Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

$24.35
-0.02 (-0.08%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$46.39M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.07M
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BSMP Institutional Buying and Selling by Quarter

Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC392,813$9.56M0.0%+886.3%4.414%
5/14/2024 Sentinel Pension Advisors Inc.21,829$531K0.1%+36.4%0.245%
5/13/2024 PAX Financial Group LLC42,474$1.03M0.2%-7.0%0.477%
5/6/2024 OLD Second National Bank of Aurora33,176$808K0.2%+6.6%0.373%
5/4/2024 Paulson Wealth Management Inc.28,993$706K0.2%+6.5%0.326%
5/3/2024 AA Financial Advisors LLC35,375$861K0.3%+26.9%0.397%
4/30/2024 Private Advisor Group LLC48,163$1.17M0.0%+6.4%0.541%
4/30/2024 Foundry Financial Group Inc.10,900$265K0.2%-36.9%0.122%
4/29/2024Commonwealth Equity Services LLC294,498$7.17M0.0%+1.2%3.309%
4/29/2024 Benjamin F. Edwards & Company Inc.15,689$382K0.0%-21.2%0.176%
4/26/2024 YHB Investment Advisors Inc.1,800$44K0.0%N/A0.020%
4/26/2024 MONECO Advisors LLC8,536$208K0.0%-12.0%0.096%
4/23/2024 Precedent Wealth Partners LLC44,964$1.09M0.5%+30.9%0.505%
4/18/2024 Silverlake Wealth Management LLC11,024$268K0.1%N/A0.124%
4/18/2024 Claro Advisors LLC8,854$216K0.0%-28.3%0.099%
4/17/2024 River Street Advisors LLC18,594$453K0.3%N/A0.209%
4/16/2024 OneAscent Financial Services LLC195,040$4.75M0.5%+7.9%2.191%
4/16/2024 Webster Bank N. A.22,355$544K0.1%+12.3%0.251%
4/16/2024 Astoria Portfolio Advisors LLC.36,346$883K0.3%+1.5%0.408%
4/16/2024 Atlantic Union Bankshares Corp112,187$2.73M0.2%+8.0%1.261%
4/16/2024 Tlwm22,769$554K0.1%+3.7%0.256%
4/12/2024 CGN Advisors LLC71,850$1.75M0.2%-28.3%0.807%
4/10/2024 Sterling Financial Group Inc.17,367$423K0.2%-42.1%0.195%
4/1/2024 Confluence Investment Management LLC226,441$5.51M0.1%N/A2.603%
3/14/2024 Leo Wealth LLC78,313$1.91M0.2%N/A0.900%
3/13/2024 MONECO Advisors LLC9,696$238K0.0%+11.2%0.111%
2/20/2024 Voisard Asset Management Group Inc.24,800$608K0.4%N/A0.285%
2/16/2024Hobbs Group Advisors LLC33,672$826K0.4%N/A0.387%
2/13/2024 Paulson Wealth Management Inc.27,231$668K0.2%+13.1%0.313%
2/12/2024 ORBA Wealth Advisors L.L.C.20,000$491K0.3%N/A0.230%
2/12/2024Focus Financial Network Inc. ADV32,009$785K0.0%N/A0.368%
2/12/2024 Parallel Advisors LLC3,000$74K0.0%N/A0.034%
2/9/2024 Advisory Services Network LLC8,405$206K0.0%N/A0.097%
2/9/2024 Wells Fargo & Company MN399,018$9.79M0.0%+2.2%4.586%
2/9/2024 UBS Group AG245,288$6.02M0.0%+8.1%2.819%
2/8/2024 Brown Advisory Inc.24,920$611K0.0%N/A0.286%
2/8/2024 Meridian Wealth Management LLC15,887$390K0.0%N/A0.183%
2/8/2024 Beacon Pointe Advisors LLC24,546$602K0.0%+58.6%0.282%
2/6/2024 Benjamin F. Edwards & Company Inc.19,903$488K0.0%-12.2%0.229%
2/5/2024 Savant Capital LLC61,908$1.52M0.0%-0.9%0.712%
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2/5/2024 MONECO Advisors LLC9,696$238K0.0%+11.2%0.111%
2/2/2024 Addison Advisors LLC8,250$202K0.1%-10.4%0.095%
2/1/2024 CWM LLC330,135$8.10M0.0%+0.6%3.795%
1/31/2024 OLD Second National Bank of Aurora31,132$764K0.2%-5.4%0.358%
1/31/2024 Key Financial Inc71,185$1.75M0.5%+16.7%0.818%
1/30/2024 Avior Wealth Management LLC30,004$736K0.0%+19.0%0.345%
1/30/2024 Carnegie Capital Asset Management LLC76,855$1.89M0.1%-24.9%0.883%
1/23/2024 Leavell Investment Management Inc.10,915$268K0.0%-7.8%0.125%
1/23/2024StrategIQ Financial Group LLC10,450$256K0.0%N/A0.120%
1/23/2024 Webster Bank N. A.19,900$488K0.1%+23.1%0.229%
1/23/2024 Foundry Financial Group Inc.17,278$424K0.4%N/A0.199%
1/22/2024 Secure Asset Management LLC23,421$575K0.2%N/A0.269%
1/22/2024 Claro Advisors LLC12,346$303K0.1%-24.7%0.142%
1/19/2024 Atlantic Union Bankshares Corp103,840$2.55M0.2%+37.2%1.236%
1/18/2024 Precedent Wealth Partners LLC34,345$843K0.4%N/A0.409%
1/16/2024 Raymond James Financial Services Advisors Inc.20,290$498K0.0%+4.1%0.242%
1/16/2024 Raymond James & Associates139,356$3.42M0.0%+19.4%1.659%
1/16/2024Wealthsource Partners LLC15,622$383K0.0%N/A0.186%
1/11/2024 OneAscent Financial Services LLC180,729$4.43M0.6%N/A2.152%
1/10/2024 Cornerstone Wealth Management LLC31,821$781K0.1%-1.5%0.379%
