Free Trial
→ Today's free pick (on me) (From Behind the Markets) (Ad)tc pixel Free BSMU Stock Alerts

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.62 0.00 (0.00%)
Closing price 11/6/2026 03:59 PM Eastern
Extended Trading
$21.62 0.00 (0.00%)
As of 03:59 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$56.71M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.00M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/7/2026 Addison Advisors LLC11,451$239K0.1%+14.3%0.085%
11/5/2026 Jacobi Capital Management LLC57,579$1.20M0.1%+28.2%0.430%
11/5/2026 Moneco Advisors LLC173,535$3.63M0.2%+3.9%1.295%
11/5/2026 Lido Advisors LLC194,800$4.07M0.0%N/A1.454%
11/3/2026 Asset Dedication LLC74,250$1.55M0.1%N/A0.558%
11/2/2026 Kestra Advisory Services LLC145,270$3.04M0.0%+6.8%1.092%
11/2/2026 Paulson Wealth Management Inc.39,306$821K0.2%+14.6%0.296%
11/2/2026 Commonwealth Equity Services LLC74,422$1.56M0.0%N/A0.560%
10/28/2026 Financial Solutions Advisory Group Inc.11,866$251K0.0%N/A0.089%
10/28/2026 VestGen Advisors LLC73,832$1.54M0.0%-3.2%0.555%
10/26/2026 WESPAC Advisors LLC11,420$239K0.1%N/A0.086%
10/26/2026 Insight Wealth Partners LLC102,392$2.14M0.3%-1.3%0.770%
10/23/2026 Signaturefd LLC50,295$1.05M0.0%N/A0.378%
10/22/2026 Virtue Asset Management LLC18,140$379K0.3%+95.5%0.137%
10/22/2026 Precedent Wealth Partners LLC239,517$5.00M0.7%+19.9%1.815%
10/20/2026 Parkway Wealth Management Group LLC107,596$2.25M0.3%-7.5%0.815%
10/19/2026 AA Financial Advisors LLC11,766$246K0.0%N/A0.089%
10/17/2026 AlphaStar Capital Management LLC36,280$758K0.0%N/A0.275%
10/16/2026 Hengehold Capital Management LLC14,176$296K0.0%N/A0.107%
10/8/2026 Farther Finance Advisors LLC3,385$71K0.0%-45.5%0.026%
10/6/2026 Legacy Private Trust Co.59,554$1.24M0.1%N/A0.451%
10/5/2026 Horizons Wealth Management26,000$543K0.3%N/A0.197%
10/1/2026 Confluence Investment Management LLC111,842$2.34M0.0%N/A0.847%
9/23/2026Envestnet Asset Management Inc.112,964$2.48M0.0%+6.7%0.856%
9/15/2026Anchor Investment Management LLC10,000$219K0.0%+53.8%0.079%
9/9/2026Capital Analysts LLC11,367$249K0.0%-17.1%0.090%
9/9/2026Integrated Wealth Concepts LLC62,608$1.37M0.0%+29.6%0.493%
9/9/2026NewEdge Advisors LLC217,003$4.76M0.0%+2.3%1.709%
9/9/2026Baird Financial Group Inc.15,176$333K0.0%N/A0.119%
9/2/2026Kinetic Wealth Investment Advisors LLC53,773$1.18M0.6%N/A0.423%
8/23/2026 Wedmont Private Capital32,350$708K0.0%N/A0.255%
8/20/2026 Gill Capital Partners LLC5,920$152K0.0%+49.9%0.047%
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%
5/29/2026 Asset 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%
What Elon Musk's Cybercab Reveal Could Mean for Investors (Ad)

Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal. Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by November 30.tc pixel

