Free Trial

Invesco BulletShares 2024 Municipal Bond ETF (BSMO) Institutional Ownership

→ Urgent Nvidia Warning (From Altimetry) (Ad)
Free BSMO Stock Alerts
$24.82
-0.03 (-0.12%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$58.09M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$21.68M
Get BSMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2024 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BSMO Institutional Buying and Selling by Quarter

Invesco BulletShares 2024 Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC646,033$16.01M0.0%+646.8%7.976%
5/14/2024 Sentinel Pension Advisors Inc.17,749$440K0.1%+48.1%0.219%
5/13/2024 PAX Financial Group LLC42,408$1.05M0.2%-7.0%0.524%
5/6/2024 OLD Second National Bank of Aurora33,543$831K0.2%-30.1%0.414%
5/4/2024 Paulson Wealth Management Inc.28,749$712K0.2%+6.7%0.355%
5/3/2024 AA Financial Advisors LLC31,825$789K0.3%+7.7%0.393%
5/2/2024 First Command Advisory Services Inc.2,219$55K0.0%N/A0.027%
5/1/2024 Resonant Capital Advisors LLC73,870$1.83M0.2%-24.7%0.912%
4/30/2024 Private Advisor Group LLC52,071$1.29M0.0%+1.2%0.643%
4/30/2024 Foundry Financial Group Inc.9,790$243K0.2%-39.2%0.121%
4/29/2024Commonwealth Equity Services LLC204,243$5.06M0.0%-28.2%2.522%
4/26/2024 MONECO Advisors LLC8,196$203K0.0%-9.4%0.101%
4/25/2024 Cambridge Investment Research Advisors Inc.70,895$1.76M0.0%+94.0%0.875%
4/23/2024 Precedent Wealth Partners LLC36,719$910K0.4%+11.8%0.453%
4/19/2024 Cornerstone Wealth Management LLC36,101$895K0.1%-7.7%0.440%
4/18/2024 Claro Advisors LLC16,829$417K0.1%-23.2%0.205%
4/18/2024 Mirador Capital Partners LP30,378$753K0.1%-20.5%0.370%
4/17/2024 River Street Advisors LLC38,012$942K0.6%N/A0.464%
4/16/2024 OneAscent Financial Services LLC266,189$6.60M0.7%+4.6%3.246%
4/16/2024 Webster Bank N. A.32,810$813K0.1%-1.8%0.400%
4/16/2024 Atlantic Union Bankshares Corp64,297$1.59M0.1%+6.0%0.784%
4/12/2024 CGN Advisors LLC71,970$1.78M0.2%-28.2%0.878%
4/10/2024 Sterling Financial Group Inc.9,366$232K0.1%-68.2%0.114%
4/10/2024 BCS Wealth Management9,644$239K0.1%+11.7%0.118%
4/10/2024 Lantz Financial LLC21,013$521K0.2%-8.3%0.256%
4/1/2024 Confluence Investment Management LLC142,489$3.53M0.0%N/A1.583%
3/14/2024 Leo Wealth LLC63,660$1.58M0.2%N/A0.707%
3/13/2024 MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/20/2024 Voisard Asset Management Group Inc.14,664$365K0.2%N/A0.163%
2/16/2024Hobbs Group Advisors LLC43,279$1.08M0.5%N/A0.481%
2/13/2024 Paulson Wealth Management Inc.26,953$672K0.2%+11.2%0.299%
2/12/2024 ORBA Wealth Advisors L.L.C.19,500$486K0.3%N/A0.217%
2/12/2024Focus Financial Network Inc. ADV50,720$1.26M0.0%N/A0.564%
2/12/2024 Parallel Advisors LLC3,000$75K0.0%N/A0.033%
2/9/2024 Advisory Services Network LLC7,519$187K0.0%N/A0.084%
2/9/2024 Wells Fargo & Company MN390,994$9.74M0.0%-5.8%4.344%
2/9/2024 UBS Group AG250,655$6.25M0.0%+6.0%2.785%
2/8/2024 Brown Advisory Inc.24,306$606K0.0%N/A0.270%
2/8/2024 Beacon Pointe Advisors LLC21,338$532K0.0%+82.9%0.237%
2/7/2024 Astoria Portfolio Advisors LLC.50,586$1.25M0.5%-11.1%0.562%
[URGENT] DO NOT Touch These AI Stocks! (Ad)

Artificial intelligence stocks are carrying the market. One of them, Nvidia, recently became the seventh company ever to hit a $1 trillion market cap. But is this AI rally over?

