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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$24.70 +0.02 (+0.08%)
As of 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$37.22M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$10.49M
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BSMW Institutional Buying and Selling by Quarter

Invesco BulletShares 2032 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 LLC25,938$645K0.0%N/A0.313%
7/8/2026 Clark Asset Management LLC88,780$2.23M0.2%+28.1%1.070%
7/1/2026 Confluence Investment Management LLC197,253$4.96M0.1%-7.2%2.377%
5/29/2026 Asset Dedication LLC18,161$451K0.0%-54.0%0.230%
5/19/2026Bank of America Corp DE198,668$4.94M0.0%+46.2%2.515%
5/18/2026Royal Bank of Canada14,388$358K0.0%+15.3%0.182%
5/18/2026Envision Financial Planning LLC112,884$2.81M1.0%+4.7%1.429%
5/14/2026Lido Advisors LLC107,600$2.67M0.0%+7.9%1.362%
5/6/2026 Independent Financial Group LLC9,000$224K0.0%N/A0.114%
5/1/2026Fifth Third Bancorp2,885$72K0.0%N/A0.037%
5/1/2026 Sequoia Financial Advisors LLC24,945$620K0.0%-19.6%0.367%
4/30/2026 Kestra Advisory Services LLC108,408$2.69M0.0%+10.6%1.594%
4/28/2026 Ascentis Independent Advisors5,650$140K0.0%N/A0.083%
4/24/2026 Key Financial Inc49,403$1.23M0.2%+27.6%0.737%
4/17/2026 Clark Asset Management LLC69,307$1.72M0.2%+46.9%1.034%
2/19/2026Invesco Ltd.172,080$4.32M0.0%+128.6%2.775%
2/18/2026Beacon Pointe Advisors LLC9,230$232K0.0%-43.6%0.149%
2/18/2026VestGen Advisors LLC42,001$1.06M0.0%+41.6%0.677%
2/17/2026Envision Financial Planning LLC107,787$2.71M1.0%+0.7%1.739%
2/17/2026Equitable Holdings Inc.41,404$1.04M0.0%-1.6%0.668%
2/17/2026Osaic Holdings Inc.31,186$783K0.0%+20.1%0.503%
2/17/2026Royal Bank of Canada12,484$313K0.0%+8.6%0.201%
2/16/2026MML Investors Services LLC48,187$1.21M0.0%+323.8%0.777%
2/13/2026 Jacobi Capital Management LLC16,886$424K0.0%+20.7%0.272%
2/13/2026 Kestra Advisory Services LLC98,040$2.46M0.0%+17.5%1.581%
2/13/2026Stifel Financial Corp42,670$1.07M0.0%+16.1%0.688%
2/13/2026Integrated Wealth Concepts LLC25,108$630K0.0%-48.9%0.405%
2/13/2026Wells Fargo & Company MN241,056$6.05M0.0%+9.1%3.888%
2/12/2026Jane Street Group LLC85,448$2.15M0.0%+243.8%1.378%
2/12/2026 Commonwealth Equity Services LLC35,250$885K0.0%+9.5%0.569%
2/12/2026StoneX Group Inc.13,123$330K0.0%-30.5%0.212%
2/11/2026LPL Financial LLC437,004$10.97M0.0%-1.1%7.048%
2/11/2026 Cookson Peirce & Co. Inc.8,370$210K0.0%N/A0.135%
2/10/2026Lido Advisors LLC99,700$2.50M0.0%+73.7%1.608%
2/10/2026Northwestern Mutual Wealth Management Co.57,570$1.45M0.0%+90.2%0.929%
2/10/2026IFG Advisory LLC15,121$380K0.0%+58.3%0.244%
2/9/2026 Key Financial Inc38,708$972K0.2%+10.3%0.624%
2/9/2026Harbour Investments Inc.12,036$302K0.0%+3.4%0.194%
2/6/2026Addison Advisors LLC21,995$552K0.1%-6.8%0.355%
2/6/2026HighTower Advisors LLC54,628$1.37M0.0%+65.5%0.881%
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2/5/2026Hills Bank & Trust Co109,974$2.76M0.2%+235.1%1.774%
2/4/2026Moneco Advisors LLC94,052$2.36M0.2%+303.8%1.542%
2/4/2026Atlantic Union Bankshares Corp204,223$5.13M0.1%-30.9%3.348%
2/3/2026 Sequoia Financial Advisors LLC31,040$779K0.0%N/A0.509%
1/29/2026Comerica Bank2,885$72K0.0%-22.9%0.048%
1/28/2026Marietta Wealth Management LLC28,300$711K0.1%N/A0.472%
1/27/2026 Clark Asset Management LLC47,192$1.19M0.1%+3.7%0.787%
1/26/2026 Asset Dedication LLC39,455$991K0.1%+8.7%0.658%
1/26/2026 Invariant Investment Management16,060$406K0.3%N/A0.268%
1/20/2026Stratos Wealth Advisors LLC164,384$4.13M0.2%+19.8%2.740%
1/8/2026 Legacy Private Trust Co.26,035$654K0.0%N/A0.441%
1/7/2026 Precedent Wealth Partners LLC149,715$3.76M0.8%+9.6%2.538%
1/5/2026 Confluence Investment Management LLC109,012$2.74M0.0%+108.9%1.848%
11/20/2025 Asset Dedication LLC36,309$907K0.1%+12.3%0.698%
11/17/2025Sterling Financial Group Inc.33,863$846K0.3%-38.0%0.651%
11/17/2025United Capital Financial Advisors LLC9,451$236K0.0%N/A0.182%
11/17/2025Northwestern Mutual Wealth Management Co.30,269$756K0.0%+64.0%0.582%
11/17/2025Lido Advisors LLC57,400$1.43M0.0%+132.4%1.104%
11/17/2025Integrated Wealth Concepts LLC49,166$1.23M0.0%+53.0%0.946%
11/17/2025Flow Traders U.S. LLC79,723$1.99M0.1%N/A1.533%
11/17/2025Elequin Capital LP71,907$1.80M0.1%N/A1.383%
11/17/2025Bank of America Corp DE124,001$3.10M0.0%-9.7%2.385%
11/17/2025Ameriprise Financial Inc.70,334$1.76M0.0%+4.3%1.353%
11/14/2025Raymond James Financial Inc.112,933$2.82M0.0%+11.8%2.172%
11/14/2025Equitable Holdings Inc.42,059$1.05M0.0%+4.7%0.809%
11/12/2025IFG Advisory LLC9,550$239K0.0%N/A0.184%
11/7/2025Addison Advisors LLC23,595$589K0.1%-6.3%0.454%
11/6/2025Stratos Wealth Advisors LLC137,173$3.43M0.2%+42.6%2.638%
11/5/2025 Key Financial Inc35,108$876K0.2%+1.4%0.675%
11/5/2025MONECO Advisors LLC23,290$582K0.0%+48.9%0.448%
11/5/2025 J.W. Cole Advisors Inc.26,148$653K0.0%-7.3%0.503%
11/5/2025Envestnet Asset Management Inc.31,487$786K0.0%-6.6%0.606%
11/4/2025Atlantic Union Bankshares Corp295,666$7.38M0.1%+7.1%5.686%
11/4/2025Jones Financial Companies Lllp22,461$559K0.0%+69.5%0.432%
10/31/2025First Command Advisory Services Inc.6,027$151K0.0%+15.1%0.116%
10/24/2025ORG Partners LLC5,650$141K0.0%N/A0.113%
10/20/2025 Clark Asset Management LLC45,515$1.14M0.1%+50.1%0.910%
10/16/2025 Bill Few Associates Inc.12,157$304K0.1%-14.5%0.243%
10/14/2025 Farther Finance Advisors LLC5,356$134K0.0%N/A0.109%
10/14/2025 Precedent Wealth Partners LLC136,593$3.41M0.8%+16.6%2.788%
10/14/2025 Confluence Investment Management LLC52,186$1.30M0.0%-58.0%1.065%
10/6/2025 Cambridge Financial Group LLC9,715$243K0.1%N/A0.198%
9/4/2025Osaic Holdings Inc.26,119$639K0.0%+23.1%0.568%
8/19/2025 Asset Dedication LLC32,342$792K0.1%+323.6%0.703%
8/15/2025Captrust Financial Advisors9,849$241K0.0%-29.4%0.214%
8/15/2025Envision Financial Planning LLC55,201$1.35M0.6%-67.5%1.200%
8/15/2025Bank of America Corp DE137,312$3.36M0.0%+11.9%2.985%
8/14/2025Jane Street Group LLC153,291$3.75M0.0%+115.4%3.332%
8/14/2025Raymond James Financial Inc.100,990$2.47M0.0%+22.8%2.195%
8/13/2025StoneX Group Inc.20,417$500K0.0%-20.5%0.444%
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8/13/2025Invesco Ltd.72,613$1.78M0.0%-2.8%1.579%
8/13/2025Beacon Pointe Advisors LLC11,128$272K0.0%-15.3%0.242%
8/13/2025VestGen Advisors LLC31,549$771K0.0%+12.5%0.686%
8/13/2025Lido Advisors LLC24,700$605K0.0%+183.9%0.537%
8/13/2025Northwestern Mutual Wealth Management Co.18,455$452K0.0%+9.6%0.401%
8/7/2025Addison Advisors LLC25,180$616K0.2%+14.8%0.547%
8/6/2025Atlantic Union Bankshares Corp276,159$6.76M0.2%+12.1%6.003%
8/1/2025 Clark Asset Management LLC30,333$743K0.1%-9.9%0.659%
8/1/2025Koss Olinger Consulting LLC21,854$535K0.0%N/A0.475%
8/1/2025First Command Advisory Services Inc.5,235$128K0.0%+23.9%0.114%


