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Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

Invesco BulletShares 2034 Municipal Bond ETF logo
$24.17 -0.05 (-0.21%)
As of 12:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$37.44M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.97M
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Skip Chart & View Institutional Buying and Selling Data

BSMY Institutional Buying and Selling by Quarter

Invesco BulletShares 2034 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Sax Wealth Advisors LLC16,633$403K0.0%N/A0.292%
7/8/2026 Clark Asset Management LLC46,519$1.15M0.1%+30.6%0.816%
7/1/2026 Confluence Investment Management LLC303,465$7.48M0.1%-7.4%5.726%
5/29/2026 Asset Dedication LLC7,064$171K0.0%-66.6%0.133%
5/19/2026Bank of America Corp DE116,015$2.81M0.0%+97.1%2.189%
5/18/2026Royal Bank of Canada14,151$343K0.0%+76.4%0.267%
5/18/2026Envision Financial Planning LLC114,993$2.79M1.0%+5.3%2.170%
5/5/2026 D.A. Davidson & CO.95,856$2.33M0.0%+6.7%1.809%
5/1/2026 Fifth Third Bancorp1,654$40K0.0%N/A0.031%
5/1/2026 Sequoia Financial Advisors LLC24,212$587K0.0%-22.1%0.457%
4/30/2026 Kestra Advisory Services LLC69,258$1.68M0.0%+35.4%1.307%
4/28/2026 Ascentis Independent Advisors5,800$141K0.0%N/A0.129%
4/24/2026 Key Financial Inc31,595$766K0.1%+29.7%0.702%
4/18/2026 BCS Wealth Management231,468$5.62M1.1%-36.6%5.144%
4/17/2026 Clark Asset Management LLC35,626$864K0.1%+5.7%0.792%
2/19/2026Invesco Ltd.103,045$2.53M0.0%+34.8%2.453%
2/17/2026Envision Financial Planning LLC109,223$2.69M1.0%+1.8%2.601%
2/17/2026Royal Bank of Canada8,022$197K0.0%+19.9%0.191%
2/16/2026 MML Investors Services LLC12,248$301K0.0%+5.2%0.292%
2/13/2026 Jacobi Capital Management LLC12,150$299K0.0%+32.1%0.289%
2/13/2026 Kestra Advisory Services LLC51,154$1.26M0.0%+40.7%1.218%
2/13/2026 Stifel Financial Corp53,253$1.31M0.0%+11.2%1.268%
2/12/2026Jane Street Group LLC76,420$1.88M0.0%-11.3%1.820%
2/12/2026 Commonwealth Equity Services LLC24,512$603K0.0%+8.8%0.584%
2/12/2026 StoneX Group Inc.13,406$330K0.0%-21.9%0.319%
2/11/2026 LPL Financial LLC265,983$6.54M0.0%+1.8%6.333%
2/11/2026 Cookson Peirce & Co. Inc.8,555$210K0.0%N/A0.204%
2/11/2026 J.W. Cole Advisors Inc.14,087$346K0.0%+31.7%0.335%
2/10/2026 Northwestern Mutual Wealth Management Co.19,212$472K0.0%+80.3%0.457%
2/9/2026 Key Financial Inc24,360$599K0.1%+415.6%0.580%
2/6/2026 Addison Advisors LLC23,202$570K0.1%+10.5%0.552%
2/6/2026 IFP Advisors Inc3,500$86K0.0%N/A0.083%
2/6/2026 HighTower Advisors LLC42,548$1.05M0.0%+33.9%1.013%
2/5/2026 Hills Bank & Trust Co105,994$2.61M0.2%+211.8%2.524%
2/4/2026 Moneco Advisors LLC46,120$1.13M0.1%+3.9%1.125%
2/4/2026 Atlantic Union Bankshares Corp136,677$3.36M0.1%N/A3.334%
2/3/2026 Sequoia Financial Advisors LLC31,062$764K0.0%N/A0.758%
1/29/2026 D.A. Davidson & CO.89,879$2.21M0.0%+9.3%2.247%
1/27/2026 Clark Asset Management LLC33,711$829K0.1%+124.6%0.843%
1/26/2026 Asset Dedication LLC21,123$519K0.0%+6.0%0.542%
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1/26/2026 BCS Wealth Management365,223$8.98M0.9%N/A9.365%
1/21/2026 Nestegg Advisors Inc.56,849$1.40M1.2%N/A1.458%
1/7/2026 Precedent Wealth Partners LLC20,633$507K0.1%+17.8%0.543%
1/5/2026 Confluence Investment Management LLC366,347$9.01M0.1%+7.4%9.901%
11/20/2025 Asset Dedication LLC19,930$485K0.0%+26.8%0.643%
11/17/2025Sterling Financial Group Inc.31,062$756K0.2%N/A1.002%
11/17/2025United Capital Financial Advisors LLC9,697$236K0.0%N/A0.313%
11/17/2025 Northwestern Mutual Wealth Management Co.10,654$259K0.0%+91.1%0.344%
11/17/2025Elequin Capital LP60,193$1.46M0.1%-46.9%1.942%
11/17/2025Bank of America Corp DE38,471$936K0.0%+150.9%1.241%
11/14/2025Raymond James Financial Inc.262,979$6.40M0.0%+4.8%8.483%
11/14/2025Equitable Holdings Inc.25,910$630K0.0%+115.3%0.836%
11/7/2025 Addison Advisors LLC20,997$511K0.1%+20.9%0.677%
11/5/2025 Key Financial Inc4,725$115K0.0%N/A0.152%
11/5/2025 MONECO Advisors LLC44,394$1.08M0.1%+54.4%1.432%
11/5/2025 J.W. Cole Advisors Inc.10,694$260K0.0%N/A0.345%
11/5/2025 Envestnet Asset Management Inc.23,780$579K0.0%+25.6%0.767%
10/31/2025 First Command Advisory Services Inc.5,116$124K0.0%+30.1%0.165%
10/28/2025 Tassel Capital Management Inc.16,230$395K0.3%N/A0.541%
10/24/2025ORG Partners LLC5,800$141K0.0%N/A0.193%
10/22/2025 D.A. Davidson & CO.82,208$2M0.0%+27.2%2.740%
10/20/2025 Clark Asset Management LLC15,009$365K0.0%N/A0.518%
10/14/2025 Confluence Investment Management LLC340,971$8.30M0.1%+2,611.1%11.758%
9/4/2025Osaic Holdings Inc.2,340$55K0.0%+44.4%0.098%
8/19/2025 Asset Dedication LLC15,714$373K0.0%+11,044.7%0.655%
8/15/2025Envision Financial Planning LLC18,920$449K0.2%+114.9%0.788%
8/15/2025Bank of America Corp DE15,332$364K0.0%+114.3%0.639%
8/14/2025Jane Street Group LLC76,667$1.82M0.0%-25.6%3.194%
8/14/2025Raymond 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%
5/19/2025Jane 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%
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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%
4/1/2025Confluence 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%


BSMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Invesco BulletShares 2034 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($7.48M), LPL Financial LLC ($6.54M), Raymond James Financial Inc. ($6.40M), BCS Wealth Management ($5.62M), Atlantic Union Bankshares Corp ($3.36M), Bank of America Corp DE ($2.81M), and Envision Financial Planning LLC ($2.79M).Learn more on Invesco BulletShares 2034 Municipal Bond ETF's institutional investors.

Of the 48 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: Confluence Investment Management LLC ($366.35K), BCS Wealth Management ($365.22K), Raymond James Financial Inc. ($248.12K), LPL Financial LLC ($243.98K), Atlantic Union Bankshares Corp ($136.68K), Invesco Ltd. ($103.42K), and Jane Street Group LLC ($103.08K).

Institutional investors have bought a total of 1,531,108 shares in the last 24 months. This purchase volume represents approximately $37.44M in transactions.

The following institutional investors have sold Invesco BulletShares 2034 Municipal Bond ETF stock in the last 24 months: BCS Wealth Management ($133.76K), Elequin Capital LP ($53.17K), Confluence Investment Management LLC ($24.24K), Asset Dedication LLC ($14.06K), Jane Street Group LLC ($9.71K), Sequoia Financial Advisors LLC ($6.85K), and StoneX Group Inc. ($3.75K).

Institutional investors have sold a total of 245,533 shares in the last 24 months. This volume of shares sold represents approximately $5.97M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSMY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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