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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$22.53 +0.02 (+0.09%)
As of 04/30/2025 03:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$55.55M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.15M
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BSMT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Silverlake Wealth Management LLC18,717$426K0.2%+32.6%0.237%
4/30/2025AlphaStar Capital Management LLC41,734$949K0.1%-18.0%0.528%
4/29/2025 YANKCOM Partnership4,634$105K0.1%-14.7%0.059%
4/29/2025 Envestnet Asset Management Inc.113,277$2.58M0.0%+23.0%1.434%
4/28/2025 Private Trust Co. NA15,603$355K0.0%-7.4%0.198%
4/25/2025 Hills Bank & Trust Co320,730$7.29M0.5%+3.7%4.060%
4/21/2025 Avior Wealth Management LLC166,334$3.78M0.1%+28.7%2.105%
4/17/2025 Precedent Wealth Partners LLC109,355$2.49M0.7%+49.9%1.384%
4/16/2025 Sterling Financial Group Inc.93,001$2.12M0.8%+2.2%1.177%
4/15/2025 Central Valley Advisors LLC191,098$4.35M1.6%N/A2.419%
4/14/2025 Sentinel Pension Advisors LLC29,509$671K0.1%+13.4%0.374%
4/10/2025 CGN Advisors LLC55,034$1.25M0.1%+3.5%0.697%
4/1/2025 Confluence Investment Management LLC235,377$5.35M0.1%+113.1%3.224%
2/19/2025Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025Focus Partners Wealth42,759$981K0.0%N/A0.586%
2/17/2025Captrust Financial Advisors19,119$439K0.0%+2.6%0.262%
2/17/2025Bank of America Corp DE187,394$4.30M0.0%+2.5%2.567%
2/17/2025Ameriprise Financial Inc.311,982$7.16M0.0%+10.6%4.274%
2/14/2025Jane Street Group LLC138,739$3.18M0.0%+63.3%1.901%
2/14/2025Lido Advisors LLC58,900$1.35M0.0%N/A0.807%
2/14/2025Beacon Pointe Advisors LLC16,251$373K0.0%-11.8%0.223%
2/14/2025Integrated Wealth Concepts LLC50,663$1.16M0.0%+108.1%0.694%
2/14/2025Freedom Investment Management Inc.12,185$280K0.0%N/A0.167%
2/13/2025NewEdge Advisors LLC48,342$1.11M0.0%N/A0.662%
2/13/2025Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/13/2025Invesco Ltd.187,118$4.29M0.0%+38.7%2.563%
2/13/2025 Envestnet Asset Management Inc.92,079$2.11M0.0%+127.4%1.261%
2/13/2025Wells Fargo & Company MN447,892$10.28M0.0%-18.2%6.136%
2/12/2025PAX Financial Group LLC8,815$202K0.0%N/A0.121%
2/12/2025StoneX Group Inc.27,436$629K0.0%N/A0.376%
2/12/2025JPMorgan Chase & Co.3,500$80K0.0%+2,891.5%0.048%
2/11/2025LPL Financial LLC174,762$4.01M0.0%+33.3%2.394%
2/10/2025 Hills Bank & Trust Co309,350$7.10M0.5%+18.0%4.238%
2/10/2025Commonwealth Equity Services LLC135,706$3.11M0.0%+25.0%1.859%
2/7/2025HighTower Advisors LLC111,951$2.57M0.0%+6.1%1.534%
2/7/2025Atlantic Union Bankshares Corp136,102$3.12M0.2%+32.2%1.864%
2/6/2025Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/6/2025Jones Financial Companies Lllp5,271$121K0.0%+22.4%0.072%
2/5/2025Jacobi Capital Management LLC11,328$260K0.0%+5.6%0.155%
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2/5/2025 Private Trust Co. NA16,843$386K0.0%N/A0.231%
2/5/2025First Command Advisory Services Inc.4,146$95K0.0%+16.3%0.057%
2/4/2025MONECO Advisors LLC57,710$1.32M0.1%+40.4%0.791%
2/3/2025 WealthBridge Capital Management LLC11,745$269K0.1%+12.2%0.161%
1/31/2025Key Financial Inc116,532$2.67M0.6%+9.2%1.596%
1/31/2025Sanctuary Advisors LLC10,636$244K0.0%N/A0.146%
1/30/2025Principal Securities Inc.4,118$94K0.0%N/A0.056%
1/30/2025Howard Wealth Management LLC12,510$287K0.2%+18.9%0.171%
1/29/2025 Wingate Wealth Advisors Inc.8,704$200K0.2%N/A0.119%
1/29/2025Savant Capital LLC10,905$250K0.0%-29.6%0.149%
1/28/2025AlphaStar Capital Management LLC50,882$1.17M0.1%N/A0.697%
1/27/2025 YANKCOM Partnership5,434$125K0.1%N/A0.074%
1/27/2025Silverlake Wealth Management LLC14,117$324K0.1%+6.5%0.193%
1/23/2025 Crews Bank & Trust8,650$198K0.0%N/A0.122%
1/23/2025Asset Dedication LLC52,132$1.20M0.1%+42.0%0.734%
1/21/2025 Precedent Wealth Partners LLC72,934$1.67M0.5%+3.9%1.027%
1/17/2025 Avior Wealth Management LLC129,286$2.97M0.1%+67.4%1.821%
1/17/2025Bill Few Associates Inc.17,465$401K0.1%+99.1%0.246%
1/15/2025 CGN Advisors LLC53,192$1.22M0.1%-5.2%0.749%
1/15/2025 Wealthcare Advisory Partners LLC14,491$332K0.0%N/A0.204%
1/15/2025FF Advisors LLC15,626$362K0.2%-34.8%0.220%
1/15/2025 Sterling Financial Group Inc.90,964$2.09M0.8%-4.2%1.281%
1/15/2025Carnegie Investment Counsel20,692$475K0.0%N/A0.291%
1/14/2025Kathmere Capital Management LLC426,234$9.78M0.9%N/A6.003%
1/14/2025Tlwm23,094$530K0.1%+107.5%0.325%
1/13/2025 Sentinel Pension Advisors Inc.26,015$597K0.1%+33.0%0.366%
1/7/2025 Horizons Wealth Management20,556$472K0.4%+7.9%0.294%
1/2/2025 Confluence Investment Management LLC110,451$2.53M0.0%-5.3%1.938%
11/15/2024MML Investors Services LLC13,081$304K0.0%+8.8%0.229%
11/15/2024Jane Street Group LLC84,960$1.98M0.0%-39.5%1.491%
11/15/2024Integrated Wealth Concepts LLC24,351$567K0.0%+21.7%0.427%
11/15/2024HighTower Advisors LLC105,550$2.45M0.0%N/A1.852%
11/14/2024Captrust Financial Advisors18,639$434K0.0%-33.2%0.327%
11/14/2024Atlantic Union Bankshares Corp102,987$2.40M0.1%+34.1%1.807%
11/13/2024 D.A. Davidson & CO.9,095$212K0.0%-23.0%0.160%
11/12/2024Meridian Wealth Management LLC16,339$380K0.0%+38.2%0.287%
11/8/2024 Avior Wealth Management LLC77,238$1.80M0.1%+74.7%1.355%
11/5/2024Aptus Capital Advisors LLC8,722$203K0.0%+97.2%0.153%
11/4/2024Addison Advisors LLC20,440$476K0.1%+4.0%0.359%
10/31/2024 Confluence Investment Management LLC116,658$2.72M0.0%-5.9%2.047%
10/29/2024Key Financial Inc106,682$2.48M0.5%+4.0%1.872%
10/28/2024 Hills Bank & Trust Co262,065$6.10M0.5%+8.5%4.598%
10/25/2024MONECO Advisors LLC41,118$957K0.1%+49.3%0.721%
10/22/2024 Sterling Financial Group Inc.94,991$2.21M0.9%+5.8%1.667%
10/18/2024 Precedent Wealth Partners LLC70,220$1.63M0.5%+19.9%1.232%
10/16/2024 Sentinel Pension Advisors Inc.19,556$455K0.1%+36.0%0.349%
10/16/2024Asset Dedication LLC36,717$854K0.1%+12.2%0.656%
10/10/2024Silverlake Wealth Management LLC13,255$308K0.1%+19.5%0.237%
10/7/2024 WealthBridge Capital Management LLC10,467$244K0.1%N/A0.187%
8/28/2024Farmers National Bank43,319$993K0.3%+2.6%0.866%
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8/16/2024Northwestern Mutual Wealth Management Co.35,524$814K0.0%+350.4%0.710%
8/6/2024Asset Dedication LLC32,716$750K0.1%+7.0%0.654%
7/31/2024Commonwealth Equity Services LLC61,568$1.41M0.0%+82.2%1.256%
7/30/2024Key Financial Inc102,582$2.35M0.6%+11.3%2.094%
7/26/2024First Command Advisory Services Inc.3,566$82K0.0%+81.8%0.073%
7/25/2024 Hills Bank & Trust Co241,536$5.54M0.4%+2.0%4.929%
7/25/2024Atlantic Union Bankshares Corp76,797$1.76M0.1%+15.9%1.567%
7/23/2024 Precedent Wealth Partners LLC58,577$1.34M0.5%+16.8%1.195%
7/22/2024Hobbs Group Advisors LLC30,649$702K0.3%N/A0.625%
7/19/2024MONECO Advisors LLC27,539$631K0.1%N/A0.574%
(Data available from 1/1/2016 forward)

BSMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMT shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($10.28M), Kathmere Capital Management LLC ($9.78M), Hills Bank & Trust Co ($7.29M), Ameriprise Financial Inc. ($7.16M), Confluence Investment Management LLC ($5.35M), Central Valley Advisors LLC ($4.35M), and Bank of America Corp DE ($4.30M).Learn more on BSMT's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2029 Municipal Bond ETF stock?

Of the 70 institutional investors that purchased Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kathmere Capital Management LLC ($426.23K), Hills Bank & Trust Co ($320.20K), Raymond James Financial Inc. ($266.14K), Confluence Investment Management LLC ($250.45K), Central Valley Advisors LLC ($191.10K), Avior Wealth Management LLC ($139.16K), and Atlantic Union Bankshares Corp ($117.62K).

How much institutional buying is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have bought a total of 3,303,319 shares in the last 24 months. This purchase volume represents approximately $76.82M in transactions.

Which Invesco BulletShares 2029 Municipal Bond ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($207.11K), Jane Street Group LLC ($55.54K), CGN Advisors LLC ($41.97K), Confluence Investment Management LLC ($15.07K), D.A. Davidson & CO. ($14.75K), Captrust Financial Advisors ($9.27K), and AlphaStar Capital Management LLC ($9.15K).

How much institutional selling is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have sold a total of 376,961 shares in the last 24 months. This volume of shares sold represents approximately $8.75M in transactions.


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This page (NASDAQ:BSMT) was last updated on 5/1/2025 by MarketBeat.com Staff
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