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InvescoBulletShares2033 Municipal Bond ETF (BSSX) Institutional Ownership

$24.75 -0.20 (-0.80%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for InvescoBulletShares2033 Municipal Bond ETF (NASDAQ:BSSX)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$29.81M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.03M
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BSSX Institutional Buying and Selling by Quarter

InvescoBulletShares2033 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC90,549$2.29M0.0%+62.0%3.018%
5/14/2025 Envision Financial Planning LLC128,355$3.25M1.7%+0.4%4.279%
5/14/2025 Northwestern Mutual Wealth Management Co.16,776$425K0.0%+62.9%0.559%
5/14/2025 Kestra Advisory Services LLC122,918$3.11M0.0%+8.8%4.097%
5/14/2025 Hobbs Group Advisors LLC9,908$251K0.1%+26.5%0.330%
5/13/2025 Raymond James Financial Inc.128,111$3.24M0.0%+1.5%4.270%
5/13/2025 HighTower Advisors LLC25,170$637K0.0%N/A0.839%
5/12/2025 Invesco Ltd.73,085$1.85M0.0%+9.0%2.436%
5/7/2025 MB Levis & Associates LLC49,957$1.27M0.6%+6.0%1.665%
5/7/2025 LPL Financial LLC262,980$6.66M0.0%+78.9%8.766%
5/5/2025 Atlantic Union Bankshares Corp133,194$3.37M0.2%+10.8%4.440%
5/2/2025 Larson Financial Group LLC4,922$125K0.0%N/A0.164%
4/29/2025 Envestnet Asset Management Inc.46,524$1.18M0.0%-0.9%1.551%
4/29/2025 Bank of New York Mellon Corp64,321$1.63M0.0%-20.2%2.144%
4/23/2025 International Assets Investment Management LLC23,014$583K0.0%-3.4%0.767%
4/21/2025 Avior Wealth Management LLC20,088$509K0.0%-16.6%0.670%
4/17/2025 Precedent Wealth Partners LLC14,045$356K0.1%N/A0.468%
4/16/2025 Sterling Financial Group Inc.108,714$2.75M1.0%-1.6%3.624%
4/10/2025 CGN Advisors LLC29,114$737K0.1%+66.8%0.970%
4/1/2025 Confluence Investment Management LLC220,577$5.59M0.1%+1,765.3%8.484%
2/17/2025 Bank of America Corp DE53,172$1.37M0.0%+46.3%2.045%
2/14/2025 Jane Street Group LLC55,878$1.44M0.0%+180.8%2.149%
2/13/2025 Envision Financial Planning LLC127,812$3.29M1.7%+2.1%4.916%
2/13/2025 Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/13/2025 Invesco Ltd.67,072$1.73M0.0%-5.1%2.580%
2/13/2025 Envestnet Asset Management Inc.46,951$1.21M0.0%+102.9%1.806%
2/12/2025 StoneX Group Inc.24,005$618K0.0%N/A0.923%
2/11/2025 LPL Financial LLC146,977$3.79M0.0%+22.4%5.653%
2/10/2025 Commonwealth Equity Services LLC30,572$787K0.0%+25.9%1.176%
2/7/2025 Tassel Capital Management Inc.10,493$270K0.2%N/A0.404%
2/7/2025 Atlantic Union Bankshares Corp120,176$3.10M0.2%+32.8%4.622%
2/6/2025 Opulen Financial Group LLC9,264$239K0.2%N/A0.356%
2/6/2025 Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/5/2025Jacobi Capital Management LLC10,068$259K0.0%+5.7%0.403%
2/5/2025 First Command Advisory Services Inc.4,274$110K0.0%+35.1%0.171%
2/4/2025 Bank of New York Mellon Corp80,578$2.08M0.0%-3.5%3.223%
2/4/2025 Addison Advisors LLC15,095$389K0.1%-6.8%0.604%
1/31/2025 Key Financial Inc34,500$889K0.2%+50.3%1.380%
1/31/2025 D.A. Davidson & CO.9,450$243K0.0%N/A0.378%
1/30/2025 Principal Securities Inc.1,082$28K0.0%N/A0.043%
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1/23/2025 Crews Bank & Trust7,660$197K0.0%N/A0.306%
1/23/2025 Asset Dedication LLC2,420$62K0.0%+238.0%0.097%
1/17/2025 Avior Wealth Management LLC24,088$620K0.0%+165.1%0.964%
1/15/2025 CGN Advisors LLC17,450$449K0.0%N/A0.698%
1/14/2025 Global Financial Private Client LLC3,501$90K0.0%N/A0.140%
1/8/2025 International Assets Investment Management LLC23,814$615K0.0%N/A0.953%
1/2/2025 Confluence Investment Management LLC11,825$305K0.0%+5.1%0.563%
11/18/2024 Hobbs Group Advisors LLC7,772$205K0.1%+27.1%0.370%
11/15/2024 Jane Street Group LLC19,898$524K0.0%-67.8%0.948%
11/14/2024 Captrust Financial Advisors11,018$290K0.0%+16.4%0.525%
11/14/2024 Atlantic Union Bankshares Corp90,483$2.38M0.1%N/A4.309%
11/8/2024 Avior Wealth Management LLC9,088$239K0.0%N/A0.433%
11/7/2024 Envision Financial Planning LLC125,152$3.30M1.7%+5.7%5.960%
11/4/2024 Addison Advisors LLC16,200$427K0.1%+26.0%0.771%
10/29/2024 Key Financial Inc22,950$605K0.1%+18.6%1.093%
10/25/2024 MONECO Advisors LLC21,930$578K0.1%+166.4%1.044%
8/13/2024Benjamin F. Edwards & Company Inc.1,758$46K0.0%N/A0.110%
8/5/2024 Addison Advisors LLC12,860$333K0.1%-16.7%0.804%
7/31/2024 Commonwealth Equity Services LLC22,615$586K0.0%+5.9%1.508%
7/30/2024 Key Financial Inc19,350$502K0.1%N/A1.290%
7/26/2024 First Command Advisory Services Inc.3,163$82K0.0%+82.3%0.211%
7/22/2024 Hobbs Group Advisors LLC6,116$159K0.1%N/A0.408%
7/19/2024 MONECO Advisors LLC8,232$213K0.0%N/A0.549%
7/16/2024 Bill Few Associates Inc.11,590$300K0.1%+50.3%0.773%
7/15/2024 Sterling Financial Group Inc.110,153$2.86M1.3%-1.4%7.344%
7/1/2024 Confluence Investment Management LLC11,209$291K0.0%-9.6%0.801%
5/17/2024 Comerica Bank2,976$78K0.0%N/A0.213%
5/2/2024 First Command Advisory Services Inc.1,735$46K0.0%N/A0.124%
5/1/2024 Envision Financial Planning LLC104,468$2.74M2.2%N/A7.462%
4/10/2024 Sterling Financial Group Inc.111,675$2.93M1.4%N/A9.306%
4/1/2024 Confluence Investment Management LLC12,404$325K0.0%N/A1.240%
2/2/2024 Addison Advisors LLC5,895$157K0.1%N/A0.590%
1/17/2024 Armstrong Advisory Group Inc.7,800$208K0.0%N/A1.950%
1/17/2024 Bill Few Associates Inc.7,710$205K0.1%N/A1.928%
(Data available from 1/1/2016 forward)

BSSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSSX shares?

During the previous two years, 40 institutional investors and hedge funds held shares of InvescoBulletShares2033 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($6.66M), Confluence Investment Management LLC ($5.59M), Atlantic Union Bankshares Corp ($3.37M), Envision Financial Planning LLC ($3.25M), Raymond James Financial Inc. ($3.24M), Kestra Advisory Services LLC ($3.11M), and Sterling Financial Group Inc. ($2.75M).Learn more on BSSX's institutional investors.

Which institutional investors have been buying InvescoBulletShares2033 Municipal Bond ETF stock?

Of the 39 institutional investors that purchased InvescoBulletShares2033 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($254.27K), Confluence Investment Management LLC ($221.74K), LPL Financial LLC ($142.91K), Atlantic Union Bankshares Corp ($133.19K), Envision Financial Planning LLC ($114.39K), Sterling Financial Group Inc. ($111.68K), and Jane Street Group LLC ($70.65K).

How much institutional buying is happening at InvescoBulletShares2033 Municipal Bond ETF?

Institutional investors have bought a total of 1,416,640 shares in the last 24 months. This purchase volume represents approximately $36.50M in transactions.

Which InvescoBulletShares2033 Municipal Bond ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold InvescoBulletShares2033 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($41.90K), Bank of New York Mellon Corp ($19.21K), Avior Wealth Management LLC ($4K), Addison Advisors LLC ($3.69K), Invesco Ltd. ($3.62K), Sterling Financial Group Inc. ($3.25K), and Confluence Investment Management LLC ($1.20K).

How much institutional selling is happening at InvescoBulletShares2033 Municipal Bond ETF?

Institutional investors have sold a total of 78,083 shares in the last 24 months. This volume of shares sold represents approximately $2.03M in transactions.



This page (NASDAQ:BSSX) was last updated on 5/21/2025 by MarketBeat.com Staff
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