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Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

Invesco BulletShares 2032 Municipal Bond ETF logo
$24.70 -0.06 (-0.24%)
As of 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$60.81M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.35M
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Skip Chart & View Institutional Buying and Selling Data

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
8/23/2026 Straight Path Wealth Management183,072$4.60M1.1%N/A2.129%
8/23/2026 Wedmont Private Capital27,948$701K0.0%N/A0.325%
8/23/2026 Global Wealth Strategies & Associates21,852$549K0.1%N/A0.254%
8/22/2026 Concurrent Investment Advisors LLC32,839$826K0.0%N/A0.382%
8/21/2026 Independence Bank of Kentucky75,703$1.90M0.2%N/A0.880%
8/20/2026 Gill Capital Partners LLC572,617$14.40M3.8%+60,816.7%6.658%
8/20/2026 Camelot Portfolios LLC65,457$1.65M1.1%N/A0.761%
8/20/2026 RPg Family Wealth Advisory LLC149,328$3.85M0.6%N/A1.736%
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%
5/19/2026 Bank of America Corp DE198,668$4.94M0.0%+46.2%2.515%
5/18/2026 Royal Bank of Canada14,388$358K0.0%+15.3%0.182%
5/18/2026 Envision Financial Planning LLC112,884$2.81M1.0%+4.7%1.429%
5/14/2026 Lido Advisors LLC107,600$2.67M0.0%+7.9%1.362%
5/6/2026 Independent Financial Group LLC9,000$224K0.0%N/A0.114%
5/1/2026 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%
2/19/2026 Invesco Ltd.172,080$4.32M0.0%+128.6%2.775%
2/18/2026 Beacon Pointe Advisors LLC9,230$232K0.0%-43.6%0.149%
2/18/2026 VestGen Advisors LLC42,001$1.06M0.0%+41.6%0.677%
2/17/2026 Envision Financial Planning LLC107,787$2.71M1.0%+0.7%1.739%
2/17/2026 Equitable Holdings Inc.41,404$1.04M0.0%-1.6%0.668%
2/17/2026 Osaic Holdings Inc.31,186$783K0.0%+20.1%0.503%
2/17/2026 Royal Bank of Canada12,484$313K0.0%+8.6%0.201%
2/16/2026 MML 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%
2/13/2026 Stifel Financial Corp42,670$1.07M0.0%+16.1%0.688%
2/13/2026 Integrated Wealth Concepts LLC25,108$630K0.0%-48.9%0.405%
2/13/2026 Wells Fargo & Company MN241,056$6.05M0.0%+9.1%3.888%
2/12/2026 Jane 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%
2/12/2026 StoneX Group Inc.13,123$330K0.0%-30.5%0.212%
2/11/2026 LPL Financial LLC437,004$10.97M0.0%-1.1%7.048%
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2/11/2026 Cookson Peirce & Co. Inc.8,370$210K0.0%N/A0.135%
2/10/2026 Lido Advisors LLC99,700$2.50M0.0%+73.7%1.608%
2/10/2026 Northwestern Mutual Wealth Management Co.57,570$1.45M0.0%+90.2%0.929%
2/10/2026 IFG Advisory LLC15,121$380K0.0%+58.3%0.244%
2/9/2026 Key Financial Inc38,708$972K0.2%+10.3%0.624%
2/9/2026 Harbour Investments Inc.12,036$302K0.0%+3.4%0.194%
2/6/2026 Addison Advisors LLC21,995$552K0.1%-6.8%0.355%
2/6/2026 HighTower 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%
2/4/2026 Moneco Advisors LLC94,052$2.36M0.2%+303.8%1.542%
2/4/2026 Atlantic 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%
1/26/2026 Asset Dedication LLC39,455$991K0.1%+8.7%0.658%
1/26/2026 Invariant Investment Management16,060$406K0.3%N/A0.268%
1/20/2026 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%
11/20/2025 Asset Dedication LLC36,309$907K0.1%+12.3%0.698%
11/17/2025Sterling Financial Group Inc.33,863$846K0.3%-38.0%0.651%
11/17/2025 United Capital Financial Advisors LLC9,451$236K0.0%N/A0.182%
11/17/2025 Northwestern Mutual Wealth Management Co.30,269$756K0.0%+64.0%0.582%
11/17/2025 Lido Advisors LLC57,400$1.43M0.0%+132.4%1.104%
11/17/2025 Integrated Wealth Concepts LLC49,166$1.23M0.0%+53.0%0.946%
11/17/2025 Flow Traders U.S. LLC79,723$1.99M0.1%N/A1.533%
11/17/2025 Elequin Capital LP71,907$1.80M0.1%N/A1.383%
11/17/2025 Bank of America Corp DE124,001$3.10M0.0%-9.7%2.385%
11/17/2025 Ameriprise Financial Inc.70,334$1.76M0.0%+4.3%1.353%
11/14/2025 Raymond James Financial Inc.112,933$2.82M0.0%+11.8%2.172%
11/14/2025 Equitable Holdings Inc.42,059$1.05M0.0%+4.7%0.809%
11/12/2025 IFG Advisory LLC9,550$239K0.0%N/A0.184%
11/7/2025 Addison 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%
11/5/2025 MONECO 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%
11/5/2025 Envestnet Asset Management Inc.31,487$786K0.0%-6.6%0.606%
11/4/2025 Atlantic Union Bankshares Corp295,666$7.38M0.1%+7.1%5.686%
11/4/2025 Jones Financial Companies Lllp22,461$559K0.0%+69.5%0.432%
10/31/2025 First 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%
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9/4/2025 Osaic Holdings Inc.26,119$639K0.0%+23.1%0.568%
8/19/2025 Asset Dedication LLC32,342$792K0.1%+323.6%0.703%
8/15/2025 Captrust Financial Advisors9,849$241K0.0%-29.4%0.214%
8/15/2025 Envision Financial Planning LLC55,201$1.35M0.6%-67.5%1.200%
8/15/2025 Bank of America Corp DE137,312$3.36M0.0%+11.9%2.985%
8/14/2025 Jane Street Group LLC153,291$3.75M0.0%+115.4%3.332%
8/14/2025 Raymond James Financial Inc.100,990$2.47M0.0%+22.8%2.195%
8/13/2025 StoneX Group Inc.20,417$500K0.0%-20.5%0.444%
8/13/2025 Invesco Ltd.72,613$1.78M0.0%-2.8%1.579%
8/13/2025 Beacon Pointe Advisors LLC11,128$272K0.0%-15.3%0.242%


BSMW Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were Gill Capital Partners LLC ($14.40M), 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), and Straight Path Wealth Management ($4.60M).Learn more on Invesco BulletShares 2032 Municipal Bond ETF's institutional investors.

Of the 76 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: Gill Capital Partners LLC ($571.68K), LPL Financial LLC ($197.90K), Raymond James Financial Inc. ($185.09K), Atlantic Union Bankshares Corp ($183.80K), Straight Path Wealth Management ($183.07K), Confluence Investment Management LLC ($171.85K), and Jane Street Group LLC ($159.25K).

Institutional investors have bought a total of 2,423,985 shares in the last 24 months. This purchase volume represents approximately $60.81M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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