Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

$23.06

+0.02 (+0.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 30
Total Institutional Inflows (last 12 months): $21.03M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $3.81M

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BSMT Institutional Buying and Selling by Quarter

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Invesco BulletShares 2029 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	First Command Advisory Services Inc.	3,566	$82K	0.0%	+81.8%	0.073%
7/25/2024	Hills Bank & Trust Co	241,536	$5.54M	0.4%	+2.0%	4.929%
7/25/2024	Atlantic Union Bankshares Corp	76,797	$1.76M	0.1%	+15.9%	1.567%
7/23/2024	Precedent Wealth Partners LLC	58,577	$1.34M	0.5%	+16.8%	1.195%
7/22/2024	Hobbs Group Advisors LLC	30,649	$702K	0.3%	N/A	0.625%
7/19/2024	MONECO Advisors LLC	27,539	$631K	0.1%	N/A	0.574%
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7/16/2024	Bill Few Associates Inc.	8,770	$201K	0.1%	N/A	0.183%
7/15/2024	Sterling Financial Group Inc.	89,805	$2.06M	0.9%	+3.7%	1.871%
7/10/2024	CGN Advisors LLC	55,937	$1.28M	0.1%	-12.5%	1.190%
7/1/2024	Confluence Investment Management LLC	123,985	$2.84M	0.0%	-1.2%	2.952%
5/17/2024	Comerica Bank	4,911	$114K	0.0%	+278.1%	0.117%
5/14/2024	Sentinel Pension Advisors Inc.	9,170	$213K	0.0%	N/A	0.218%
5/2/2024	First Command Advisory Services Inc.	1,961	$46K	0.0%	N/A	0.047%
4/30/2024	Commonwealth Equity Services LLC	33,783	$785K	0.0%	+7.3%	0.804%
4/23/2024	Precedent Wealth Partners LLC	50,131	$1.17M	0.5%	+28.4%	1.194%
4/18/2024	Silverlake Wealth Management LLC	11,095	$258K	0.1%	N/A	0.264%
4/16/2024	Atlantic Union Bankshares Corp	66,237	$1.54M	0.1%	+5.8%	1.577%
4/16/2024	Tlwm	11,349	$264K	0.1%	+5.8%	0.270%
4/12/2024	CGN Advisors LLC	63,927	$1.49M	0.2%	-32.7%	1.522%
4/10/2024	Sterling Financial Group Inc.	86,634	$2.01M	1.0%	+208.5%	2.221%
4/1/2024	Confluence Investment Management LLC	125,525	$2.92M	0.0%	N/A	3.804%
3/22/2024	Cooksen Wealth LLC	15,203	$357K	0.4%	N/A	0.461%
2/16/2024	Hobbs Group Advisors LLC	26,309	$618K	0.3%	N/A	0.797%
2/9/2024	D.A. Davidson & CO.	59,407	$1.40M	0.0%	-16.8%	1.800%
2/9/2024	Wells Fargo & Company MN	285,889	$6.72M	0.0%	-27.3%	8.663%
2/8/2024	Beacon Pointe Advisors LLC	15,471	$363K	0.0%	N/A	0.469%
2/7/2024	Hills Bank & Trust Co	236,215	$5.55M	0.5%	+124.9%	7.158%
2/6/2024	Private Advisor Group LLC	15,587	$366K	0.0%	N/A	0.472%
2/2/2024	Addison Advisors LLC	13,255	$311K	0.1%	-9.2%	0.402%
1/31/2024	Key Financial Inc	80,739	$1.90M	0.5%	+17.8%	2.447%
1/30/2024	Avior Wealth Management LLC	27,920	$656K	0.0%	+141.6%	0.846%
1/19/2024	Atlantic Union Bankshares Corp	62,608	$1.47M	0.1%	+31.4%	2.236%
1/18/2024	Precedent Wealth Partners LLC	39,051	$918K	0.5%	N/A	1.395%
1/16/2024	Raymond James Financial Services Advisors Inc.	16,506	$388K	0.0%	+5.7%	0.590%
1/16/2024	Raymond James & Associates	8,894	$209K	0.0%	N/A	0.318%
1/16/2024	Valicenti Advisory Services Inc.	8,525	$200K	0.1%	N/A	0.304%
1/9/2024	Tlwm	10,722	$252K	0.1%	N/A	0.397%
1/8/2024	Horizons Wealth Management	19,049	$448K	0.3%	+301.2%	0.706%
1/5/2024	CGN Advisors LLC	94,986	$2.23M	0.3%	+5.3%	3.518%
11/13/2023	Asset Dedication LLC	23,528	$521K	0.0%	+2.3%	0.980%
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11/8/2023	D.A. Davidson & CO.	71,444	$1.58M	0.0%	+8.5%	2.977%
11/7/2023	Addison Advisors LLC	14,595	$323K	0.1%	+25.5%	0.608%
10/26/2023	Hills Bank & Trust Co	105,044	$2.32M	0.3%	N/A	4.567%
10/23/2023	Commonwealth Equity Services LLC	20,039	$443K	0.0%	+11.3%	0.911%
10/20/2023	Atlantic Union Bankshares Corp	47,652	$1.05M	0.1%	+15.6%	2.166%
10/19/2023	Sterling Financial Group Inc.	28,083	$621K	0.4%	+18.9%	1.277%
