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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.81 -0.02 (-0.09%)
As of 08/14/2026 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$50.34M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$8.78M
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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%
6/3/2026 NewEdge 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%
5/20/2026 Hobbs 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%
5/13/2026 Cetera Investment Advisers17,420$380K0.0%+65.6%0.151%
5/5/2026 Sanctuary 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%
4/30/2026 Kestra Advisory Services LLC129,192$2.82M0.0%+0.6%1.123%
4/29/2026 Cvfg 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%
3/12/2026 Farmers 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%
2/18/2026 NewEdge 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%
2/16/2026 MML 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%
2/13/2026 Stifel Financial Corp27,751$611K0.0%-10.6%0.257%
2/13/2026 Integrated 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%
2/11/2026 Capital Analysts LLC13,705$302K0.0%+108.6%0.127%
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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%
2/10/2026 Northwestern 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%
2/9/2026 Harbour Investments Inc.26,739$589K0.0%+201.7%0.248%
2/6/2026 HighTower Advisors LLC209,108$4.61M0.0%+41.9%1.936%
2/5/2026 Hills 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%
2/4/2026 Atlantic 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%
2/3/2026 Sequoia 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%
1/29/2026 UBS Group AG228,987$5.04M0.0%+37.3%2.140%
1/29/2026 Sanctuary 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%
1/26/2026 AE 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%
1/20/2026 Stratos 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%
1/8/2026 Wealth Enhancement Advisory Services LLC14,189$314K0.0%N/A0.139%
1/8/2026 Legacy Private Trust Co.124,725$2.75M0.2%+37.7%1.223%
1/7/2026 Precedent 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%
1/1/2026 JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
12/15/2025 Farmers National Bank58,635$1.29M0.3%+1.6%0.652%
12/9/2025 Painted Porch Advisors LLC3,883$85K0.0%N/A0.043%
11/20/2025 Asset Dedication LLC61,687$1.35M0.1%+3.9%0.685%
11/17/2025 NewEdge Advisors LLC18,502$406K0.0%+611.6%0.206%
11/17/2025Sterling Financial Group Inc.35,225$772K0.2%+27.6%0.391%
11/17/2025 Northwestern Mutual Wealth Management Co.65,708$1.44M0.0%+17.2%0.730%
11/17/2025 Lido Advisors LLC164,400$3.60M0.0%+100.0%1.827%
11/17/2025 Integrated Wealth Concepts LLC71,249$1.56M0.0%+50.7%0.792%
11/17/2025 Focus 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%
11/13/2025 Hobbs Group Advisors LLC12,455$273K0.1%N/A0.138%
11/13/2025 UBS Group AG166,734$3.66M0.0%+4.4%1.853%
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11/13/2025 HUB Investment Partners LLC9,190$201K0.0%N/A0.102%
11/7/2025 JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
11/7/2025 HighTower Advisors LLC147,373$3.23M0.0%+20.3%1.637%
11/6/2025 Stratos Wealth Advisors LLC240,291$5.27M0.3%+103.5%2.670%
11/5/2025 MONECO Advisors LLC144,286$3.16M0.3%+9.4%1.603%
11/5/2025 J.W. Cole Advisors Inc.9,948$218K0.0%-7.6%0.111%
11/5/2025 Envestnet Asset Management Inc.81,850$1.79M0.0%-1.8%0.909%
11/4/2025 Atlantic 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 2,293,049 shares in the last 24 months. This purchase volume represents approximately $50.34M 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: Confluence Investment Management LLC ($125.25K), Pineridge Advisors LLC ($84.94K), Commonwealth Equity Services LLC ($53.63K), Integrated Wealth Concepts LLC ($23.71K), CGN Advisors LLC ($17.73K), Asset Dedication LLC ($13.55K), and Legacy Private Trust Co. ($13.04K).

Institutional investors have sold a total of 400,101 shares in the last 24 months. This volume of shares sold represents approximately $8.78M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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