See Jeff Brown's full analysis on Musk's new AI project
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%
5/1/2026Sequoia Financial Advisors LLC28,245$616K0.0%-19.8%0.246%
4/30/2026 Kestra Advisory Services LLC129,192$2.82M0.0%+0.6%1.123%
4/29/2026Cvfg LLC13,342$291K0.0%N/A0.116%
4/28/2026 Ascentis Independent Advisors6,400$140K0.0%N/A0.056%
4/27/2026World Investment Advisors10,943$239K0.0%N/A0.095%
4/24/2026 Key Financial Inc113,875$2.48M0.4%-10.0%0.990%
4/24/2026 Harbor Investment Advisory LLC1,400$31K0.0%N/A0.012%
4/21/2026 Parkway 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%
2/18/2026 VestGen 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%
2/13/2026 Jacobi Capital Management LLC19,329$426K0.0%+21.3%0.179%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth Equity Services LLC64,024$1.41M0.0%-45.6%0.593%
2/12/2026 StoneX Group Inc.19,593$432K0.0%-11.1%0.181%
2/11/2026Capital Analysts LLC13,705$302K0.0%+108.6%0.127%
2/11/2026 LPL Financial LLC460,052$10.13M0.0%+5.9%4.260%
2/11/2026 Cookson Peirce & Co. Inc.9,549$210K0.0%N/A0.088%
2/10/2026 Lido 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%
2/9/2026 Key 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%
2/5/2026 Paulson Wealth Management Inc.13,241$292K0.1%N/A0.124%
2/4/2026 Moneco Advisors LLC142,081$3.13M0.2%-1.5%1.328%
2/4/2026Atlantic Union Bankshares Corp187,402$4.13M0.1%-0.6%1.751%
2/4/2026 Meridian Wealth Management LLC27,412$604K0.0%+49.6%0.256%
2/3/2026Sequoia Financial Advisors LLC35,225$776K0.0%N/A0.329%
2/2/2026 AlphaStar Capital Management LLC35,917$791K0.1%N/A0.336%
1/29/2026 Howard Wealth Management LLC26,690$588K0.3%N/A0.249%
1/29/2026UBS Group AG228,987$5.04M0.0%+37.3%2.140%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
1/26/2026 Asset Dedication LLC80,344$1.77M0.1%+30.2%0.765%
1/26/2026AE Wealth Management LLC100,033$2.20M0.0%-1.6%0.953%
1/26/2026 Nations 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%
1/20/2026 Signaturefd LLC50,295$1.11M0.0%+5.7%0.479%
1/20/2026Stratos Wealth Advisors LLC271,269$5.98M0.3%+12.9%2.584%
1/12/2026 Central Valley Advisors LLC183,115$4.03M1.2%+1.7%1.778%


BSMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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 104 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 ($471.73K), Lido Advisors LLC ($379.10K), Raymond James Financial Inc. ($374.33K), Stratos Wealth Advisors LLC ($271.27K), Jane Street Group LLC ($260.25K), NewEdge Advisors LLC ($217.00K), and Central Valley Advisors LLC ($183.12K).

Institutional investors have bought a total of 2,618,927 shares in the last 24 months. This purchase volume represents approximately $56.71M in transactions.

Of the 21 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: Commonwealth Equity Services LLC ($53.63K), Integrated Wealth Concepts LLC ($23.71K), Asset Dedication LLC ($13.55K), Key Financial Inc ($12.72K), Confluence Investment Management LLC ($11.37K), VestGen Advisors LLC ($10.01K), and Parkway Wealth Management Group LLC ($8.78K).

Institutional investors have sold a total of 182,674 shares in the last 24 months. This volume of shares sold represents approximately $4.00M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
One Ticker Tied to a Coming 401k Change
An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will...
Brownstone Research | Sponsoredtc pixel
Tesla pays zero dividends but this new fund pays monthly
Tesla has never paid shareholders a dividend, not one cent. A new fund built on Tesla's stock takes a differen...
Investors Alley | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
The IRS loophole Trump fought to preserve for retirees
401(k) balances have reached record highs on a rising stock market and strong job growth. But traditional acco...
American Hartford Gold | Sponsoredtc pixel