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Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

$23.71 -0.03 (-0.13%)
As of 07/3/2025 12:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$17.11M
Number of
Institutional Sellers
(last 12 months)
0
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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
5/19/2025Jane Street Group LLC103,084$2.48M0.0%N/A9.371%
5/14/2025Envision Financial Planning LLC8,806$212K0.1%N/A0.801%
5/14/2025Northwestern Mutual Wealth Management Co.5,574$134K0.0%N/A0.507%
5/13/2025Elequin Capital LP88,060$2.12M0.3%N/A8.005%
5/13/2025HighTower Advisors LLC14,119$339K0.0%N/A1.284%
5/12/2025Invesco Ltd.76,805$1.85M0.0%+17.4%6.982%
5/8/2025MONECO Advisors LLC35,689$858K0.1%+28.9%3.244%
5/7/2025MB Levis & Associates LLC48,542$1.17M0.5%+7.9%4.413%
5/7/2025LPL Financial LLC239,271$5.75M0.0%+429.5%21.752%
5/2/2025Larson Financial Group LLC4,662$112K0.0%N/A0.424%
5/2/2025First Command Advisory Services Inc.2,086$50K0.0%N/A0.190%
4/29/2025Envestnet Asset Management Inc.38,529$926K0.0%+7.2%3.503%
4/22/2025Tassel Capital Management Inc.11,073$266K0.2%N/A1.007%
4/10/2025CGN Advisors LLC31,215$750K0.1%+51.7%2.838%
4/1/2025 Confluence Investment Management LLC12,577$302K0.0%N/A1.797%
2/13/2025Invesco Ltd.65,438$1.60M0.0%N/A9.348%
2/13/2025Envestnet Asset Management Inc.35,956$881K0.0%N/A5.137%
2/12/2025StoneX Group Inc.25,196$617K0.0%N/A3.599%
2/11/2025LPL Financial LLC45,188$1.11M0.0%N/A6.455%
2/4/2025Addison Advisors LLC7,082$173K0.0%N/A1.012%
2/4/2025MONECO Advisors LLC27,679$678K0.1%N/A3.954%
1/15/2025CGN 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, 17 institutional investors and hedge funds held shares of Invesco BulletShares 2034 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($5.75M), Jane Street Group LLC ($2.48M), Elequin Capital LP ($2.12M), Invesco Ltd. ($1.85M), MB Levis & Associates LLC ($1.17M), Envestnet Asset Management Inc. ($926K), and MONECO Advisors LLC ($858K).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 17 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), Jane Street Group LLC ($103.08K), Elequin Capital LP ($88.06K), Invesco Ltd. ($76.81K), Envestnet Asset Management Inc. ($38.53K), MONECO Advisors LLC ($35.69K), and CGN Advisors LLC ($31.22K).

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

Institutional investors have bought a total of 707,381 shares in the last 24 months. This purchase volume represents approximately $17.11M in transactions.



This page (NASDAQ:BSMY) was last updated on 7/5/2025 by MarketBeat.com Staff
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