Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

$21.85

-0.02 (-0.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $20.07M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $5.61M

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.

BSMU Institutional Buying and Selling by Quarter

Ad Unstoppable Prosperity

“Generational Bull Run” Incoming

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.

Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	First Command Advisory Services Inc.	3,746	$82K	0.0%	+82.1%	0.085%
7/25/2024	Pineridge Advisors LLC	98,168	$2.14M	0.7%	+9.8%	2.231%
7/25/2024	Atlantic Union Bankshares Corp	82,088	$1.79M	0.1%	+15.7%	1.866%
7/23/2024	Precedent Wealth Partners LLC	58,586	$1.28M	0.5%	+17.2%	1.332%
7/22/2024	Horizons Wealth Management	6,595	$145K	0.1%	+23.4%	0.150%
7/22/2024	Hobbs Group Advisors LLC	15,041	$327K	0.1%	N/A	0.342%
Get the Latest News and Ratings for BSMU and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco BulletShares 2030 Municipal Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
7/19/2024	MONECO Advisors LLC	22,349	$487K	0.1%	N/A	0.532%
7/18/2024	Insight Wealth Partners LLC	135,972	$2.96M	0.5%	-1.4%	3.237%
7/16/2024	Bill Few Associates Inc.	9,240	$201K	0.1%	N/A	0.220%
7/15/2024	Sterling Financial Group Inc.	21,146	$460K	0.2%	+18.5%	0.503%
7/10/2024	CGN Advisors LLC	58,788	$1.28M	0.1%	-12.5%	1.400%
7/9/2024	Astoria Portfolio Advisors LLC.	9,733	$212K	0.1%	N/A	0.232%
7/1/2024	Confluence Investment Management LLC	12,751	$278K	0.0%	-9.4%	0.327%
5/17/2024	Pineridge Advisors LLC	89,416	$1.98M	0.7%	-28.2%	2.293%
5/2/2024	First Command Advisory Services Inc.	2,057	$46K	0.0%	N/A	0.053%
5/1/2024	Envision Financial Planning LLC	177,185	$3.92M	3.2%	+8.7%	4.543%
4/30/2024	Commonwealth Equity Services LLC	29,929	$662K	0.0%	+8.7%	0.767%
4/24/2024	Arlington Capital Management Inc.	9,325	$206K	0.2%	N/A	0.239%
4/23/2024	Precedent Wealth Partners LLC	50,005	$1.11M	0.5%	+32.2%	1.282%
4/16/2024	Atlantic Union Bankshares Corp	70,974	$1.57M	0.1%	+6.7%	1.868%
4/16/2024	Tlwm	24,222	$536K	0.1%	+4.8%	0.637%
4/12/2024	CGN Advisors LLC	67,178	$1.49M	0.2%	-33.0%	1.768%
4/10/2024	Sterling Financial Group Inc.	17,846	$395K	0.2%	-39.6%	0.470%
4/1/2024	Confluence Investment Management LLC	14,073	$311K	0.0%	N/A	0.402%
3/1/2024	Pineridge Advisors LLC	124,490	$2.79M	0.9%	N/A	3.557%
2/9/2024	Wells Fargo & Company MN	301,421	$6.76M	0.0%	-31.9%	8.612%
2/8/2024	Beacon Pointe Advisors LLC	13,527	$303K	0.0%	N/A	0.386%
2/6/2024	Private Advisor Group LLC	13,874	$311K	0.0%	N/A	0.396%
2/2/2024	Addison Advisors LLC	15,655	$351K	0.1%	-6.1%	0.447%
2/1/2024	Gradient Capital Advisors LLC	9,381	$210K	0.1%	N/A	0.268%
1/31/2024	Key Financial Inc	84,525	$1.90M	0.5%	+17.9%	2.415%
1/30/2024	Avior Wealth Management LLC	5,432	$122K	0.0%	N/A	0.160%
1/23/2024	Envision Financial Planning LLC	162,953	$3.65M	3.2%	+7.1%	4.793%
1/19/2024	Atlantic Union Bankshares Corp	66,540	$1.49M	0.1%	+31.1%	2.016%
1/18/2024	Precedent Wealth Partners LLC	37,836	$848K	0.4%	N/A	1.147%
1/16/2024	Raymond James & Associates	20,441	$458K	0.0%	N/A	0.619%
1/16/2024	Valicenti Advisory Services Inc.	8,950	$201K	0.1%	N/A	0.271%
1/9/2024	Tlwm	23,114	$518K	0.1%	N/A	0.722%
1/8/2024	Horizons Wealth Management	5,345	$120K	0.1%	N/A	0.167%
1/5/2024	CGN Advisors LLC	100,306	$2.25M	0.3%	+5.2%	3.135%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
11/13/2023	Asset Dedication LLC	11,948	$251K	0.0%	+4.4%	0.427%
11/7/2023	Addison Advisors LLC	16,670	$348K	0.2%	+17.6%	0.595%
11/3/2023	Envision Financial Planning LLC	152,159	$3.18M	3.1%	N/A	5.434%
10/30/2023	Insight Wealth Partners LLC	171,495	$3.58M	0.7%	-9.9%	6.125%
10/23/2023	Commonwealth Equity Services LLC	18,867	$394K	0.0%	+39.6%	0.674%
