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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.66 +0.02 (+0.07%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$26.82M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.70M
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BSMV Institutional Buying and Selling by Quarter

Invesco BulletShares 2031 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC139,940$2.89M0.0%-2.6%2.915%
5/27/2025Jacobi Capital Management LLC10,880$226K0.0%-11.9%0.227%
5/19/2025Jane Street Group LLC38,824$805K0.0%-21.0%0.809%
5/16/2025Jones Financial Companies Lllp8,749$199K0.0%-5.6%0.182%
5/16/2025NewEdge Advisors LLC2,600$54K0.0%N/A0.054%
5/16/2025Integrated Wealth Concepts LLC38,476$798K0.0%-16.7%0.802%
5/14/2025Envision Financial Planning LLC210,905$4.37M2.2%+2.1%4.394%
5/14/2025Northwestern Mutual Wealth Management Co.42,415$879K0.0%+42.8%0.884%
5/14/2025Capital Analysts LLC1,433$30K0.0%+197.3%0.030%
5/14/2025Venture Visionary Partners LLC26,537$550K0.0%-50.9%0.553%
5/13/2025HighTower Advisors LLC64,198$1.33M0.0%-1.1%1.337%
5/12/2025Invesco Ltd.159,853$3.31M0.0%+13.4%3.330%
5/8/2025MONECO Advisors LLC68,418$1.42M0.1%+77.5%1.425%
5/7/2025MB Levis & Associates LLC62,059$1.29M0.6%+7.7%1.293%
5/7/2025LPL Financial LLC341,811$7.09M0.0%+26.5%7.121%
5/5/2025Atlantic Union Bankshares Corp129,903$2.69M0.2%N/A2.706%
5/2/2025Larson Financial Group LLC6,055$126K0.0%N/A0.126%
5/2/2025PAX Financial Group LLC11,422$237K0.0%N/A0.238%
5/1/2025Key Financial Inc120,289$2.49M0.5%+1.2%2.506%
5/1/2025Asset Dedication LLC16,848$349K0.0%-3.0%0.351%
4/29/2025Envestnet Asset Management Inc.106,685$2.21M0.0%+46.0%2.223%
4/21/2025Avior Wealth Management LLC146,393$3.04M0.1%+23.5%3.050%
4/17/2025Precedent Wealth Partners LLC141,395$2.93M0.8%+90.6%2.946%
4/16/2025Sterling Financial Group Inc.53,790$1.12M0.4%+12.2%1.121%
4/15/2025Collier Financial4,298$89K0.1%-22.1%0.090%
4/1/2025 Confluence Investment Management LLC143,705$2.98M0.0%-44.0%3.193%
3/25/2025Higgins & Schmidt Wealth Strategies LLC11,145$233K0.1%-17.5%0.248%
2/17/2025Captrust Financial Advisors19,784$414K0.0%+2.6%0.440%
2/17/2025Citadel Advisors LLC14,955$313K0.0%N/A0.332%
2/17/2025Bank of America Corp DE168,686$3.53M0.0%+0.7%3.749%
2/14/2025Jane Street Group LLC49,173$1.03M0.0%-28.5%1.093%
2/14/2025Lido Advisors LLC49,200$1.03M0.0%N/A1.093%
2/14/2025Integrated Wealth Concepts LLC46,190$967K0.0%+164.8%1.026%
2/14/2025Stifel Financial Corp13,144$275K0.0%-21.5%0.292%
2/13/2025Envision Financial Planning LLC206,585$4.32M2.2%+2.3%4.591%
2/13/2025Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/13/2025Invesco Ltd.140,962$2.95M0.0%+35.9%3.132%
2/13/2025Envestnet Asset Management Inc.73,090$1.53M0.0%+143.3%1.624%
2/12/2025StoneX Group Inc.29,672$621K0.0%N/A0.659%
2/12/2025Hobbs Group Advisors LLC15,808$331K0.1%+33.0%0.351%
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2/11/2025LPL Financial LLC270,291$5.66M0.0%+42.3%6.006%
2/10/2025Commonwealth Equity Services LLC31,138$652K0.0%-4.3%0.692%
2/7/2025HighTower Advisors LLC64,896$1.36M0.0%+8.2%1.442%
2/6/2025Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/6/2025Jones Financial Companies Lllp9,269$194K0.0%+351.3%0.206%
2/5/2025Jacobi Capital Management LLC12,348$258K0.0%+6.0%0.274%
2/5/2025First Command Advisory Services Inc.4,568$96K0.0%+17.5%0.102%
2/4/2025MONECO Advisors LLC38,546$807K0.1%+60.1%0.857%
1/30/2025Principal Securities Inc.4,717$99K0.0%N/A0.105%
1/29/2025Collier Financial5,520$116K0.1%N/A0.123%
1/27/2025YANKCOM Partnership2,109$44K0.0%N/A0.047%
1/23/2025Crews Bank & Trust9,460$198K0.0%N/A0.220%
1/23/2025Asset Dedication LLC17,365$363K0.0%+33.6%0.404%
1/21/2025Precedent Wealth Partners LLC74,202$1.55M0.5%+4.5%1.726%
1/17/2025Avior Wealth Management LLC118,554$2.48M0.1%+929.7%2.757%
1/15/2025CGN Advisors LLC58,433$1.22M0.1%-4.8%1.359%
1/15/2025Sterling Financial Group Inc.47,940$1.00M0.4%+1.1%1.115%
1/14/2025Global Financial Private Client LLC6,155$129K0.0%N/A0.143%
1/2/2025 Confluence Investment Management LLC256,727$5.37M0.1%-3.3%7.131%
11/18/2024Hobbs Group Advisors LLC11,888$253K0.1%+64.4%0.330%
11/15/2024Jane Street Group LLC68,730$1.46M0.0%-9.8%1.909%
11/15/2024Stifel Financial Corp16,747$357K0.0%+56.5%0.465%
11/15/2024HighTower Advisors LLC59,968$1.28M0.0%N/A1.666%
11/14/2024Captrust Financial Advisors19,277$411K0.0%-34.1%0.535%
11/12/2024Capital Investment Counsel LLC12,671$270K0.0%-50.2%0.352%
11/8/2024Avior Wealth Management LLC11,513$245K0.0%N/A0.320%
11/7/2024Envision Financial Planning LLC201,871$4.30M2.3%+0.6%5.608%
11/4/2024Addison Advisors LLC21,665$462K0.1%+13.4%0.602%
10/31/2024 Confluence Investment Management LLC265,529$5.66M0.1%-6.0%7.376%
10/29/2024Key Financial Inc118,889$2.53M0.6%+4.0%3.302%
10/25/2024MONECO Advisors LLC24,075$513K0.1%N/A0.669%
10/21/2024Venture Visionary Partners LLC28,819$614K0.0%-28.4%0.801%
10/18/2024Precedent Wealth Partners LLC71,031$1.51M0.5%+23.3%1.973%
10/16/2024Asset Dedication LLC12,995$277K0.0%+4.4%0.361%
8/28/2024Farmers National Bank41,049$860K0.3%+6.7%1.244%
8/16/2024Northwestern Mutual Wealth Management Co.10,627$223K0.0%+22.9%0.322%
8/6/2024Asset Dedication LLC12,445$261K0.0%+14.5%0.377%
7/31/2024Commonwealth Equity Services LLC29,501$618K0.0%+6.8%0.922%
7/30/2024Key Financial Inc114,364$2.40M0.6%+29.4%3.574%
7/26/2024First Command Advisory Services Inc.3,887$81K0.0%+82.2%0.121%
7/23/2024Precedent Wealth Partners LLC57,612$1.21M0.5%+18.3%1.800%
7/22/2024Hobbs Group Advisors LLC7,233$152K0.1%N/A0.226%
7/16/2024Bill Few Associates Inc.9,605$201K0.1%N/A0.310%
7/10/2024CGN Advisors LLC61,045$1.28M0.1%-12.5%1.969%
7/1/2024 Confluence Investment Management LLC282,488$5.92M0.1%-1.1%10.089%
5/2/2024First Command Advisory Services Inc.2,133$45K0.0%N/A0.076%
5/1/2024Envision Financial Planning LLC183,976$3.92M3.2%+9.5%6.571%
4/30/2024Commonwealth Equity Services LLC27,631$589K0.0%+9.9%0.987%
4/23/2024Precedent Wealth Partners LLC48,680$1.04M0.4%+29.4%1.803%
4/12/2024CGN Advisors LLC69,776$1.49M0.2%-33.1%2.584%
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4/10/2024Sterling Financial Group Inc.47,790$1.02M0.5%+55.8%1.770%
4/1/2024 Confluence Investment Management LLC285,757$6.09M0.1%N/A11.907%
2/8/2024Beacon Pointe Advisors LLC15,335$332K0.0%N/A0.639%
2/2/2024Addison Advisors LLC16,150$349K0.1%-4.4%0.673%
1/31/2024Key Financial Inc88,389$1.91M0.5%+18.3%3.683%
1/24/2024Venture Visionary Partners LLC55,057$1.19M0.1%-5.2%2.294%
1/23/2024Envision Financial Planning LLC167,992$3.64M3.2%+6.1%7.000%
1/18/2024Precedent Wealth Partners LLC37,624$814K0.4%N/A1.568%
1/16/2024Raymond James Financial Services Advisors Inc.11,317$245K0.0%N/A0.492%
1/16/2024Valicenti Advisory Services Inc.9,300$201K0.1%N/A0.404%
(Data available from 1/1/2016 forward)

BSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMV shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($7.09M), Envision Financial Planning LLC ($4.37M), Bank of America Corp DE ($3.53M), Invesco Ltd. ($3.31M), Avior Wealth Management LLC ($3.04M), Precedent Wealth Partners LLC ($2.93M), and Confluence Investment Management LLC ($2.89M).Learn more on Invesco BulletShares 2031 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2031 Municipal Bond ETF's stock?

Of the 46 institutional investors that purchased Invesco BulletShares 2031 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($285.76K), Raymond James Financial Inc. ($199.81K), Envision Financial Planning LLC ($194.28K), LPL Financial LLC ($151.82K), Avior Wealth Management LLC ($146.39K), Precedent Wealth Partners LLC ($141.40K), and Atlantic Union Bankshares Corp ($129.90K).

How much institutional buying is happening at Invesco BulletShares 2031 Municipal Bond ETF?

Institutional investors have bought a total of 1,282,939 shares in the last 24 months. This purchase volume represents approximately $26.82M in transactions.

Which of Invesco BulletShares 2031 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Invesco BulletShares 2031 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($142.55K), Venture Visionary Partners LLC ($38.95K), Jane Street Group LLC ($37.35K), Capital Investment Counsel LLC ($12.80K), CGN Advisors LLC ($11.67K), Captrust Financial Advisors ($9.96K), and Integrated Wealth Concepts LLC ($7.71K).

How much institutional selling is happening at Invesco BulletShares 2031 Municipal Bond ETF?

Institutional investors have sold a total of 272,773 shares in the last 24 months. This volume of shares sold represents approximately $5.70M in transactions.


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This page (NASDAQ:BSMV) was last updated on 7/5/2025 by MarketBeat.com Staff
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