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Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

$24.92 -0.10 (-0.40%)
As of 06/27/2025 03:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2033 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)
10
Total
Institutional Outflows
(last 12 months)
$2.06M
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BSSX Institutional Buying and Selling by Quarter

Invesco BulletShares 2033 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2025Jacobi Capital Management LLC8,869$225K0.0%-11.9%0.296%
5/19/2025Jane Street Group LLC90,549$2.29M0.0%+62.0%3.018%
5/14/2025Envision Financial Planning LLC128,355$3.25M1.7%+0.4%4.279%
5/14/2025Northwestern Mutual Wealth Management Co.16,776$425K0.0%+62.9%0.559%
5/14/2025Kestra Advisory Services LLC122,918$3.11M0.0%+8.8%4.097%
5/14/2025Hobbs Group Advisors LLC9,908$251K0.1%+26.5%0.330%
5/13/2025Raymond James Financial Inc.128,111$3.24M0.0%+1.5%4.270%
5/13/2025HighTower Advisors LLC25,170$637K0.0%N/A0.839%
5/12/2025Invesco Ltd.73,085$1.85M0.0%+9.0%2.436%
5/7/2025MB Levis & Associates LLC49,957$1.27M0.6%+6.0%1.665%
5/7/2025LPL Financial LLC262,980$6.66M0.0%+78.9%8.766%
5/5/2025Atlantic Union Bankshares Corp133,194$3.37M0.2%+10.8%4.440%
5/2/2025Larson Financial Group LLC4,922$125K0.0%N/A0.164%
4/29/2025Envestnet Asset Management Inc.46,524$1.18M0.0%-0.9%1.551%
4/29/2025Bank of New York Mellon Corp64,321$1.63M0.0%-20.2%2.144%
4/23/2025International Assets Investment Management LLC23,014$583K0.0%-3.4%0.767%
4/21/2025Avior Wealth Management LLC20,088$509K0.0%-16.6%0.670%
4/17/2025Precedent Wealth Partners LLC14,045$356K0.1%N/A0.468%
4/16/2025Sterling Financial Group Inc.108,714$2.75M1.0%-1.6%3.624%
4/10/2025CGN Advisors LLC29,114$737K0.1%+66.8%0.970%
4/1/2025Confluence Investment Management LLC220,577$5.59M0.1%+1,765.3%8.484%
2/17/2025Bank of America Corp DE53,172$1.37M0.0%+46.3%2.045%
2/14/2025Jane Street Group LLC55,878$1.44M0.0%+180.8%2.149%
2/13/2025Envision Financial Planning LLC127,812$3.29M1.7%+2.1%4.916%
2/13/2025Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/13/2025Invesco Ltd.67,072$1.73M0.0%-5.1%2.580%
2/13/2025Envestnet Asset Management Inc.46,951$1.21M0.0%+102.9%1.806%
2/12/2025StoneX Group Inc.24,005$618K0.0%N/A0.923%
2/11/2025LPL Financial LLC146,977$3.79M0.0%+22.4%5.653%
2/10/2025Commonwealth Equity Services LLC30,572$787K0.0%+25.9%1.176%
2/7/2025Tassel Capital Management Inc.10,493$270K0.2%N/A0.404%
2/7/2025Atlantic Union Bankshares Corp120,176$3.10M0.2%+32.8%4.622%
2/6/2025Opulen Financial Group LLC9,264$239K0.2%N/A0.356%
2/6/2025Raymond James Financial Inc.126,161$3.25M0.0%N/A4.852%
2/5/2025Jacobi Capital Management LLC10,068$259K0.0%+5.7%0.403%
2/5/2025First Command Advisory Services Inc.4,274$110K0.0%+35.1%0.171%
2/4/2025Bank of New York Mellon Corp80,578$2.08M0.0%-3.5%3.223%
2/4/2025Addison Advisors LLC15,095$389K0.1%-6.8%0.604%
1/31/2025Key Financial Inc34,500$889K0.2%+50.3%1.380%
1/31/2025D.A. Davidson & CO.9,450$243K0.0%N/A0.378%
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1/30/2025Principal Securities Inc.1,082$28K0.0%N/A0.043%
1/23/2025Crews Bank & Trust7,660$197K0.0%N/A0.306%
1/23/2025Asset Dedication LLC2,420$62K0.0%+238.0%0.097%