10/17/2023	Avior Wealth Management LLC	11,554	$256K	0.0%	+6.3%	0.525%
10/13/2023	CGN Advisors LLC	90,214	$2.00M	0.3%	+7.5%	4.101%
10/12/2023	Horizons Wealth Management	4,748	$105K	0.1%	+65.1%	0.216%
9/7/2023	Sterling Financial Group Inc.	23,613	$543K	0.4%	+83.0%	1.124%
8/22/2023	Asset Dedication LLC	23,005	$528K	0.0%	+25.4%	1.095%
8/11/2023	D.A. Davidson & CO.	65,822	$1.51M	0.0%	+24.0%	3.134%
8/8/2023	Wrapmanager Inc.	13,531	$311K	0.1%	-10.6%	0.644%
8/3/2023	Addison Advisors LLC	11,630	$267K	0.1%	N/A	0.554%
8/2/2023	Bank of Montreal Can	2,126	$49K	0.0%	N/A	0.101%
8/1/2023	Cookson Peirce & Co. Inc.	9,953	$229K	0.0%	N/A	0.474%
7/31/2023	LPL Financial LLC	47,598	$1.09M	0.0%	+27.8%	2.267%
7/28/2023	Key Financial Inc	68,529	$1.58M	0.5%	+396.6%	3.263%
7/25/2023	Raymond James Financial Services Advisors Inc.	15,619	$359K	0.0%	N/A	0.744%
7/19/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	10,867	$250K	0.0%	+27.2%	0.517%
7/11/2023	Atlantic Union Bankshares Corp	41,210	$947K	0.1%	+122.9%	1.962%
7/10/2023	CGN Advisors LLC	83,885	$1.93M	0.3%	+7.2%	3.995%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	8,545	$200K	0.0%	N/A	0.407%
5/3/2023	Savant Capital LLC	15,489	$362K	0.0%	N/A	0.738%
5/2/2023	Key Financial Inc	13,800	$323K	0.1%	N/A	0.657%
4/27/2023	Benjamin F. Edwards & Company Inc.	2,930	$69K	0.0%	-86.9%	0.140%
4/25/2023	D.A. Davidson & CO.	53,090	$1.24M	0.0%	+35.9%	2.528%
4/24/2023	Asset Dedication LLC	18,350	$427K	0.0%	+7.2%	0.874%
4/11/2023	Massmutual Trust Co. FSB ADV	41,136	$962K	0.0%	+95.4%	1.959%
4/4/2023	CGN Advisors LLC	78,287	$1.83M	0.3%	+31.8%	3.728%
4/4/2023	Confluence Investment Management LLC	13,099	$306K	0.0%	-65.3%	0.624%
2/9/2023	Atlantic Union Bankshares Corp	18,695	$428K	0.0%	N/A	0.890%
2/8/2023	UBS Group AG	6,750	$155K	0.0%	-55.3%	0.321%
2/7/2023	Benjamin F. Edwards & Company Inc.	22,376	$512K	0.0%	+663.7%	1.066%
2/7/2023	LPL Financial LLC	33,941	$777K	0.0%	+126.3%	1.616%
2/7/2023	Envestnet Asset Management Inc.	14,588	$334K	0.0%	N/A	0.695%
2/6/2023	Wrapmanager Inc.	15,385	$352K	0.1%	+23.8%	0.733%
2/3/2023	D.A. Davidson & CO.	39,070	$895K	0.0%	N/A	1.860%
1/31/2023	Cookson Peirce & Co. Inc.	9,878	$226K	0.0%	+4.5%	0.470%
1/24/2023	Royal Harbor Partners LLC	18,167	$416K	0.3%	-17.3%	0.956%
1/19/2023	Asset Dedication LLC	17,121	$391K	0.0%	+51.7%	0.901%
1/9/2023	CGN Advisors LLC	59,410	$1.36M	0.2%	+43.1%	3.301%
1/6/2023	Massmutual Trust Co. FSB ADV	21,053	$482K	0.0%	-2.5%	1.170%
1/4/2023	Confluence Investment Management LLC	37,699	$863K	0.0%	-60.0%	3.770%
1/3/2023	Horizons Wealth Management	2,876	$66K	0.1%	N/A	0.288%
11/14/2022	Equitable Holdings Inc.	25,365	$557K	0.0%	N/A	2.537%
11/8/2022	Cookson Peirce & Co. Inc.	9,452	$207K	0.0%	-29.4%	0.945%
11/8/2022	Lmcg Investments LLC	74,233	$1.63M	0.1%	N/A	7.423%
10/28/2022	Benjamin F. Edwards & Company Inc.	2,930	$64K	0.0%	-79.8%	0.366%
10/27/2022	Asset Dedication LLC	11,285	$249K	0.0%	+17.8%	1.411%
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10/18/2022	CGN Advisors LLC	41,521	$911K	0.2%	+16.8%	5.190%
10/13/2022	FOCUS Wealth Advisors LLC	11,888	$261K	0.2%	N/A	1.486%
10/7/2022	Massmutual Trust Co. FSB ADV	21,597	$474K	0.0%	N/A	2.700%
10/3/2022	Confluence Investment Management LLC	94,257	$2.07M	0.0%	-19.4%	11.782%
8/4/2022	Northwestern Mutual Wealth Management Co.	16,524	$379K	0.0%	+9.5%	2.066%
7/27/2022	Garrett Investment Advisors LLC	35,535	$815K	0.2%	N/A	4.442%
7/20/2022	Cookson Peirce & Co. Inc.	13,391	$307K	0.0%	-6.5%	1.674%
7/19/2022	Asset Dedication LLC	9,581	$219K	0.0%	-12.0%	1.198%
7/6/2022	Confluence Investment Management LLC	116,874	$2.68M	0.0%	+22.0%	14.609%
5/9/2022	Northwestern Mutual Wealth Management Co.	15,094	$363K	0.0%	+4.8%	1.887%

