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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.89 -0.01 (-0.05%)
As of 12:21 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)
61
Total
Institutional Inflows
(last 12 months)
$43.66M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.47M
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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
7/9/2026 Sax Wealth Advisors LLC31,968$668K0.0%N/A0.355%
7/8/2026 Clark Asset Management LLC106,337$2.23M0.2%+14.2%1.182%
7/7/2026 Avior Wealth Management LLC152,733$3.21M0.1%-31.6%1.697%
7/7/2026 CGN Advisors LLC9,572$201K0.0%-4.8%0.106%
7/1/2026 Confluence Investment Management LLC290,826$6.10M0.1%-6.6%3.231%
6/8/2026 Farmers National Bank56,390$1.18M0.3%+1.3%0.641%
6/3/2026 NewEdge Advisors LLC12,850$268K0.0%+394.2%0.146%
5/29/2026 Asset Dedication LLC27,783$580K0.0%-43.4%0.316%
5/22/2026Coastline Complete Wealth LLC71,823$1.50M0.9%+492.2%0.816%
5/19/2026 NewEdge Advisors LLC12,850$268K0.0%+394.2%0.146%
5/19/2026Bank of America Corp DE233,434$4.87M0.0%+27.8%2.653%
5/18/2026Royal Bank of Canada20,785$434K0.0%+11.3%0.236%
5/18/2026Envision Financial Planning LLC110,258$2.30M0.8%+3.6%1.253%
5/1/2026 Sequoia Financial Advisors LLC28,975$605K0.0%-20.1%0.329%
4/30/2026 Kestra Advisory Services LLC91,240$1.91M0.0%+0.9%1.037%
4/28/2026 Ascentis Independent Advisors6,700$140K0.0%N/A0.076%
4/27/2026World Investment Advisors11,390$238K0.0%N/A0.134%
4/24/2026 Key Financial Inc105,714$2.21M0.4%-14.9%1.244%
4/21/2026 Parkway Wealth Management Group LLC101,986$2.14M0.3%+9.3%1.200%
4/20/2026 Global Financial Private Client LLC12,208$255K0.1%N/A0.144%
4/17/2026 Clark Asset Management LLC93,089$1.94M0.2%+37.7%1.095%
3/12/2026 Farmers National Bank55,687$1.18M0.3%+4.2%0.705%
2/24/2026Coastline Complete Wealth LLC12,128$256K0.2%N/A0.154%
2/19/2026Invesco Ltd.210,773$4.46M0.0%+20.9%2.668%
2/18/2026Beacon Pointe Advisors LLC12,382$262K0.0%-42.2%0.157%
2/18/2026 VestGen Advisors LLC39,582$837K0.0%+2.3%0.501%
2/17/2026Envision Financial Planning LLC106,418$2.25M0.9%+2.0%1.347%
2/17/2026Equitable Holdings Inc.45,720$966K0.0%-1.7%0.579%
2/17/2026Osaic Holdings Inc.60,035$1.27M0.0%+25.8%0.760%
2/17/2026Captrust Financial Advisors31,005$655K0.0%+5.8%0.392%
2/17/2026Royal Bank of Canada18,676$395K0.0%+17.8%0.236%
2/16/2026 Venture Visionary Partners LLC22,763$481K0.0%-6.9%0.288%
2/16/2026 MML Investors Services LLC58,162$1.23M0.0%+14.9%0.736%
2/13/2026 Jacobi Capital Management LLC20,105$425K0.0%+21.8%0.254%
2/13/2026 Stifel Financial Corp67,870$1.43M0.0%+52.1%0.859%
2/13/2026 Integrated Wealth Concepts LLC34,518$730K0.0%-41.6%0.437%
2/13/2026Wells Fargo & Company MN47,819$1.01M0.0%+4.4%0.605%
2/12/2026Jane Street Group LLC59,333$1.25M0.0%+229.1%0.751%
2/12/2026 Commonwealth Equity Services LLC35,529$751K0.0%+10.7%0.450%
2/12/2026 StoneX Group Inc.17,963$380K0.0%-20.8%0.227%
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2/11/2026 Capital Analysts LLC8,884$188K0.0%+516.5%0.112%
2/11/2026Cerity Partners LLC24,330$514K0.0%-8.7%0.308%
2/11/2026 LPL Financial LLC390,534$8.25M0.0%+2.5%4.943%
2/11/2026 Cookson Peirce & Co. Inc.9,993$211K0.0%N/A0.126%
2/10/2026 Lido Advisors LLC195,700$4.14M0.0%+10.6%2.477%
2/10/2026 Northwestern Mutual Wealth Management Co.106,137$2.24M0.0%+109.5%1.344%
2/10/2026IFG Advisory LLC21,504$454K0.0%+68.5%0.272%
2/9/2026 Key Financial Inc124,289$2.63M0.5%+2.5%1.573%
2/9/2026 Cary Street Partners Financial LLC41,605$879K0.0%+60.0%0.527%
2/9/2026 Harbour Investments Inc.9,517$201K0.0%+5.2%0.120%
2/6/2026 HighTower Advisors LLC220,511$4.66M0.0%+215.7%2.791%
2/5/2026 Hills Bank & Trust Co441,580$9.33M0.5%+242.5%5.590%
2/5/2026 Northwestern Mutual Wealth Management Co.317,976$6.72M0.0%+527.7%4.025%
2/4/2026 Moneco Advisors LLC110,824$2.34M0.2%+1.7%1.439%
2/4/2026 Atlantic Union Bankshares Corp170,259$3.60M0.1%-4.2%2.211%
2/3/2026 Sequoia Financial Advisors LLC36,270$767K0.0%N/A0.471%
2/2/2026 Benjamin Edwards Inc.26,374$557K0.0%N/A0.343%
1/29/2026UBS Group AG184,341$3.90M0.0%+28.7%2.426%
1/27/2026 Clark Asset Management LLC67,587$1.43M0.1%+1.7%0.889%
1/26/2026 Asset Dedication LLC49,093$1.04M0.1%+6.3%0.646%
1/12/2026 Central Valley Advisors LLC191,219$4.04M1.2%+1.7%2.516%
1/7/2026 MassMutual Private Wealth & Trust FSB7,457$158K0.0%-20.5%0.101%
1/7/2026 Precedent Wealth Partners LLC189,917$4.01M0.8%+6.6%2.566%
1/6/2026 Avior Wealth Management LLC174,209$3.68M0.1%+18.2%2.354%
1/5/2026 Confluence Investment Management LLC154,431$3.26M0.0%+15.3%2.087%
1/5/2026Horizons Wealth Management12,605$266K0.2%+766.9%0.170%
1/5/2026 CGN Advisors LLC10,690$226K0.0%-7.9%0.144%
1/1/2026 JPMorgan Chase & Co.2,688$56K0.0%N/A0.043%
12/15/2025 Farmers National Bank53,461$1.12M0.3%+2.5%0.849%
11/20/2025 Asset Dedication LLC46,179$970K0.1%+11.8%0.733%
11/17/2025Sterling Financial Group Inc.36,270$762K0.2%-31.9%0.576%
11/17/2025United Capital Financial Advisors LLC31,345$659K0.0%+80.8%0.498%
11/17/2025 Northwestern Mutual Wealth Management Co.50,658$1.06M0.0%+22.1%0.804%
11/17/2025 Lido Advisors LLC176,900$3.72M0.0%+104.5%2.808%
11/17/2025 Integrated Wealth Concepts LLC59,146$1.24M0.0%+53.4%0.939%
11/17/2025 Focus Partners Wealth9,994$210K0.0%N/A0.159%
11/17/2025Elequin Capital LP12,752$268K0.0%N/A0.202%
11/17/2025Bank of America Corp DE180,310$3.79M0.0%-2.7%2.862%
11/14/2025Raymond James Financial Inc.146,407$3.08M0.0%+22.9%2.324%
11/14/2025Equitable Holdings Inc.46,505$977K0.0%+4.9%0.738%
11/13/2025Invesco Ltd.174,296$3.66M0.0%-1.6%2.767%
11/13/2025UBS Group AG143,222$3.01M0.0%+8.3%2.273%
11/12/2025IFG Advisory LLC12,760$268K0.0%N/A0.203%
11/10/2025 Cary Street Partners Financial LLC26,005$546K0.0%N/A0.413%
11/7/2025 Addison Advisors LLC22,290$468K0.1%-4.9%0.354%
11/7/2025 JPMorgan Chase & Co.2,688$56K0.0%N/A0.043%
11/7/2025 HighTower Advisors LLC69,853$1.47M0.0%+11.5%1.109%
11/5/2025 MONECO Advisors LLC108,991$2.29M0.2%+7.3%1.730%
11/5/2025 Envestnet Asset Management Inc.105,836$2.22M0.0%+9.6%1.680%
11/4/2025 Atlantic Union Bankshares Corp177,780$3.74M0.1%+10.6%2.822%
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11/4/2025Jones Financial Companies Lllp11,120$233K0.0%+78.3%0.177%
10/31/2025 First Command Advisory Services Inc.6,711$141K0.0%+16.2%0.107%
10/31/2025 OneAscent Financial Services LLC10,780$226K0.0%N/A0.171%
10/24/2025ORG Partners LLC6,700$141K0.0%N/A0.108%
10/22/2025 MassMutual Private Wealth & Trust FSB9,378$197K0.0%N/A0.151%
10/22/2025 OneAscent Financial Services LLC10,780$226K0.0%N/A0.174%
10/20/2025 Marietta Wealth Management LLC34,012$715K0.1%+39.7%0.549%
10/20/2025 Clark Asset Management LLC66,481$1.40M0.2%+37.3%1.072%
10/14/2025 Farther Finance Advisors LLC6,429$135K0.0%N/A0.109%
10/14/2025 Precedent Wealth Partners LLC178,091$3.74M0.8%+13.5%3.018%


BSMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Invesco BulletShares 2031 Municipal Bond ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($9.33M), LPL Financial LLC ($8.25M), Confluence Investment Management LLC ($6.10M), Bank of America Corp DE ($4.87M), HighTower Advisors LLC ($4.66M), Invesco Ltd. ($4.46M), and Lido Advisors LLC ($4.14M).Learn more on Invesco BulletShares 2031 Municipal Bond ETF's institutional investors.

Of the 75 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: Hills Bank & Trust Co ($363.17K), Northwestern Mutual Wealth Management Co. ($346.64K), Raymond James Financial Inc. ($239.70K), HighTower Advisors LLC ($222.77K), Central Valley Advisors LLC ($191.22K), Atlantic Union Bankshares Corp ($177.78K), and Lido Advisors LLC ($177.70K).

Institutional investors have bought a total of 2,072,436 shares in the last 24 months. This purchase volume represents approximately $43.66M in transactions.

Of the 20 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: Envision Financial Planning LLC ($160.16K), Avior Wealth Management LLC ($70.40K), Confluence Investment Management LLC ($26.58K), Integrated Wealth Concepts LLC ($24.63K), Asset Dedication LLC ($21.31K), Key Financial Inc ($18.58K), and CGN Advisors LLC ($17.99K).

Institutional investors have sold a total of 406,162 shares in the last 24 months. This volume of shares sold represents approximately $8.47M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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