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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

Invesco BulletShares 2029 Municipal Bond ETF logo
$23.07 0.00 (0.00%)
As of 06/12/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$79.24M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$12.32M
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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
6/3/2026 NewEdge Advisors LLC199,494$4.59M0.0%+16.7%1.765%
6/1/2026 Financial Solutions Advisory Group Inc.72,527$1.67M0.2%N/A0.642%
5/29/2026 Asset Dedication LLC74,984$1.73M0.1%+8.6%0.664%
5/20/2026 Hobbs Group Advisors LLC23,749$547K0.2%+18.4%0.210%
5/19/2026 Western Wealth Management LLC2,225$51K0.0%N/A0.020%
5/19/2026 Bank of America Corp DE291,824$6.72M0.0%+10.2%2.583%
5/18/2026 Royal Bank of Canada20,670$476K0.0%-3.1%0.183%
5/13/2026 Cetera Investment Advisers27,400$631K0.0%+21.2%0.242%
5/5/2026 Sanctuary Advisors LLC39,134$901K0.0%+6.1%0.346%
5/2/2026 Anchor Investment Management LLC26,500$610K0.1%+562.5%0.235%
5/2/2026 Carnegie Investment Counsel43,052$991K0.0%+99.2%0.381%
5/1/2026 Fifth Third Bancorp4,648$107K0.0%N/A0.041%
5/1/2026 Sequoia Financial Advisors LLC160,243$3.69M0.0%-5.4%1.418%
4/30/2026 Kestra Advisory Services LLC79,023$1.82M0.0%-3.7%0.699%
4/28/2026 Kathmere Capital Management LLC251,833$5.80M0.4%-7.7%2.229%
4/28/2026 Ascentis Independent Advisors6,100$140K0.0%N/A0.054%
4/27/2026 World Investment Advisors10,421$240K0.0%N/A0.092%
4/27/2026 Private Advisor Group LLC9,200$212K0.0%N/A0.081%
4/24/2026 Key Financial Inc110,776$2.55M0.5%-8.0%0.980%
4/24/2026 Harbor Investment Advisory LLC1,350$31K0.0%+92.9%0.012%
4/17/2026 WealthBridge Capital Management LLC14,300$329K0.1%+6.9%0.127%
4/17/2026 Clark Asset Management LLC98,737$2.27M0.2%+31.9%0.874%
3/12/2026 Farmers National Bank52,287$1.21M0.3%+5.4%0.489%
2/26/2026 Anchor Investment Management LLC4,000$93K0.0%+300.0%0.037%
2/24/2026 Coastline Complete Wealth LLC68,900$1.60M1.0%N/A0.644%
2/19/2026 Invesco Ltd.280,320$6.49M0.0%+17.1%2.620%
2/18/2026 Beacon Pointe Advisors LLC14,798$343K0.0%-36.5%0.138%
2/18/2026 NewEdge Advisors LLC171,018$3.96M0.0%+9.4%1.598%
2/18/2026 VestGen Advisors LLC76,485$1.77M0.1%-43.6%0.715%
2/17/2026 Cetera Investment Advisers22,612$523K0.0%+86.9%0.211%
2/17/2026 Equitable Holdings Inc.36,275$840K0.0%+1.7%0.339%
2/17/2026 Osaic Holdings Inc.94,202$2.18M0.0%+16.3%0.880%
2/17/2026 Captrust Financial Advisors33,498$775K0.0%+16.3%0.313%
2/17/2026 Royal Bank of Canada21,334$494K0.0%+7.0%0.199%
2/16/2026 MML Investors Services LLC75,318$1.74M0.0%+17.4%0.704%
2/16/2026 Focus Partners Wealth95,062$2.20M0.0%+10.8%0.888%
2/13/2026 Jacobi Capital Management LLC18,476$428K0.0%+21.7%0.173%
2/13/2026 Kestra Advisory Services LLC82,046$1.90M0.0%+6.1%0.767%
2/13/2026 Stifel Financial Corp21,602$500K0.0%-10.2%0.202%
2/13/2026 Integrated Wealth Concepts LLC112,957$2.62M0.0%+27.7%1.056%
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2/13/2026 Wells Fargo & Company MN579,299$13.41M0.0%+5.0%5.414%
2/12/2026 Jane Street Group LLC89,287$2.07M0.0%N/A0.834%
2/12/2026 Commonwealth Equity Services LLC91,029$2.11M0.0%-43.5%0.851%
2/12/2026 Steward Partners Investment Advisory LLC3,362$78K0.0%+680.0%0.031%
2/11/2026 Capital Analysts LLC6,745$156K0.0%N/A0.063%
2/11/2026 LPL Financial LLC271,820$6.29M0.0%+9.6%2.540%
2/11/2026 Cookson Peirce & Co. Inc.9,286$215K0.0%N/A0.087%
2/11/2026 First Command Advisory Services Inc.6,087$141K0.0%-38.9%0.057%
2/10/2026 Lido Advisors LLC106,400$2.46M0.0%+11.3%0.994%
2/10/2026 Northwestern Mutual Wealth Management Co.89,813$2.08M0.0%+17.5%0.839%
2/10/2026 IFG Advisory LLC15,496$359K0.0%+68.2%0.145%
2/9/2026 Key Financial Inc120,472$2.79M0.5%+0.9%1.126%
2/9/2026 Harbour Investments Inc.30,897$715K0.0%+8.3%0.289%
2/9/2026 Clearstead Advisors LLC17,254$399K0.0%+33.4%0.161%
2/6/2026 PNC Financial Services Group Inc.2,660$62K0.0%+24.3%0.025%
2/6/2026 HighTower Advisors LLC200,173$4.63M0.0%+50.0%1.871%
2/5/2026 Hills Bank & Trust Co633,116$14.66M0.9%+10.8%6.030%
2/5/2026 Northwestern Mutual Wealth Management Co.1,039,660$24.07M0.0%+1,260.5%9.902%