1/8/2024 Horizons Wealth Management34,415$844K0.6%+6.5%0.415%
1/5/2024 CGN Advisors LLC100,217$2.46M0.3%+7.9%1.207%
11/15/2023 Integrated Wealth Concepts LLC118,077$2.83M0.0%+15.7%1.554%
11/15/2023 Lido Advisors LLC38,330$920K0.0%+2.8%0.504%
11/14/2023 Tyler Stone Wealth Management4,491$108K0.1%+11.1%0.059%
11/13/2023 Asset Dedication LLC89,866$2.16M0.2%+2.5%1.182%
11/13/2023 LPL Financial LLC397,362$9.54M0.0%+10.6%5.228%
11/9/2023 UBS Group AG226,898$5.45M0.0%+152.3%2.986%
11/7/2023 Addison Advisors LLC9,205$221K0.1%+27.8%0.121%
11/7/2023 Cookson Peirce & Co. Inc.8,446$203K0.0%-9.9%0.111%
11/7/2023 Savant Capital LLC62,477$1.50M0.0%-6.2%0.822%
11/7/2023 Cornerstone Wealth Management LLC32,296$775K0.1%+8.9%0.425%
11/6/2023 MONECO Advisors LLC8,717$209K0.1%N/A0.115%
11/3/2023 MGO One Seven LLC17,368$417K0.0%+109.9%0.229%
11/3/2023 Private Advisor Group LLC45,426$1.09M0.0%-38.9%0.614%
11/1/2023 Key Financial Inc60,985$1.46M0.5%+22.3%0.824%
10/31/2023 Resonant Capital Advisors LLC85,041$2.04M0.2%-51.8%1.149%
10/27/2023 Astoria Portfolio Advisors LLC.35,692$854K0.4%+21.6%0.489%
10/26/2023 Clear Harbor Asset Management LLC8,419$202K0.0%N/A0.115%
10/26/2023 Hills Bank & Trust Co6,025$145K0.0%N/A0.083%
10/26/2023 WESPAC Advisors LLC25,512$612K0.5%+93.4%0.349%
10/25/2023 OLD Second National Bank of Aurora32,925$790K0.2%+372.9%0.451%
10/24/2023 Denver Wealth Management Inc.55,604$1.34M0.9%-10.9%0.762%
10/24/2023 Raymond James Financial Services Advisors Inc.19,496$468K0.0%+8.6%0.275%
10/24/2023 Raymond James & Associates116,690$2.80M0.0%+3.4%1.644%
10/24/2023 Cambridge Investment Research Advisors Inc.16,357$393K0.0%-51.4%0.230%
10/23/2023 Sentinel Pension Advisors Inc.13,002$312K0.1%+14.8%0.183%
10/23/2023Commonwealth Equity Services LLC136,532$3.28M0.0%+5.7%1.923%
10/20/2023 Atlantic Union Bankshares Corp75,709$1.82M0.2%+34.8%1.066%
10/19/2023 Sterling Financial Group Inc.30,008$720K0.5%+16.3%0.429%
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10/13/2023 CGN Advisors LLC92,886$2.23M0.3%+5.6%1.327%
10/12/2023 Horizons Wealth Management32,305$775K0.6%+62.6%0.462%
10/11/2023 CWM LLC328,242$7.88M0.0%+2.7%4.689%
10/11/2023 Tlwm21,821$524K0.1%+108.2%0.312%
10/11/2023 Carnegie Capital Asset Management LLC102,405$2.46M0.1%-1.9%1.463%
10/10/2023 Confluence Investment Management LLC229,452$5.51M0.1%-0.7%3.278%
9/12/2023Farther Finance Advisors LLC12,714$310K0.1%N/A0.187%
9/7/2023 Sterling Financial Group Inc.25,803$628K0.4%+45.0%0.379%
8/24/2023 Arlington Capital Management Inc.9,785$238K0.2%+12.2%0.144%
8/22/2023 Asset Dedication LLC87,672$2.14M0.2%+10.2%1.289%
(Data available from 1/1/2016 forward)

BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 92 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.79M), Jane Street Group LLC ($9.56M), LPL Financial LLC ($9.54M), CWM LLC ($8.10M), Commonwealth Equity Services LLC ($7.17M), UBS Group AG ($6.02M), and Confluence Investment Management LLC ($5.51M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 89 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($462.83K), Jane Street Group LLC ($352.99K), CWM LLC ($330.14K), LPL Financial LLC ($236.29K), Resonant Capital Advisors LLC ($206.85K), OneAscent Financial Services LLC ($195.04K), and Gateway Wealth Partners LLC ($159.89K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,505,819 shares in the last 24 months. This purchase volume represents approximately $173.24M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold Invesco BulletShares 2025 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 ($121.46K), Carnegie Capital Asset Management LLC ($35.10K), Stratos Wealth Partners LTD. ($30.07K), Private Advisor Group LLC ($28.94K), CGN Advisors LLC ($28.37K), LPL Financial LLC ($23.95K), and Claro Advisors LLC ($20.30K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 401,394 shares in the last 24 months. This volume of shares sold represents approximately $12.38M in transactions.


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

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