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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.07 +0.04 (+0.18%)
As of 04:00 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)
65
Total
Institutional Inflows
(last 12 months)
$50.03M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.71M
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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
10/13/2026Avior Wealth Management LLC158,705$3.16M0.1%N/A1.603%
10/8/2026Invariant Investment Management19,700$394K0.2%N/A0.199%
10/6/2026Legacy Private Trust Co.21,624$430K0.0%N/A0.218%
10/5/2026Horizons Wealth Management17,625$351K0.2%N/A0.178%
10/1/2026 Confluence Investment Management LLC280,194$5.57M0.1%N/A2.830%
9/23/2026Envestnet Asset Management Inc.147,684$3.10M0.0%+4.3%1.555%
9/15/2026Anchor Investment Management LLC5,500$115K0.0%N/A0.061%
9/9/2026Integrated Wealth Concepts LLC54,498$1.14M0.0%+23.4%0.606%
9/2/2026Kinetic Wealth Investment Advisors LLC18,084$379K0.2%N/A0.201%
8/23/2026Wedmont Private Capital33,770$707K0.0%N/A0.375%
7/9/2026Sax Wealth Advisors LLC31,968$668K0.0%N/A0.355%
7/8/2026Clark Asset Management LLC106,337$2.23M0.2%+14.2%1.182%
7/7/2026Avior Wealth Management LLC152,733$3.21M0.1%-31.6%1.697%
7/7/2026CGN Advisors LLC9,572$201K0.0%-4.8%0.106%
7/1/2026 Confluence Investment Management LLC290,826$6.10M0.1%-6.6%3.231%
6/8/2026Farmers National Bank56,390$1.18M0.3%+1.3%0.641%
6/3/2026NewEdge Advisors LLC12,850$268K0.0%+394.2%0.146%
5/29/2026Asset Dedication LLC27,783$580K0.0%-43.4%0.316%
5/22/2026Coastline Complete Wealth LLC71,823$1.50M0.9%+492.2%0.816%
5/19/2026NewEdge 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%
5/1/2026Sequoia Financial Advisors LLC28,975$605K0.0%-20.1%0.329%
4/30/2026Kestra Advisory Services LLC91,240$1.91M0.0%+0.9%1.037%
4/28/2026Ascentis Independent Advisors6,700$140K0.0%N/A0.076%
4/27/2026World Investment Advisors11,390$238K0.0%N/A0.134%
4/24/2026Key Financial Inc105,714$2.21M0.4%-14.9%1.244%
4/21/2026Parkway Wealth Management Group LLC101,986$2.14M0.3%+9.3%1.200%
4/20/2026Global Financial Private Client LLC12,208$255K0.1%N/A0.144%
4/17/2026Clark Asset Management LLC93,089$1.94M0.2%+37.7%1.095%
3/12/2026Farmers 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%
2/18/2026VestGen 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%
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2/17/2026Royal Bank of Canada18,676$395K0.0%+17.8%0.236%
2/16/2026Venture Visionary Partners LLC22,763$481K0.0%-6.9%0.288%
2/16/2026MML Investors Services LLC58,162$1.23M0.0%+14.9%0.736%
2/13/2026Jacobi Capital Management LLC20,105$425K0.0%+21.8%0.254%
2/13/2026Stifel Financial Corp67,870$1.43M0.0%+52.1%0.859%
2/13/2026Integrated 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%
2/12/2026Commonwealth Equity Services LLC35,529$751K0.0%+10.7%0.450%
2/12/2026StoneX Group Inc.17,963$380K0.0%-20.8%0.227%
2/11/2026Capital Analysts LLC8,884$188K0.0%+516.5%0.112%
2/11/2026Cerity Partners LLC24,330$514K0.0%-8.7%0.308%
2/11/2026LPL Financial LLC390,534$8.25M0.0%+2.5%4.943%
2/11/2026Cookson Peirce & Co. Inc.9,993$211K0.0%N/A0.126%
2/10/2026Lido Advisors LLC195,700$4.14M0.0%+10.6%2.477%
