Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free BSSX Stock Alerts

Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

Invesco BulletShares 2033 Municipal Bond ETF logo
$25.02 -0.01 (-0.04%)
As of 03:09 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$42.62M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.58M
Get BSSX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2033 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSSX Institutional Buying and Selling by Quarter

Invesco BulletShares 2033 Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC363,902$9.39M0.0%N/A6.866%
8/23/2026 Wedmont Private Capital22,950$591K0.0%N/A0.433%
8/23/2026 Global Wealth Strategies & Associates13,078$337K0.1%N/A0.247%
8/22/2026 Concurrent Investment Advisors LLC31,883$823K0.0%N/A0.602%
8/21/2026 Independence Bank of Kentucky39,461$1.02M0.1%N/A0.745%
8/20/2026 Gill Capital Partners LLC246,767$6.37M1.7%N/A4.656%
7/9/2026 Sax Wealth Advisors LLC25,250$642K0.0%N/A0.495%
7/8/2026 Clark Asset Management LLC51,238$1.32M0.1%+39.0%1.005%
7/1/2026 Confluence Investment Management LLC220,399$5.69M0.1%-7.3%4.408%
5/29/2026 Asset Dedication LLC10,754$273K0.0%-68.5%0.224%
5/19/2026 Bank of America Corp DE167,106$4.25M0.0%+47.4%3.481%
5/18/2026 Royal Bank of Canada20,394$518K0.0%+10.3%0.425%
5/18/2026 Envision Financial Planning LLC101,913$2.59M0.9%+4.3%2.123%
5/14/2026 Lido Advisors LLC50,600$1.29M0.0%+18.2%1.054%
5/5/2026 D.A. Davidson & CO.15,250$388K0.0%+23.5%0.318%
5/1/2026 Fifth Third Bancorp2,820$72K0.0%N/A0.059%
5/1/2026 Sequoia Financial Advisors LLC110,328$2.80M0.0%-7.9%2.398%
4/30/2026 Kestra Advisory Services LLC155,917$3.96M0.0%+5.0%3.390%
4/28/2026 Ascentis Independent Advisors5,500$140K0.0%N/A0.120%
4/24/2026 Key Financial Inc41,385$1.05M0.2%+20.0%0.900%
2/19/2026 Invesco Ltd.96,839$2.50M0.0%+32.0%2.152%
2/17/2026 Cetera Investment Advisers11,503$297K0.0%N/A0.256%
2/17/2026 Equitable Holdings Inc.10,080$261K0.0%+25.0%0.224%
2/17/2026 Royal Bank of Canada18,492$478K0.0%+17.2%0.411%
2/16/2026 Tassel Capital Management Inc.15,122$391K0.2%+34.2%0.336%
2/16/2026 MML Investors Services LLC11,941$309K0.0%+8.0%0.265%
2/13/2026 Jacobi Capital Management LLC16,473$426K0.0%+20.3%0.366%
2/13/2026 Kestra Advisory Services LLC148,476$3.84M0.0%+9.3%3.299%
2/13/2026 Stifel Financial Corp47,901$1.24M0.0%+13.8%1.064%
2/12/2026 Jane Street Group LLC36,689$949K0.0%-47.6%0.815%
2/12/2026 StoneX Group Inc.12,789$331K0.0%-32.7%0.284%
2/11/2026 LPL Financial LLC286,962$7.42M0.0%+3.9%6.377%
2/11/2026 Cookson Peirce & Co. Inc.8,180$211K0.0%N/A0.182%
2/10/2026 Lido Advisors LLC42,800$1.11M0.0%+176.1%0.951%
2/10/2026 Virtue Asset Management LLC13,745$355K0.3%+18.7%0.305%
2/10/2026 Northwestern Mutual Wealth Management Co.21,485$555K0.0%+7.5%0.477%
2/6/2026 Addison Advisors LLC19,020$492K0.1%-9.2%0.423%
2/6/2026 HighTower Advisors LLC56,868$1.47M0.0%+25.4%1.264%
2/5/2026 Hills Bank & Trust Co100,753$2.61M0.2%+213.4%2.239%
2/4/2026 Moneco Advisors LLC15,719$406K0.0%+25.4%0.349%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/4/2026 Atlantic Union Bankshares Corp167,067$4.32M0.1%+5.5%3.713%
2/3/2026 International Assets Investment Management LLC25,138$650K0.0%+9.2%0.559%
2/3/2026 Sequoia Financial Advisors LLC119,816$3.10M0.0%N/A2.663%
1/29/2026 D.A. Davidson & CO.12,350$319K0.0%+15.4%0.274%
1/27/2026 Clark Asset Management LLC36,615$947K0.1%+85.4%0.814%
1/26/2026 Asset Dedication LLC34,139$883K0.1%+4.0%0.759%
1/8/2026 Legacy Private Trust Co.25,460$658K0.0%N/A0.579%
1/7/2026 Precedent Wealth Partners LLC135,042$3.49M0.7%+142.8%3.215%
1/6/2026 Avior Wealth Management LLC7,793$201K0.0%N/A0.186%
1/5/2026 Confluence Investment Management LLC293,618$7.59M0.1%+18.3%6.991%
12/2/2025 IFP Advisors Inc8,000$204K0.0%N/A0.216%
11/20/2025 Asset Dedication LLC32,838$839K0.1%+15.6%0.888%
11/17/2025Sterling Financial Group Inc.154,131$3.94M1.2%+43.7%4.166%
11/17/2025 United Capital Financial Advisors LLC9,262$237K0.0%N/A0.250%
11/17/2025 Northwestern Mutual Wealth Management Co.19,994$511K0.0%+38.2%0.540%
11/17/2025 Lido Advisors LLC15,500$396K0.0%+63.2%0.419%
11/17/2025 Elequin Capital LP19,096$488K0.0%N/A0.516%
11/17/2025 Bank of America Corp DE100,647$2.57M0.0%+30.9%2.720%
11/17/2025 Ameriprise Financial Inc.8,115$207K0.0%N/A0.219%
11/14/2025 Raymond James Financial Inc.154,593$3.95M0.0%+8.7%4.178%
11/14/2025 Equitable Holdings Inc.8,061$206K0.0%N/A0.218%
11/13/2025 UBS Group AG25,325$647K0.0%+233.2%0.684%
11/7/2025 Addison Advisors LLC20,945$535K0.1%+6.1%0.566%
11/5/2025 MONECO Advisors LLC12,534$320K0.0%-25.6%0.339%
11/5/2025 Envestnet Asset Management Inc.25,888$661K0.0%-7.8%0.700%
11/4/2025 Atlantic Union Bankshares Corp158,341$4.05M0.1%+6.3%4.279%
11/4/2025 Jones Financial Companies Lllp9,415$240K0.0%+178.1%0.254%
10/31/2025 First Command Advisory Services Inc.5,931$152K0.0%+14.2%0.160%
10/28/2025 Tassel Capital Management Inc.11,269$288K0.2%N/A0.305%
10/24/2025ORG Partners LLC5,500$140K0.0%N/A0.149%
10/22/2025 D.A. Davidson & CO.10,700$273K0.0%+10.9%0.289%
10/20/2025 Clark Asset Management LLC19,751$505K0.1%N/A0.534%
10/16/2025 Bill Few Associates Inc.11,919$304K0.1%-14.5%0.322%
10/14/2025 Farther Finance Advisors LLC5,217$133K0.0%N/A0.141%
10/14/2025 Precedent Wealth Partners LLC55,626$1.42M0.3%+76.4%1.503%
10/14/2025 Confluence Investment Management LLC248,222$6.34M0.1%+16.0%6.709%
10/6/2025 Cambridge Financial Group LLC8,107$207K0.1%N/A0.219%
9/4/2025 Osaic Holdings Inc.3,592$90K0.0%+23.6%0.106%
8/19/2025 Asset Dedication LLC28,404$712K0.1%+1,124.3%0.835%
8/15/2025 Envision Financial Planning LLC46,648$1.17M0.5%-63.7%1.372%
8/15/2025 Bank of America Corp DE76,917$1.93M0.0%+6.2%2.262%
8/14/2025 Jane Street Group LLC67,779$1.70M0.0%-25.1%1.994%
8/14/2025 Raymond James Financial Inc.142,218$3.57M0.0%+11.0%4.183%
8/13/2025 StoneX Group Inc.19,882$498K0.0%-20.5%0.585%
8/13/2025 Invesco Ltd.68,219$1.71M0.0%-6.7%2.006%
8/13/2025 Beacon Pointe Advisors LLC8,837$222K0.0%-18.2%0.260%
8/13/2025 Lido Advisors LLC9,500$238K0.0%N/A0.279%
8/13/2025 Northwestern Mutual Wealth Management Co.14,463$363K0.0%-13.8%0.425%
8/7/2025 Addison Advisors LLC19,740$495K0.1%+9.4%0.581%
8/6/2025 Atlantic Union Bankshares Corp149,009$3.74M0.1%+11.9%4.383%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
8/1/2025 Koss Olinger Consulting LLC21,373$536K0.0%N/A0.629%
8/1/2025 First Command Advisory Services Inc.5,194$130K0.0%+23.8%0.153%
8/1/2025 Envestnet Asset Management Inc.28,093$704K0.0%-39.6%0.826%
7/29/2025 MB Levis & Associates LLC53,751$1.35M0.6%+7.6%1.581%
7/25/2025 Bill Few Associates Inc.13,937$349K0.1%+20.3%0.436%
7/21/2025 Precedent Wealth Partners LLC31,532$791K0.2%+124.5%0.985%
7/10/2025Sterling Financial Group Inc.107,253$2.69M0.9%-1.3%3.575%
7/1/2025 Confluence Investment Management LLC214,054$5.37M0.1%-3.0%7.135%
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%


BSSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of Invesco BulletShares 2033 Municipal Bond ETF. The most heavily invested institutionals were Citadel Advisors LLC ($9.39M), LPL Financial LLC ($7.42M), Gill Capital Partners LLC ($6.37M), Confluence Investment Management LLC ($5.69M), Atlantic Union Bankshares Corp ($4.32M), Bank of America Corp DE ($4.25M), and Kestra Advisory Services LLC ($3.96M).Learn more on Invesco BulletShares 2033 Municipal Bond ETF's institutional investors.

Of the 68 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: Citadel Advisors LLC ($363.90K), Confluence Investment Management LLC ($288.90K), Raymond James Financial Inc. ($280.75K), Gill Capital Partners LLC ($246.77K), Atlantic Union Bankshares Corp ($167.07K), LPL Financial LLC ($153.72K), and Precedent Wealth Partners LLC ($135.04K).

Institutional investors have bought a total of 1,654,606 shares in the last 24 months. This purchase volume represents approximately $42.62M in transactions.

Of the 9 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 ($33.29K), Asset Dedication LLC ($23.39K), Confluence Investment Management LLC ($17.46K), Sequoia Financial Advisors LLC ($9.49K), StoneX Group Inc. ($6.21K), MONECO Advisors LLC ($4.31K), and Envestnet Asset Management Inc. ($2.21K).

Institutional investors have sold a total of 100,299 shares in the last 24 months. This volume of shares sold represents approximately $2.58M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSSX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel