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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.57 +0.09 (+0.44%)
As of 06/12/2025 03:59 PM Eastern
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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)
$5.69M
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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
5/27/2025 Jacobi Capital Management LLC10,880$226K0.0%-11.9%0.227%
5/19/2025 Jane Street Group LLC38,824$805K0.0%-21.0%0.809%
5/16/2025 Jones Financial Companies Lllp8,749$199K0.0%-5.6%0.182%
5/16/2025 NewEdge Advisors LLC2,600$54K0.0%N/A0.054%
5/16/2025 Integrated Wealth Concepts LLC38,476$798K0.0%-16.7%0.802%
5/14/2025 Envision Financial Planning LLC210,905$4.37M2.2%+2.1%4.394%
5/14/2025 Northwestern Mutual Wealth Management Co.42,415$879K0.0%+42.8%0.884%
5/14/2025 Capital Analysts LLC1,433$30K0.0%+197.3%0.030%
5/14/2025 Venture Visionary Partners LLC26,537$550K0.0%-50.9%0.553%
5/13/2025 HighTower Advisors LLC64,198$1.33M0.0%-1.1%1.337%
5/12/2025 Invesco Ltd.159,853$3.31M0.0%+13.4%3.330%
5/8/2025 MONECO Advisors LLC68,418$1.42M0.1%+77.5%1.425%
5/7/2025 MB Levis & Associates LLC62,059$1.29M0.6%+7.7%1.293%
5/7/2025 LPL Financial LLC341,811$7.09M0.0%+26.5%7.121%
5/5/2025 Atlantic Union Bankshares Corp129,903$2.69M0.2%N/A2.706%
5/2/2025 Larson Financial Group LLC6,055$126K0.0%N/A0.126%
5/2/2025 PAX Financial Group LLC11,422$237K0.0%N/A0.238%
5/1/2025 Key Financial Inc120,289$2.49M0.5%+1.2%2.506%
5/1/2025 Asset Dedication LLC16,848$349K0.0%-3.0%0.351%
4/29/2025 Envestnet Asset Management Inc.106,685$2.21M0.0%+46.0%2.223%
4/21/2025 Avior Wealth Management LLC146,393$3.04M0.1%+23.5%3.050%
4/17/2025 Precedent Wealth Partners LLC141,395$2.93M0.8%+90.6%2.946%
4/16/2025 Sterling Financial Group Inc.53,790$1.12M0.4%+12.2%1.121%
4/15/2025 Collier Financial4,298$89K0.1%-22.1%0.090%
4/1/2025 Confluence Investment Management LLC143,705$2.98M0.0%-44.0%3.193%
3/25/2025 Higgins & Schmidt Wealth Strategies LLC11,145$233K0.1%-17.5%0.248%
2/17/2025 Captrust Financial Advisors19,784$414K0.0%+2.6%0.440%
2/17/2025 Citadel Advisors LLC14,955$313K0.0%N/A0.332%
2/17/2025 Bank of America Corp DE168,686$3.53M0.0%+0.7%3.749%
2/14/2025 Jane Street Group LLC49,173$1.03M0.0%-28.5%1.093%
2/14/2025 Lido Advisors LLC49,200$1.03M0.0%N/A1.093%
2/14/2025 Integrated Wealth Concepts LLC46,190$967K0.0%+164.8%1.026%
2/14/2025 Stifel Financial Corp13,144$275K0.0%-21.5%0.292%
2/13/2025 Envision Financial Planning LLC206,585$4.32M2.2%+2.3%4.591%
2/13/2025 Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/13/2025 Invesco Ltd.140,962$2.95M0.0%+35.9%3.132%
2/13/2025 Envestnet Asset Management Inc.73,090$1.53M0.0%+143.3%1.624%
2/12/2025 StoneX Group Inc.29,672$621K0.0%N/A0.659%
2/12/2025 Hobbs Group Advisors LLC15,808$331K0.1%+33.0%0.351%
2/11/2025 LPL Financial LLC270,291$5.66M0.0%+42.3%6.006%
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2/10/2025 Commonwealth Equity Services LLC31,138$652K0.0%-4.3%0.692%
2/7/2025 HighTower Advisors LLC64,896$1.36M0.0%+8.2%1.442%
2/6/2025 Raymond James Financial Inc.99,907$2.09M0.0%N/A2.220%
2/6/2025 Jones Financial Companies Lllp9,269$194K0.0%+351.3%0.206%
2/5/2025 Jacobi Capital Management LLC12,348$258K0.0%+6.0%0.274%
2/5/2025 First Command Advisory Services Inc.4,568$96K0.0%+17.5%0.102%
2/4/2025 MONECO Advisors LLC38,546$807K0.1%+60.1%0.857%
1/30/2025 Principal Securities Inc.4,717$99K0.0%N/A0.105%
1/29/2025 Collier Financial5,520$116K0.1%N/A0.123%
1/27/2025 YANKCOM Partnership2,109$44K0.0%N/A0.047%
1/23/2025 Crews Bank & Trust9,460$198K0.0%N/A0.220%
1/23/2025 Asset Dedication LLC17,365$363K0.0%+33.6%0.404%
1/21/2025 Precedent Wealth Partners LLC74,202$1.55M0.5%+4.5%1.726%
1/17/2025 Avior Wealth Management LLC118,554$2.48M0.1%+929.7%2.757%
1/15/2025 CGN Advisors LLC58,433$1.22M0.1%-4.8%1.359%
1/15/2025 Sterling Financial Group Inc.47,940$1.00M0.4%+1.1%1.115%
1/14/2025 Global 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%
11/18/2024 Hobbs Group Advisors LLC11,888$253K0.1%+64.4%0.330%
11/15/2024 Jane Street Group LLC68,730$1.46M0.0%-9.8%1.909%
11/15/2024 Stifel Financial Corp16,747$357K0.0%+56.5%0.465%
11/15/2024 HighTower Advisors LLC59,968$1.28M0.0%N/A1.666%
11/14/2024 Captrust Financial Advisors19,277$411K0.0%-34.1%0.535%
11/12/2024 Capital Investment Counsel LLC12,671$270K0.0%-50.2%0.352%
11/8/2024 Avior Wealth Management LLC11,513$245K0.0%N/A0.320%
11/7/2024 Envision Financial Planning LLC201,871$4.30M2.3%+0.6%5.608%
11/4/2024 Addison Advisors LLC21,665$462K0.1%+13.4%0.602%
10/31/2024 Confluence Investment Management LLC265,529$5.66M0.1%-6.0%7.376%
10/29/2024 Key Financial Inc118,889$2.53M0.6%+4.0%3.302%
10/25/2024 MONECO Advisors LLC24,075$513K0.1%N/A0.669%
10/21/2024 Venture Visionary Partners LLC28,819$614K0.0%-28.4%0.801%
10/18/2024 Precedent Wealth Partners LLC71,031$1.51M0.5%+23.3%1.973%
10/16/2024 Asset Dedication LLC12,995$277K0.0%+4.4%0.361%
8/28/2024 Farmers National Bank41,049$860K0.3%+6.7%1.244%
8/16/2024 Northwestern Mutual Wealth Management Co.10,627$223K0.0%+22.9%0.322%
8/6/2024 Asset Dedication LLC12,445$261K0.0%+14.5%0.377%
7/31/2024 Commonwealth Equity Services LLC29,501$618K0.0%+6.8%0.922%
7/30/2024 Key Financial Inc114,364$2.40M0.6%+29.4%3.574%
7/26/2024 First Command Advisory Services Inc.3,887$81K0.0%+82.2%0.121%
7/23/2024 Precedent Wealth Partners LLC57,612$1.21M0.5%+18.3%1.800%
7/22/2024 Hobbs Group Advisors LLC7,233$152K0.1%N/A0.226%
7/16/2024 Bill Few Associates Inc.9,605$201K0.1%N/A0.310%
7/10/2024 CGN 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%
5/2/2024 First Command Advisory Services Inc.2,133$45K0.0%N/A0.076%
5/1/2024 Envision Financial Planning LLC183,976$3.92M3.2%+9.5%6.571%
4/30/2024 Commonwealth Equity Services LLC27,631$589K0.0%+9.9%0.987%
4/23/2024 Precedent Wealth Partners LLC48,680$1.04M0.4%+29.4%1.803%
4/12/2024 CGN Advisors LLC69,776$1.49M0.2%-33.1%2.584%
4/10/2024 Sterling Financial Group Inc.47,790$1.02M0.5%+55.8%1.770%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.