2/10/2026Northwestern 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%
2/9/2026Key Financial Inc124,289$2.63M0.5%+2.5%1.573%
2/9/2026Cary Street Partners Financial LLC41,605$879K0.0%+60.0%0.527%
2/9/2026Harbour Investments Inc.9,517$201K0.0%+5.2%0.120%
2/6/2026HighTower Advisors LLC220,511$4.66M0.0%+215.7%2.791%
2/5/2026Hills Bank & Trust Co441,580$9.33M0.5%+242.5%5.590%
2/5/2026Northwestern Mutual Wealth Management Co.317,976$6.72M0.0%+527.7%4.025%
2/4/2026Moneco Advisors LLC110,824$2.34M0.2%+1.7%1.439%
2/4/2026Atlantic Union Bankshares Corp170,259$3.60M0.1%-4.2%2.211%
2/3/2026Sequoia Financial Advisors LLC36,270$767K0.0%N/A0.471%
2/2/2026Benjamin Edwards Inc.26,374$557K0.0%N/A0.343%
1/29/2026UBS Group AG184,341$3.90M0.0%+28.7%2.426%
1/27/2026Clark Asset Management LLC67,587$1.43M0.1%+1.7%0.889%
1/26/2026Asset Dedication LLC49,093$1.04M0.1%+6.3%0.646%
1/12/2026Central Valley Advisors LLC191,219$4.04M1.2%+1.7%2.516%
1/7/2026MassMutual Private Wealth & Trust FSB7,457$158K0.0%-20.5%0.101%
1/7/2026Precedent Wealth Partners LLC189,917$4.01M0.8%+6.6%2.566%
1/6/2026Avior 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%
1/5/2026CGN Advisors LLC10,690$226K0.0%-7.9%0.144%
1/1/2026JPMorgan Chase & Co.2,688$56K0.0%N/A0.043%
12/15/2025Farmers National Bank53,461$1.12M0.3%+2.5%0.849%
11/20/2025Asset 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%
11/17/2025Northwestern Mutual Wealth Management Co.50,658$1.06M0.0%+22.1%0.804%
11/17/2025Lido Advisors LLC176,900$3.72M0.0%+104.5%2.808%
11/17/2025Integrated Wealth Concepts LLC59,146$1.24M0.0%+53.4%0.939%
11/17/2025Focus 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%
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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%
11/10/2025Cary Street Partners Financial LLC26,005$546K0.0%N/A0.413%
11/7/2025Addison Advisors LLC22,290$468K0.1%-4.9%0.354%
11/7/2025JPMorgan Chase & Co.2,688$56K0.0%N/A0.043%
11/7/2025HighTower Advisors LLC69,853$1.47M0.0%+11.5%1.109%
11/5/2025MONECO Advisors LLC108,991$2.29M0.2%+7.3%1.730%
11/5/2025Envestnet Asset Management Inc.105,836$2.22M0.0%+9.6%1.680%
11/4/2025Atlantic Union Bankshares Corp177,780$3.74M0.1%+10.6%2.822%


BSMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 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 ($5.57M), 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 80 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. ($344.66K), Avior Wealth Management LLC ($331.95K), Confluence Investment Management LLC ($300.72K), Raymond James Financial Inc. ($239.70K), HighTower Advisors LLC ($222.77K), and Central Valley Advisors LLC ($191.22K).

Institutional investors have bought a total of 2,401,794 shares in the last 24 months. This purchase volume represents approximately $50.03M in transactions.

Of the 18 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: 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), Sterling Financial Group Inc. ($17.02K), and Beacon Pointe Advisors LLC ($9.06K).

Institutional investors have sold a total of 224,299 shares in the last 24 months. This volume of shares sold represents approximately $4.71M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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