10/20/2023	Atlantic Union Bankshares Corp	50,756	$1.06M	0.1%	+15.3%	1.813%
10/19/2023	Sterling Financial Group Inc.	29,537	$617K	0.4%	+21.0%	1.094%
10/13/2023	CGN Advisors LLC	95,326	$1.99M	0.3%	+8.4%	3.531%
10/11/2023	Legacy Private Trust Co.	61,807	$1.29M	0.1%	+87.1%	2.289%
10/11/2023	AE Wealth Management LLC	83,153	$1.74M	0.0%	+16.3%	3.080%
9/7/2023	Sterling Financial Group Inc.	24,412	$536K	0.4%	+80.6%	1.061%
8/22/2023	Asset Dedication LLC	11,442	$250K	0.0%	+10.9%	0.497%
8/9/2023	Flow Traders U.S. LLC	32,762	$720K	0.0%	N/A	1.424%
8/3/2023	Addison Advisors LLC	14,175	$311K	0.2%	N/A	0.616%
8/2/2023	Bank of Montreal Can	24,938	$549K	0.0%	N/A	1.084%
8/1/2023	Cookson Peirce & Co. Inc.	10,457	$230K	0.0%	N/A	0.455%
7/31/2023	LPL Financial LLC	130,921	$2.88M	0.0%	+197.1%	5.692%
7/28/2023	Key Financial Inc	71,700	$1.58M	0.5%	+478.2%	3.259%
7/11/2023	Atlantic Union Bankshares Corp	44,011	$967K	0.1%	+117.9%	2.001%
7/10/2023	AE Wealth Management LLC	71,470	$1.57M	0.0%	+4.6%	3.249%
7/10/2023	CGN Advisors LLC	87,935	$1.93M	0.3%	+6.6%	3.997%
7/7/2023	Legacy Private Trust Co.	33,036	$726K	0.1%	+191.7%	1.502%
5/5/2023	Capital Analysts LLC	4,707	$105K	0.0%	-19.9%	0.262%
5/2/2023	Key Financial Inc	12,400	$276K	0.1%	N/A	0.689%
4/24/2023	Asset Dedication LLC	10,313	$228K	0.0%	+9.4%	0.573%
4/14/2023	AE Wealth Management LLC	68,314	$1.52M	0.0%	N/A	3.795%
4/12/2023	Legacy Private Trust Co.	11,325	$252K	0.0%	N/A	0.629%
4/4/2023	CGN Advisors LLC	82,475	$1.83M	0.3%	+31.2%	4.582%
4/4/2023	Confluence Investment Management LLC	13,781	$306K	0.0%	+21.9%	0.766%
2/9/2023	Atlantic Union Bankshares Corp	19,748	$428K	0.0%	N/A	1.317%
2/8/2023	Capital Analysts LLC	5,874	$127K	0.0%	N/A	0.392%
2/7/2023	Benjamin F. Edwards & Company Inc.	5,574	$121K	0.0%	-92.5%	0.372%
2/7/2023	LPL Financial LLC	22,570	$489K	0.0%	+117.4%	1.505%
2/7/2023	IFP Advisors Inc	1,100	$27K	0.0%	N/A	0.073%
2/7/2023	Envestnet Asset Management Inc.	10,190	$221K	0.0%	N/A	0.679%
2/6/2023	Gradient Capital Advisors LLC	9,381	$203K	0.1%	N/A	0.625%
2/1/2023	Insight Wealth Partners LLC	194,906	$4.22M	3.2%	N/A	12.994%
1/31/2023	Cookson Peirce & Co. Inc.	10,438	$226K	0.0%	+5.2%	0.696%
1/19/2023	Asset Dedication LLC	9,428	$203K	0.0%	+5.5%	0.629%
1/9/2023	CGN Advisors LLC	62,867	$1.36M	0.2%	+43.4%	4.191%
1/4/2023	Confluence Investment Management LLC	11,309	$245K	0.0%	-96.2%	0.870%
11/14/2022	Equitable Holdings Inc.	9,700	$201K	0.0%	N/A	0.746%
11/8/2022	Cookson Peirce & Co. Inc.	9,918	$206K	0.0%	-29.5%	0.763%
11/1/2022	Kestra Advisory Services LLC	11,560	$240K	0.0%	N/A	0.889%
10/28/2022	Benjamin Edwards Inc.	1,713	$36K	0.0%	N/A	0.132%
10/28/2022	Benjamin F. Edwards & Company Inc.	74,618	$1.55M	0.1%	N/A	5.740%
10/27/2022	Asset Dedication LLC	8,936	$185K	0.0%	+25.6%	0.687%
10/18/2022	CGN Advisors LLC	43,846	$910K	0.2%	+16.9%	3.654%
10/13/2022	FOCUS Wealth Advisors LLC	15,053	$313K	0.2%	+13.7%	1.254%
10/3/2022	Confluence Investment Management LLC	296,473	$6.16M	0.1%	+67.1%	26.952%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
8/4/2022	Northwestern Mutual Wealth Management Co.	23,305	$507K	0.0%	+7.7%	2.119%
7/27/2022	Garrett Investment Advisors LLC	37,496	$816K	0.2%	N/A	5.357%
7/20/2022	Cookson Peirce & Co. Inc.	14,061	$306K	0.0%	-4.9%	2.344%
7/6/2022	Confluence Investment Management LLC	177,397	$3.86M	0.1%	+1.3%	29.566%
5/9/2022	Northwestern Mutual Wealth Management Co.	21,636	$502K	0.0%	-3.4%	3.606%
5/3/2022	Cookson Peirce & Co. Inc.	14,780	$343K	0.0%	-3.2%	2.463%
4/21/2022	Asset Dedication LLC	6,860	$157K	0.0%	+150.0%	1.143%
4/14/2022	FOCUS Wealth Advisors LLC	13,242	$307K	0.2%	N/A	2.207%
4/4/2022	Confluence Investment Management LLC	175,109	$4.06M	0.1%	+109.6%	35.022%
2/3/2022	Advisor Group Holdings Inc.	10,919	$280K	0.0%	+134.7%	2.184%

