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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.84 -0.04 (-0.18%)
As of 07/17/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$56.17M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$20.13M
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Skip Chart & View Institutional Buying and Selling Data

BSMU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Sax Wealth Advisors LLC29,962$654K0.0%N/A0.246%
7/8/2026 Clark Asset Management LLC112,774$2.47M0.2%+26.3%0.924%
7/1/2026 Confluence Investment Management LLC114,674$2.51M0.0%-6.8%0.997%
6/3/2026NewEdge Advisors LLC212,099$4.63M0.0%+81.8%1.844%
5/29/2026Asset Dedication LLC66,798$1.46M0.1%-16.9%0.581%
5/22/2026Coastline Complete Wealth LLC69,174$1.51M0.9%+10.4%0.602%
5/20/2026Hobbs Group Advisors LLC16,635$363K0.1%+30.4%0.145%
5/19/2026Bank of America Corp DE267,567$5.84M0.0%+19.1%2.327%
5/18/2026Envision Financial Planning LLC80,344$1.75M0.6%+3.8%0.699%
5/13/2026Cetera Investment Advisers17,420$380K0.0%+65.6%0.151%
5/5/2026Sanctuary Advisors LLC23,149$505K0.0%+10.9%0.201%
5/2/2026Anchor Investment Management LLC6,500$142K0.0%N/A0.057%
5/1/2026 Sequoia Financial Advisors LLC28,245$616K0.0%-19.8%0.246%
4/30/2026Kestra Advisory Services LLC129,192$2.82M0.0%+0.6%1.123%
4/29/2026Cvfg LLC13,342$291K0.0%N/A0.116%
4/28/2026Ascentis Independent Advisors6,400$140K0.0%N/A0.056%
4/27/2026World Investment Advisors10,943$239K0.0%N/A0.095%
4/24/2026Key Financial Inc113,875$2.48M0.4%-10.0%0.990%
4/24/2026 Harbor Investment Advisory LLC1,400$31K0.0%N/A0.012%
4/21/2026Parkway Wealth Management Group LLC113,188$2.49M0.3%+6.3%0.984%
4/17/2026 Clark Asset Management LLC89,281$1.95M0.2%+38.5%0.783%
3/12/2026Farmers National Bank60,708$1.34M0.3%+3.5%0.562%
2/24/2026Coastline Complete Wealth LLC62,641$1.38M0.9%N/A0.580%
2/19/2026Invesco Ltd.287,207$6.33M0.0%+69.5%2.659%
2/18/2026Beacon Pointe Advisors LLC10,613$234K0.0%-45.1%0.098%
2/18/2026NewEdge Advisors LLC116,637$2.57M0.0%+530.4%1.080%
2/18/2026VestGen Advisors LLC66,436$1.46M0.1%-10.2%0.615%
2/17/2026Envision Financial Planning LLC77,435$1.71M0.6%+0.9%0.717%
2/17/2026Osaic Holdings Inc.46,794$1.03M0.0%+3.4%0.433%
2/17/2026Royal Bank of Canada26,089$575K0.0%+15.4%0.242%
2/16/2026MML Investors Services LLC75,057$1.65M0.0%+54.1%0.695%
2/13/2026Jacobi Capital Management LLC19,329$426K0.0%+21.3%0.179%
2/13/2026Kestra Advisory Services LLC128,376$2.83M0.0%+9.4%1.189%
2/13/2026Stifel Financial Corp27,751$611K0.0%-10.6%0.257%
2/13/2026Integrated Wealth Concepts LLC47,539$1.05M0.0%-33.3%0.440%
2/13/2026Wells Fargo & Company MN502,178$11.06M0.0%+4.7%4.650%
2/12/2026Jane Street Group LLC104,750$2.31M0.0%+947.7%0.970%
2/12/2026Commonwealth Equity Services LLC64,024$1.41M0.0%-45.6%0.593%
2/12/2026StoneX Group Inc.19,593$432K0.0%-11.1%0.181%
2/11/2026Capital Analysts LLC13,705$302K0.0%+108.6%0.127%
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2/11/2026LPL Financial LLC460,052$10.13M0.0%+5.9%4.260%
2/11/2026Cookson Peirce & Co. Inc.9,549$210K0.0%N/A0.088%
2/10/2026Lido Advisors LLC201,800$4.45M0.0%+22.7%1.869%
2/10/2026Goldman Sachs Group Inc.16,262$358K0.0%N/A0.151%
2/10/2026Northwestern Mutual Wealth Management Co.94,411$2.08M0.0%+43.7%0.874%
2/10/2026IFG Advisory LLC12,047$265K0.0%N/A0.112%
2/9/2026Key Financial Inc126,590$2.79M0.5%+6.2%1.172%
2/9/2026Harbour Investments Inc.26,739$589K0.0%+201.7%0.248%
2/6/2026HighTower Advisors LLC209,108$4.61M0.0%+41.9%1.936%
2/5/2026Hills Bank & Trust Co432,344$9.52M0.6%+76.7%4.041%
2/5/2026Paulson Wealth Management Inc.13,241$292K0.1%N/A0.124%
2/4/2026Moneco Advisors LLC142,081$3.13M0.2%-1.5%1.328%
2/4/2026Atlantic Union Bankshares Corp187,402$4.13M0.1%-0.6%1.751%
2/4/2026Meridian Wealth Management LLC27,412$604K0.0%+49.6%0.256%
2/3/2026 Sequoia Financial Advisors LLC35,225$776K0.0%N/A0.329%
2/2/2026AlphaStar Capital Management LLC35,917$791K0.1%N/A0.336%
1/29/2026Howard Wealth Management LLC26,690$588K0.3%N/A0.249%
1/29/2026UBS Group AG228,987$5.04M0.0%+37.3%2.140%
1/29/2026Sanctuary Advisors LLC20,867$460K0.0%+16.1%0.195%
1/27/2026 Clark Asset Management LLC64,455$1.42M0.1%+0.9%0.614%
1/26/2026Asset Dedication LLC80,344$1.77M0.1%+30.2%0.765%
1/26/2026AE Wealth Management LLC100,033$2.20M0.0%-1.6%0.953%
1/26/2026Nations Financial Group Inc. IA ADV9,951$219K0.0%+4.8%0.095%
1/23/2026 Farther Finance Advisors LLC11,441$252K0.0%+43.4%0.109%
1/23/2026 Lincoln Capital Corp10,117$223K0.1%-5.0%0.096%
1/20/2026Signaturefd LLC50,295$1.11M0.0%+5.7%0.479%
1/20/2026Stratos Wealth Advisors LLC271,269$5.98M0.3%+12.9%2.584%
1/12/2026Central Valley Advisors LLC183,115$4.03M1.2%+1.7%1.778%
1/8/2026 Wealth Enhancement Advisory Services LLC14,189$314K0.0%N/A0.139%
1/8/2026Legacy Private Trust Co.124,725$2.75M0.2%+37.7%1.223%
1/7/2026Precedent Wealth Partners LLC175,511$3.87M0.8%+8.3%1.721%
1/6/2026 Avior Wealth Management LLC9,220$203K0.0%-41.2%0.090%
1/5/2026 Confluence Investment Management LLC124,878$2.75M0.0%-2.3%1.236%
1/5/2026Horizons Wealth Management25,494$562K0.4%+4.8%0.252%
1/5/2026 CGN Advisors LLC9,979$220K0.0%-10.5%0.099%
1/1/2026JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
12/15/2025Farmers National Bank58,635$1.29M0.3%+1.6%0.652%
12/9/2025Painted Porch Advisors LLC3,883$85K0.0%N/A0.043%
11/20/2025Asset Dedication LLC61,687$1.35M0.1%+3.9%0.685%
11/17/2025NewEdge Advisors LLC18,502$406K0.0%+611.6%0.206%
11/17/2025Sterling Financial Group Inc.35,225$772K0.2%+27.6%0.391%
11/17/2025Northwestern Mutual Wealth Management Co.65,708$1.44M0.0%+17.2%0.730%
11/17/2025Lido Advisors LLC164,400$3.60M0.0%+100.0%1.827%
11/17/2025Integrated Wealth Concepts LLC71,249$1.56M0.0%+50.7%0.792%
11/17/2025Focus Partners Wealth51,930$1.14M0.0%N/A0.577%
11/17/2025Bank of America Corp DE223,442$4.90M0.0%-3.4%2.483%
11/14/2025Raymond James Financial Inc.142,369$3.12M0.0%+11.9%1.582%
11/13/2025Invesco Ltd.169,470$3.72M0.0%+6.0%1.883%
11/13/2025Hobbs Group Advisors LLC12,455$273K0.1%N/A0.138%
11/13/2025UBS Group AG166,734$3.66M0.0%+4.4%1.853%
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11/13/2025HUB Investment Partners LLC9,190$201K0.0%N/A0.102%
11/7/2025JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
11/7/2025HighTower Advisors LLC147,373$3.23M0.0%+20.3%1.637%
11/6/2025Stratos Wealth Advisors LLC240,291$5.27M0.3%+103.5%2.670%
11/5/2025MONECO Advisors LLC144,286$3.16M0.3%+9.4%1.603%
11/5/2025J.W. Cole Advisors Inc.9,948$218K0.0%-7.6%0.111%
11/5/2025Envestnet Asset Management Inc.81,850$1.79M0.0%-1.8%0.909%
11/4/2025Atlantic Union Bankshares Corp188,456$4.13M0.1%+5.3%2.094%
11/4/2025Jones Financial Companies Lllp80,461$1.76M0.0%+68.0%0.894%
11/4/2025Pineridge Advisors LLC14,252$312K0.1%-85.6%0.158%


BSMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($11.06M), LPL Financial LLC ($10.13M), Hills Bank & Trust Co ($9.52M), Invesco Ltd. ($6.33M), Stratos Wealth Advisors LLC ($5.98M), Bank of America Corp DE ($5.84M), and UBS Group AG ($5.04M).Learn more on Invesco BulletShares 2030 Municipal Bond ETF's institutional investors.

Of the 96 institutional investors that purchased Invesco BulletShares 2030 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($528.42K), Raymond James Financial Inc. ($374.33K), Stratos Wealth Advisors LLC ($271.27K), Jane Street Group LLC ($260.25K), Confluence Investment Management LLC ($252.37K), NewEdge Advisors LLC ($212.10K), and Lido Advisors LLC ($184.30K).

Institutional investors have bought a total of 2,564,024 shares in the last 24 months. This purchase volume represents approximately $56.17M in transactions.

Of the 27 institutional investors that sold Invesco BulletShares 2030 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hills Bank & Trust Co ($222.82K), Confluence Investment Management LLC ($125.25K), Envision Financial Planning LLC ($113.32K), Pineridge Advisors LLC ($84.94K), Jane Street Group LLC ($74.47K), Raymond James Financial Inc. ($59.85K), and Commonwealth Equity Services LLC ($53.63K).

Institutional investors have sold a total of 928,249 shares in the last 24 months. This volume of shares sold represents approximately $20.13M in transactions.


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This page (NASDAQ:BSMU) was last updated on 7/19/2026 by MarketBeat.com Staff.
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