To see the full playbook and how it could impact everyone, click here.
4/1/2024 Confluence Investment Management LLC285,757$6.09M0.1%N/A11.907%
2/8/2024 Beacon Pointe Advisors LLC15,335$332K0.0%N/A0.639%
2/2/2024 Addison Advisors LLC16,150$349K0.1%-4.4%0.673%
1/31/2024 Key Financial Inc88,389$1.91M0.5%+18.3%3.683%
1/24/2024 Venture Visionary Partners LLC55,057$1.19M0.1%-5.2%2.294%
1/23/2024 Envision Financial Planning LLC167,992$3.64M3.2%+6.1%7.000%
1/18/2024 Precedent Wealth Partners LLC37,624$814K0.4%N/A1.568%
1/16/2024Raymond James Financial Services Advisors Inc.11,317$245K0.0%N/A0.492%
1/16/2024 Valicenti Advisory Services Inc.9,300$201K0.1%N/A0.404%
1/5/2024 CGN Advisors LLC104,308$2.26M0.3%+5.5%6.519%
(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), Confluence Investment Management LLC ($2.98M), and Precedent Wealth Partners LLC ($2.93M).Learn more on BSMV's institutional investors.

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

Of the 46 institutional investors that purchased Invesco BulletShares 2031 Municipal Bond ETF 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 2,040,192 shares in the last 24 months. This purchase volume represents approximately $42.73M in transactions.

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

Of the 16 institutional investors that sold Invesco BulletShares 2031 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 ($142.05K), CGN Advisors LLC ($46.20K), Venture Visionary Partners LLC ($43.64K), Jane Street Group LLC ($37.35K), Capital Investment Counsel LLC ($12.80K), 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 312,242 shares in the last 24 months. This volume of shares sold represents approximately $6.54M in transactions.


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This page (NASDAQ:BSMV) was last updated on 6/13/2025 by MarketBeat.com Staff
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