2/5/2026 Paulson Wealth Management Inc.38,523$892K0.2%+27.4%0.367%
2/4/2026 Moneco Advisors LLC133,311$3.09M0.2%+3.5%1.270%
2/4/2026 Atlantic Union Bankshares Corp177,011$4.10M0.1%-0.4%1.686%
2/4/2026 Meridian Wealth Management LLC26,955$624K0.0%+3.1%0.257%
2/3/2026 Sequoia Financial Advisors LLC169,318$3.92M0.0%N/A1.613%
2/2/2026 AlphaStar Capital Management LLC39,338$911K0.1%-13.6%0.382%
1/29/2026 Howard Wealth Management LLC22,372$518K0.2%+58.0%0.217%
1/29/2026 UBS Group AG180,590$4.18M0.0%+29.9%1.753%
1/29/2026 Sanctuary Advisors LLC36,869$854K0.0%+8.1%0.358%
1/27/2026 Clark Asset Management LLC74,852$1.73M0.2%+34.0%0.727%
1/26/2026 Asset Dedication LLC69,041$1.60M0.1%+7.3%0.670%
1/26/2026 Private Trust Co. NA13,356$309K0.0%+31.1%0.130%
1/26/2026 Invariant Investment Management17,293$402K0.3%N/A0.168%
1/23/2026 Farther Finance Advisors LLC10,889$252K0.0%+43.4%0.106%
1/23/2026 Carnegie Investment Counsel21,608$500K0.0%+50.2%0.210%
1/14/2026 WESPAC Advisors LLC13,000$301K0.2%N/A0.127%
1/14/2026 Accurate Wealth Management LLC12,063$281K0.0%+21.0%0.118%
1/13/2026 Kathmere Capital Management LLC272,702$6.31M0.4%-1.9%2.674%
1/9/2026 Silverlake Wealth Management LLC20,599$477K0.1%+10.1%0.202%
1/8/2026 Wealth Enhancement Advisory Services LLC16,949$394K0.0%+86.8%0.166%
1/8/2026 Legacy Private Trust Co.58,401$1.35M0.1%+109.9%0.573%
1/7/2026 Precedent Wealth Partners LLC153,447$3.55M0.7%+10.0%1.504%
1/6/2026 Avior Wealth Management LLC201,830$4.67M0.1%+13.2%1.979%
1/5/2026 Horizons Wealth Management23,301$539K0.4%+8.8%0.231%
1/5/2026 CGN Advisors LLC10,677$247K0.0%-13.4%0.106%
12/15/2025 Farmers National Bank49,604$1.15M0.3%+3.1%0.522%
11/20/2025 Asset Dedication LLC64,320$1.49M0.1%-2.2%0.677%
11/17/2025 NewEdge Advisors LLC156,288$3.61M0.0%+5.4%1.645%
11/17/2025Sterling Financial Group Inc.206,991$4.78M1.5%+123.8%2.179%
11/17/2025 Northwestern Mutual Wealth Management Co.76,419$1.77M0.0%+10.2%0.804%
11/17/2025 Lido Advisors LLC95,600$2.21M0.0%+62.3%1.006%
11/17/2025 Integrated Wealth Concepts LLC88,482$2.04M0.0%+34.2%0.931%
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11/17/2025 Focus Partners Wealth85,825$1.98M0.0%+16.4%0.903%
11/17/2025 Elequin Capital LP40,513$936K0.1%N/A0.426%
11/17/2025 Bank of America Corp DE240,794$5.56M0.0%+2.5%2.535%
11/14/2025 Raymond James Financial Inc.165,026$3.81M0.0%+6.7%1.737%
11/14/2025 Equitable Holdings Inc.35,652$824K0.0%+4.0%0.375%
11/13/2025 Invesco Ltd.239,350$5.53M0.0%+10.4%2.519%
11/13/2025 Hobbs Group Advisors LLC19,778$457K0.1%+19.5%0.208%
11/13/2025 UBS Group AG139,032$3.21M0.0%+17.5%1.463%
11/12/2025 IFG Advisory LLC9,212$213K0.0%N/A0.097%
11/10/2025 Clearstead Advisors LLC12,933$299K0.0%N/A0.136%


BSMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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 Sterling Financial Group Inc. ($4.78M).Learn more on Invesco BulletShares 2029 Municipal Bond ETF's institutional investors.

Of the 105 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. ($1.03M), Kathmere Capital Management LLC ($534.83K), Hills Bank & Trust Co ($435.55K), Raymond James Financial Inc. ($298.10K), OLD Mission Capital LLC ($205.82K), HighTower Advisors LLC ($201.84K), and NewEdge Advisors LLC ($199.49K).

Institutional investors have bought a total of 3,439,144 shares in the last 24 months. This purchase volume represents approximately $79.24M in transactions.

Of the 31 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 ($128.12K), Commonwealth Equity Services LLC ($70.13K), Ameriprise Financial Inc. ($64.92K), VestGen Advisors LLC ($59.13K), CGN Advisors LLC ($44.36K), Kathmere Capital Management LLC ($34.92K), and Envestnet Asset Management Inc. ($15.76K).

Institutional investors have sold a total of 536,080 shares in the last 24 months. This volume of shares sold represents approximately $12.32M in transactions.


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This page (NASDAQ:BSMT) was last updated on 6/15/2026 by MarketBeat.com Staff.
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