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Invesco BulletShares 2033 Municipal Bond ETF (BSSX) Institutional Ownership

Invesco BulletShares 2033 Municipal Bond ETF logo
$25.59 +0.05 (+0.20%)
As of 12:54 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)
47
Total
Institutional Inflows
(last 12 months)
$24.86M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.62M
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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
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%
5/19/2026Bank 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%
5/14/2026 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%
2/19/2026Invesco Ltd.96,839$2.50M0.0%+32.0%2.152%
2/17/2026 Cetera 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%
2/13/2026 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%
2/12/2026Jane 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%
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%
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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%
11/17/2025United 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%
11/17/2025Elequin 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%
11/7/2025 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%
11/4/2025Jones 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%
9/4/2025Osaic Holdings Inc.3,592$90K0.0%+23.6%0.106%
8/19/2025 Asset Dedication LLC28,404$712K0.1%+1,124.3%0.835%
8/15/2025Envision 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%
8/13/2025 StoneX 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%
8/13/2025 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%
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%
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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%


BSSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of Invesco BulletShares 2033 Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($7.42M), Confluence Investment Management LLC ($5.69M), Atlantic Union Bankshares Corp ($4.32M), Bank of America Corp DE ($4.25M), Kestra Advisory Services LLC ($3.96M), Raymond James Financial Inc. ($3.95M), and Sterling Financial Group Inc. ($3.94M).Learn more on Invesco BulletShares 2033 Municipal Bond ETF's institutional investors.

Of the 62 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 Bank of America Corp DE ($98.78K).

Institutional investors have bought a total of 967,173 shares in the last 24 months. This purchase volume represents approximately $24.86M in transactions.

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: Envision Financial Planning LLC ($81.71K), 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), and MONECO Advisors LLC ($4.31K).

Institutional investors have sold a total of 182,006 shares in the last 24 months. This volume of shares sold represents approximately $4.62M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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