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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$22.46 +0.12 (+0.54%)
Closing price 04:00 PM Eastern
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$22.46 -0.01 (-0.02%)
As of 06:43 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)
77
Total
Institutional Inflows
(last 12 months)
$75.60M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$10.54M
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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
10/13/2026Avior Wealth Management LLC218,375$4.86M0.1%N/A1.680%
10/8/2026Farther Finance Advisors LLC3,225$72K0.0%-45.6%0.025%
10/6/2026Legacy Private Trust Co.64,920$1.45M0.1%N/A0.503%
10/5/2026Horizons Wealth Management23,279$518K0.3%N/A0.180%
10/1/2026 Confluence Investment Management LLC93,965$2.09M0.0%N/A0.734%
9/23/2026Envestnet Asset Management Inc.105,968$2.44M0.0%-1.4%0.828%
9/15/2026Anchor Investment Management LLC45,500$1.05M0.1%+71.7%0.370%
9/9/2026Sequoia Financial Advisors LLC107,886$2.49M0.0%-32.7%0.877%
9/9/2026Integrated Wealth Concepts LLC154,554$3.56M0.0%+14.1%1.257%
9/9/2026NewEdge Advisors LLC216,442$4.99M0.0%+8.5%1.760%
9/9/2026Baird Financial Group Inc.28,148$648K0.0%+210.5%0.229%
9/2/2026Kinetic Wealth Investment Advisors LLC80,405$1.85M0.9%N/A0.654%
8/23/2026Wedmont Private Capital31,078$717K0.0%N/A0.253%
7/8/2026Clark Asset Management LLC96,171$2.22M0.2%-2.6%0.795%
7/7/2026Avior Wealth Management LLC193,355$4.45M0.1%-15.8%1.598%
7/1/2026 Confluence Investment Management LLC96,425$2.22M0.0%-7.6%0.853%
6/3/2026NewEdge Advisors LLC199,494$4.59M0.0%+16.7%1.765%
6/1/2026Financial Solutions Advisory Group Inc.72,527$1.67M0.2%N/A0.642%
5/29/2026Asset Dedication LLC74,984$1.73M0.1%+8.6%0.664%
5/20/2026Hobbs Group Advisors LLC23,749$547K0.2%+18.4%0.210%
5/19/2026Western Wealth Management LLC2,225$51K0.0%N/A0.020%
5/19/2026Bank of America Corp DE291,824$6.72M0.0%+10.2%2.583%
5/18/2026Royal Bank of Canada20,670$476K0.0%-3.1%0.183%
5/13/2026Cetera Investment Advisers27,400$631K0.0%+21.2%0.242%
5/5/2026Sanctuary Advisors LLC39,134$901K0.0%+6.1%0.346%
5/2/2026Anchor Investment Management LLC26,500$610K0.1%+562.5%0.235%
5/2/2026Carnegie Investment Counsel43,052$991K0.0%+99.2%0.381%
5/1/2026Fifth Third Bancorp4,648$107K0.0%N/A0.041%
5/1/2026Sequoia Financial Advisors LLC160,243$3.69M0.0%-5.4%1.418%
4/30/2026Kestra Advisory Services LLC79,023$1.82M0.0%-3.7%0.699%
4/28/2026Kathmere Capital Management LLC251,833$5.80M0.4%-7.7%2.229%
4/28/2026Ascentis Independent Advisors6,100$140K0.0%N/A0.054%
4/27/2026World Investment Advisors10,421$240K0.0%N/A0.092%
4/27/2026Private Advisor Group LLC9,200$212K0.0%N/A0.081%
4/24/2026Key Financial Inc110,776$2.55M0.5%-8.0%0.980%
4/24/2026Harbor Investment Advisory LLC1,350$31K0.0%+92.9%0.012%
4/17/2026WealthBridge Capital Management LLC14,300$329K0.1%+6.9%0.127%
4/17/2026Clark Asset Management LLC98,737$2.27M0.2%+31.9%0.874%
3/12/2026Farmers National Bank52,287$1.21M0.3%+5.4%0.489%
2/26/2026Anchor Investment Management LLC4,000$93K0.0%+300.0%0.037%
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2/24/2026Coastline Complete Wealth LLC68,900$1.60M1.0%N/A0.644%
2/19/2026Invesco Ltd.280,320$6.49M0.0%+17.1%2.620%
2/18/2026Beacon Pointe Advisors LLC14,798$343K0.0%-36.5%0.138%
2/18/2026NewEdge Advisors LLC171,018$3.96M0.0%+9.4%1.598%
2/18/2026VestGen Advisors LLC76,485$1.77M0.1%-43.6%0.715%
2/17/2026Cetera Investment Advisers22,612$523K0.0%+86.9%0.211%
2/17/2026Equitable Holdings Inc.36,275$840K0.0%+1.7%0.339%
2/17/2026Osaic Holdings Inc.94,202$2.18M0.0%+16.3%0.880%
2/17/2026Captrust Financial Advisors33,498$775K0.0%+16.3%0.313%
2/17/2026Royal Bank of Canada21,334$494K0.0%+7.0%0.199%
2/16/2026MML Investors Services LLC75,318$1.74M0.0%+17.4%0.704%
2/16/2026Focus Partners Wealth95,062$2.20M0.0%+10.8%0.888%
2/13/2026Jacobi Capital Management LLC18,476$428K0.0%+21.7%0.173%
2/13/2026Kestra Advisory Services LLC82,046$1.90M0.0%+6.1%0.767%
2/13/2026Stifel Financial Corp21,602$500K0.0%-10.2%0.202%
2/13/2026Integrated Wealth Concepts LLC112,957$2.62M0.0%+27.7%1.056%
2/13/2026Wells Fargo & Company MN579,299$13.41M0.0%+5.0%5.414%
2/12/2026Jane Street Group LLC89,287$2.07M0.0%N/A0.834%
2/12/2026Commonwealth Equity Services LLC91,029$2.11M0.0%-43.5%0.851%
2/12/2026Steward Partners Investment Advisory LLC3,362$78K0.0%+680.0%0.031%
2/11/2026Capital Analysts LLC6,745$156K0.0%N/A0.063%
2/11/2026LPL Financial LLC271,820$6.29M0.0%+9.6%2.540%
2/11/2026Cookson Peirce & Co. Inc.9,286$215K0.0%N/A0.087%
2/11/2026First Command Advisory Services Inc.6,087$141K0.0%-38.9%0.057%
2/10/2026Lido Advisors LLC106,400$2.46M0.0%+11.3%0.994%
2/10/2026Northwestern Mutual Wealth Management Co.89,813$2.08M0.0%+17.5%0.839%
2/10/2026IFG Advisory LLC15,496$359K0.0%+68.2%0.145%
2/9/2026Key Financial Inc120,472$2.79M0.5%+0.9%1.126%
2/9/2026Harbour Investments Inc.30,897$715K0.0%+8.3%0.289%
2/9/2026Clearstead Advisors LLC17,254$399K0.0%+33.4%0.161%
2/6/2026PNC Financial Services Group Inc.2,660$62K0.0%+24.3%0.025%
2/6/2026HighTower Advisors LLC200,173$4.63M0.0%+50.0%1.871%
2/5/2026Hills Bank & Trust Co633,116$14.66M0.9%+10.8%6.030%
2/5/2026Northwestern Mutual Wealth Management Co.1,039,660$24.07M0.0%+1,260.5%9.902%
2/5/2026Paulson Wealth Management Inc.38,523$892K0.2%+27.4%0.367%
2/4/2026Moneco Advisors LLC133,311$3.09M0.2%+3.5%1.270%
2/4/2026Atlantic Union Bankshares Corp177,011$4.10M0.1%-0.4%1.686%
2/4/2026Meridian Wealth Management LLC26,955$624K0.0%+3.1%0.257%
2/3/2026Sequoia Financial Advisors LLC169,318$3.92M0.0%N/A1.613%
2/2/2026AlphaStar Capital Management LLC39,338$911K0.1%-13.6%0.382%
1/29/2026Howard Wealth Management LLC22,372$518K0.2%+58.0%0.217%
1/29/2026UBS Group AG180,590$4.18M0.0%+29.9%1.753%
1/29/2026Sanctuary Advisors LLC36,869$854K0.0%+8.1%0.358%
1/27/2026Clark Asset Management LLC74,852$1.73M0.2%+34.0%0.727%
1/26/2026Asset Dedication LLC69,041$1.60M0.1%+7.3%0.670%
1/26/2026Private Trust Co. NA13,356$309K0.0%+31.1%0.130%
1/26/2026Invariant Investment Management17,293$402K0.3%N/A0.168%
1/23/2026Farther Finance Advisors LLC10,889$252K0.0%+43.4%0.106%
1/23/2026Carnegie Investment Counsel21,608$500K0.0%+50.2%0.210%
1/14/2026WESPAC Advisors LLC13,000$301K0.2%N/A0.127%
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1/14/2026Accurate Wealth Management LLC12,063$281K0.0%+21.0%0.118%
1/13/2026Kathmere Capital Management LLC272,702$6.31M0.4%-1.9%2.674%
1/9/2026Silverlake Wealth Management LLC20,599$477K0.1%+10.1%0.202%
1/8/2026Wealth Enhancement Advisory Services LLC16,949$394K0.0%+86.8%0.166%
1/8/2026Legacy Private Trust Co.58,401$1.35M0.1%+109.9%0.573%
1/7/2026Precedent Wealth Partners LLC153,447$3.55M0.7%+10.0%1.504%
1/6/2026Avior Wealth Management LLC201,830$4.67M0.1%+13.2%1.979%
1/5/2026Horizons Wealth Management23,301$539K0.4%+8.8%0.231%
1/5/2026CGN Advisors LLC10,677$247K0.0%-13.4%0.106%
12/15/2025Farmers National Bank49,604$1.15M0.3%+3.1%0.522%


BSMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($14.66M), Wells Fargo & Company MN ($13.41M), Bank of America Corp DE ($6.72M), Invesco Ltd. ($6.49M), LPL Financial LLC ($6.29M), Kathmere Capital Management LLC ($5.80M), and NewEdge Advisors LLC ($4.99M).Learn more on Invesco BulletShares 2029 Municipal Bond ETF's institutional investors.

Of the 108 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: Northwestern Mutual Wealth Management Co. ($997.62K), Kathmere Capital Management LLC ($534.83K), Hills Bank & Trust Co ($430.76K), Avior Wealth Management LLC ($364.06K), Raymond James Financial Inc. ($298.10K), Confluence Investment Management LLC ($218.89K), and NewEdge Advisors LLC ($216.44K).

Institutional investors have bought a total of 3,284,814 shares in the last 24 months. This purchase volume represents approximately $75.60M in transactions.

Of the 23 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: Confluence Investment Management LLC ($127.98K), Commonwealth Equity Services LLC ($70.13K), Sequoia Financial Advisors LLC ($61.43K), VestGen Advisors LLC ($59.13K), Avior Wealth Management LLC ($36.32K), Kathmere Capital Management LLC ($34.92K), and Key Financial Inc ($9.70K).

Institutional investors have sold a total of 456,616 shares in the last 24 months. This volume of shares sold represents approximately $10.54M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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