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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$22.88 0.00 (0.00%)
Closing price 03:55 PM Eastern
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$22.88 0.00 (0.00%)
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)
74
Total
Institutional Inflows
(last 12 months)
$82.38M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$15.35M
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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
8/19/2025 Asset Dedication LLC65,779$1.49M0.1%+9.2%0.747%
8/15/2025 Captrust Financial Advisors20,031$455K0.0%-15.2%0.228%
8/15/2025 MML Investors Services LLC65,794$1.49M0.0%+27.0%0.748%
8/15/2025 Bank of America Corp DE234,965$5.34M0.0%+13.2%2.670%
8/15/2025 Ameriprise Financial Inc.65,960$1.50M0.0%-49.6%0.750%
8/14/2025 Jane Street Group LLC134,189$3.05M0.0%+47.4%1.525%
8/14/2025 Raymond James Financial Inc.154,598$3.51M0.0%+6.0%1.757%
8/14/2025 NewEdge Advisors LLC148,285$3.37M0.0%+7.8%1.685%
8/13/2025 StoneX Group Inc.22,698$515K0.0%-20.4%0.258%
8/13/2025 Brown Advisory Inc.13,288$302K0.0%N/A0.151%
8/13/2025 Invesco Ltd.216,812$4.92M0.0%+2.5%2.464%
8/13/2025 Beacon Pointe Advisors LLC17,350$394K0.0%+2.6%0.197%
8/13/2025 VestGen Advisors LLC139,894$3.20M0.1%+5.8%1.590%
8/13/2025 Northwestern Mutual Wealth Management Co.69,334$1.58M0.0%+19.1%0.788%
8/12/2025 Farmers National Bank48,095$1.09M0.3%+2.3%0.547%
8/12/2025 WealthBridge Capital Management LLC12,837$292K0.1%+5.6%0.146%
8/12/2025 YANKCOM Partnership12,084$274K0.1%+160.8%0.137%
8/12/2025 JPMorgan Chase & Co.7,461$169K0.0%+91.7%0.085%
8/8/2025 Meridian Wealth Management LLC26,155$594K0.0%+20.3%0.297%
8/7/2025 Addison Advisors LLC22,830$518K0.1%+9.6%0.259%
8/6/2025 Paulson Wealth Management Inc.17,648$401K0.1%-5.1%0.201%
8/6/2025 Atlantic Union Bankshares Corp168,576$3.83M0.1%+11.9%1.916%
8/5/2025 Hills Bank & Trust Co610,608$13.87M0.9%+90.4%6.939%
8/4/2025 AlphaStar Capital Management LLC47,862$1.09M0.1%+14.7%0.544%
8/1/2025 Clark Asset Management LLC38,190$867K0.1%+8.2%0.434%
8/1/2025 Koss Olinger Consulting LLC28,555$648K0.1%N/A0.324%
8/1/2025 First Command Advisory Services Inc.5,224$119K0.0%-63.4%0.059%
8/1/2025 Envestnet Asset Management Inc.104,176$2.37M0.0%-8.0%1.184%
7/30/2025 Freedom Investment Management Inc.11,338$257K0.0%-4.9%0.130%
7/25/2025 Hobbs Group Advisors LLC16,557$376K0.1%-46.8%0.195%
7/22/2025 Marietta Wealth Management LLC22,085$502K0.1%N/A0.260%
7/21/2025 Precedent Wealth Partners LLC118,476$2.69M0.7%+8.3%1.394%
7/18/2025 Foundry 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%
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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%
5/27/2025 Jacobi Capital Management LLC9,976$227K0.0%-11.9%0.126%
5/20/2025 Focus Partners Wealth47,213$1.07M0.0%+10.4%0.598%
5/19/2025 Jane Street Group LLC91,009$2.07M0.0%-34.4%1.152%
5/16/2025 Jones Financial Companies Lllp147,937$3.31M0.0%+2,706.6%1.873%
5/16/2025 NewEdge Advisors LLC137,557$3.13M0.0%+184.5%1.741%
5/16/2025 Integrated Wealth Concepts LLC56,250$1.28M0.0%+11.0%0.712%
5/15/2025 Royal Bank of Canada11,037$251K0.0%+18.4%0.140%
5/15/2025 OLD Mission Capital LLC205,822$4.68M0.1%N/A2.605%
5/14/2025 Northwestern Mutual Wealth Management Co.58,236$1.32M0.0%+5.1%0.737%
5/13/2025 Raymond James Financial Inc.145,902$3.32M0.0%+9.6%1.847%
5/13/2025 Howard Wealth Management LLC10,565$240K0.1%-15.5%0.134%
5/13/2025 HighTower Advisors LLC113,463$2.58M0.0%+1.4%1.436%
