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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$25.00 -0.03 (-0.12%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$40.26M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$10.64M
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BSMW Institutional Buying and Selling by Quarter

Invesco BulletShares 2032 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2026 Fifth 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%
2/13/2026Jacobi 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%
2/5/2026 Hills 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%
1/28/2026 Marietta Wealth Management LLC28,300$711K0.1%N/A0.472%
1/27/2026 Clark Asset Management LLC47,192$1.19M0.1%+3.7%0.787%
1/26/2026Asset Dedication LLC39,455$991K0.1%+8.7%0.658%
1/26/2026 Invariant Investment Management16,060$406K0.3%N/A0.268%
1/20/2026 Stratos 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%
11/20/2025Asset 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%
11/6/2025 Stratos 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%
8/19/2025Asset 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%
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%
8/1/2025Envestnet Asset Management Inc.33,718$825K0.0%-33.1%0.733%
7/29/2025 MB Levis & Associates LLC60,474$1.48M0.7%+17.2%1.315%
7/29/2025 Stratos Wealth Advisors LLC96,218$2.36M0.1%+191.5%2.092%
7/25/2025 Bill Few Associates Inc.14,220$348K0.1%+20.3%0.309%
7/21/2025 Precedent Wealth Partners LLC117,137$2.87M0.7%+13.1%2.662%
7/10/2025Sterling Financial Group Inc.54,584$1.34M0.4%-0.8%1.241%
7/1/2025 Confluence Investment Management LLC124,352$3.04M0.0%-1.9%2.961%
5/27/2025Jacobi Capital Management LLC9,103$224K0.0%-11.9%0.217%
5/19/2025Jane Street Group LLC71,157$1.75M0.0%-16.2%1.694%


BSMW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMW shares?

During the previous two years, 72 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), Invesco Ltd. ($4.32M), Stratos Wealth Advisors LLC ($4.13M), Precedent Wealth Partners LLC ($3.76M), and Bank of America Corp DE ($3.10M).Learn more on Invesco BulletShares 2032 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2032 Municipal Bond ETF's stock?

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: Atlantic Union Bankshares Corp ($206.41K), LPL Financial LLC ($197.90K), Raymond James Financial Inc. ($185.09K), Confluence Investment Management LLC ($171.85K), Jane Street Group LLC ($159.25K), Precedent Wealth Partners LLC ($149.72K), and Stratos Wealth Advisors LLC ($143.99K).

How much institutional buying is happening at Invesco BulletShares 2032 Municipal Bond ETF?

Institutional investors have bought a total of 1,616,707 shares in the last 24 months. This purchase volume represents approximately $40.26M in transactions.

Which of Invesco BulletShares 2032 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 22 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 ($74.61K), Integrated Wealth Concepts LLC ($29.04K), Sterling Financial Group Inc. ($21.17K), Envestnet Asset Management Inc. ($18.89K), and Jane Street Group LLC ($13.75K).

How much institutional selling is happening at Invesco BulletShares 2032 Municipal Bond ETF?

Institutional investors have sold a total of 428,539 shares in the last 24 months. This volume of shares sold represents approximately $10.64M in transactions.



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