Click here for our #1 AI Stock for 2024 and Beyond
2/6/2024 Benjamin F. Edwards & Company Inc.2,725$68K0.0%-86.4%0.030%
2/5/2024 Savant Capital LLC48,121$1.20M0.0%-38.5%0.535%
2/5/2024 MONECO Advisors LLC9,051$226K0.0%N/A0.101%
2/2/2024 Addison Advisors LLC5,585$139K0.1%-32.1%0.062%
2/1/2024 Masso Torrence Wealth Management Inc.25,477$635K0.4%-8.1%0.283%
1/31/2024 Resonant Capital Advisors LLC98,067$2.44M0.2%-5.0%1.090%
1/31/2024 OLD Second National Bank of Aurora47,988$1.20M0.3%-4.9%0.533%
1/31/2024 Key Financial Inc70,865$1.77M0.5%+16.4%0.787%
1/30/2024 Latitude Advisors LLC9,313$232K0.2%-24.9%0.103%
1/30/2024 Avior Wealth Management LLC11,521$287K0.0%-55.2%0.128%
1/30/2024 Carnegie Capital Asset Management LLC49,645$1.24M0.0%-28.6%0.552%
1/24/2024 Private Trust Co. NA21,637$539K0.1%-5.7%0.240%
1/23/2024StrategIQ Financial Group LLC10,300$257K0.0%+25.6%0.114%
1/23/2024 Webster Bank N. A.33,415$833K0.1%+3.5%0.371%
1/23/2024 Denver Wealth Management Inc.51,926$1.29M0.7%-2.8%0.577%
1/23/2024 Foundry Financial Group Inc.16,097$401K0.3%N/A0.179%
1/22/2024 Secure Asset Management LLC24,432$609K0.2%N/A0.271%
1/22/2024 Claro Advisors LLC21,921$546K0.1%+6.4%0.244%
1/19/2024 Mirador Capital Partners LP38,222$952K0.2%-34.1%0.425%
1/19/2024 Atlantic Union Bankshares Corp60,685$1.51M0.1%+29.0%0.674%
1/18/2024 Precedent Wealth Partners LLC32,841$818K0.4%N/A0.365%
1/16/2024 Raymond James Financial Services Advisors Inc.23,160$577K0.0%-11.4%0.257%
1/16/2024 Raymond James & Associates143,307$3.57M0.0%+15.6%1.592%
1/16/2024Wealthsource Partners LLC9,332$233K0.0%-7.4%0.104%
1/12/2024 Lantz Financial LLC22,924$571K0.2%-9.4%0.255%
1/11/2024 OneAscent Financial Services LLC254,507$6.34M0.8%N/A2.828%
1/9/2024 Tlwm10,969$273K0.1%-11.2%0.126%
1/8/2024 Horizons Wealth Management23,773$592K0.4%+4.5%0.273%
1/5/2024 CGN Advisors LLC100,170$2.50M0.3%+4.8%1.151%
11/15/2023 Integrated Wealth Concepts LLC139,375$3.44M0.1%+12.1%1.659%
11/15/2023 Lido Advisors LLC233,465$5.75M0.0%+770.0%2.779%
11/13/2023 Asset Dedication LLC107,483$2.65M0.2%+2.5%1.280%
11/13/2023 Stifel Financial Corp76,272$1.88M0.0%-9.2%0.908%
11/13/2023 Mariner LLC28,961$714K0.0%+23.9%0.345%
11/13/2023 LPL Financial LLC460,464$11.35M0.0%+5.7%5.482%
11/9/2023 UBS Group AG236,400$5.83M0.0%+105.0%2.814%
11/8/2023 HighTower Advisors LLC35,892$884K0.0%+3.1%0.427%
11/7/2023 Masso Torrence Wealth Management Inc.27,710$683K0.5%-1.8%0.330%
11/7/2023 Cookson Peirce & Co. Inc.8,288$204K0.0%-10.2%0.099%
11/7/2023 Cornerstone Wealth Management LLC38,763$955K0.1%+6.3%0.461%
11/3/2023 MGO One Seven LLC23,893$589K0.0%+66.7%0.284%
11/3/2023 Latitude Advisors LLC12,397$306K0.2%N/A0.149%
11/3/2023 Private Advisor Group LLC51,417$1.27M0.0%+2.4%0.619%
11/1/2023 Key Financial Inc60,865$1.50M0.5%+21.9%0.733%
10/31/2023 Resonant Capital Advisors LLC103,185$2.54M0.3%-79.3%1.243%
10/27/2023 Astoria Portfolio Advisors LLC.56,918$1.40M0.7%+12.5%0.694%
10/26/2023 WESPAC Advisors LLC24,956$615K0.5%+94.4%0.304%
10/25/2023 OLD Second National Bank of Aurora50,441$1.24M0.4%+116.3%0.615%
10/24/2023 Denver Wealth Management Inc.53,431$1.32M0.8%-14.8%0.652%
10/24/2023 Raymond James & Associates123,942$3.06M0.0%+2.4%1.511%
[URGENT] DO NOT Touch These AI Stocks! (Ad)

