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Invesco BulletShares 2030 Municipal Bond ETF (BSMU) Institutional Ownership

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(As of 04/25/2024 ET)
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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)
26
Total
Institutional Inflows
(last 12 months)
$19.41M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.63M
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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
4/24/2024 Arlington 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%
4/16/2024 Atlantic Union Bankshares Corp70,974$1.57M0.1%+6.7%1.868%
4/16/2024 Tlwm24,222$536K0.1%+4.8%0.637%
4/12/2024 CGN Advisors LLC67,178$1.49M0.2%-33.0%1.768%
4/10/2024 Sterling Financial Group Inc.17,846$395K0.2%-39.6%0.470%
4/1/2024 Confluence Investment Management LLC14,073$311K0.0%N/A0.402%
3/1/2024Pineridge Advisors LLC124,490$2.79M0.9%N/A3.557%
2/9/2024Wells Fargo & Company MN301,421$6.76M0.0%-31.9%8.612%
2/8/2024Beacon Pointe Advisors LLC13,527$303K0.0%N/A0.386%
2/6/2024Private Advisor Group LLC13,874$311K0.0%N/A0.396%
2/2/2024Addison Advisors LLC15,655$351K0.1%-6.1%0.447%
2/1/2024 Gradient Capital Advisors LLC9,381$210K0.1%N/A0.268%
1/31/2024Key Financial Inc84,525$1.90M0.5%+17.9%2.415%
1/30/2024Avior Wealth Management LLC5,432$122K0.0%N/A0.160%
1/23/2024Envision Financial Planning LLC162,953$3.65M3.2%+7.1%4.793%
1/19/2024 Atlantic Union Bankshares Corp66,540$1.49M0.1%+31.1%2.016%
1/18/2024 Precedent Wealth Partners LLC37,836$848K0.4%N/A1.147%
1/16/2024 Raymond James & Associates20,441$458K0.0%N/A0.619%
1/16/2024 Valicenti Advisory Services Inc.8,950$201K0.1%N/A0.271%
1/9/2024 Tlwm23,114$518K0.1%N/A0.722%
1/8/2024 Horizons Wealth Management5,345$120K0.1%N/A0.167%
1/5/2024 CGN Advisors LLC100,306$2.25M0.3%+5.2%3.135%
11/13/2023 Asset Dedication LLC11,948$251K0.0%+4.4%0.427%
11/7/2023Addison Advisors LLC16,670$348K0.2%+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$394K0.0%+39.6%0.674%
10/20/2023 Atlantic Union Bankshares Corp50,756$1.06M0.1%+15.3%1.813%
10/19/2023 Sterling Financial Group Inc.29,537$617K0.4%+21.0%1.094%
10/13/2023 CGN Advisors LLC95,326$1.99M0.3%+8.4%3.531%
10/11/2023 Legacy 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%
9/7/2023 Sterling Financial Group Inc.24,412$536K0.4%+80.6%1.061%
8/22/2023 Asset Dedication LLC11,442$250K0.0%+10.9%0.497%
8/9/2023Flow Traders U.S. LLC32,762$720K0.0%N/A1.424%
8/3/2023Addison Advisors LLC14,175$311K0.2%N/A0.616%
8/2/2023Bank of Montreal Can24,938$549K0.0%N/A1.084%
8/1/2023 Cookson Peirce & Co. Inc.10,457$230K0.0%N/A0.455%
7/31/2023LPL Financial LLC130,921$2.88M0.0%+197.1%5.692%
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7/28/2023Key Financial Inc71,700$1.58M0.5%+478.2%3.259%
7/11/2023 Atlantic Union Bankshares Corp44,011$967K0.1%+117.9%2.001%
7/10/2023AE Wealth Management LLC71,470$1.57M0.0%+4.6%3.249%
7/10/2023 CGN Advisors LLC87,935$1.93M0.3%+6.6%3.997%
7/7/2023 Legacy Private Trust Co.33,036$726K0.1%+191.7%1.502%
5/5/2023Capital Analysts LLC4,707$105K0.0%-19.9%0.262%
5/2/2023Key Financial Inc12,400$276K0.1%N/A0.689%
4/24/2023 Asset Dedication LLC10,313$228K0.0%+9.4%0.573%
4/14/2023AE Wealth Management LLC68,314$1.52M0.0%N/A3.795%
4/12/2023 Legacy Private Trust Co.11,325$252K0.0%N/A0.629%
4/4/2023 CGN Advisors LLC82,475$1.83M0.3%+31.2%4.582%
4/4/2023 Confluence Investment Management LLC13,781$306K0.0%+21.9%0.766%
2/9/2023 Atlantic Union Bankshares Corp19,748$428K0.0%N/A1.317%
2/8/2023Capital Analysts LLC5,874$127K0.0%N/A0.392%
2/7/2023Benjamin F. Edwards & Company Inc.5,574$121K0.0%-92.5%0.372%
2/7/2023LPL Financial LLC22,570$489K0.0%+117.4%1.505%
2/7/2023IFP Advisors Inc1,100$27K0.0%N/A0.073%
2/7/2023Envestnet Asset Management Inc.10,190$221K0.0%N/A0.679%
2/6/2023 Gradient Capital Advisors LLC9,381$203K0.1%N/A0.625%
2/1/2023Insight Wealth Partners LLC194,906$4.22M3.2%N/A12.994%
1/31/2023 Cookson Peirce & Co. Inc.10,438$226K0.0%+5.2%0.696%
1/19/2023 Asset Dedication LLC9,428$203K0.0%+5.5%0.629%
1/9/2023 CGN Advisors LLC62,867$1.36M0.2%+43.4%4.191%
1/4/2023 Confluence Investment Management LLC11,309$245K0.0%-96.2%0.870%
11/14/2022Equitable Holdings Inc.9,700$201K0.0%N/A0.746%
11/8/2022 Cookson Peirce & Co. Inc.9,918$206K0.0%-29.5%0.763%
11/1/2022Kestra Advisory Services LLC11,560$240K0.0%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%
10/27/2022 Asset Dedication LLC8,936$185K0.0%+25.6%0.687%
10/18/2022 CGN Advisors LLC43,846$910K0.2%+16.9%3.654%
10/13/2022 FOCUS Wealth Advisors LLC15,053$313K0.2%+13.7%1.254%
10/3/2022 Confluence Investment Management LLC296,473$6.16M0.1%+67.1%26.952%
8/4/2022Northwestern Mutual Wealth Management Co.23,305$507K0.0%+7.7%2.119%
7/27/2022 Garrett Investment Advisors LLC37,496$816K0.2%N/A5.357%
7/20/2022 Cookson Peirce & Co. Inc.14,061$306K0.0%-4.9%2.344%
7/6/2022 Confluence Investment Management LLC177,397$3.86M0.1%+1.3%29.566%
5/9/2022Northwestern Mutual Wealth Management Co.21,636$502K0.0%-3.4%3.606%
5/3/2022 Cookson Peirce & Co. Inc.14,780$343K0.0%-3.2%2.463%
4/21/2022 Asset Dedication LLC6,860$157K0.0%+150.0%1.143%
4/14/2022 FOCUS Wealth Advisors LLC13,242$307K0.2%N/A2.207%
4/4/2022 Confluence Investment Management LLC175,109$4.06M0.1%+109.6%35.022%
2/3/2022Advisor Group Holdings Inc.10,919$280K0.0%+134.7%2.184%
2/3/2022Northwestern Mutual Wealth Management Co.22,392$573K0.0%+5.8%4.478%
1/31/2022 Cookson Peirce & Co. Inc.15,264$391K0.0%+34.9%3.053%
1/21/2022 Asset Dedication LLC2,744$72K0.0%N/A0.686%
1/4/2022 Confluence Investment Management LLC83,559$2.14M0.0%+2.7%20.890%
11/15/2021Royal Bank of Canada73,586$1.86M0.0%+15.1%18.397%
11/4/2021 Cookson Peirce & Co. Inc.11,311$287K0.0%-12.6%2.828%
10/4/2021 Confluence Investment Management LLC81,337$2.06M0.0%+2.1%27.112%
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Central Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.