BSMW Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($10.97M), Wells Fargo & Company MN ($6.05M), Atlantic Union Bankshares Corp ($5.13M), Confluence Investment Management LLC ($4.96M), Bank of America Corp DE ($4.94M), Invesco Ltd. ($4.32M), and Stratos Wealth Advisors LLC ($4.13M).Learn more on Invesco BulletShares 2032 Municipal Bond ETF's institutional investors.

Of the 68 institutional investors that purchased Invesco BulletShares 2032 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($197.90K), Raymond James Financial Inc. ($185.09K), Atlantic Union Bankshares Corp ($183.80K), Confluence Investment Management LLC ($171.85K), Jane Street Group LLC ($159.25K), Stratos Wealth Advisors LLC ($143.99K), and Precedent Wealth Partners LLC ($136.94K).

Institutional investors have bought a total of 1,490,490 shares in the last 24 months. This purchase volume represents approximately $37.22M in transactions.

Of the 19 institutional investors that sold Invesco BulletShares 2032 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 ($114.89K), Atlantic Union Bankshares Corp ($91.44K), Confluence Investment Management LLC ($87.58K), Integrated Wealth Concepts LLC ($24.06K), Asset Dedication LLC ($21.29K), Sterling Financial Group Inc. ($20.72K), and Bank of America Corp DE ($13.31K).

Institutional investors have sold a total of 421,837 shares in the last 24 months. This volume of shares sold represents approximately $10.49M in transactions.


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This page (NASDAQ:BSMW) was last updated on 8/3/2026 by MarketBeat.com Staff.
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