Invesco BulletShares 2032 Municipal Bond ETF (BSMW) Institutional Ownership

$25.13
+0.07 (+0.28%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$15.32M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$19.40K
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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
4/16/2024 Atlantic Union Bankshares Corp89,258$2.28M0.2%+11.2%3.570%
4/10/2024 Sterling 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%
1/19/2024 Atlantic Union Bankshares Corp80,264$2.09M0.2%+53.0%4.459%
1/17/2024 Sterling Financial Group Inc.25,210$657K0.4%+70.2%1.401%
1/17/2024 Bill 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%
10/20/2023 Atlantic Union Bankshares Corp52,465$1.26M0.1%+110.8%4.372%
10/19/2023 Sterling 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%
7/11/2023 Atlantic 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, 9 institutional investors and hedge funds held shares of Invesco BulletShares 2032 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($10.91M), Envision Financial Planning LLC ($3.39M), Atlantic Union Bankshares Corp ($2.28M), LPL Financial LLC ($1.81M), Sterling Financial Group Inc. ($1.39M), Confluence Investment Management LLC ($332K), and Addison Advisors LLC ($331K).Learn more on BSMW's institutional investors.

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

Of the 9 institutional investors that purchased Invesco BulletShares 2032 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($216.39K), Envision Financial Planning LLC ($129.89K), Atlantic Union Bankshares Corp ($89.26K), LPL Financial LLC ($71.07K), Sterling Financial Group Inc. ($54.31K), Addison Advisors LLC ($13.49K), and Confluence Investment Management LLC ($13.01K).

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

Institutional investors have bought a total of 604,430 shares in the last 24 months. This purchase volume represents approximately $15.32M in transactions.

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

The following institutional investors have sold Invesco BulletShares 2032 Municipal Bond ETF stock in the last 24 months: Addison Advisors LLC ($810.00).

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

Institutional investors have sold a total of 810 shares in the last 24 months. This volume of shares sold represents approximately $19.40K in transactions.


This page (NASDAQ:BSMW) was last updated on 4/29/2024 by MarketBeat.com Staff

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