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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

Invesco BulletShares 2028 Municipal Bond ETF logo
$22.99 +0.09 (+0.39%)
Closing price 04:00 PM Eastern
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$22.99 0.00 (0.00%)
As of 04:10 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)
92
Total
Institutional Inflows
(last 12 months)
$71.10M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.93M
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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
10/8/2026Farther Finance Advisors LLC7,397$169K0.0%-26.4%0.051%
10/6/2026Legacy Private Trust Co.65,304$1.49M0.1%N/A0.454%
10/5/2026Horizons Wealth Management22,298$508K0.3%N/A0.155%
10/1/2026 Confluence Investment Management LLC57,530$1.31M0.0%N/A0.400%
9/23/2026Envestnet Asset Management Inc.137,943$3.23M0.0%+7.4%0.965%
9/15/2026Anchor Investment Management LLC41,700$977K0.1%+53.3%0.314%
9/9/2026Sequoia Financial Advisors LLC23,190$544K0.0%-3.7%0.174%
9/9/2026Integrated Wealth Concepts LLC167,429$3.93M0.0%+7.3%1.259%
9/9/2026NewEdge Advisors LLC221,808$5.20M0.0%+6.9%1.668%
9/9/2026Baird Financial Group Inc.27,745$650K0.0%+59.7%0.209%
9/2/2026Kinetic Wealth Investment Advisors LLC90,507$2.12M1.0%N/A0.681%
9/2/2026Citadel Advisors LLC61,148$1.43M0.0%N/A0.460%
8/23/2026Wedmont Private Capital30,433$712K0.0%N/A0.229%
8/22/2026Kickstand Ventures LLC.21,781$511K0.1%+31.8%0.164%
8/15/2026First Bancorp Inc ME14,016$285K0.1%N/A0.105%
7/8/2026Invariant Investment Management113,415$2.67M1.6%+0.7%0.859%
7/8/2026Clark Asset Management LLC92,975$2.18M0.2%+16.1%0.710%
6/3/2026NewEdge Advisors LLC207,553$4.86M0.0%+13.8%1.634%
6/1/2026Financial Solutions Advisory Group Inc.138,381$3.24M0.4%N/A1.090%
5/29/2026Asset Dedication LLC108,647$2.54M0.2%-11.0%0.855%
5/22/2026Coastline Complete Wealth LLC166,667$3.90M2.4%+132.9%1.312%
5/20/2026Hobbs Group Advisors LLC26,236$614K0.2%+16.4%0.207%
5/19/2026Western Wealth Management LLC2,180$51K0.0%N/A0.017%
5/19/2026Bank of America Corp DE292,733$6.85M0.0%+13.8%2.305%
5/18/2026Royal Bank of Canada18,617$436K0.0%-3.7%0.147%
5/13/2026Cetera Investment Advisers32,878$769K0.0%+33.5%0.259%
5/5/2026Sanctuary Advisors LLC81,323$1.90M0.0%-24.1%0.640%
5/5/2026Avantax Planning Partners Inc.23,467$549K0.0%+10.8%0.185%
5/2/2026Anchor Investment Management LLC27,200$636K0.1%+81.3%0.214%
5/2/2026Arlington Capital Management Inc.11,618$272K0.2%N/A0.091%
5/2/2026Carnegie Investment Counsel23,087$540K0.0%N/A0.182%
5/1/2026Sequoia Financial Advisors LLC24,090$564K0.0%-19.4%0.190%
4/29/2026Cvfg LLC9,413$220K0.0%N/A0.074%
4/28/2026Kathmere Capital Management LLC210,878$4.93M0.3%-8.8%1.660%
4/28/2026Ascentis Independent Advisors6,850$160K0.0%N/A0.054%
4/27/2026PAX Financial Group LLC46,860$1.10M0.2%-2.5%0.369%
4/27/2026Private Advisor Group LLC30,973$725K0.0%+244.8%0.244%
4/24/2026Key Financial Inc146,720$3.43M0.6%-29.4%1.155%
4/23/2026Foundry Financial Group Inc.9,824$230K0.1%N/A0.077%
4/23/2026Members Wealth LLC17,350$407K0.2%-10.9%0.137%
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4/22/2026River Street Advisors LLC27,315$639K0.2%+44.6%0.215%
4/21/2026OLD Second National Bank of Aurora15,117$354K0.1%N/A0.119%
4/21/2026AA Financial Advisors LLC18,533$434K0.1%+29.8%0.146%
4/20/2026Kestra Private Wealth Services LLC11,986$280K0.0%N/A0.094%
4/17/2026Webster Bank N. A.34,075$797K0.1%+33.2%0.268%
4/17/2026Clark Asset Management LLC80,083$1.87M0.2%+23.7%0.636%
3/12/2026Farmers National Bank53,848$1.27M0.3%+2.0%0.477%
2/26/2026Anchor Investment Management LLC15,000$352K0.0%+100.0%0.133%
2/24/2026Astoria Portfolio Advisors LLC.36,402$860K0.2%+310.2%0.322%
2/24/2026Coastline Complete Wealth LLC71,555$1.68M1.1%N/A0.633%
2/19/2026Invesco Ltd.379,068$8.91M0.0%+60.0%3.355%
2/18/2026Beacon Pointe Advisors LLC10,062$236K0.0%-44.5%0.089%
