Free Trial
→ Trump’s national nightmare is here (From Porter & Company) (Ad)tc pixel Free BSMU Stock Alerts

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$22.01 +0.01 (+0.05%)
Closing price 09/12/2025 04:00 PM Eastern
Extended Trading
$22.01 +0.00 (+0.02%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$61.58M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$17.18M
Get BSMU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2030 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.45,811$985K0.0%+8.1%0.603%
8/19/2025 Asset Dedication LLC59,367$1.28M0.1%+54.8%0.781%
8/15/2025 Captrust Financial Advisors23,717$510K0.0%-12.4%0.312%
8/15/2025 MML Investors Services LLC47,013$1.01M0.0%+14.2%0.619%
8/15/2025 Envision Financial Planning LLC67,541$1.45M0.7%-62.7%0.889%
8/15/2025 Bank of America Corp DE231,368$4.97M0.0%+6.6%3.044%
8/14/2025 Jane Street Group LLC140,831$3.03M0.0%-34.6%1.853%
8/14/2025 Raymond James Financial Inc.127,237$2.74M0.0%-32.0%1.674%
8/13/2025 StoneX Group Inc.23,755$511K0.0%-20.5%0.313%
8/13/2025 Invesco Ltd.159,854$3.44M0.0%+1.4%2.103%
8/13/2025 Beacon Pointe Advisors LLC11,867$255K0.0%-25.0%0.156%
8/13/2025 VestGen Advisors LLC77,698$1.68M0.1%+9.6%1.022%
8/13/2025 Lido Advisors LLC82,200$1.77M0.0%+26.5%1.082%
8/13/2025 Northwestern Mutual Wealth Management Co.56,073$1.21M0.0%+5.7%0.738%
8/12/2025 Farmers National Bank57,738$1.24M0.3%+3.2%0.760%
8/12/2025 YANKCOM Partnership7,900$170K0.1%N/A0.104%
8/11/2025 Pineridge Advisors LLC99,196$2.13M0.8%+0.7%1.305%
8/8/2025 Meridian Wealth Management LLC18,326$394K0.0%+47.4%0.241%
8/7/2025 Addison Advisors LLC29,405$632K0.2%+5.4%0.387%
8/6/2025 AE Wealth Management LLC97,290$2.09M0.0%+7.9%1.280%
8/6/2025 Atlantic Union Bankshares Corp178,894$3.85M0.1%+11.9%2.354%
8/5/2025 Hills Bank & Trust Co117,881$2.53M0.2%-65.4%1.551%
8/1/2025 Clark Asset Management LLC45,804$985K0.1%+9.0%0.603%
8/1/2025 Koss Olinger Consulting LLC30,178$649K0.1%N/A0.397%
8/1/2025 First Command Advisory Services Inc.5,035$108K0.0%+28.3%0.066%
8/1/2025 Envestnet Asset Management Inc.83,368$1.79M0.0%-17.0%1.097%
7/31/2025 Insight Wealth Partners LLC105,210$2.26M0.9%-20.5%1.384%
7/29/2025 MB Levis & Associates LLC65,522$1.41M0.6%+7.8%0.862%
7/29/2025 Stratos Wealth Advisors LLC118,083$2.54M0.1%+203.1%1.554%
7/28/2025 Nestegg Advisors Inc.21,392$460K0.4%+23.3%0.281%
7/25/2025 Astoria Portfolio Advisors LLC.20,809$447K0.1%N/A0.274%
7/22/2025 Marietta Wealth Management LLC23,327$502K0.1%N/A0.311%
7/21/2025 Precedent Wealth Partners LLC140,313$3.02M0.7%+8.1%1.871%
7/17/2025 Avior Wealth Management LLC22,916$493K0.0%-47.8%0.306%
7/15/2025 CGN Advisors LLC27,713$596K0.1%-50.5%0.370%
7/11/2025 Farther Finance Advisors LLC1,567$34K0.0%N/A0.021%
7/9/2025 Lincoln Capital Corp15,017$323K0.1%-18.8%0.200%
7/8/2025 Legacy Private Trust Co.103,636$2.23M0.1%+13.9%1.382%
7/1/2025 Confluence Investment Management LLC241,752$5.20M0.1%-2.8%3.223%
5/27/2025Jacobi Capital Management LLC10,479$226K0.0%-12.0%0.140%
5/19/2025Jane Street Group LLC215,298$4.65M0.0%+134.5%2.871%
5/16/2025Jones Financial Companies Lllp9,463$223K0.0%+104.5%0.126%
5/16/2025NewEdge Advisors LLC2,600$56K0.0%N/A0.035%
5/16/2025Integrated Wealth Concepts LLC37,421$808K0.0%-17.3%0.499%
5/15/2025Royal Bank of Canada13,949$301K0.0%+10.0%0.186%
5/15/2025Insight Wealth Partners LLC132,397$2.86M0.5%-1.0%1.765%
5/14/2025Envision Financial Planning LLC180,857$3.90M2.0%+0.7%2.411%
5/14/2025Northwestern Mutual Wealth Management Co.53,045$1.15M0.0%+51.0%0.707%
5/14/2025Kestra Advisory Services LLC89,239$1.93M0.0%+7.1%1.190%
5/14/2025Capital Analysts LLC6,570$142K0.0%+39.6%0.088%
5/13/2025Raymond James Financial Inc.187,085$4.04M0.0%+8.7%2.494%
5/13/2025HighTower Advisors LLC94,320$2.04M0.0%+32.8%1.258%
5/12/2025Meridian Wealth Management LLC12,433$268K0.0%N/A0.166%
5/12/2025Invesco Ltd.157,636$3.40M0.0%+12.2%2.102%
5/8/2025MONECO Advisors LLC90,109$1.95M0.2%+49.2%1.201%
5/7/2025MB Levis & Associates LLC60,768$1.31M0.6%+7.6%0.810%
5/7/2025LPL Financial LLC387,581$8.36M0.0%+4.0%5.168%
5/6/2025AE Wealth Management LLC90,200$1.95M0.0%+9.8%1.203%
5/5/2025Atlantic Union Bankshares Corp159,834$3.45M0.2%+10.6%2.131%
5/2/2025Opulen Financial Group LLC9,645$208K0.2%N/A0.130%
5/2/2025Larson Financial Group LLC5,812$125K0.0%N/A0.079%
5/2/2025PAX Financial Group LLC10,959$236K0.0%N/A0.148%
5/2/2025Signaturefd LLC19,809$427K0.0%N/A0.268%
5/1/2025Key Financial Inc118,800$2.56M0.6%+1.8%1.605%
5/1/2025Asset Dedication LLC38,347$828K0.1%+7.6%0.518%
4/30/2025Stratos Wealth Advisors LLC38,954$841K0.0%N/A0.526%
4/29/2025Envestnet Asset Management Inc.100,444$2.17M0.0%+15.4%1.357%
4/28/2025Lincoln Capital Corp18,488$399K0.2%-27.5%0.250%
4/25/2025Hills Bank & Trust Co340,704$7.35M0.5%+4.2%4.604%
4/21/2025Avior Wealth Management LLC43,883$947K0.0%-5.4%0.593%
4/17/2025Precedent Wealth Partners LLC129,822$2.80M0.8%+74.8%1.754%
4/16/2025Sterling Financial Group Inc.27,769$599K0.2%+10.8%0.375%
4/15/2025Collier Financial4,124$89K0.1%-22.1%0.056%
4/14/2025Midland Wealth Advisors LLC12,633$273K0.0%N/A0.171%
4/4/2025Legacy Private Trust Co.90,961$1.96M0.1%+3.0%1.263%
4/1/2025Confluence Investment Management LLC248,788$5.37M0.1%-2.0%3.713%
3/21/2025Nestegg Advisors Inc.10,690$233K0.2%N/A0.160%
2/19/2025Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025Captrust Financial Advisors23,184$504K0.0%+3.1%0.346%
2/17/2025Bank of America Corp DE207,276$4.50M0.0%+6.0%3.094%
2/14/2025Jane Street Group LLC91,802$1.99M0.0%+84.4%1.370%
2/14/2025Lido Advisors LLC47,500$1.03M0.0%N/A0.709%
2/14/2025Beacon Pointe Advisors LLC15,132$329K0.0%-13.1%0.226%
2/14/2025Integrated Wealth Concepts LLC45,232$982K0.0%+157.7%0.675%
2/14/2025Stifel Financial Corp17,504$380K0.0%+5.3%0.261%
2/13/2025Envision Financial Planning LLC179,520$3.90M2.0%-7.7%2.679%
2/13/2025Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/13/2025Invesco Ltd.140,490$3.05M0.0%-1.5%2.097%
2/13/2025Envestnet Asset Management Inc.87,020$1.89M0.0%+68.5%1.299%
2/13/2025Wells Fargo & Company MN385,915$8.38M0.0%-0.9%5.760%
2/12/2025StoneX Group Inc.28,748$624K0.0%N/A0.429%
2/12/2025Hobbs Group Advisors LLC20,854$453K0.2%+22.2%0.311%
2/11/2025LPL Financial LLC372,800$8.10M0.0%+37.3%5.564%
2/10/2025Hills Bank & Trust Co327,128$7.11M0.5%+477.0%4.883%
2/10/2025Commonwealth Equity Services LLC43,008$934K0.0%+11.9%0.642%
2/7/2025HighTower Advisors LLC71,008$1.54M0.0%+7.3%1.060%
2/7/2025Atlantic Union Bankshares Corp144,523$3.14M0.2%+31.8%2.157%
2/6/2025Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/6/2025Atria Investments Inc129,957$2.82M0.0%N/A1.940%
(Data available from 1/1/2016 forward)

BSMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMU shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($8.38M), LPL Financial LLC ($8.36M), Confluence Investment Management LLC ($5.20M), Bank of America Corp DE ($4.97M), Atlantic Union Bankshares Corp ($3.85M), Invesco Ltd. ($3.44M), and Jane Street Group LLC ($3.03M).Learn more on Invesco BulletShares 2030 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2030 Municipal Bond ETF's stock?

Of the 74 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: Raymond James Financial Inc. ($359.20K), Hills Bank & Trust Co ($340.70K), Confluence Investment Management LLC ($266.44K), Envision Financial Planning LLC ($183.01K), Toronto Dominion Bank ($167.99K), Jane Street Group LLC ($165.50K), and Precedent Wealth Partners LLC ($140.31K).

How much institutional buying is happening at Invesco BulletShares 2030 Municipal Bond ETF?

Institutional investors have bought a total of 2,830,872 shares in the last 24 months. This purchase volume represents approximately $61.58M in transactions.

Which of Invesco BulletShares 2030 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 22 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), Envision Financial Planning LLC ($128.26K), Jane Street Group LLC ($118.72K), Raymond James Financial Inc. ($59.85K), Flow Traders U.S. LLC ($45.57K), Legacy Private Trust Co. ($40.28K), and CGN Advisors LLC ($30.94K).

How much institutional selling is happening at Invesco BulletShares 2030 Municipal Bond ETF?

Institutional investors have sold a total of 794,367 shares in the last 24 months. This volume of shares sold represents approximately $17.18M in transactions.


Related Companies

This page (NASDAQ:BSMU) was last updated on 9/15/2025 by MarketBeat.com Staff
From Our Partners
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel