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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.27 +0.01 (+0.05%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$49.56M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.34M
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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
4/28/2025Lincoln 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%
4/15/2025 Collier 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%
3/21/2025Nestegg 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%
2/10/2025 Hills 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%
2/5/2025Jacobi Capital Management LLC11,902$259K0.0%+5.5%0.178%
2/4/2025Addison Advisors LLC27,060$588K0.2%-7.0%0.404%
2/4/2025MONECO Advisors LLC60,386$1.31M0.1%+36.7%0.901%
1/31/2025Key Financial Inc116,725$2.54M0.6%+1.8%1.742%
1/31/2025Sanctuary Advisors LLC132,637$2.89M0.0%N/A1.980%
1/30/2025Principal Securities Inc.4,476$97K0.0%N/A0.067%
1/29/2025 Collier Financial5,294$115K0.1%N/A0.079%
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1/29/2025Pineridge Advisors LLC98,346$2.14M0.8%+4.3%1.468%
1/29/2025 Wingate Wealth Advisors Inc.9,171$199K0.2%N/A0.137%
1/23/2025 Crews Bank & Trust9,110$198K0.0%N/A0.138%
1/23/2025Asset Dedication LLC35,634$774K0.1%+31.8%0.540%
1/21/2025 Precedent Wealth Partners LLC74,271$1.61M0.5%+4.0%1.143%
1/21/2025Lincoln Capital Corp25,516$554K0.2%+3.8%0.393%
1/17/2025 Avior Wealth Management LLC46,383$1.01M0.0%+93.2%0.714%
1/15/2025 CGN Advisors LLC56,074$1.22M0.1%-4.5%0.863%
1/14/2025Tlwm23,979$521K0.1%+3.3%0.369%
1/7/2025 Horizons Wealth Management24,327$528K0.4%+249.1%0.386%
1/2/2025 Confluence Investment Management LLC253,992$5.52M0.1%-4.2%4.704%
11/18/2024Hobbs Group Advisors LLC17,059$378K0.1%+13.4%0.316%
11/15/2024MML Investors Services LLC13,862$307K0.0%+8.9%0.257%
11/15/2024Jane Street Group LLC49,797$1.10M0.0%-47.1%0.922%
11/15/2024Stifel Financial Corp16,617$368K0.0%N/A0.308%
11/15/2024Integrated Wealth Concepts LLC17,551$389K0.0%+6.8%0.325%
11/15/2024HighTower Advisors LLC66,186$1.46M0.0%N/A1.226%
11/14/2024Flow Traders U.S. LLC9,363$207K0.0%-83.0%0.173%
11/14/2024Captrust Financial Advisors22,492$498K0.0%-28.3%0.417%
11/14/2024Atlantic Union Bankshares Corp109,657$2.43M0.1%+33.6%2.031%
11/13/2024Insight Wealth Partners LLC134,853$2.99M0.6%-0.8%2.497%
11/13/2024D.A. Davidson & CO.10,350$229K0.0%+6.7%0.192%
11/8/2024 Avior Wealth Management LLC24,006$532K0.0%+180.1%0.445%
11/7/2024Envision Financial Planning LLC194,461$4.31M2.3%+2.4%3.601%
11/4/2024Addison Advisors LLC29,105$645K0.2%+19.8%0.539%
10/31/2024 Confluence Investment Management LLC265,118$5.87M0.1%+1,979.2%4.910%
10/30/2024Arlington Capital Management Inc.9,219$204K0.2%N/A0.171%
10/29/2024Key Financial Inc114,675$2.54M0.6%+4.0%2.164%
10/28/2024 Hills Bank & Trust Co56,694$1.26M0.1%N/A1.070%
10/25/2024MONECO Advisors LLC44,169$978K0.1%+97.6%0.833%
10/23/2024Lincoln Capital Corp24,588$545K0.2%N/A0.464%
10/22/2024 Sterling Financial Group Inc.24,796$549K0.2%+17.3%0.468%
10/18/2024 Precedent Wealth Partners LLC71,393$1.58M0.5%+21.9%1.347%
10/16/2024Asset Dedication LLC27,040$599K0.0%+8.0%0.520%
10/8/2024 Legacy Private Trust Co.88,316$1.96M0.1%-31.3%1.698%
10/8/2024Tlwm23,220$514K0.1%-4.1%0.447%
8/16/2024Northwestern Mutual Wealth Management Co.10,042$219K0.0%+25.6%0.214%
8/13/2024AE Wealth Management LLC69,293$1.51M0.0%+17.1%1.474%
8/6/2024Asset Dedication LLC25,027$545K0.0%+10.0%0.532%
7/31/2024Commonwealth Equity Services LLC33,617$732K0.0%+12.3%0.731%
7/30/2024Key Financial Inc110,225$2.40M0.6%+29.2%2.396%
7/26/2024First Command Advisory Services Inc.3,746$82K0.0%+82.1%0.085%
7/25/2024Pineridge Advisors LLC98,168$2.14M0.7%+9.8%2.231%
7/25/2024Atlantic Union Bankshares Corp82,088$1.79M0.1%+15.7%1.866%
7/23/2024 Precedent Wealth Partners LLC58,586$1.28M0.5%+17.2%1.332%
7/22/2024 Horizons Wealth Management6,595$145K0.1%+23.4%0.150%
7/22/2024Hobbs Group Advisors LLC15,041$327K0.1%N/A0.342%
7/19/2024MONECO Advisors LLC22,349$487K0.1%N/A0.532%
7/18/2024Insight Wealth Partners LLC135,972$2.96M0.5%-1.4%3.237%
7/16/2024Bill Few Associates Inc.9,240$201K0.1%N/A0.220%
Massive dollar overhaul underway in D.C.? (Ad)