Find out why right here (and see what you can do to get in too with just a few dollars).
8/16/2021Royal Bank of Canada63,905$1.64M0.0%N/A21.302%
8/13/2021Northwestern Mutual Wealth Management Co.20,581$528K0.0%N/A6.860%
8/3/2021 Cookson Peirce & Co. Inc.12,942$333K0.0%N/A4.314%
8/2/2021Advisor Group Holdings Inc.4,653$120K0.0%N/A1.551%
7/1/2021 Confluence Investment Management LLC79,648$2.04M0.0%+0.9%26.549%
5/18/2021Jane Street Group LLC51,513$1.29M0.0%+493.2%25.757%
4/5/2021 Confluence Investment Management LLC78,913$1.98M0.0%N/A39.457%
2/17/2021Jane Street Group LLC8,684$222K0.0%N/A4.342%
(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, 38 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 ($2.88M), Pineridge Advisors LLC ($2.79M), 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 37 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 ($162.95K), Confluence Investment Management LLC ($137.91K), Pineridge Advisors LLC ($124.49K), 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 1,519,282 shares in the last 24 months. This purchase volume represents approximately $47.04M 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 ($285.16K), Wells Fargo & Company MN ($141.38K), Benjamin F. Edwards & Company Inc. ($69.04K), CGN Advisors LLC ($33.13K), Insight Wealth Partners LLC ($18.87K), Sterling Financial Group Inc. ($11.69K), and Cookson Peirce & Co. Inc. ($5.35K).

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

Institutional investors have sold a total of 567,557 shares in the last 24 months. This volume of shares sold represents approximately $20.25M in transactions.


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This page (NASDAQ:BSMU) was last updated on 4/26/2024 by MarketBeat.com Staff

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