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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.70 +0.04 (+0.18%)
Closing price 09/4/2025 03:59 PM Eastern
Extended Trading
$21.70 0.00 (-0.02%)
As of 09/4/2025 04:10 PM 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.

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
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BSMU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

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%
5/27/2025 Jacobi Capital Management LLC10,479$226K0.0%-12.0%0.140%
5/19/2025 Jane Street Group LLC215,298$4.65M0.0%+134.5%2.871%
5/16/2025 Jones Financial Companies Lllp9,463$223K0.0%+104.5%0.126%
5/16/2025 NewEdge Advisors LLC2,600$56K0.0%N/A0.035%
5/16/2025 Integrated Wealth Concepts LLC37,421$808K0.0%-17.3%0.499%
5/15/2025 Royal Bank of Canada13,949$301K0.0%+10.0%0.186%
5/15/2025 Insight Wealth Partners LLC132,397$2.86M0.5%-1.0%1.765%
5/14/2025 Envision Financial Planning LLC180,857$3.90M2.0%+0.7%2.411%
5/14/2025 Northwestern Mutual Wealth Management Co.53,045$1.15M0.0%+51.0%0.707%
5/14/2025 Kestra Advisory Services LLC89,239$1.93M0.0%+7.1%1.190%
5/14/2025 Capital Analysts LLC6,570$142K0.0%+39.6%0.088%
5/13/2025 Raymond James Financial Inc.187,085$4.04M0.0%+8.7%2.494%
5/13/2025 HighTower Advisors LLC94,320$2.04M0.0%+32.8%1.258%
5/12/2025 Meridian Wealth Management LLC12,433$268K0.0%N/A0.166%
5/12/2025 Invesco Ltd.157,636$3.40M0.0%+12.2%2.102%
5/8/2025 MONECO Advisors LLC90,109$1.95M0.2%+49.2%1.201%
5/7/2025 MB Levis & Associates LLC60,768$1.31M0.6%+7.6%0.810%
5/7/2025 LPL Financial LLC387,581$8.36M0.0%+4.0%5.168%
5/6/2025 AE Wealth Management LLC90,200$1.95M0.0%+9.8%1.203%
5/5/2025 Atlantic Union Bankshares Corp159,834$3.45M0.2%+10.6%2.131%
5/2/2025 Opulen Financial Group LLC9,645$208K0.2%N/A0.130%
5/2/2025 Larson Financial Group LLC5,812$125K0.0%N/A0.079%
5/2/2025 PAX Financial Group LLC10,959$236K0.0%N/A0.148%
5/2/2025 Signaturefd LLC19,809$427K0.0%N/A0.268%
5/1/2025 Key Financial Inc118,800$2.56M0.6%+1.8%1.605%
5/1/2025 Asset Dedication LLC38,347$828K0.1%+7.6%0.518%
4/30/2025 Stratos Wealth Advisors LLC38,954$841K0.0%N/A0.526%
4/29/2025 Envestnet Asset Management Inc.100,444$2.17M0.0%+15.4%1.357%
4/28/2025 Lincoln Capital Corp18,488$399K0.2%-27.5%0.250%
4/25/2025 Hills Bank & Trust Co340,704$7.35M0.5%+4.2%4.604%
4/21/2025 Avior Wealth Management LLC43,883$947K0.0%-5.4%0.593%
4/17/2025 Precedent Wealth Partners LLC129,822$2.80M0.8%+74.8%1.754%
4/16/2025 Sterling Financial Group Inc.27,769$599K0.2%+10.8%0.375%
4/15/2025Collier Financial4,124$89K0.1%-22.1%0.056%
4/14/2025 Midland Wealth Advisors LLC12,633$273K0.0%N/A0.171%
4/4/2025 Legacy Private Trust Co.90,961$1.96M0.1%+3.0%1.263%
4/1/2025 Confluence Investment Management LLC248,788$5.37M0.1%-2.0%3.713%
3/21/2025 Nestegg Advisors Inc.10,690$233K0.2%N/A0.160%
2/19/2025 Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025 Toronto Dominion Bank83,994$1.82M0.0%N/A1.254%
2/17/2025 Captrust Financial Advisors23,184$504K0.0%+3.1%0.346%
2/17/2025 Bank of America Corp DE207,276$4.50M0.0%+6.0%3.094%
2/14/2025 Jane Street Group LLC91,802$1.99M0.0%+84.4%1.370%
2/14/2025 Lido Advisors LLC47,500$1.03M0.0%N/A0.709%
2/14/2025 Beacon Pointe Advisors LLC15,132$329K0.0%-13.1%0.226%
2/14/2025 Integrated Wealth Concepts LLC45,232$982K0.0%+157.7%0.675%
2/14/2025 Stifel Financial Corp17,504$380K0.0%+5.3%0.261%
2/13/2025 Envision Financial Planning LLC179,520$3.90M2.0%-7.7%2.679%
2/13/2025 Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/13/2025 Invesco Ltd.140,490$3.05M0.0%-1.5%2.097%
2/13/2025 Envestnet Asset Management Inc.87,020$1.89M0.0%+68.5%1.299%
2/13/2025 Wells Fargo & Company MN385,915$8.38M0.0%-0.9%5.760%
2/12/2025 StoneX Group Inc.28,748$624K0.0%N/A0.429%
2/12/2025 Hobbs Group Advisors LLC20,854$453K0.2%+22.2%0.311%
2/11/2025 LPL Financial LLC372,800$8.10M0.0%+37.3%5.564%
2/10/2025 Hills Bank & Trust Co327,128$7.11M0.5%+477.0%4.883%
2/10/2025 Commonwealth Equity Services LLC43,008$934K0.0%+11.9%0.642%
2/7/2025 HighTower Advisors LLC71,008$1.54M0.0%+7.3%1.060%
2/7/2025 Atlantic Union Bankshares Corp144,523$3.14M0.2%+31.8%2.157%
2/6/2025 Raymond James Financial Inc.172,115$3.74M0.0%N/A2.569%
2/6/2025 Atria 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.



This page (NASDAQ:BSMU) was last updated on 9/5/2025 by MarketBeat.com Staff
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