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Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

$23.78 +0.08 (+0.34%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$26.64M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.22M
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BSMY Institutional Buying and Selling by Quarter

Invesco BulletShares 2034 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.2,340$55K0.0%+44.4%0.098%
8/19/2025 Asset Dedication LLC15,714$373K0.0%+11,044.7%0.655%
8/15/2025 Envision Financial Planning LLC18,920$449K0.2%+114.9%0.788%
8/15/2025 Bank of America Corp DE15,332$364K0.0%+114.3%0.639%
8/14/2025 Jane Street Group LLC76,667$1.82M0.0%-25.6%3.194%
8/14/2025 Raymond James Financial Inc.251,039$5.95M0.0%+1,589.5%10.460%
8/13/2025 StoneX Group Inc.20,863$495K0.0%-20.5%0.869%
8/7/2025 Addison Advisors LLC17,367$412K0.1%+26.8%0.724%
8/1/2025 Koss Olinger Consulting LLC22,510$534K0.0%N/A1.023%
8/1/2025 First Command Advisory Services Inc.3,932$93K0.0%+88.5%0.179%
8/1/2025 Envestnet Asset Management Inc.18,938$449K0.0%-50.8%0.861%
7/30/2025 D.A. Davidson & CO.64,622$1.53M0.0%N/A2.937%
7/29/2025 MB Levis & Associates LLC54,198$1.29M0.6%+11.7%2.464%
7/25/2025 Yarger Wealth Strategies LLC15,253$362K0.2%N/A0.726%
7/21/2025 Precedent Wealth Partners LLC17,519$415K0.1%N/A1.031%
5/19/2025 Jane Street Group LLC103,084$2.48M0.0%N/A9.371%
5/14/2025 Envision Financial Planning LLC8,806$212K0.1%N/A0.801%
5/14/2025 Northwestern Mutual Wealth Management Co.5,574$134K0.0%N/A0.507%
5/13/2025 Elequin Capital LP88,060$2.12M0.3%N/A8.005%
5/13/2025 HighTower Advisors LLC14,119$339K0.0%N/A1.284%
5/12/2025 Invesco Ltd.76,805$1.85M0.0%+17.4%6.982%
5/8/2025 MONECO Advisors LLC35,689$858K0.1%+28.9%3.244%
5/7/2025 MB Levis & Associates LLC48,542$1.17M0.5%+7.9%4.413%
5/7/2025 LPL Financial LLC239,271$5.75M0.0%+429.5%21.752%
5/2/2025 Larson Financial Group LLC4,662$112K0.0%N/A0.424%
5/2/2025 First Command Advisory Services Inc.2,086$50K0.0%N/A0.190%
4/29/2025 Envestnet Asset Management Inc.38,529$926K0.0%+7.2%3.503%
4/22/2025 Tassel Capital Management Inc.11,073$266K0.2%N/A1.007%
4/10/2025 CGN Advisors LLC31,215$750K0.1%+51.7%2.838%
4/1/2025 Confluence Investment Management LLC12,577$302K0.0%N/A1.797%
2/13/2025 Invesco Ltd.65,438$1.60M0.0%N/A9.348%
2/13/2025 Envestnet Asset Management Inc.35,956$881K0.0%N/A5.137%
2/12/2025 StoneX Group Inc.25,196$617K0.0%N/A3.599%
2/11/2025 LPL Financial LLC45,188$1.11M0.0%N/A6.455%
2/4/2025 Addison Advisors LLC7,082$173K0.0%N/A1.012%
2/4/2025 MONECO Advisors LLC27,679$678K0.1%N/A3.954%
1/15/2025 CGN Advisors LLC20,579$504K0.0%N/A3.430%
(Data available from 1/1/2016 forward)

BSMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMY shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Invesco BulletShares 2034 Municipal Bond ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($5.95M), LPL Financial LLC ($5.75M), Elequin Capital LP ($2.12M), Invesco Ltd. ($1.85M), Jane Street Group LLC ($1.82M), D.A. Davidson & CO. ($1.53M), and MB Levis & Associates LLC ($1.29M).Learn more on Invesco BulletShares 2034 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2034 Municipal Bond ETF's stock?

Of the 25 institutional investors that purchased Invesco BulletShares 2034 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 ($239.27K), Raymond James Financial Inc. ($236.18K), Jane Street Group LLC ($103.08K), Elequin Capital LP ($88.06K), Invesco Ltd. ($76.81K), D.A. Davidson & CO. ($64.62K), and Envestnet Asset Management Inc. ($38.53K).

How much institutional buying is happening at Invesco BulletShares 2034 Municipal Bond ETF?

Institutional investors have bought a total of 1,109,226 shares in the last 24 months. This purchase volume represents approximately $26.64M in transactions.

Which of Invesco BulletShares 2034 Municipal Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold Invesco BulletShares 2034 Municipal Bond ETF stock in the last 24 months: Jane Street Group LLC ($26.42K), Envestnet Asset Management Inc. ($19.59K), and StoneX Group Inc. ($5.37K).

How much institutional selling is happening at Invesco BulletShares 2034 Municipal Bond ETF?

Institutional investors have sold a total of 51,379 shares in the last 24 months. This volume of shares sold represents approximately $1.22M in transactions.



This page (NASDAQ:BSMY) was last updated on 9/4/2025 by MarketBeat.com Staff
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