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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
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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)
65
Total
Institutional Inflows
(last 12 months)
$70.19M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$11.94M
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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
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%
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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%
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%
2/13/2025 Wells Fargo & Company MN447,892$10.28M0.0%-18.2%6.136%
2/12/2025 PAX Financial Group LLC8,815$202K0.0%N/A0.121%
2/12/2025 StoneX Group Inc.27,436$629K0.0%N/A0.376%
2/12/2025 JPMorgan Chase & Co.3,500$80K0.0%+2,891.5%0.048%
2/11/2025 LPL 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%
2/10/2025 Commonwealth Equity Services LLC135,706$3.11M0.0%+25.0%1.859%
2/7/2025 HighTower Advisors LLC111,951$2.57M0.0%+6.1%1.534%
2/7/2025 Atlantic Union Bankshares Corp136,102$3.12M0.2%+32.2%1.864%
2/6/2025 Raymond James Financial Inc.133,069$3.05M0.0%N/A1.823%
2/6/2025 Jones Financial Companies Lllp5,271$121K0.0%+22.4%0.072%
2/5/2025Jacobi Capital Management LLC11,328$260K0.0%+5.6%0.155%
2/5/2025 Private Trust Co. NA16,843$386K0.0%N/A0.231%
2/5/2025 First Command Advisory Services Inc.4,146$95K0.0%+16.3%0.057%
2/4/2025 MONECO Advisors LLC57,710$1.32M0.1%+40.4%0.791%
2/3/2025 WealthBridge Capital Management LLC11,745$269K0.1%+12.2%0.161%
1/31/2025 Key Financial Inc116,532$2.67M0.6%+9.2%1.596%
1/31/2025Sanctuary Advisors LLC10,636$244K0.0%N/A0.146%
1/30/2025 Principal Securities Inc.4,118$94K0.0%N/A0.056%
1/30/2025 Howard Wealth Management LLC12,510$287K0.2%+18.9%0.171%
1/29/2025 Wingate Wealth Advisors Inc.8,704$200K0.2%N/A0.119%
1/29/2025 Savant Capital LLC10,905$250K0.0%-29.6%0.149%
1/28/2025 AlphaStar Capital Management LLC50,882$1.17M0.1%N/A0.697%
1/27/2025 YANKCOM Partnership5,434$125K0.1%N/A0.074%
1/27/2025 Silverlake Wealth Management LLC14,117$324K0.1%+6.5%0.193%
1/23/2025 Crews Bank & Trust8,650$198K0.0%N/A0.122%
1/23/2025 Asset 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%
1/17/2025 Bill 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%
1/15/2025 FF 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%
1/15/2025 Carnegie Investment Counsel20,692$475K0.0%N/A0.291%
1/14/2025 Kathmere Capital Management LLC426,234$9.78M0.9%N/A6.003%
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1/14/2025 Tlwm23,094$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%
11/15/2024 MML Investors Services LLC13,081$304K0.0%+8.8%0.229%
11/15/2024 Jane Street Group LLC84,960$1.98M0.0%-39.5%1.491%
11/15/2024 Integrated Wealth Concepts LLC24,351$567K0.0%+21.7%0.427%
11/15/2024 HighTower Advisors LLC105,550$2.45M0.0%N/A1.852%
11/14/2024 Captrust Financial Advisors18,639$434K0.0%-33.2%0.327%
11/14/2024 Atlantic Union Bankshares Corp102,987$2.40M0.1%+34.1%1.807%
(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, 80 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), Confluence Investment Management LLC ($5.35M), LPL Financial LLC ($4.85M), Invesco Ltd. ($4.81M), and OLD Mission Capital LLC ($4.68M).Learn more on BSMT's institutional investors.

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

Of the 76 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. ($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 3,926,954 shares in the last 24 months. This purchase volume represents approximately $90.09M in transactions.

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

Of the 18 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: Kathmere Capital Management LLC ($248.08K), Wells Fargo & Company MN ($207.11K), Jane Street Group LLC ($103.27K), CGN Advisors LLC ($41.97K), Confluence Investment Management LLC ($15.07K), D.A. Davidson & CO. ($14.75K), 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 675,608 shares in the last 24 months. This volume of shares sold represents approximately $15.54M in transactions.


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This page (NASDAQ:BSMT) was last updated on 5/22/2025 by MarketBeat.com Staff
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