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Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

Invesco BulletShares 2033 Municipal Bond ETF logo
$25.68 0.00 (0.00%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$29.43M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$5.20M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/19/2026Invesco Ltd.96,839$2.50M0.0%+32.0%2.152%
2/17/2026Cetera Investment Advisers11,503$297K0.0%N/A0.256%
2/17/2026Equitable Holdings Inc.10,080$261K0.0%+25.0%0.224%
2/17/2026Royal 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%
2/13/2026Jacobi 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%
2/13/2026Stifel Financial Corp47,901$1.24M0.0%+13.8%1.064%
2/12/2026Jane Street Group LLC36,689$949K0.0%-47.6%0.815%
2/12/2026StoneX Group Inc.12,789$331K0.0%-32.7%0.284%
2/11/2026LPL Financial LLC286,962$7.42M0.0%+3.9%6.377%
2/11/2026 Cookson Peirce & Co. Inc.8,180$211K0.0%N/A0.182%
2/10/2026Lido Advisors LLC42,800$1.11M0.0%+176.1%0.951%
2/10/2026Virtue Asset Management LLC13,745$355K0.3%+18.7%0.305%
2/10/2026Northwestern Mutual Wealth Management Co.21,485$555K0.0%+7.5%0.477%
2/6/2026Addison Advisors LLC19,020$492K0.1%-9.2%0.423%
2/6/2026HighTower 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%
2/4/2026Moneco Advisors LLC15,719$406K0.0%+25.4%0.349%
2/4/2026Atlantic 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%
1/29/2026D.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%
1/26/2026Asset 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%
11/20/2025Asset Dedication LLC32,838$839K0.1%+15.6%0.888%
11/17/2025Sterling Financial Group Inc.154,131$3.94M1.2%+43.7%4.166%
11/17/2025United Capital Financial Advisors LLC9,262$237K0.0%N/A0.250%
11/17/2025Northwestern Mutual Wealth Management Co.19,994$511K0.0%+38.2%0.540%
11/17/2025Lido Advisors LLC15,500$396K0.0%+63.2%0.419%
11/17/2025Elequin Capital LP19,096$488K0.0%N/A0.516%
11/17/2025Bank of America Corp DE100,647$2.57M0.0%+30.9%2.720%
11/17/2025Ameriprise Financial Inc.8,115$207K0.0%N/A0.219%
11/14/2025Raymond James Financial Inc.154,593$3.95M0.0%+8.7%4.178%
11/14/2025Equitable Holdings Inc.8,061$206K0.0%N/A0.218%
11/13/2025UBS Group AG25,325$647K0.0%+233.2%0.684%
11/7/2025Addison Advisors LLC20,945$535K0.1%+6.1%0.566%
11/5/2025MONECO Advisors LLC12,534$320K0.0%-25.6%0.339%
11/5/2025 Envestnet Asset Management Inc.25,888$661K0.0%-7.8%0.700%
11/4/2025Atlantic Union Bankshares Corp158,341$4.05M0.1%+6.3%4.279%
11/4/2025Jones Financial Companies Lllp9,415$240K0.0%+178.1%0.254%
10/31/2025First 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%
10/22/2025D.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%
9/4/2025Osaic Holdings Inc.3,592$90K0.0%+23.6%0.106%
8/19/2025Asset Dedication LLC28,404$712K0.1%+1,124.3%0.835%
8/15/2025Envision Financial Planning LLC46,648$1.17M0.5%-63.7%1.372%
8/15/2025Bank of America Corp DE76,917$1.93M0.0%+6.2%2.262%
8/14/2025Jane Street Group LLC67,779$1.70M0.0%-25.1%1.994%
8/14/2025Raymond James Financial Inc.142,218$3.57M0.0%+11.0%4.183%
8/13/2025StoneX Group Inc.19,882$498K0.0%-20.5%0.585%
8/13/2025Invesco Ltd.68,219$1.71M0.0%-6.7%2.006%
8/13/2025Beacon Pointe Advisors LLC8,837$222K0.0%-18.2%0.260%
8/13/2025Lido Advisors LLC9,500$238K0.0%N/A0.279%
8/13/2025Northwestern Mutual Wealth Management Co.14,463$363K0.0%-13.8%0.425%
8/7/2025Addison Advisors LLC19,740$495K0.1%+9.4%0.581%
8/6/2025Atlantic Union Bankshares Corp149,009$3.74M0.1%+11.9%4.383%
8/1/2025Koss Olinger Consulting LLC21,373$536K0.0%N/A0.629%
8/1/2025First 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%
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%


BSSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSSX shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Invesco BulletShares 2033 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($7.59M), LPL Financial LLC ($7.42M), Atlantic Union Bankshares Corp ($4.32M), Kestra Advisory Services LLC ($3.96M), Raymond James Financial Inc. ($3.95M), Sterling Financial Group Inc. ($3.94M), and Precedent Wealth Partners LLC ($3.49M).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 63 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: Confluence Investment Management LLC ($288.90K), Raymond James Financial Inc. ($280.75K), Atlantic Union Bankshares Corp ($167.07K), LPL Financial LLC ($153.72K), Precedent Wealth Partners LLC ($135.04K), Sequoia Financial Advisors LLC ($119.82K), 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 1,149,873 shares in the last 24 months. This purchase volume represents approximately $29.43M in transactions.

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

Of the 14 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: Envision Financial Planning LLC ($81.71K), Jane Street Group LLC ($56.06K), Envestnet Asset Management Inc. ($20.64K), StoneX Group Inc. ($11.33K), Sequoia Financial Advisors LLC ($9.49K), Confluence Investment Management LLC ($6.52K), and Invesco Ltd. ($4.87K).

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

Institutional investors have sold a total of 205,808 shares in the last 24 months. This volume of shares sold represents approximately $5.20M in transactions.


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This page (NASDAQ:BSSX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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