Artificial intelligence stocks are carrying the market. One of them, Nvidia, recently became the seventh company ever to hit a $1 trillion market cap. But is this AI rally over?

Click here for our #1 AI Stock for 2024 and Beyond
10/24/2023 Cambridge Investment Research Advisors Inc.38,723$954K0.0%-32.3%0.472%
10/23/2023 Sentinel Pension Advisors Inc.10,520$259K0.1%+18.7%0.128%
10/23/2023Commonwealth Equity Services LLC130,107$3.21M0.0%-6.5%1.587%
10/20/2023 Atlantic Union Bankshares Corp47,034$1.16M0.1%+14.1%0.574%
10/19/2023 Sterling Financial Group Inc.29,486$727K0.5%+15.9%0.360%
10/18/2023 Private Trust Co. NA22,937$565K0.1%-11.9%0.280%
10/13/2023 Collective Family Office LLC33,945$837K0.3%N/A0.430%
10/13/2023 CGN Advisors LLC95,613$2.36M0.3%+4.9%1.210%
10/12/2023IFP Advisors Inc26,937$664K0.0%-13.1%0.341%
10/12/2023 Horizons Wealth Management22,747$561K0.4%+115.0%0.288%
(Data available from 1/1/2016 forward)

BSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMO shares?

During the previous two years, 100 institutional investors and hedge funds held shares of Invesco BulletShares 2024 Municipal Bond ETF. The most heavily invested institutionals were Jane Street Group LLC ($16.01M), LPL Financial LLC ($11.35M), Wells Fargo & Company MN ($9.74M), OneAscent Financial Services LLC ($6.60M), UBS Group AG ($6.25M), Gateway Wealth Partners LLC ($6.06M), and Lido Advisors LLC ($5.75M).Learn more on BSMO's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2024 Municipal Bond ETF stock?

Of the 95 institutional investors that purchased Invesco BulletShares 2024 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($559.52K), Resonant Capital Advisors LLC ($530.54K), Confluence Investment Management LLC ($407.92K), LPL Financial LLC ($286.58K), OneAscent Financial Services LLC ($266.19K), Gateway Wealth Partners LLC ($243.31K), and Lido Advisors LLC ($233.47K).

How much institutional buying is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have bought a total of 5,370,126 shares in the last 24 months. This purchase volume represents approximately $208.03M in transactions.

Which Invesco BulletShares 2024 Municipal Bond ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold Invesco BulletShares 2024 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resonant Capital Advisors LLC ($456.67K), Commonwealth Equity Services LLC ($112.32K), Carnegie Capital Asset Management LLC ($32.52K), Savant Capital LLC ($30.14K), CGN Advisors LLC ($28.20K), Mirador Capital Partners LP ($27.62K), and Wells Fargo & Company MN ($24.03K).

How much institutional selling is happening at Invesco BulletShares 2024 Municipal Bond ETF?

Institutional investors have sold a total of 951,488 shares in the last 24 months. This volume of shares sold represents approximately $25.38M in transactions.


Related Companies:
This page (NASDAQ:BSMO) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Next President (Not Trump. Not Biden.)
The Freeport Society
Urgent Nvidia Warning
Altimetry
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Most important medical advance in 100 years
The Oxford Club
41 banks launch ‘crypto dollar’
Stansberry Research
Dems have chosen Biden replacement?
Paradigm Press