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Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

Invesco BulletShares 2033 Municipal Bond ETF logo
$24.41 +0.16 (+0.66%)
Closing price 04:00 PM Eastern
Extended Trading
$24.38 -0.02 (-0.10%)
As of 04:04 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)
55
Total
Institutional Inflows
(last 12 months)
$53.58M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.58M
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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
10/6/2026Legacy Private Trust Co.30,308$730K0.0%N/A0.532%
10/1/2026 Confluence Investment Management LLC210,029$5.06M0.1%N/A3.685%
9/23/2026Envestnet Asset Management Inc.211,317$5.45M0.0%+396.5%3.774%
9/9/2026Sequoia Financial Advisors LLC118,147$2.97M0.0%+7.1%2.229%
9/9/2026Integrated Wealth Concepts LLC9,205$238K0.0%N/A0.174%
9/9/2026NewEdge Advisors LLC13,000$335K0.0%N/A0.245%
9/8/2026Waverly Advisors LLC10,217$264K0.0%N/A0.193%
9/2/2026Citadel Advisors LLC363,902$9.39M0.0%N/A6.866%
8/23/2026Wedmont Private Capital22,950$591K0.0%N/A0.433%
8/23/2026 Global Wealth Strategies & Associates13,078$337K0.1%N/A0.247%
8/22/2026Concurrent Investment Advisors LLC31,883$823K0.0%N/A0.602%
8/21/2026Independence Bank of Kentucky39,461$1.02M0.1%N/A0.745%
8/20/2026Gill Capital Partners LLC246,767$6.37M1.7%N/A4.656%
7/9/2026Sax Wealth Advisors LLC25,250$642K0.0%N/A0.495%
7/8/2026Clark 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%
5/29/2026Asset Dedication LLC10,754$273K0.0%-68.5%0.224%
5/19/2026Bank of America Corp DE167,106$4.25M0.0%+47.4%3.481%
5/18/2026Royal Bank of Canada20,394$518K0.0%+10.3%0.425%
5/18/2026Envision Financial Planning LLC101,913$2.59M0.9%+4.3%2.123%
5/14/2026Lido Advisors LLC50,600$1.29M0.0%+18.2%1.054%
5/5/2026D.A. Davidson & CO.15,250$388K0.0%+23.5%0.318%
5/1/2026Fifth Third Bancorp2,820$72K0.0%N/A0.059%
5/1/2026Sequoia Financial Advisors LLC110,328$2.80M0.0%-7.9%2.398%
4/30/2026Kestra Advisory Services LLC155,917$3.96M0.0%+5.0%3.390%
4/28/2026Ascentis Independent Advisors5,500$140K0.0%N/A0.120%
4/24/2026Key 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%
2/16/2026Tassel Capital Management Inc.15,122$391K0.2%+34.2%0.336%
2/16/2026MML Investors Services LLC11,941$309K0.0%+8.0%0.265%
2/13/2026Jacobi Capital Management LLC16,473$426K0.0%+20.3%0.366%
2/13/2026Kestra 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%
2/11/2026Cookson Peirce & Co. Inc.8,180$211K0.0%N/A0.182%
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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%
2/5/2026Hills 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%
2/3/2026International Assets Investment Management LLC25,138$650K0.0%+9.2%0.559%
2/3/2026Sequoia Financial Advisors LLC119,816$3.10M0.0%N/A2.663%
1/29/2026D.A. Davidson & CO.12,350$319K0.0%+15.4%0.274%
1/27/2026Clark Asset Management LLC36,615$947K0.1%+85.4%0.814%
1/26/2026Asset Dedication LLC34,139$883K0.1%+4.0%0.759%
1/8/2026Legacy Private Trust Co.25,460$658K0.0%N/A0.579%
1/7/2026Precedent Wealth Partners LLC135,042$3.49M0.7%+142.8%3.215%
1/6/2026Avior Wealth Management LLC7,793$201K0.0%N/A0.186%
1/5/2026 Confluence Investment Management LLC293,618$7.59M0.1%+18.3%6.991%
12/2/2025IFP 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%
11/5/2025Envestnet 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%
10/28/2025Tassel 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%
10/20/2025Clark Asset Management LLC19,751$505K0.1%N/A0.534%
10/16/2025Bill Few Associates Inc.11,919$304K0.1%-14.5%0.322%
10/14/2025Farther Finance Advisors LLC5,217$133K0.0%N/A0.141%
10/14/2025Precedent 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%
10/6/2025Cambridge 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%
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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%
8/1/2025Envestnet Asset Management Inc.28,093$704K0.0%-39.6%0.826%


BSSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 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), Envestnet Asset Management Inc. ($5.45M), Confluence Investment Management LLC ($5.06M), Atlantic Union Bankshares Corp ($4.32M), and Bank of America Corp DE ($4.25M).Learn more on Invesco BulletShares 2033 Municipal Bond ETF's institutional investors.

Of the 71 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 ($498.92K), Citadel Advisors LLC ($363.90K), Raymond James Financial Inc. ($280.75K), Gill Capital Partners LLC ($246.77K), Envestnet Asset Management Inc. ($192.56K), Atlantic Union Bankshares Corp ($167.07K), and LPL Financial LLC ($153.72K).

Institutional investors have bought a total of 2,095,145 shares in the last 24 months. This purchase volume represents approximately $53.58M 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 10/6/2026. New 13F filings are added each quarter as they're published.
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