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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$23.30 +0.02 (+0.06%)
As of 01:20 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)
91
Total
Institutional Inflows
(last 12 months)
$67.27M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.55M
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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
9/2/2026Kinetic Wealth Investment Advisors LLC90,507$2.12M1.0%N/A0.681%
9/2/2026 Citadel Advisors LLC61,148$1.43M0.0%N/A0.460%
8/23/2026 Wedmont Private Capital30,433$712K0.0%N/A0.229%
8/22/2026 Kickstand Ventures LLC.21,781$511K0.1%+31.8%0.164%
8/15/2026 First Bancorp Inc ME14,016$285K0.1%N/A0.105%
7/8/2026 Invariant Investment Management113,415$2.67M1.6%+0.7%0.859%
7/8/2026 Clark Asset Management LLC92,975$2.18M0.2%+16.1%0.710%
6/3/2026 NewEdge Advisors LLC207,553$4.86M0.0%+13.8%1.634%
6/1/2026 Financial Solutions Advisory Group Inc.138,381$3.24M0.4%N/A1.090%
5/29/2026 Asset Dedication LLC108,647$2.54M0.2%-11.0%0.855%
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%
5/2/2026Anchor 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%
3/12/2026 Farmers National Bank53,848$1.27M0.3%+2.0%0.477%
2/26/2026Anchor 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%
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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%
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%
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1/26/2026 Asset 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%


BSMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 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 122 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 2,868,467 shares in the last 24 months. This purchase volume represents approximately $67.27M in transactions.

Of the 24 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), Kathmere Capital Management LLC ($40.83K), Sanctuary Advisors LLC ($25.85K), and CGN Advisors LLC ($18.54K).

Institutional investors have sold a total of 449,700 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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