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DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
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QQQ   436.78 (-0.29%)
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MSFT   410.34 (-0.32%)
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GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

$22.26
+0.08 (+0.36%)
(As of 02/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$25.45 M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$10.00 M
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BSMU Institutional Buying and Selling by Quarter


Invesco BulletShares 2030 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024Hobbs Group Advisors LLC6,548$0.15M0.1%N/A0.187%
2/14/2024Royal Bank of Canada33,892$0.76M0.0%-42.7%0.968%
2/14/2024Kestra Advisory Services LLC50,252$1.13M0.0%N/A1.436%
2/13/2024Envestnet Asset Management Inc.33,522$0.75M0.0%+26.8%0.958%
2/9/2024Wells Fargo & Company MN301,421$6.76M0.0%-31.9%8.612%
2/8/2024Beacon Pointe Advisors LLC13,527$0.30M0.0%N/A0.386%
2/6/2024Private Advisor Group LLC13,874$0.31M0.0%N/A0.396%
2/2/2024Addison Advisors LLC15,655$0.35M0.1%-6.1%0.447%
2/1/2024Gradient Capital Advisors LLC9,381$0.21M0.1%N/A0.268%
1/31/2024Key Financial Inc84,525$1.90M0.5%+17.9%2.415%
1/30/2024Avior Wealth Management LLC5,432$0.12M0.0%N/A0.160%
1/23/2024Envision Financial Planning LLC162,953$3.65M3.2%+7.1%4.793%
1/19/2024Atlantic Union Bankshares Corp66,540$1.49M0.1%+31.1%2.016%
1/18/2024Precedent Wealth Partners LLC37,836$0.85M0.4%N/A1.147%
1/16/2024Raymond James & Associates20,441$0.46M0.0%N/A0.619%
1/16/2024Valicenti Advisory Services Inc.8,950$0.20M0.1%N/A0.271%
1/9/2024Tlwm23,114$0.52M0.1%N/A0.722%
1/8/2024Horizons Wealth Management5,345$0.12M0.1%N/A0.167%
1/5/2024CGN Advisors LLC100,306$2.25M0.3%+5.2%3.135%
11/15/2023Royal Bank of Canada59,123$1.24M0.0%+0.9%2.112%
11/13/2023Asset Dedication LLC11,948$0.25M0.0%+4.4%0.427%
11/13/2023LPL Financial LLC134,440$2.81M0.0%+2.7%4.801%
11/13/2023Invesco Ltd.40,694$0.85M0.0%-15.8%1.453%
11/13/2023Envestnet Asset Management Inc.26,435$0.55M0.0%+44.2%0.944%
11/9/2023UBS Group AG2,810$59K0.0%+102.2%0.100%
11/7/2023Addison Advisors LLC16,670$0.35M0.2%+17.6%0.595%
11/3/2023Envision Financial Planning LLC152,159$3.18M3.1%N/A5.434%
10/30/2023Insight Wealth Partners LLC171,495$3.58M0.7%-9.9%6.125%
10/23/2023Commonwealth Equity Services LLC18,867$0.39M0.0%+39.6%0.674%
10/20/2023Atlantic Union Bankshares Corp50,756$1.06M0.1%+15.3%1.813%
10/19/2023Sterling Financial Group Inc.29,537$0.62M0.4%+21.0%1.094%
10/13/2023CGN Advisors LLC95,326$1.99M0.3%+8.4%3.531%
10/11/2023Legacy Private Trust Co.61,807$1.29M0.1%+87.1%2.289%
10/11/2023AE Wealth Management LLC83,153$1.74M0.0%+16.3%3.080%
9/7/2023Sterling Financial Group Inc.24,412$0.54M0.4%+80.6%1.061%
8/22/2023Asset Dedication LLC11,442$0.25M0.0%+10.9%0.497%
8/21/2023Osaic Holdings Inc.19,889$0.44M0.0%+10.1%0.865%
8/15/2023Wells Fargo & Company MN396,685$8.71M0.0%+12.7%17.247%
8/15/2023Benjamin F. Edwards & Company Inc.3,096$68K0.0%-44.5%0.135%
8/15/2023Captrust Financial Advisors22,452$0.49M0.0%-19.8%0.976%
8/15/2023Royal Bank of Canada58,590$1.29M0.0%-17.7%2.547%
8/10/2023Osaic Holdings Inc.19,889$0.44M0.0%+10.1%0.865%
8/10/2023Commonwealth Equity Services LLC13,511$0.30M0.0%N/A0.587%
8/9/2023Flow Traders U.S. LLC32,762$0.72M0.0%N/A1.424%
8/4/2023Envestnet Asset Management Inc.18,337$0.40M0.0%+32.0%0.797%
8/3/2023Addison Advisors LLC14,175$0.31M0.2%N/A0.616%
8/2/2023Bank of Montreal Can24,938$0.55M0.0%N/A1.084%
8/1/2023Cookson Peirce & Co. Inc.10,457$0.23M0.0%N/A0.455%
7/31/2023LPL Financial LLC130,921$2.88M0.0%+197.1%5.692%
7/28/2023Key Financial Inc71,700$1.58M0.5%+478.2%3.259%
7/11/2023Atlantic Union Bankshares Corp44,011$0.97M0.1%+117.9%2.001%
7/10/2023AE Wealth Management LLC71,470$1.57M0.0%+4.6%3.249%
7/10/2023CGN Advisors LLC87,935$1.93M0.3%+6.6%3.997%
7/7/2023Legacy Private Trust Co.33,036$0.73M0.1%+191.7%1.502%
5/16/2023Jane Street Group LLC75,649$1.68M0.0%-60.6%3.982%
5/12/2023Bank of America Corp DE41,449$0.92M0.0%+91.7%2.182%
5/11/2023Envestnet Asset Management Inc.13,891$0.31M0.0%+36.3%0.731%
