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Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Institutional Ownership

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$23.33
-0.05 (-0.21%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2028 Municipal Bond ETF (NASDAQ:BSMS)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$20.89M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.20M
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BSMS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Sentinel Pension Advisors Inc.9,230$217K0.0%N/A0.215%
5/2/2024 First Command Advisory Services Inc.2,150$50K0.0%N/A0.050%
4/30/2024 Foundry Financial Group Inc.10,533$247K0.2%N/A0.245%
4/29/2024Commonwealth Equity Services LLC163,072$3.83M0.0%+13.6%3.792%
4/26/2024 MONECO Advisors LLC13,502$317K0.1%+4.4%0.314%
4/23/2024 Precedent Wealth Partners LLC49,431$1.16M0.5%+29.1%1.150%
4/18/2024 Silverlake Wealth Management LLC10,997$258K0.1%N/A0.256%
4/12/2024 CGN Advisors LLC63,101$1.48M0.2%-32.5%1.467%
4/10/2024 Sterling Financial Group Inc.22,013$517K0.2%-75.8%0.512%
4/1/2024 Confluence Investment Management LLC287,790$6.76M0.1%N/A7.195%
3/22/2024 Cooksen Wealth LLC15,048$357K0.4%N/A0.376%
3/13/2024 MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/16/2024Hobbs Group Advisors LLC30,653$728K0.3%N/A0.766%
2/8/2024 Beacon Pointe Advisors LLC10,671$253K0.0%N/A0.267%
2/6/2024 Private Advisor Group LLC16,097$382K0.0%N/A0.402%
2/6/2024 Wilbanks Smith & Thomas Asset Management LLC14,133$336K0.0%N/A0.353%
2/5/2024 Savant Capital LLC28,463$676K0.0%-13.4%0.712%
2/5/2024 MONECO Advisors LLC12,928$307K0.1%N/A0.323%
2/2/2024 Addison Advisors LLC14,815$352K0.1%-12.3%0.370%
1/31/2024 Key Financial Inc60,856$1.45M0.4%+38.3%1.521%
1/30/2024 Avior Wealth Management LLC8,228$195K0.0%-35.2%0.206%
1/24/2024 Venture Visionary Partners LLC25,242$600K0.0%-10.3%0.631%
1/18/2024 Precedent Wealth Partners LLC38,301$910K0.5%N/A0.982%
1/17/2024 Sterling Financial Group Inc.90,902$2.16M1.3%-27.2%2.331%
1/17/2024 Bill Few Associates Inc.11,147$265K0.1%N/A0.286%
1/16/2024 Raymond James Financial Services Advisors Inc.8,656$206K0.0%-44.5%0.222%
1/16/2024 Raymond James & Associates30,127$716K0.0%+123.9%0.772%
1/16/2024 Valicenti Advisory Services Inc.8,425$200K0.1%N/A0.216%
1/8/2024 Horizons Wealth Management18,919$449K0.3%+6.7%0.526%
1/5/2024 CGN Advisors LLC93,550$2.22M0.3%+4.6%2.599%
11/13/2023 Asset Dedication LLC24,205$544K0.0%+2.9%0.756%
11/13/2023 LPL Financial LLC164,523$3.71M0.0%+9.0%5.141%
11/7/2023 Addison Advisors LLC16,895$381K0.2%+33.2%0.528%
11/7/2023 Savant Capital LLC32,850$740K0.0%+3.7%1.027%
11/1/2023 Key Financial Inc43,991$991K0.3%+36.2%1.375%
10/24/2023 Raymond James & Associates13,457$303K0.0%+38.9%0.434%
10/23/2023Commonwealth Equity Services LLC54,574$1.23M0.0%+7.5%1.760%
10/19/2023 Sterling Financial Group Inc.124,847$2.81M1.8%+5.3%4.027%
10/17/2023 Avior Wealth Management LLC12,697$286K0.0%+5.8%0.410%
10/13/2023 CGN Advisors LLC89,424$2.02M0.3%+7.5%2.981%
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10/13/2023 Venture Visionary Partners LLC28,140$634K0.0%-7.1%0.938%
10/12/2023 Horizons Wealth Management17,723$399K0.3%+21.6%0.591%
10/10/2023 Confluence Investment Management LLC292,256$6.58M0.1%-0.7%9.742%
9/7/2023 Sterling Financial Group Inc.118,553$2.77M1.8%+822.6%4.088%
8/22/2023 Asset Dedication LLC23,534$552K0.0%+26.4%0.812%
8/3/2023 Addison Advisors LLC12,685$296K0.1%N/A0.437%
8/2/2023 Bank of Montreal Can21,772$513K0.0%N/A0.751%
8/1/2023 Dover Advisors LLC21,890$512K0.5%N/A0.755%
8/1/2023 Cookson Peirce & Co. Inc.9,764$228K0.0%N/A0.337%
7/31/2023 LPL Financial LLC150,905$3.53M0.0%+23.9%5.204%
7/31/2023 Koss Olinger Consulting LLC11,317$264K0.0%N/A0.390%
7/28/2023 Key Financial Inc32,291$755K0.3%+58.4%1.113%
7/25/2023 Raymond James Financial Services Advisors Inc.15,602$365K0.0%N/A0.538%
7/25/2023 Raymond James & Associates9,691$226K0.0%N/A0.334%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC11,998$280K0.0%+23.5%0.414%
7/14/2023 Venture Visionary Partners LLC30,289$708K0.0%-4.2%1.044%
7/13/2023 Cambridge Investment Research Advisors Inc.9,825$230K0.0%N/A0.339%
7/10/2023 CGN Advisors LLC83,161$1.94M0.3%+6.8%2.868%
7/7/2023 Legacy Private Trust Co.21,505$503K0.0%-35.0%0.742%
7/3/2023 Horizons Wealth Management14,570$341K0.2%+20.2%0.502%
7/3/2023 Confluence Investment Management LLC294,366$6.88M0.1%-2.4%10.151%
5/10/2023 LPL Financial LLC121,773$2.88M0.0%+205.7%4.199%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC9,713$230K0.0%N/A0.335%
5/3/2023 Savant Capital LLC31,669$749K0.0%N/A1.092%
5/2/2023 Key Financial Inc20,386$482K0.2%+258.5%0.703%
4/25/2023 NorthCrest Asset Manangement LLC9,734$230K0.0%N/A0.336%
4/24/2023 Asset Dedication LLC18,619$442K0.0%+2.8%0.642%
4/19/2023 Carmel Capital Partners LLC6,000$142K0.1%N/A0.207%
4/13/2023 Venture Visionary Partners LLC31,630$748K0.0%+14.9%1.091%
4/12/2023 Legacy Private Trust Co.33,075$783K0.1%N/A1.141%
4/6/2023 Horizons Wealth Management12,123$287K0.2%+24.5%0.418%
4/4/2023 CGN Advisors LLC77,891$1.84M0.3%+31.6%2.686%
4/4/2023 Confluence Investment Management LLC301,684$7.14M0.1%+1.0%10.403%
2/9/2023 Venture Visionary Partners LLC27,530$640K0.0%-18.8%1.101%
2/7/2023 Benjamin F. Edwards & Company Inc.6,880$160K0.0%+138.9%0.275%
2/7/2023 LPL Financial LLC39,835$925K0.0%+104.6%1.593%
2/7/2023 Envestnet Asset Management Inc.15,835$368K0.0%N/A0.633%
1/24/2023 Royal Harbor Partners LLC19,804$460K0.3%-16.1%0.825%
1/20/2023S.C. Financial Services Inc.9,623$224K0.3%N/A0.401%
1/19/2023 Asset Dedication LLC18,119$420K0.0%+37.2%0.755%
1/9/2023 CGN Advisors LLC59,204$1.38M0.2%+42.6%2.574%
1/4/2023 Confluence Investment Management LLC298,840$6.94M0.1%N/A24.903%
1/3/2023 Horizons Wealth Management9,741$226K0.2%+337.6%0.812%
11/8/2022 Cookson Peirce & Co. Inc.9,323$208K0.0%-29.3%0.777%
10/28/2022 Benjamin F. Edwards & Company Inc.2,880$64K0.0%N/A0.288%
10/27/2022 Asset Dedication LLC13,206$295K0.0%+13.8%1.321%
10/18/2022 CGN Advisors LLC41,519$926K0.2%+16.4%4.613%
8/19/2022 Horizons Wealth Management2,226$53K0.0%N/A0.247%
8/8/2022 Eqis Capital Management Inc.9,768$227K0.0%-6.8%1.085%
7/27/2022 Garrett Investment Advisors LLC35,655$829K0.2%N/A3.962%
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7/20/2022 Cookson Peirce & Co. Inc.13,196$307K0.0%-7.3%1.466%
7/19/2022 Asset Dedication LLC11,604$269K0.0%-7.9%1.289%
7/18/2022 NorthCrest Asset Manangement LLC9,734$226K0.0%N/A1.082%
5/4/2022 Advisor Group Holdings Inc.24,394$591K0.0%+11.9%2.710%
5/3/2022 Cookson Peirce & Co. Inc.14,236$345K0.0%-4.5%1.582%
4/27/2022 Key Financial Inc5,686$138K0.1%+1,676.9%0.632%
4/21/2022 Asset Dedication LLC12,594$306K0.0%+41.7%1.399%
2/9/2022 NorthCrest Asset Manangement LLC9,734$255K0.0%N/A1.217%
2/3/2022 Advisor Group Holdings Inc.21,807$572K0.0%+67.5%2.726%
1/31/2022 Cookson Peirce & Co. Inc.14,906$390K0.0%+35.2%1.863%
(Data available from 1/1/2016 forward)

BSMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMS shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($6.76M), Commonwealth Equity Services LLC ($3.83M), LPL Financial LLC ($3.71M), CGN Advisors LLC ($1.48M), Key Financial Inc ($1.45M), Precedent Wealth Partners LLC ($1.16M), and Garrett Investment Advisors LLC ($829K).Learn more on BSMS's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2028 Municipal Bond ETF stock?

Of the 40 institutional investors that purchased Invesco BulletShares 2028 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 ($589.47K), LPL Financial LLC ($145.05K), Sterling Financial Group Inc. ($112.00K), CGN Advisors LLC ($57.90K), Key Financial Inc ($55.17K), Precedent Wealth Partners LLC ($49.43K), and Garrett Investment Advisors LLC ($35.66K).

How much institutional buying is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have bought a total of 1,542,725 shares in the last 24 months. This purchase volume represents approximately $51.35M in transactions.

Which Invesco BulletShares 2028 Municipal Bond ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Invesco BulletShares 2028 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sterling Financial Group Inc. ($102.83K), CGN Advisors LLC ($30.45K), Venture Visionary Partners LLC ($12.76K), Legacy Private Trust Co. ($11.57K), Confluence Investment Management LLC ($9.43K), Raymond James Financial Services Advisors Inc. ($6.95K), and Cookson Peirce & Co. Inc. ($4.91K).

How much institutional selling is happening at Invesco BulletShares 2028 Municipal Bond ETF?

Institutional investors have sold a total of 195,332 shares in the last 24 months. This volume of shares sold represents approximately $4.97M in transactions.


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This page (NASDAQ:BSMS) was last updated on 5/20/2024 by MarketBeat.com Staff

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