advisors LLC182,333$4.29M0.0%+8.6%1.614%
2/18/2026 VestGen Advisors LLC86,263$2.03M0.1%-38.2%0.763%
2/17/2026 Cetera Investment Advisers24,630$579K0.0%+31.5%0.218%
2/17/2026 Osaic Holdings Inc.102,973$2.42M0.0%+22.4%0.911%
2/17/2026 Royal Bank of Canada19,342$455K0.0%+11.0%0.171%
2/16/2026 MML Investors Services LLC92,325$2.17M0.0%+35.0%0.817%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
2/16/2026 Focus Partners Wealth108,401$2.55M0.0%+7.8%0.959%
2/13/2026 Kestra Advisory Services LLC3,901$92K0.0%N/A0.035%
2/13/2026 Jacobi Capital Management LLC18,182$427K0.0%+21.4%0.161%
2/13/2026 Stifel Financial Corp65,400$1.54M0.0%+8.8%0.579%
2/13/2026 Integrated Wealth Concepts LLC141,383$3.32M0.0%+19.7%1.251%
2/13/2026 Ausdal Financial Partners Inc.12,250$288K0.0%N/A0.108%
2/13/2026 Wells 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%
2/12/2026 StoneX Group Inc.14,462$340K0.0%-21.6%0.128%
2/12/2026 Wagner Wealth Management Corp12,083$284K0.3%N/A0.107%
2/12/2026 Steward Partners Investment Advisory LLC36,869$866K0.0%+177.0%0.326%
2/11/2026 Capital Analysts LLC6,625$156K0.0%N/A0.059%
2/11/2026 LPL Financial LLC478,530$11.25M0.0%+12.0%4.235%
2/11/2026 Cookson Peirce & Co. Inc.9,131$215K0.0%N/A0.081%
2/11/2026 First Command Advisory Services Inc.11,879$279K0.0%-51.0%0.105%
2/11/2026 Francis Financial Inc.8,524$200K0.0%N/A0.075%
2/10/2026 Lido Advisors LLC54,181$1.27M0.0%-15.6%0.479%
2/10/2026 Northwestern 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%
2/9/2026 Clearstead Advisors LLC17,022$400K0.0%+33.4%0.151%
2/6/2026 Addison Advisors LLC26,355$619K0.1%+2.2%0.233%
2/6/2026 HighTower 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%
2/5/2026 Northwestern 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%
2/5/2026 Paulson Wealth Management Inc.40,788$959K0.2%+6.1%0.361%
2/5/2026 Avantax 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%
2/4/2026 Moneco Advisors LLC137,875$3.24M0.3%+4.9%1.220%
2/4/2026 Atlantic Union Bankshares Corp137,263$3.23M0.1%N/A1.215%
2/4/2026 Meridian 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%
1/29/2026 Howard Wealth Management LLC22,030$518K0.2%+41.8%0.198%
1/29/2026 UBS Group AG226,787$5.33M0.0%+25.5%2.043%
1/29/2026 Kickstand Ventures LLC.16,701$392K0.1%+8.6%0.150%
1/29/2026 Sanctuary 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
11/17/2025 NewEdge Advisors LLC167,836$3.93M0.0%+4.6%1.695%


BSMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 122 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 ($6.85M), 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.

Of the 119 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).

Institutional investors have bought a total of 3,116,375 shares in the last 24 months. This purchase volume represents approximately $72.95M in transactions.

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).

Institutional investors have sold a total of 534,959 shares in the last 24 months. This volume of shares sold represents approximately $12.52M in transactions.


Related Companies

This page (NASDAQ:BSMS) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel