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Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Institutional Ownership

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$23.05
-0.05 (-0.22%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$19.90M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.59M
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BSMT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank4,911$114K0.0%+278.1%0.117%
5/14/2024 Sentinel Pension Advisors Inc.9,170$213K0.0%N/A0.218%
5/2/2024 First Command Advisory Services Inc.1,961$46K0.0%N/A0.047%
4/30/2024Commonwealth Equity Services LLC33,783$785K0.0%+7.3%0.804%
4/23/2024 Precedent Wealth Partners LLC50,131$1.17M0.5%+28.4%1.194%
4/18/2024 Silverlake Wealth Management LLC11,095$258K0.1%N/A0.264%
4/16/2024 Atlantic Union Bankshares Corp66,237$1.54M0.1%+5.8%1.577%
4/16/2024 Tlwm11,349$264K0.1%+5.8%0.270%
4/12/2024 CGN Advisors LLC63,927$1.49M0.2%-32.7%1.522%
4/10/2024 Sterling Financial Group Inc.86,634$2.01M1.0%+208.5%2.221%
4/1/2024 Confluence Investment Management LLC125,525$2.92M0.0%N/A3.804%
3/22/2024 Cooksen Wealth LLC15,203$357K0.4%N/A0.461%
2/16/2024Hobbs Group Advisors LLC26,309$618K0.3%N/A0.797%
2/9/2024 D.A. Davidson & CO.59,407$1.40M0.0%-16.8%1.800%
2/9/2024 Wells Fargo & Company MN285,889$6.72M0.0%-27.3%8.663%
2/8/2024 Beacon Pointe Advisors LLC15,471$363K0.0%N/A0.469%
2/7/2024 Hills Bank & Trust Co236,215$5.55M0.5%+124.9%7.158%
2/6/2024 Private Advisor Group LLC15,587$366K0.0%N/A0.472%
2/2/2024 Addison Advisors LLC13,255$311K0.1%-9.2%0.402%
1/31/2024 Key Financial Inc80,739$1.90M0.5%+17.8%2.447%
1/30/2024 Avior Wealth Management LLC27,920$656K0.0%+141.6%0.846%
1/19/2024 Atlantic Union Bankshares Corp62,608$1.47M0.1%+31.4%2.236%
1/18/2024 Precedent Wealth Partners LLC39,051$918K0.5%N/A1.395%
1/16/2024 Raymond James Financial Services Advisors Inc.16,506$388K0.0%+5.7%0.590%
1/16/2024 Raymond James & Associates8,894$209K0.0%N/A0.318%
1/16/2024 Valicenti Advisory Services Inc.8,525$200K0.1%N/A0.304%
1/9/2024 Tlwm10,722$252K0.1%N/A0.397%
1/8/2024 Horizons Wealth Management19,049$448K0.3%+301.2%0.706%
1/5/2024 CGN Advisors LLC94,986$2.23M0.3%+5.3%3.518%
11/13/2023 Asset Dedication LLC23,528$521K0.0%+2.3%0.980%
11/8/2023 D.A. Davidson & CO.71,444$1.58M0.0%+8.5%2.977%
11/7/2023 Addison Advisors LLC14,595$323K0.1%+25.5%0.608%
10/26/2023 Hills Bank & Trust Co105,044$2.32M0.3%N/A4.567%
10/23/2023Commonwealth Equity Services LLC20,039$443K0.0%+11.3%0.911%
10/20/2023 Atlantic Union Bankshares Corp47,652$1.05M0.1%+15.6%2.166%
10/19/2023 Sterling Financial Group Inc.28,083$621K0.4%+18.9%1.277%
10/17/2023 Avior Wealth Management LLC11,554$256K0.0%+6.3%0.525%
10/13/2023 CGN Advisors LLC90,214$2.00M0.3%+7.5%4.101%
10/12/2023 Horizons Wealth Management4,748$105K0.1%+65.1%0.216%
9/7/2023 Sterling Financial Group Inc.23,613$543K0.4%+83.0%1.124%
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8/22/2023 Asset Dedication LLC23,005$528K0.0%+25.4%1.095%
8/11/2023 D.A. Davidson & CO.65,822$1.51M0.0%+24.0%3.134%
8/8/2023 Wrapmanager Inc.13,531$311K0.1%-10.6%0.644%
8/3/2023 Addison Advisors LLC11,630$267K0.1%N/A0.554%
8/2/2023 Bank of Montreal Can2,126$49K0.0%N/A0.101%
8/1/2023 Cookson Peirce & Co. Inc.9,953$229K0.0%N/A0.474%
7/31/2023 LPL Financial LLC47,598$1.09M0.0%+27.8%2.267%
7/28/2023 Key Financial Inc68,529$1.58M0.5%+396.6%3.263%
7/25/2023 Raymond James Financial Services Advisors Inc.15,619$359K0.0%N/A0.744%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC10,867$250K0.0%+27.2%0.517%
7/11/2023 Atlantic Union Bankshares Corp41,210$947K0.1%+122.9%1.962%
7/10/2023 CGN Advisors LLC83,885$1.93M0.3%+7.2%3.995%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,545$200K0.0%N/A0.407%
5/3/2023 Savant Capital LLC15,489$362K0.0%N/A0.738%
5/2/2023 Key Financial Inc13,800$323K0.1%N/A0.657%
4/27/2023 Benjamin F. Edwards & Company Inc.2,930$69K0.0%-86.9%0.140%
4/25/2023 D.A. Davidson & CO.53,090$1.24M0.0%+35.9%2.528%
4/24/2023 Asset Dedication LLC18,350$427K0.0%+7.2%0.874%
4/11/2023 Massmutual Trust Co. FSB ADV41,136$962K0.0%+95.4%1.959%
4/4/2023 CGN Advisors LLC78,287$1.83M0.3%+31.8%3.728%
4/4/2023 Confluence Investment Management LLC13,099$306K0.0%-65.3%0.624%
2/9/2023 Atlantic Union Bankshares Corp18,695$428K0.0%N/A0.890%
2/8/2023 UBS Group AG6,750$155K0.0%-55.3%0.321%
2/7/2023 Benjamin F. Edwards & Company Inc.22,376$512K0.0%+663.7%1.066%
2/7/2023 LPL Financial LLC33,941$777K0.0%+126.3%1.616%
2/7/2023 Envestnet Asset Management Inc.14,588$334K0.0%N/A0.695%
2/6/2023 Wrapmanager Inc.15,385$352K0.1%+23.8%0.733%
2/3/2023 D.A. Davidson & CO.39,070$895K0.0%N/A1.860%
1/31/2023 Cookson Peirce & Co. Inc.9,878$226K0.0%+4.5%0.470%
1/24/2023 Royal Harbor Partners LLC18,167$416K0.3%-17.3%0.956%
1/19/2023 Asset Dedication LLC17,121$391K0.0%+51.7%0.901%
1/9/2023 CGN Advisors LLC59,410$1.36M0.2%+43.1%3.301%
1/6/2023 Massmutual Trust Co. FSB ADV21,053$482K0.0%-2.5%1.170%
1/4/2023 Confluence Investment Management LLC37,699$863K0.0%-60.0%3.770%
1/3/2023 Horizons Wealth Management2,876$66K0.1%N/A0.288%
11/14/2022 Equitable Holdings Inc.25,365$557K0.0%N/A2.537%
11/8/2022 Cookson Peirce & Co. Inc.9,452$207K0.0%-29.4%0.945%
11/8/2022 Lmcg Investments LLC74,233$1.63M0.1%N/A7.423%
10/28/2022 Benjamin F. Edwards & Company Inc.2,930$64K0.0%-79.8%0.366%
10/27/2022 Asset Dedication LLC11,285$249K0.0%+17.8%1.411%
10/18/2022 CGN Advisors LLC41,521$911K0.2%+16.8%5.190%
10/13/2022 FOCUS Wealth Advisors LLC11,888$261K0.2%N/A1.486%
10/7/2022 Massmutual Trust Co. FSB ADV21,597$474K0.0%N/A2.700%
10/3/2022 Confluence Investment Management LLC94,257$2.07M0.0%-19.4%11.782%
8/4/2022 Northwestern Mutual Wealth Management Co.16,524$379K0.0%+9.5%2.066%
7/27/2022 Garrett Investment Advisors LLC35,535$815K0.2%N/A4.442%
7/20/2022 Cookson Peirce & Co. Inc.13,391$307K0.0%-6.5%1.674%
7/19/2022 Asset Dedication LLC9,581$219K0.0%-12.0%1.198%
7/6/2022 Confluence Investment Management LLC116,874$2.68M0.0%+22.0%14.609%
5/9/2022 Northwestern Mutual Wealth Management Co.15,094$363K0.0%+4.8%1.887%
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5/4/2022 Advisor Group Holdings Inc.20,020$481K0.0%+24.1%2.503%
5/3/2022 Cookson Peirce & Co. Inc.14,325$345K0.0%-4.2%1.791%
4/21/2022 Asset Dedication LLC10,893$262K0.0%+48.7%1.556%
4/4/2022 Confluence Investment Management LLC95,785$2.30M0.0%+17.1%13.684%
2/7/2022 Wrapmanager Inc.12,942$338K0.1%N/A1.849%
2/3/2022 Advisor Group Holdings Inc.16,136$422K0.0%+116.7%2.305%
2/3/2022 Northwestern Mutual Wealth Management Co.14,401$376K0.0%+30.7%2.057%
1/31/2022 Cookson Peirce & Co. Inc.14,953$391K0.0%+35.1%2.136%
1/21/2022 Asset Dedication LLC7,325$189K0.0%+93.8%1.046%
1/4/2022 Confluence Investment Management LLC81,775$2.14M0.0%+2.8%13.629%
(Data available from 1/1/2016 forward)

BSMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMT shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.72M), Hills Bank & Trust Co ($5.55M), Confluence Investment Management LLC ($2.92M), Sterling Financial Group Inc. ($2.01M), Key Financial Inc ($1.90M), Lmcg Investments LLC ($1.63M), and Atlantic Union Bankshares Corp ($1.54M).Learn more on BSMT's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2029 Municipal Bond ETF stock?

Of the 39 institutional investors that purchased Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hills Bank & Trust Co ($236.22K), Confluence Investment Management LLC ($146.61K), Key Financial Inc ($80.74K), Lmcg Investments LLC ($74.23K), Sterling Financial Group Inc. ($73.73K), D.A. Davidson & CO. ($71.44K), and Atlantic Union Bankshares Corp ($66.45K).

How much institutional buying is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have bought a total of 1,292,714 shares in the last 24 months. This purchase volume represents approximately $39.50M in transactions.

Which Invesco BulletShares 2029 Municipal Bond ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Invesco BulletShares 2029 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($107.32K), Confluence Investment Management LLC ($103.78K), CGN Advisors LLC ($31.06K), Benjamin F. Edwards & Company Inc. ($31.01K), D.A. Davidson & CO. ($12.04K), UBS Group AG ($8.35K), and Cookson Peirce & Co. Inc. ($4.87K).

How much institutional selling is happening at Invesco BulletShares 2029 Municipal Bond ETF?

Institutional investors have sold a total of 307,027 shares in the last 24 months. This volume of shares sold represents approximately $10.60M in transactions.


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

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