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Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Institutional Ownership

Invesco BulletShares 2031 Municipal Bond ETF logo
$20.80 0.00 (0.00%)
As of 05/22/2026 03:54 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$47.89M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.88M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Bank of America Corp DE233,434$4.87M0.0%+27.8%2.653%
5/18/2026 Royal Bank of Canada20,785$434K0.0%+11.3%0.236%
5/18/2026 Envision 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%
4/27/2026 World 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%
3/12/2026Farmers National Bank55,687$1.18M0.3%+4.2%0.705%
2/24/2026Coastline Complete Wealth LLC12,128$256K0.2%N/A0.154%
2/19/2026 Invesco Ltd.210,773$4.46M0.0%+20.9%2.668%
2/18/2026 Beacon Pointe Advisors LLC12,382$262K0.0%-42.2%0.157%
2/18/2026 VestGen Advisors LLC39,582$837K0.0%+2.3%0.501%
2/17/2026 Envision Financial Planning LLC106,418$2.25M0.9%+2.0%1.347%
2/17/2026 Equitable Holdings Inc.45,720$966K0.0%-1.7%0.579%
2/17/2026 Osaic Holdings Inc.60,035$1.27M0.0%+25.8%0.760%
2/17/2026 Captrust Financial Advisors31,005$655K0.0%+5.8%0.392%
2/17/2026 Royal 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%
2/13/2026 Wells Fargo & Company MN47,819$1.01M0.0%+4.4%0.605%
2/12/2026 Jane 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%
2/11/2026 Capital Analysts LLC8,884$188K0.0%+516.5%0.112%
2/11/2026 Cerity 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%
2/10/2026 IFG Advisory LLC21,504$454K0.0%+68.5%0.272%
2/9/2026 Key Financial Inc124,289$2.63M0.5%+2.5%1.573%
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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%
1/29/2026 UBS 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%
1/26/2026Asset 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%
1/5/2026 Horizons 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%
12/15/2025Farmers 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%
11/17/2025 United 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%
11/17/2025 Elequin Capital LP12,752$268K0.0%N/A0.202%
11/17/2025 Bank of America Corp DE180,310$3.79M0.0%-2.7%2.862%
11/14/2025 Raymond James Financial Inc.146,407$3.08M0.0%+22.9%2.324%
11/14/2025 Equitable Holdings Inc.46,505$977K0.0%+4.9%0.738%
11/13/2025 Invesco Ltd.174,296$3.66M0.0%-1.6%2.767%
11/13/2025 UBS Group AG143,222$3.01M0.0%+8.3%2.273%
11/12/2025 IFG 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%
11/4/2025 Jones 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%
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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%
10/14/2025 Confluence Investment Management LLC133,904$2.81M0.0%-4.3%2.270%
10/9/2025 CGN Advisors LLC11,602$244K0.0%-58.9%0.197%
10/9/2025 Central Valley Advisors LLC188,060$3.95M1.2%N/A3.187%
10/6/2025 Venture Visionary Partners LLC24,442$514K0.0%-12.8%0.414%
10/6/2025 Cambridge Financial Group LLC15,398$324K0.1%N/A0.261%
10/3/2025 Horizons Wealth Management1,454$31K0.0%N/A0.025%
9/4/2025 Osaic Holdings Inc.47,344$976K0.0%+13.2%0.861%
8/19/2025Asset Dedication LLC41,289$851K0.1%+145.1%0.751%


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), Bank of America Corp DE ($4.87M), HighTower Advisors LLC ($4.66M), Invesco Ltd. ($4.46M), Lido Advisors LLC ($4.14M), and Central Valley Advisors LLC ($4.04M).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 2,278,777 shares in the last 24 months. This purchase volume represents approximately $47.89M in transactions.

Of the 22 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), CGN Advisors LLC ($47.61K), Avior Wealth Management LLC ($28.75K), Integrated Wealth Concepts LLC ($24.63K), Key Financial Inc ($18.58K), Sterling Financial Group Inc. ($17.52K), and Beacon Pointe Advisors LLC ($12.94K).

Institutional investors have sold a total of 379,252 shares in the last 24 months. This volume of shares sold represents approximately $7.88M in transactions.


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This page (NASDAQ:BSMV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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