(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, 43 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.76M), Envision Financial Planning LLC ($3.92M), Insight Wealth Partners LLC ($2.96M), LPL Financial LLC ($2.88M), Pineridge Advisors LLC ($2.14M), Key Financial Inc ($1.90M), and Atlantic Union Bankshares Corp ($1.79M).Learn more on BSMU's institutional investors.
Which institutional investors have been buying Invesco BulletShares 2030 Municipal Bond ETF stock?: Of the 42 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: Insight Wealth Partners LLC ($194.91K), Envision Financial Planning LLC ($177.19K), Confluence Investment Management LLC ($135.62K), Pineridge Advisors LLC ($133.24K), LPL Financial LLC ($99.04K), Key Financial Inc ($84.53K), and AE Wealth Management LLC ($83.15K).
How much institutional buying is happening at Invesco BulletShares 2030 Municipal Bond ETF?: Institutional investors have bought a total of 1,626,740 shares in the last 24 months. This purchase volume represents approximately $49.34M in transactions.

Which Invesco BulletShares 2030 Municipal Bond ETF major shareholders have been selling company stock?: Of the 10 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: Confluence Investment Management LLC ($286.49K), Wells Fargo & Company MN ($141.38K), Benjamin F. Edwards & Company Inc. ($69.04K), CGN Advisors LLC ($41.52K), Pineridge Advisors LLC ($35.07K), Insight Wealth Partners LLC ($20.77K), and Sterling Financial Group Inc. ($11.69K).
How much institutional selling is happening at Invesco BulletShares 2030 Municipal Bond ETF?: Institutional investors have sold a total of 612,282 shares in the last 24 months. This volume of shares sold represents approximately $21.18M in transactions.