Trump's plan to save the U.S. Dollar The U.S. Dollar is crashing, and our reserve currency status is now in serious jeopardy leaving some to wonder – is this being done by design? A 25-year economist and investor answers here... and details the exact steps you should be taking with your money to prepare.

See how Trump’s dollar moves could impact your money
7/15/2024 Sterling Financial Group Inc.21,146$460K0.2%+18.5%0.503%
7/10/2024 CGN Advisors LLC58,788$1.28M0.1%-12.5%1.400%
7/9/2024Astoria Portfolio Advisors LLC.9,733$212K0.1%N/A0.232%
7/1/2024 Confluence Investment Management LLC12,751$278K0.0%-9.4%0.327%
5/17/2024Pineridge Advisors LLC89,416$1.98M0.7%-28.2%2.293%
5/2/2024First Command Advisory Services Inc.2,057$46K0.0%N/A0.053%
5/1/2024Envision Financial Planning LLC177,185$3.92M3.2%+8.7%4.543%
4/30/2024Commonwealth Equity Services LLC29,929$662K0.0%+8.7%0.767%
4/24/2024Arlington Capital Management Inc.9,325$206K0.2%N/A0.239%
4/23/2024 Precedent Wealth Partners LLC50,005$1.11M0.5%+32.2%1.282%
(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, 60 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 ($8.10M), Hills Bank & Trust Co ($7.35M), Confluence Investment Management LLC ($5.37M), Bank of America Corp DE ($4.50M), Envision Financial Planning LLC ($3.90M), and Raymond James Financial Inc. ($3.74M).Learn more on BSMU's institutional investors.

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

Of the 56 institutional investors that purchased Invesco BulletShares 2030 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($344.23K), Hills Bank & Trust Co ($340.70K), Confluence Investment Management LLC ($266.44K), LPL Financial LLC ($188.16K), Envision Financial Planning LLC ($181.67K), Toronto Dominion Bank ($167.99K), and Pineridge Advisors LLC ($137.26K).

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

Institutional investors have bought a total of 3,146,533 shares in the last 24 months. This purchase volume represents approximately $68.98M in transactions.

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

Of the 19 institutional investors that sold Invesco BulletShares 2030 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($145.04K), Flow Traders U.S. LLC ($45.57K), Jane Street Group LLC ($44.25K), CGN Advisors LLC ($44.18K), Legacy Private Trust Co. ($40.28K), Pineridge Advisors LLC ($35.07K), and Insight Wealth Partners LLC ($21.89K).

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

Institutional investors have sold a total of 449,810 shares in the last 24 months. This volume of shares sold represents approximately $9.97M in transactions.


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This page (NASDAQ:BSMU) was last updated on 4/28/2025 by MarketBeat.com Staff
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