5/12/2025 Meridian Wealth Management LLC21,739$494K0.0%+33.0%0.275%
5/12/2025 Paulson Wealth Management Inc.18,599$423K0.1%+62.6%0.235%
5/12/2025 Invesco Ltd.211,426$4.81M0.0%+13.0%2.676%
5/8/2025 MONECO Advisors LLC86,765$1.97M0.2%+50.3%1.098%
5/8/2025 Harbour Investments Inc.16,127$367K0.0%N/A0.204%
5/7/2025 LPL Financial LLC213,416$4.85M0.0%+22.1%2.701%
5/6/2025 Carnegie Investment Counsel19,802$445K0.0%-4.3%0.251%
5/5/2025 Atlantic Union Bankshares Corp150,618$3.43M0.2%+10.7%1.907%
5/2/2025 Opulen Financial Group LLC9,254$210K0.2%N/A0.117%
5/2/2025 Larson Financial Group LLC5,514$125K0.0%N/A0.070%
5/2/2025 PAX Financial Group LLC14,056$320K0.1%+59.5%0.178%
5/2/2025 First Command Advisory Services Inc.14,291$325K0.0%+244.7%0.181%
5/2/2025 Signaturefd LLC21,375$486K0.0%N/A0.271%
5/1/2025 Asset 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%
4/30/2025 Silverlake Wealth Management LLC18,717$426K0.2%+32.6%0.237%
4/30/2025 AlphaStar 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%
2/19/2025 Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025 Toronto Dominion Bank3,139$72K0.0%N/A0.043%
2/17/2025 Focus Partners Wealth42,759$981K0.0%N/A0.586%
2/17/2025 Captrust Financial Advisors19,119$439K0.0%+2.6%0.262%
2/17/2025 Bank of America Corp DE187,394$4.30M0.0%+2.5%2.567%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
2/17/2025 Ameriprise Financial Inc.311,982$7.16M0.0%+10.6%4.274%
2/14/2025 Jane Street Group LLC138,739$3.18M0.0%+63.3%1.901%
2/14/2025 Lido Advisors LLC58,900$1.35M0.0%N/A0.807%
2/14/2025 Beacon Pointe Advisors LLC16,251$373K0.0%-11.8%0.223%
2/14/2025 Integrated Wealth Concepts LLC50,663$1.16M0.0%+108.1%0.694%
2/14/2025 Freedom Investment Management Inc.12,185$280K0.0%N/A0.167%
2/13/2025 NewEdge Advisors LLC48,342$1.11M0.0%N/A0.662%
2/13/2025 Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/13/2025 Invesco 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%
(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, 85 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($13.87M), Wells Fargo & Company MN ($10.28M), Kathmere Capital Management LLC ($6.51M), Bank of America Corp DE ($5.34M), Confluence Investment Management LLC ($5.16M), Invesco Ltd. ($4.92M), and LPL Financial LLC ($4.85M).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 82 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: Hills Bank & Trust Co ($610.08K), Kathmere Capital Management LLC ($534.83K), Raymond James Financial Inc. ($287.67K), Confluence Investment Management LLC ($250.45K), OLD Mission Capital LLC ($205.82K), Central Valley Advisors LLC ($191.10K), and NewEdge Advisors LLC ($148.29K).

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

Institutional investors have bought a total of 3,603,950 shares in the last 24 months. This purchase volume represents approximately $82.38M in transactions.

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

Of the 27 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), Ameriprise Financial Inc. ($64.92K), CGN Advisors LLC ($28.41K), Confluence Investment Management LLC ($21.63K), and Hobbs Group Advisors LLC ($14.55K).

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

Institutional investors have sold a total of 672,322 shares in the last 24 months. This volume of shares sold represents approximately $15.35M in transactions.


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This page (NASDAQ:BSMT) was last updated on 8/28/2025 by MarketBeat.com Staff
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