1/17/2025Avior Wealth Management LLC24,088$620K0.0%+165.1%0.964%
1/15/2025CGN Advisors LLC17,450$449K0.0%N/A0.698%
1/14/2025Global Financial Private Client LLC3,501$90K0.0%N/A0.140%
1/8/2025International Assets Investment Management LLC23,814$615K0.0%N/A0.953%
1/2/2025Confluence Investment Management LLC11,825$305K0.0%+5.1%0.563%
11/18/2024Hobbs Group Advisors LLC7,772$205K0.1%+27.1%0.370%
11/15/2024Jane Street Group LLC19,898$524K0.0%-67.8%0.948%
11/14/2024Captrust Financial Advisors11,018$290K0.0%+16.4%0.525%
11/14/2024Atlantic Union Bankshares Corp90,483$2.38M0.1%N/A4.309%
11/8/2024Avior Wealth Management LLC9,088$239K0.0%N/A0.433%
11/7/2024Envision Financial Planning LLC125,152$3.30M1.7%+5.7%5.960%
11/4/2024Addison Advisors LLC16,200$427K0.1%+26.0%0.771%
10/29/2024Key Financial Inc22,950$605K0.1%+18.6%1.093%
10/25/2024MONECO Advisors LLC21,930$578K0.1%+166.4%1.044%
8/13/2024Benjamin F. Edwards & Company Inc.1,758$46K0.0%N/A0.110%
8/5/2024Addison Advisors LLC12,860$333K0.1%-16.7%0.804%
7/31/2024Commonwealth Equity Services LLC22,615$586K0.0%+5.9%1.508%
7/30/2024Key Financial Inc19,350$502K0.1%N/A1.290%
7/26/2024First Command Advisory Services Inc.3,163$82K0.0%+82.3%0.211%
7/22/2024Hobbs Group Advisors LLC6,116$159K0.1%N/A0.408%
7/19/2024MONECO Advisors LLC8,232$213K0.0%N/A0.549%
7/16/2024Bill Few Associates Inc.11,590$300K0.1%+50.3%0.773%
7/15/2024Sterling Financial Group Inc.110,153$2.86M1.3%-1.4%7.344%
7/1/2024Confluence Investment Management LLC11,209$291K0.0%-9.6%0.801%
5/17/2024Comerica Bank2,976$78K0.0%N/A0.213%
5/2/2024First Command Advisory Services Inc.1,735$46K0.0%N/A0.124%
5/1/2024Envision Financial Planning LLC104,468$2.74M2.2%N/A7.462%
4/10/2024Sterling Financial Group Inc.111,675$2.93M1.4%N/A9.306%
4/1/2024Confluence Investment Management LLC12,404$325K0.0%N/A1.240%
2/2/2024Addison Advisors LLC5,895$157K0.1%N/A0.590%
1/17/2024Armstrong Advisory Group Inc.7,800$208K0.0%N/A1.950%
1/17/2024Bill 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 Invesco BulletShares 2033 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 Invesco BulletShares 2033 Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2033 Municipal Bond ETF's stock?

Of the 39 institutional investors that purchased Invesco BulletShares 2033 Municipal Bond ETF's 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 Invesco BulletShares 2033 Municipal Bond ETF?

Institutional investors have bought a total of 1,161,977 shares in the last 24 months. This purchase volume represents approximately $29.81M in transactions.

Which of Invesco BulletShares 2033 Municipal Bond ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Invesco BulletShares 2033 Municipal Bond ETF's 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 Jacobi Capital Management LLC ($1.20K).

How much institutional selling is happening at Invesco BulletShares 2033 Municipal Bond ETF?

Institutional investors have sold a total of 79,282 shares in the last 24 months. This volume of shares sold represents approximately $2.06M in transactions.


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This page (NASDAQ:BSSX) was last updated on 6/30/2025 by MarketBeat.com Staff
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