Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

$21.11
-0.07 (-0.33%)
(As of 05/17/2024 08:53 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$15.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$852.63K
Get BSMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2031 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
4/30/2024Commonwealth 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%
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%
1/16/2024 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%
11/7/2023 Addison Advisors LLC16,895$338K0.2%+18.2%1.056%
11/3/2023 Envision 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%
8/3/2023 Addison Advisors LLC14,295$302K0.1%N/A1.191%
8/2/2023 Bank of Montreal Can21,119$447K0.0%N/A1.760%
8/1/2023 Cookson Peirce & Co. Inc.10,829$229K0.0%N/A0.902%
7/28/2023 Key Financial Inc74,700$1.58M0.5%N/A6.225%
7/14/2023 Venture 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%
4/13/2023 Venture 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%
2/9/2023 Venture 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%
11/1/2022 Kestra Advisory Services LLC12,160$240K0.0%N/A2.027%
Elon’s New Device is About to Shock the World (Ad)

Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”

Click here to see the details because there’s a lot of money at stake.
10/28/2022 Benjamin 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%
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, 21 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 ($3.92M), 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 21 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 ($183.98K), 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 920,555 shares in the last 24 months. This purchase volume represents approximately $19.29M 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 5/20/2024 by MarketBeat.com Staff

From Our Partners