5/10/2023LPL Financial LLC44,071$0.98M0.0%+95.3%2.320%
5/5/2023Capital Analysts LLC4,707$0.11M0.0%-19.9%0.262%
5/2/2023Key Financial Inc12,400$0.28M0.1%N/A0.689%
4/24/2023Asset Dedication LLC10,313$0.23M0.0%+9.4%0.573%
4/14/2023AE Wealth Management LLC68,314$1.52M0.0%N/A3.795%
4/12/2023Legacy Private Trust Co.11,325$0.25M0.0%N/A0.629%
4/4/2023CGN Advisors LLC82,475$1.83M0.3%+31.2%4.582%
4/4/2023Confluence Investment Management LLC13,781$0.31M0.0%+21.9%0.766%
2/21/2023Northwestern Mutual Wealth Management Co.3,696$80K0.0%-85.3%0.246%
2/15/2023Captrust Financial Advisors28,844$0.63M0.0%+72.8%1.923%
2/15/2023Jane Street Group LLC192,170$4.17M0.0%+68.9%12.811%
2/15/2023Morgan Stanley48,284$1.05M0.0%-2.4%3.219%
2/15/2023Equitable Holdings Inc.13,700$0.30M0.0%+41.2%0.913%
2/13/2023Wells Fargo & Company MN310,121$6.72M0.0%+16,026.9%20.675%
2/10/2023Bank of America Corp DE21,619$0.47M0.0%+625.5%1.441%
2/10/2023Advisor Group Holdings Inc.16,738$0.36M0.0%+22.0%1.116%
2/9/2023Atlantic Union Bankshares Corp19,748$0.43M0.0%N/A1.317%
2/8/2023Capital Analysts LLC5,874$0.13M0.0%N/A0.392%
2/7/2023Benjamin F. Edwards & Company Inc.5,574$0.12M0.0%-92.5%0.372%
2/7/2023LPL Financial LLC22,570$0.49M0.0%+117.4%1.505%
2/7/2023IFP Advisors Inc1,100$27K0.0%N/A0.073%
2/7/2023Envestnet Asset Management Inc.10,190$0.22M0.0%N/A0.679%
2/6/2023Gradient Capital Advisors LLC9,381$0.20M0.1%N/A0.625%
2/1/2023Insight Wealth Partners LLC194,906$4.22M3.2%N/A12.994%
1/31/2023Cookson Peirce & Co. Inc.10,438$0.23M0.0%+5.2%0.696%
1/19/2023Asset Dedication LLC9,428$0.20M0.0%+5.5%0.629%
1/9/2023CGN Advisors LLC62,867$1.36M0.2%+43.4%4.191%
1/4/2023Confluence Investment Management LLC11,309$0.25M0.0%-96.2%0.870%
11/16/2022Captrust Financial Advisors16,689$0.35M0.0%+15.7%1.284%
11/16/2022Jane Street Group LLC113,804$2.36M0.0%N/A8.754%
11/14/2022Royal Bank of Canada60,696$1.26M0.0%-4.4%4.669%
11/14/2022Equitable Holdings Inc.9,700$0.20M0.0%N/A0.746%
11/8/2022Cookson Peirce & Co. Inc.9,918$0.21M0.0%-29.5%0.763%
11/1/2022Kestra Advisory Services LLC11,560$0.24M0.0%N/A0.889%
10/28/2022Benjamin Edwards Inc.1,713$36K0.0%N/A0.132%
10/28/2022Benjamin F. Edwards & Company Inc.74,618$1.55M0.1%N/A5.740%
10/27/2022Asset Dedication LLC8,936$0.19M0.0%+25.6%0.687%
10/18/2022CGN Advisors LLC43,846$0.91M0.2%+16.9%3.654%
10/13/2022FOCUS Wealth Advisors LLC15,053$0.31M0.2%+13.7%1.254%
10/3/2022Confluence Investment Management LLC296,473$6.16M0.1%+67.1%26.952%
8/23/2022Captrust Financial Advisors14,425$0.31M0.0%+28.5%1.311%
8/16/2022Captrust Financial Advisors16,689$0.36M0.0%+48.7%1.517%
8/12/2022LPL Financial LLC11,381$0.25M0.0%N/A1.035%
(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, 46 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 ($3.65M), Insight Wealth Partners LLC ($3.58M), LPL Financial LLC ($2.81M), CGN Advisors LLC ($2.25M), Key Financial Inc ($1.90M), and AE Wealth Management LLC ($1.74M).Learn more on BSMU's institutional investors.

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

Of the 44 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: Wells Fargo & Company MN ($0.35M), Confluence Investment Management LLC ($0.22M), Insight Wealth Partners LLC ($0.19M), Jane Street Group LLC ($0.19M), Envision Financial Planning LLC ($0.16M), LPL Financial LLC ($0.14M), and Key Financial Inc ($84.53K).

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

Institutional investors have bought a total of 2,226,510 shares in the last 24 months. This purchase volume represents approximately $78.33M in transactions.

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

Of the 13 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 ($0.29M), Wells Fargo & Company MN ($0.14M), Jane Street Group LLC ($0.12M), Benjamin F. Edwards & Company Inc. ($71.52K), Royal Bank of Canada ($40.66K), Northwestern Mutual Wealth Management Co. ($22.27K), and Invesco Ltd. ($19.83K).

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

Institutional investors have sold a total of 730,462 shares in the last 24 months. This volume of shares sold represents approximately $27.28M in transactions.


This page (NASDAQ:BSMU) was last updated on 2/23/2024 by MarketBeat.com Staff