(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, 44 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.72M), Hills Bank & Trust Co ($5.54M), Confluence Investment Management LLC ($2.84M), Sterling Financial Group Inc. ($2.06M), Key Financial Inc ($1.90M), Atlantic Union Bankshares Corp ($1.76M), and Lmcg Investments LLC ($1.63M).Learn more on BSMT's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2029 Municipal Bond ETF stock?: Of the 41 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: Hills Bank & Trust Co ($241.00K), Confluence Investment Management LLC ($125.53K), Key Financial Inc ($80.74K), Atlantic Union Bankshares Corp ($77.01K), Sterling Financial Group Inc. ($76.91K), Lmcg Investments LLC ($74.23K), and D.A. Davidson & CO. ($71.44K).
How much institutional buying is happening at Invesco BulletShares 2029 Municipal Bond ETF?: Institutional investors have bought a total of 1,367,154 shares in the last 24 months. This purchase volume represents approximately $40.72M in transactions.

Which Invesco BulletShares 2029 Municipal Bond ETF major shareholders have been selling company stock?: Of the 11 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 ($107.32K), Confluence Investment Management LLC ($105.32K), CGN Advisors LLC ($39.05K), Benjamin F. Edwards & Company Inc. ($31.01K), D.A. Davidson & CO. ($12.04K), UBS Group AG ($8.35K), and Cookson Peirce & Co. Inc. ($3.94K).
How much institutional selling is happening at Invesco BulletShares 2029 Municipal Bond ETF?: Institutional investors have sold a total of 314,311 shares in the last 24 months. This volume of shares sold represents approximately $10.72M in transactions.