Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $32.91M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $4.67M

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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
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%
2/14/2024	Royal Bank of Canada	10,141	$238K	0.0%	+7.0%	0.307%
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2/14/2024	Kestra Advisory Services LLC	62,395	$1.47M	0.0%	N/A	1.891%
2/13/2024	Envestnet Asset Management Inc.	32,812	$771K	0.0%	+11.0%	0.994%
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%
2/9/2024	UBS Group AG	46,781	$1.10M	0.0%	+19.2%	1.418%
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%
11/21/2023	Comerica Bank	1,299	$29K	0.0%	N/A	0.054%
11/13/2023	Asset Dedication LLC	23,528	$521K	0.0%	+2.3%	0.980%
11/13/2023	LPL Financial LLC	63,104	$1.40M	0.0%	+32.6%	2.629%
11/13/2023	Invesco Ltd.	82,846	$1.83M	0.0%	+4.9%	3.452%
11/13/2023	Envestnet Asset Management Inc.	29,559	$654K	0.0%	+39.9%	1.232%
11/9/2023	UBS Group AG	39,241	$868K	0.0%	+21.3%	1.635%
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%
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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%
8/21/2023	Osaic Holdings Inc.	27,585	$634K	0.0%	+5.6%	1.314%
8/15/2023	Equitable Holdings Inc.	38,039	$874K	0.0%	+24.3%	1.811%
8/15/2023	Wells Fargo & Company MN	332,158	$7.63M	0.0%	+14.2%	15.817%
8/15/2023	Integrated Wealth Concepts LLC	9,318	$214K	0.0%	N/A	0.444%
8/15/2023	Goldman Sachs Group Inc.	51,871	$1.19M	0.0%	N/A	2.470%
8/15/2023	Captrust Financial Advisors	23,200	$533K	0.0%	-16.7%	1.105%
8/15/2023	Royal Bank of Canada	9,317	$214K	0.0%	-21.7%	0.444%
8/11/2023	D.A. Davidson & CO.	65,822	$1.51M	0.0%	+24.0%	3.134%
8/10/2023	Osaic Holdings Inc.	27,585	$634K	0.0%	+5.6%	1.314%
8/10/2023	Commonwealth Equity Services LLC	18,001	$414K	0.0%	+25.4%	0.857%
8/8/2023	Wrapmanager Inc.	13,531	$311K	0.1%	-10.6%	0.644%
8/4/2023	Envestnet Asset Management Inc.	21,124	$485K	0.0%	+15.0%	1.006%
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%
5/16/2023	Jane Street Group LLC	169,185	$3.96M	0.0%	+154.2%	8.056%
5/15/2023	Equitable Holdings Inc.	30,610	$716K	0.0%	+10.1%	1.458%
5/12/2023	Bank of America Corp DE	18,478	$432K	0.0%	+61.6%	0.880%
5/11/2023	Envestnet Asset Management Inc.	18,376	$430K	0.0%	+26.0%	0.875%
5/11/2023	Commonwealth Equity Services LLC	14,356	$335K	0.0%	N/A	0.684%
5/10/2023	LPL Financial LLC	37,244	$871K	0.0%	+9.7%	1.774%
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%
2/21/2023	Northwestern Mutual Wealth Management Co.	1,682	$39K	0.0%	-90.8%	0.080%
2/15/2023	Captrust Financial Advisors	29,986	$687K	0.0%	+58.9%	1.428%
2/15/2023	Jane Street Group LLC	66,565	$1.52M	0.0%	+21.1%	3.170%
2/15/2023	Morgan Stanley	362,370	$8.30M	0.0%	+2,970.9%	17.256%
2/15/2023	Equitable Holdings Inc.	27,802	$637K	0.0%	+9.6%	1.324%
2/13/2023	Wells Fargo & Company MN	254,038	$5.82M	0.0%	+11,379.3%	12.097%
2/10/2023	Bank of America Corp DE	11,431	$262K	0.0%	+27.2%	0.544%
2/10/2023	Advisor Group Holdings Inc.	27,088	$621K	0.0%	+3.1%	1.290%
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%
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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%

(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, 51 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Morgan Stanley ($8.30M), Wells Fargo & Company MN ($6.72M), Hills Bank & Trust Co ($5.55M), Jane Street Group LLC ($3.96M), Confluence Investment Management LLC ($2.92M), Sterling Financial Group Inc. ($2.01M), and Key Financial Inc ($1.90M).Learn more on BSMT's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2029 Municipal Bond ETF stock?: Of the 50 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: Morgan Stanley ($350.57K), Wells Fargo & Company MN ($293.20K), Jane Street Group LLC ($258.66K), Hills Bank & Trust Co ($236.22K), Confluence Investment Management LLC ($146.61K), Key Financial Inc ($80.74K), and Lmcg Investments LLC ($74.23K).
How much institutional buying is happening at Invesco BulletShares 2029 Municipal Bond ETF?: Institutional investors have bought a total of 2,474,048 shares in the last 24 months. This purchase volume represents approximately $89.84M in transactions.

Which Invesco BulletShares 2029 Municipal Bond ETF major shareholders have been selling company stock?: Of the 17 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 ($103.78K), Jane Street Group LLC ($89.48K), CGN Advisors LLC ($31.06K), Benjamin F. Edwards & Company Inc. ($31.01K), Northwestern Mutual Wealth Management Co. ($16.67K), and Captrust Financial Advisors ($14.22K).
How much institutional selling is happening at Invesco BulletShares 2029 Municipal Bond ETF?: Institutional investors have sold a total of 437,205 shares in the last 24 months. This volume of shares sold represents approximately $16.38M in transactions.

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This page (NASDAQ:BSMT) was last updated on 4/16/2024 by MarketBeat.com Staff

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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

BSMT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 Municipal Bond ETF Major Shareholders & Ownership History

BSMT Institutional Ownership - Frequently Asked Questions

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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

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

BSMT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 Municipal Bond ETF Major Shareholders & Ownership History

BSMT Institutional Ownership - Frequently Asked Questions