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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$23.75 +0.02 (+0.08%)
Closing price 04:00 PM Eastern
Extended Trading
$23.74 0.00 (-0.02%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
62
Total
Institutional Inflows
(last 12 months)
$127.13M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.35M
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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
10/1/2026 Confluence Investment Management LLC190,633$4.50M0.1%N/A2.142%
9/23/2026Envestnet Asset Management Inc.1,141,290$28.69M0.0%+874.0%12.969%
9/15/2026Cherry Tree Wealth Management LLC15,132$380K0.1%N/A0.176%
9/9/2026Sequoia Financial Advisors LLC537,829$13.52M0.1%+2,056.1%6.254%
9/9/2026Capital Analysts LLC21,540$542K0.0%+1,088.7%0.250%
9/9/2026Integrated Wealth Concepts LLC45,623$1.08M0.0%+71.2%0.531%
9/9/2026Baird Financial Group Inc.844,847$21.24M0.0%N/A9.824%
9/8/2026Waverly Advisors LLC17,715$445K0.0%N/A0.206%
9/2/2026Kinetic Wealth Investment Advisors LLC10,279$258K0.1%N/A0.120%
8/23/2026Straight Path Wealth Management183,072$4.60M1.1%N/A2.129%
8/23/2026Wedmont Private Capital27,948$701K0.0%N/A0.325%
8/23/2026Global Wealth Strategies & Associates21,852$549K0.1%N/A0.254%
8/22/2026Concurrent Investment Advisors LLC32,839$826K0.0%N/A0.382%
8/21/2026Independence Bank of Kentucky75,703$1.90M0.2%N/A0.880%
8/20/2026Gill Capital Partners LLC572,617$14.40M3.8%+60,816.7%6.658%
8/20/2026Camelot Portfolios LLC65,457$1.65M1.1%N/A0.761%
8/20/2026RPg Family Wealth Advisory LLC149,328$3.85M0.6%N/A1.736%
7/9/2026Sax Wealth Advisors LLC25,938$645K0.0%N/A0.313%
7/8/2026Clark 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%
5/29/2026Asset 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%
5/6/2026Independent Financial Group LLC9,000$224K0.0%N/A0.114%
5/1/2026Fifth Third Bancorp2,885$72K0.0%N/A0.037%
5/1/2026Sequoia Financial Advisors LLC24,945$620K0.0%-19.6%0.367%
4/30/2026Kestra Advisory Services LLC108,408$2.69M0.0%+10.6%1.594%
4/28/2026Ascentis Independent Advisors5,650$140K0.0%N/A0.083%
4/24/2026Key Financial Inc49,403$1.23M0.2%+27.6%0.737%
4/17/2026Clark 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%
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2/13/2026Jacobi Capital Management LLC16,886$424K0.0%+20.7%0.272%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Cookson 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%
2/9/2026Key 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%
2/5/2026Hills 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%
2/3/2026Sequoia 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%
1/27/2026Clark Asset Management LLC47,192$1.19M0.1%+3.7%0.787%
1/26/2026Asset Dedication LLC39,455$991K0.1%+8.7%0.658%
1/26/2026Invariant Investment Management16,060$406K0.3%N/A0.268%
1/20/2026Stratos Wealth Advisors LLC164,384$4.13M0.2%+19.8%2.740%
1/8/2026Legacy Private Trust Co.26,035$654K0.0%N/A0.441%
1/7/2026Precedent 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%
11/6/2025Stratos Wealth Advisors LLC137,173$3.43M0.2%+42.6%2.638%
11/5/2025Key Financial Inc35,108$876K0.2%+1.4%0.675%
11/5/2025MONECO Advisors LLC23,290$582K0.0%+48.9%0.448%
11/5/2025J.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%
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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%
10/20/2025Clark Asset Management LLC45,515$1.14M0.1%+50.1%0.910%
10/16/2025Bill Few Associates Inc.12,157$304K0.1%-14.5%0.243%
10/14/2025Farther Finance Advisors LLC5,356$134K0.0%N/A0.109%
10/14/2025Precedent 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%
10/6/2025Cambridge Financial Group LLC9,715$243K0.1%N/A0.198%
9/4/2025Osaic Holdings Inc.26,119$639K0.0%+23.1%0.568%


BSMW Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($28.69M), Baird Financial Group Inc. ($21.24M), Gill Capital Partners LLC ($14.40M), Sequoia Financial Advisors LLC ($13.52M), LPL Financial LLC ($10.97M), Wells Fargo & Company MN ($6.05M), and Atlantic Union Bankshares Corp ($5.13M).Learn more on Invesco BulletShares 2032 Municipal Bond ETF's institutional investors.

Of the 80 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: Envestnet Asset Management Inc. ($1.05M), Baird Financial Group Inc. ($844.85K), Gill Capital Partners LLC ($571.68K), Sequoia Financial Advisors LLC ($543.92K), Confluence Investment Management LLC ($362.49K), LPL Financial LLC ($197.90K), and Raymond James Financial Inc. ($185.09K).

Institutional investors have bought a total of 5,073,383 shares in the last 24 months. This purchase volume represents approximately $127.13M in transactions.

Of the 16 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: 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), Bank of America Corp DE ($13.31K), and Beacon Pointe Advisors LLC ($7.14K).

Institutional investors have sold a total of 293,500 shares in the last 24 months. This volume of shares sold represents approximately $7.35M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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