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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

Invesco BulletShares 2030 Municipal Bond ETF logo
$21.90 +0.03 (+0.14%)
As of 03:50 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)
73
Total
Institutional Inflows
(last 12 months)
$57.97M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$21.17M
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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
5/5/2026Sanctuary Advisors LLC23,149$505K0.0%+10.9%0.201%
5/2/2026 Anchor 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%
4/27/2026 World 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%
2/18/2026VestGen 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%
2/13/2026Jacobi 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%
2/12/2026StoneX Group Inc.19,593$432K0.0%-11.1%0.181%
2/11/2026Capital Analysts LLC13,705$302K0.0%+108.6%0.127%
2/11/2026LPL Financial LLC460,052$10.13M0.0%+5.9%4.260%
2/11/2026 Cookson Peirce & Co. Inc.9,549$210K0.0%N/A0.088%
2/10/2026Lido 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%
2/5/2026 Hills Bank & Trust Co432,344$9.52M0.6%+76.7%4.041%
2/5/2026Paulson Wealth Management Inc.13,241$292K0.1%N/A0.124%
2/4/2026Moneco Advisors LLC142,081$3.13M0.2%-1.5%1.328%
2/4/2026Atlantic Union Bankshares Corp187,402$4.13M0.1%-0.6%1.751%
2/4/2026Meridian 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%
1/29/2026Howard Wealth Management LLC26,690$588K0.3%N/A0.249%
1/29/2026UBS Group AG228,987$5.04M0.0%+37.3%2.140%
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%
1/26/2026Asset 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%
1/20/2026 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%
1/5/2026 Horizons Wealth Management25,494$562K0.4%+4.8%0.252%
1/5/2026 CGN Advisors LLC9,979$220K0.0%-10.5%0.099%
1/1/2026JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
12/15/2025Farmers National Bank58,635$1.29M0.3%+1.6%0.652%
12/9/2025Painted Porch Advisors LLC3,883$85K0.0%N/A0.043%
11/20/2025Asset Dedication LLC61,687$1.35M0.1%+3.9%0.685%
11/17/2025NewEdge Advisors LLC18,502$406K0.0%+611.6%0.206%
11/17/2025Sterling Financial Group Inc.35,225$772K0.2%+27.6%0.391%
11/17/2025Northwestern Mutual Wealth Management Co.65,708$1.44M0.0%+17.2%0.730%
11/17/2025Lido Advisors LLC164,400$3.60M0.0%+100.0%1.827%
11/17/2025Integrated Wealth Concepts LLC71,249$1.56M0.0%+50.7%0.792%
11/17/2025Focus 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%
11/13/2025Hobbs Group Advisors LLC12,455$273K0.1%N/A0.138%
11/13/2025UBS Group AG166,734$3.66M0.0%+4.4%1.853%
11/13/2025HUB Investment Partners LLC9,190$201K0.0%N/A0.102%
11/7/2025JPMorgan Chase & Co.24,904$546K0.0%N/A0.277%
11/7/2025HighTower 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%
11/5/2025MONECO 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%
11/5/2025Envestnet Asset Management Inc.81,850$1.79M0.0%-1.8%0.909%
11/4/2025Atlantic 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%
11/3/2025AE Wealth Management LLC101,704$2.23M0.0%+4.5%1.130%
10/31/2025First Command Advisory Services Inc.5,912$130K0.0%+17.4%0.066%
10/28/2025 Nations Financial Group Inc. IA ADV9,496$208K0.0%N/A0.107%
10/24/2025ORG Partners LLC6,400$140K0.0%N/A0.074%
10/23/2025 Nestegg Advisors Inc.25,185$552K0.5%+17.7%0.293%
10/23/2025 Sarver Vrooman Wealth Advisors38,812$851K0.5%+1.7%0.451%
10/21/2025 Signaturefd LLC47,573$1.04M0.0%+140.2%0.553%
10/20/2025 Marietta Wealth Management LLC32,644$716K0.1%+39.9%0.380%
10/20/2025 Clark Asset Management LLC63,891$1.40M0.2%+39.5%0.743%
10/16/2025 Lincoln Capital Corp10,648$233K0.1%-29.1%0.124%


BSMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMU shares?

During the previous two years, 100 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), UBS Group AG ($5.04M), and Bank of America Corp DE ($4.90M).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 95 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), Lido Advisors LLC ($184.30K), and Central Valley Advisors LLC ($183.12K).

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

Institutional investors have bought a total of 2,650,075 shares in the last 24 months. This purchase volume represents approximately $57.97M in transactions.

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

Of the 27 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), Confluence Investment Management LLC ($123.91K), Envision Financial Planning LLC ($113.32K), Pineridge Advisors LLC ($84.94K), Jane Street Group LLC ($74.47K), Raymond James Financial Inc. ($59.85K), and Commonwealth Equity Services LLC ($53.63K).

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

Institutional investors have sold a total of 976,665 shares in the last 24 months. This volume of shares sold represents approximately $21.17M in transactions.


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This page (NASDAQ:BSMU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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