Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

$20.99
+0.06 (+0.29%)
(As of 03:59 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$15.47M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$852.63K
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BSMV Institutional Buying and Selling by Quarter

Invesco BulletShares 2031 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
1/18/2024 Precedent Wealth Partners LLC37,624$814K0.4%N/A1.568%
1/16/2024 Raymond 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%
11/13/2023 Asset Dedication LLC4,251$85K0.0%+63.4%0.266%
11/7/2023Addison Advisors LLC16,895$338K0.2%+18.2%1.056%
11/3/2023Envision Financial Planning LLC158,407$3.17M3.1%N/A9.900%
10/23/2023Commonwealth Equity Services LLC19,024$381K0.0%+40.9%1.268%
10/19/2023 Sterling Financial Group Inc.30,672$614K0.4%+18.9%2.045%
10/13/2023 CGN Advisors LLC98,853$1.98M0.3%+8.6%6.590%
9/7/2023 Sterling Financial Group Inc.25,792$545K0.4%+81.9%2.149%
8/22/2023 Asset Dedication LLC2,601$54K0.0%+106.4%0.217%
8/3/2023Addison Advisors LLC14,295$302K0.1%N/A1.191%
8/2/2023Bank of Montreal Can21,119$447K0.0%N/A1.760%
8/1/2023 Cookson Peirce & Co. Inc.10,829$229K0.0%N/A0.902%
7/28/2023Key Financial Inc74,700$1.58M0.5%N/A6.225%
7/14/2023Venture Visionary Partners LLC58,329$1.23M0.1%-2.7%4.861%
7/10/2023 CGN Advisors LLC91,000$1.92M0.3%+6.5%7.583%
4/24/2023 Asset Dedication LLC1,260$27K0.0%+89.8%0.158%
4/13/2023Venture Visionary Partners LLC59,977$1.29M0.1%+45.1%7.497%
4/4/2023 CGN Advisors LLC85,406$1.83M0.3%+31.6%10.676%
4/4/2023 Confluence Investment Management LLC14,326$307K0.0%+22.8%1.791%
2/9/2023Venture Visionary Partners LLC41,343$859K0.1%-4.5%6.891%
2/6/2023 Gradient Capital Advisors LLC19,704$409K0.2%N/A3.284%
1/9/2023 CGN Advisors LLC64,890$1.35M0.2%+43.2%10.815%
1/4/2023 Confluence Investment Management LLC11,670$242K0.0%-95.6%1.945%
11/8/2022 Cookson Peirce & Co. Inc.10,375$205K0.0%-29.4%1.729%
11/1/2022Kestra Advisory Services LLC12,160$240K0.0%N/A2.027%
10/28/2022Benjamin F. Edwards & Company Inc.3,271$65K0.0%N/A0.545%
10/18/2022 CGN Advisors LLC45,304$894K0.2%+15.3%7.551%
10/13/2022 FOCUS Wealth Advisors LLC16,166$319K0.2%N/A2.694%
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10/3/2022 Confluence Investment Management LLC268,138$5.29M0.1%-2.6%44.690%
7/27/2022 Garrett Investment Advisors LLC39,303$816K0.2%N/A6.551%
7/20/2022 Cookson Peirce & Co. Inc.14,688$305K0.0%-3.6%2.448%
7/6/2022 Confluence Investment Management LLC275,370$5.72M0.1%+1.7%45.895%
4/4/2022 Confluence Investment Management LLC270,661$6.07M0.1%N/A67.665%
1/31/2022 Cookson Peirce & Co. Inc.15,614$391K0.0%N/A3.904%
(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, 20 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.09M), Envision Financial Planning LLC ($3.64M), Key Financial Inc ($1.91M), CGN Advisors LLC ($1.49M), Venture Visionary Partners LLC ($1.19M), Precedent Wealth Partners LLC ($1.04M), and Sterling Financial Group Inc. ($1.02M).Learn more on BSMV's institutional investors.

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

Of the 20 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 ($293.12K), Envision Financial Planning LLC ($167.99K), Key Financial Inc ($88.39K), CGN Advisors LLC ($65.01K), Precedent Wealth Partners LLC ($48.68K), Garrett Investment Advisors LLC ($39.30K), and Sterling Financial Group Inc. ($33.61K).

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

Institutional investors have bought a total of 899,942 shares in the last 24 months. This purchase volume represents approximately $18.85M in transactions.

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

The following institutional investors have sold Invesco BulletShares 2031 Municipal Bond ETF stock in the last 24 months: Confluence Investment Management LLC ($263.70K), CGN Advisors LLC ($34.53K), Venture Visionary Partners LLC ($6.62K), Cookson Peirce & Co. Inc. ($4.86K), and Addison Advisors LLC ($745.00).

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

Institutional investors have sold a total of 310,452 shares in the last 24 months. This volume of shares sold represents approximately $6.46M in transactions.


This page (NASDAQ:BSMV) was last updated on 4/29/2024 by MarketBeat.com Staff

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