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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$24.48 -0.01 (-0.02%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$32.70M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.80M
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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
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%
5/16/2025Integrated Wealth Concepts LLC32,067$789K0.0%-13.5%0.764%
5/14/2025Envision Financial Planning LLC170,095$4.18M2.1%+1.6%4.050%
5/14/2025Northwestern Mutual Wealth Management Co.16,840$414K0.0%+172.5%0.401%
5/14/2025Kestra Advisory Services LLC75,442$1.86M0.0%+1.9%1.796%
5/14/2025Hobbs Group Advisors LLC12,204$300K0.1%N/A0.291%
5/14/2025Capital Analysts LLC1,798$44K0.0%+346.2%0.043%
5/13/2025HighTower Advisors LLC27,754$683K0.0%-2.0%0.661%
5/12/2025Invesco Ltd.74,690$1.84M0.0%+9.7%1.778%
5/7/2025MB Levis & Associates LLC51,619$1.27M0.6%+4.1%1.229%
5/7/2025LPL Financial LLC414,623$10.20M0.0%+36.3%9.872%
5/5/2025Atlantic Union Bankshares Corp246,315$6.06M0.4%+12.3%5.865%
5/2/2025Larson Financial Group LLC5,086$125K0.0%N/A0.121%
4/30/2025Stratos Wealth Advisors LLC33,013$812K0.0%+34.8%0.786%
4/29/2025Envestnet Asset Management Inc.50,375$1.24M0.0%+12.1%1.199%
4/28/2025Clark Asset Management LLC33,664$828K0.1%+36.0%0.802%
4/21/2025Avior Wealth Management LLC19,291$475K0.0%-9.3%0.459%
4/17/2025Precedent Wealth Partners LLC103,589$2.55M0.7%+62.1%2.466%
4/16/2025Sterling Financial Group Inc.55,034$1.35M0.5%-31.7%1.342%
4/10/2025CGN Advisors LLC32,463$799K0.1%+41.6%0.792%
4/1/2025 Confluence Investment Management LLC126,794$3.12M0.0%+940.7%3.337%
2/19/2025Toronto Dominion Bank64,287$1.61M0.0%N/A1.692%
2/17/2025Toronto Dominion Bank64,287$1.61M0.0%N/A1.692%
2/17/2025Citadel Advisors LLC28,501$715K0.0%N/A0.750%
2/17/2025Bank of America Corp DE109,617$2.75M0.0%+4.6%2.885%
2/14/2025Jane Street Group LLC84,909$2.13M0.0%+24.2%2.234%
2/14/2025Integrated Wealth Concepts LLC37,053$930K0.0%+181.6%0.975%
2/13/2025Envision Financial Planning LLC167,494$4.20M2.2%+2.0%4.408%
2/13/2025Raymond James Financial Inc.77,196$1.94M0.0%N/A2.031%
2/13/2025Invesco Ltd.68,057$1.71M0.0%-6.5%1.791%
2/13/2025Envestnet Asset Management Inc.44,938$1.13M0.0%+118.1%1.183%
2/13/2025Wells Fargo & Company MN310,178$7.78M0.0%-3.1%8.163%
2/12/2025OLD Mission Capital LLC51,137$1.28M0.0%N/A1.346%
2/12/2025StoneX Group Inc.24,664$619K0.0%N/A0.649%
2/11/2025LPL Financial LLC304,183$7.63M0.0%+40.4%8.005%
2/10/2025Commonwealth Equity Services LLC22,906$575K0.0%+1.8%0.603%
2/7/2025HighTower Advisors LLC28,316$710K0.0%-1.4%0.745%
2/7/2025Atlantic Union Bankshares Corp219,372$5.50M0.3%+37.5%5.773%
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2/6/2025Opulen Financial Group LLC8,564$215K0.2%N/A0.225%
2/6/2025Raymond James Financial Inc.77,196$1.94M0.0%N/A2.031%
2/6/2025Jones Financial Companies Lllp2,007$50K0.0%-34.8%0.053%
2/5/2025Jacobi Capital Management LLC10,332$259K0.0%+5.6%0.279%
1/30/2025Principal Securities Inc.3,959$99K0.0%N/A0.107%
1/27/2025Stratos Wealth Advisors LLC24,499$615K0.0%+9.3%0.662%
1/23/2025Crews Bank & Trust7,850$197K0.0%N/A0.212%
1/23/2025Asset Dedication LLC7,497$188K0.0%+93.3%0.203%
1/21/2025Precedent Wealth Partners LLC63,907$1.60M0.5%+6.9%1.727%
1/17/2025Avior Wealth Management LLC21,274$534K0.0%+129.4%0.575%
1/15/2025CGN Advisors LLC22,931$575K0.1%N/A0.620%
1/15/2025Sterling Financial Group Inc.80,544$2.02M0.8%+35.1%2.177%
1/14/2025Global Financial Private Client LLC3,938$99K0.0%N/A0.106%
1/2/2025 Confluence Investment Management LLC12,184$306K0.0%+3.5%0.381%
11/18/2024Hobbs Group Advisors LLC7,779$199K0.1%+28.2%0.243%
11/15/2024Jane Street Group LLC68,382$1.75M0.0%-45.9%2.137%
11/15/2024HighTower Advisors LLC28,721$733K0.0%N/A0.898%
11/14/2024Captrust Financial Advisors13,389$343K0.0%-27.1%0.418%
11/14/2024Atlantic Union Bankshares Corp159,528$4.09M0.2%+42.6%4.985%
11/8/2024Avior Wealth Management LLC9,274$238K0.0%N/A0.290%
11/7/2024Envision Financial Planning LLC164,177$4.21M2.2%+2.5%5.131%
11/4/2024Addison Advisors LLC19,580$502K0.1%+4.2%0.612%
10/29/2024Key Financial Inc34,608$887K0.2%+11.9%1.082%
10/25/2024MONECO Advisors LLC10,862$278K0.0%N/A0.339%
10/22/2024Sterling Financial Group Inc.59,611$1.53M0.7%+20.2%1.863%
10/18/2024Precedent Wealth Partners LLC59,781$1.53M0.5%+368.1%1.868%
10/18/2024Stratos Wealth Advisors LLC22,422$575K0.0%+10.0%0.701%
10/16/2024Asset Dedication LLC3,879$99K0.0%+17.0%0.121%
8/14/2024Bank of Montreal Can22,084$562K0.0%-43.0%0.789%
8/6/2024Asset Dedication LLC3,314$84K0.0%+30.0%0.118%
7/31/2024Commonwealth Equity Services LLC17,602$444K0.0%+9.8%0.629%
7/30/2024Key Financial Inc30,933$780K0.2%+179.7%1.105%
7/26/2024First Command Advisory Services Inc.4,067$103K0.0%+129.0%0.145%
7/25/2024Atlantic Union Bankshares Corp111,863$2.82M0.2%+25.3%3.995%
7/23/2024Precedent Wealth Partners LLC12,771$322K0.1%N/A0.456%
7/22/2024Hobbs Group Advisors LLC6,066$153K0.1%N/A0.217%
7/19/2024Raymond James & Associates63,695$1.61M0.0%+9.1%2.275%
7/16/2024Bill Few Associates Inc.11,825$298K0.1%+50.5%0.422%
7/15/2024Sterling Financial Group Inc.49,611$1.25M0.6%-8.7%1.772%
7/1/2024 Confluence Investment Management LLC11,740$296K0.0%-9.8%0.470%
5/17/2024Comerica Bank3,904$100K0.0%+283.9%0.156%
5/16/2024Jane Street Group LLC166,241$4.24M0.0%-28.8%6.650%
5/1/2024Envision Financial Planning LLC144,841$3.70M3.0%+11.5%5.794%
4/16/2024Atlantic Union Bankshares Corp89,258$2.28M0.2%+11.2%3.570%
4/10/2024Sterling Financial Group Inc.54,311$1.39M0.7%+115.4%2.172%
4/1/2024 Confluence Investment Management LLC13,011$332K0.0%N/A0.620%
2/9/2024Wells Fargo & Company MN418,738$10.91M0.0%+106.9%19.940%
2/8/2024Beacon Pointe Advisors LLC9,149$238K0.0%N/A0.436%
2/2/2024Addison Advisors LLC12,684$331K0.1%+6.0%0.604%
1/23/2024Envision Financial Planning LLC129,894$3.39M3.0%+12.7%6.185%
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1/19/2024Atlantic Union Bankshares Corp80,264$2.09M0.2%+53.0%4.459%
1/17/2024Sterling Financial Group Inc.25,210$657K0.4%+70.2%1.401%
1/17/2024Bill Few Associates Inc.7,855$205K0.1%N/A0.436%
11/7/2023Addison Advisors LLC11,965$287K0.1%-6.3%0.748%
11/3/2023Envision Financial Planning LLC115,243$2.76M2.7%N/A7.203%
10/20/2023Atlantic Union Bankshares Corp52,465$1.26M0.1%+110.8%4.372%
10/19/2023Sterling Financial Group Inc.14,810$355K0.2%N/A1.234%
8/3/2023Addison Advisors LLC12,775$325K0.2%N/A2.129%
7/31/2023LPL Financial LLC71,067$1.81M0.0%N/A14.213%
7/11/2023Atlantic Union Bankshares Corp24,888$633K0.1%N/A8.296%
(Data available from 1/1/2016 forward)

BSMW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMW shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($10.20M), Wells Fargo & Company MN ($7.78M), Atlantic Union Bankshares Corp ($6.06M), Envision Financial Planning LLC ($4.18M), Confluence Investment Management LLC ($3.04M), Bank of America Corp DE ($2.75M), and Precedent Wealth Partners LLC ($2.55M).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 43 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 ($268.96K), Atlantic Union Bankshares Corp ($246.32K), Wells Fargo & Company MN ($216.39K), Envision Financial Planning LLC ($154.74K), Raymond James Financial Inc. ($154.39K), Toronto Dominion Bank ($128.57K), and Confluence Investment Management LLC ($128.04K).

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

Institutional investors have bought a total of 1,306,406 shares in the last 24 months. This purchase volume represents approximately $32.70M in transactions.

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

Of the 12 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: Jane Street Group LLC ($71.80K), Sterling Financial Group Inc. ($30.21K), Bank of Montreal Can ($16.66K), Wells Fargo & Company MN ($9.99K), Integrated Wealth Concepts LLC ($4.99K), Captrust Financial Advisors ($4.97K), and Invesco Ltd. ($4.72K).

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

Institutional investors have sold a total of 151,024 shares in the last 24 months. This volume of shares sold represents approximately $3.80M in transactions.



This page (NASDAQ:BSMW) was last updated on 7/4/2025 by MarketBeat.com Staff
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