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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$22.76 +0.01 (+0.04%)
Closing price 04:00 PM Eastern
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$22.76 +0.00 (+0.02%)
As of 04:04 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)
69
Total
Institutional Inflows
(last 12 months)
$73.54M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.88M
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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
7/18/2025Foundry Financial Group Inc.9,528$216K0.1%N/A0.112%
7/17/2025 Avior Wealth Management LLC154,165$3.50M0.1%-7.3%1.814%
7/16/2025 Signaturefd LLC37,262$846K0.0%+74.3%0.438%
7/16/2025 Kathmere Capital Management LLC286,752$6.51M0.5%+61.0%3.374%
7/15/2025 CGN Advisors LLC29,543$671K0.1%-46.3%0.348%
7/14/2025 Sentinel Pension Advisors LLC28,668$651K0.1%-2.8%0.337%
7/11/2025 Farther Finance Advisors LLC1,482$34K0.0%N/A0.017%
7/10/2025 Sterling Financial Group Inc.92,500$2.10M0.7%-0.5%1.088%
7/10/2025 Wealth Enhancement Advisory Services LLC9,062$206K0.0%N/A0.107%
7/9/2025 Central Valley Advisors LLC188,508$4.28M1.5%-1.4%2.218%
7/8/2025 Legacy Private Trust Co.14,350$326K0.0%N/A0.169%
7/7/2025 Horizons Wealth Management21,251$483K0.3%+3.4%0.250%
7/1/2025 Confluence Investment Management LLC227,286$5.16M0.1%-3.4%2.674%
5/27/2025Jacobi Capital Management LLC9,976$227K0.0%-11.9%0.126%
5/20/2025Focus Partners Wealth47,213$1.07M0.0%+10.4%0.598%
5/19/2025Jane Street Group LLC91,009$2.07M0.0%-34.4%1.152%
5/16/2025Jones Financial Companies Lllp147,937$3.31M0.0%+2,706.6%1.873%
5/16/2025NewEdge Advisors LLC137,557$3.13M0.0%+184.5%1.741%
5/16/2025Integrated Wealth Concepts LLC56,250$1.28M0.0%+11.0%0.712%
5/15/2025Royal Bank of Canada11,037$251K0.0%+18.4%0.140%
5/15/2025OLD Mission Capital LLC205,822$4.68M0.1%N/A2.605%
5/14/2025Northwestern Mutual Wealth Management Co.58,236$1.32M0.0%+5.1%0.737%
5/13/2025Raymond James Financial Inc.145,902$3.32M0.0%+9.6%1.847%
5/13/2025Howard Wealth Management LLC10,565$240K0.1%-15.5%0.134%
5/13/2025HighTower Advisors LLC113,463$2.58M0.0%+1.4%1.436%
5/12/2025Meridian Wealth Management LLC21,739$494K0.0%+33.0%0.275%
5/12/2025Paulson Wealth Management Inc.18,599$423K0.1%+62.6%0.235%
5/12/2025Invesco Ltd.211,426$4.81M0.0%+13.0%2.676%
5/8/2025MONECO Advisors LLC86,765$1.97M0.2%+50.3%1.098%
5/8/2025Harbour Investments Inc.16,127$367K0.0%N/A0.204%
5/7/2025LPL Financial LLC213,416$4.85M0.0%+22.1%2.701%
5/6/2025Carnegie Investment Counsel19,802$445K0.0%-4.3%0.251%
5/5/2025Atlantic Union Bankshares Corp150,618$3.43M0.2%+10.7%1.907%
5/2/2025Opulen Financial Group LLC9,254$210K0.2%N/A0.117%
5/2/2025Larson Financial Group LLC5,514$125K0.0%N/A0.070%
5/2/2025PAX Financial Group LLC14,056$320K0.1%+59.5%0.178%
5/2/2025First Command Advisory Services Inc.14,291$325K0.0%+244.7%0.181%
5/2/2025 Signaturefd LLC21,375$486K0.0%N/A0.271%
5/1/2025Asset Dedication LLC60,240$1.37M0.1%+15.6%0.763%
5/1/2025 Kathmere Capital Management LLC178,152$4.05M0.3%-58.2%2.255%
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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%
4/29/2025YANKCOM Partnership4,634$105K0.1%-14.7%0.059%
4/29/2025Envestnet Asset Management Inc.113,277$2.58M0.0%+23.0%1.434%
4/28/2025Private Trust Co. NA15,603$355K0.0%-7.4%0.198%
4/25/2025Hills 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%
4/17/2025Precedent 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%
2/13/2025Envestnet 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%
2/10/2025Hills 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%
2/5/2025Private 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%
2/3/2025WealthBridge 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%
1/29/2025Wingate Wealth Advisors Inc.8,704$200K0.2%N/A0.119%
1/29/2025Savant Capital LLC10,905$250K0.0%-29.6%0.149%
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1/28/2025AlphaStar Capital Management LLC50,882$1.17M0.1%N/A0.697%
1/27/2025YANKCOM Partnership5,434$125K0.1%N/A0.074%
1/27/2025Silverlake Wealth Management LLC14,117$324K0.1%+6.5%0.193%
1/23/2025Crews Bank & Trust8,650$198K0.0%N/A0.122%
1/23/2025Asset Dedication LLC52,132$1.20M0.1%+42.0%0.734%
1/21/2025Precedent 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%
1/15/2025Wealthcare Advisory Partners LLC14,491$332K0.0%N/A0.204%
(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, 84 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), Hills Bank & Trust Co ($7.29M), Ameriprise Financial Inc. ($7.16M), Kathmere Capital Management LLC ($6.51M), Confluence Investment Management LLC ($5.16M), LPL Financial LLC ($4.85M), and Invesco Ltd. ($4.81M).Learn more on Invesco BulletShares 2029 Municipal Bond ETF's institutional investors.

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

Of the 80 institutional investors that purchased Invesco BulletShares 2029 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kathmere Capital Management LLC ($534.83K), Hills Bank & Trust Co ($320.20K), Raymond James Financial Inc. ($278.97K), Confluence Investment Management LLC ($250.45K), OLD Mission Capital LLC ($205.82K), Central Valley Advisors LLC ($191.10K), and Jones Financial Companies Lllp ($143.63K).

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

Institutional investors have bought a total of 3,213,497 shares in the last 24 months. This purchase volume represents approximately $73.54M in transactions.

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

Of the 20 institutional investors that sold Invesco BulletShares 2029 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kathmere Capital Management LLC ($248.08K), Jane Street Group LLC ($103.27K), Wells Fargo & Company MN ($99.78K), CGN Advisors LLC ($28.41K), Confluence Investment Management LLC ($21.63K), Avior Wealth Management LLC ($12.17K), and Captrust Financial Advisors ($9.27K).

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

Institutional investors have sold a total of 563,755 shares in the last 24 months. This volume of shares sold represents approximately $12.88M in transactions.


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This page (NASDAQ:BSMT) was last updated on 7/18/2025 by MarketBeat.com Staff
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