2/18/2026Vermillion & White Wealth Management Group LLC29,415$693K0.4%N/A0.260%
2/18/2026Coastal Bridge Advisors LLC10,415$245K0.0%+16.9%0.092%
2/18/2026NewEdge Advisors LLC182,333$4.29M0.0%+8.6%1.614%
2/18/2026VestGen Advisors LLC86,263$2.03M0.1%-38.2%0.763%
2/17/2026Cetera Investment Advisers24,630$579K0.0%+31.5%0.218%
2/17/2026Osaic Holdings Inc.102,973$2.42M0.0%+22.4%0.911%
2/17/2026Royal Bank of Canada19,342$455K0.0%+11.0%0.171%
2/16/2026MML Investors Services LLC92,325$2.17M0.0%+35.0%0.817%
2/16/2026Focus Partners Wealth108,401$2.55M0.0%+7.8%0.959%
2/13/2026Kestra Advisory Services LLC3,901$92K0.0%N/A0.035%
2/13/2026Jacobi Capital Management LLC18,182$427K0.0%+21.4%0.161%
2/13/2026Stifel Financial Corp65,400$1.54M0.0%+8.8%0.579%
2/13/2026Integrated Wealth Concepts LLC141,383$3.32M0.0%+19.7%1.251%
2/13/2026Ausdal Financial Partners Inc.12,250$288K0.0%N/A0.108%
2/13/2026Wells Fargo & Company MN174,410$4.10M0.0%-31.8%1.543%
2/12/2026Commonwealth Equity Services LLC197,624$4.64M0.0%-25.1%1.749%
2/12/2026StoneX Group Inc.14,462$340K0.0%-21.6%0.128%
2/12/2026Wagner Wealth Management Corp12,083$284K0.3%N/A0.107%
2/12/2026Steward Partners Investment Advisory LLC36,869$866K0.0%+177.0%0.326%
2/11/2026Capital Analysts LLC6,625$156K0.0%N/A0.059%
2/11/2026LPL Financial LLC478,530$11.25M0.0%+12.0%4.235%
2/11/2026Cookson Peirce & Co. Inc.9,131$215K0.0%N/A0.081%
2/11/2026First Command Advisory Services Inc.11,879$279K0.0%-51.0%0.105%
2/11/2026Francis Financial Inc.8,524$200K0.0%N/A0.075%
2/10/2026Lido Advisors LLC54,181$1.27M0.0%-15.6%0.479%
2/10/2026Northwestern Mutual Wealth Management Co.48,724$1.15M0.0%+9.5%0.431%
2/9/2026Key Financial Inc207,875$4.89M0.9%+16.1%1.840%
2/9/2026Clearstead Advisors LLC17,022$400K0.0%+33.4%0.151%
2/6/2026Addison Advisors LLC26,355$619K0.1%+2.2%0.233%
2/6/2026HighTower Advisors LLC117,134$2.75M0.0%+101.5%1.037%
2/5/2026Hills Bank & Trust Co218,048$5.12M0.3%+19.6%1.930%
2/5/2026Northwestern Mutual Wealth Management Co.135,420$3.18M0.0%+204.4%1.198%
2/5/2026PAX Financial Group LLC48,065$1.13M0.2%N/A0.425%
2/5/2026Paulson Wealth Management Inc.40,788$959K0.2%+6.1%0.361%
2/5/2026Avantax Planning Partners Inc.21,189$498K0.0%N/A0.188%
2/5/2026Cornerstone Wealth Management LLC58,088$1.37M0.1%+383.6%0.514%
2/4/2026Moneco Advisors LLC137,875$3.24M0.3%+4.9%1.220%
2/4/2026Atlantic Union Bankshares Corp137,263$3.23M0.1%N/A1.215%
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2/4/2026Meridian Wealth Management LLC26,834$631K0.0%+18.9%0.237%
2/3/2026Sequoia Financial Advisors LLC29,880$702K0.0%N/A0.264%
2/2/2026Truist Financial Corp298,844$7.02M0.0%+1.4%2.692%
2/2/2026AlphaStar Capital Management LLC39,729$934K0.1%-11.6%0.358%
1/29/2026Howard Wealth Management LLC22,030$518K0.2%+41.8%0.198%
1/29/2026UBS Group AG226,787$5.33M0.0%+25.5%2.043%
1/29/2026Kickstand Ventures LLC.16,701$392K0.1%+8.6%0.150%
1/29/2026Sanctuary Advisors LLC107,177$2.52M0.0%+1.2%0.966%
1/28/2026Members Wealth LLC19,473$459K0.3%+12.2%0.175%
1/27/2026Clark Asset Management LLC64,723$1.52M0.2%+16.4%0.583%


BSMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 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), NewEdge Advisors LLC ($5.20M), and Hills Bank & Trust Co ($5.12M).Learn more on Invesco BulletShares 2028 Municipal Bond ETF's institutional investors.

Of the 123 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 3,036,068 shares in the last 24 months. This purchase volume represents approximately $71.10M 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 Asset Dedication LLC ($14.17K).

Institutional investors have sold a total of 423,270 shares in the last 24 months. This volume of shares sold represents approximately $9.93M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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