BSMT Institutional Ownership
Invesco BulletShares 2029 Municipal Bond ETF
1W: +0.1%
1M: -2.4%
3M: -3.0%
YTD: -3.3%
1Y: -3.1%
3Y: +6.7%
5Y: -5.8%
$22.29
-0.00 (-0.01%)
Weekly Expected Move ±0.7%
$22
$22
$22
$22
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BSMT
133
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
190M
Total Invested
18
New Positions
54
Increased
34
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (139 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 664,948 | $15M | +5,669 | +0.9% | 12Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 567,574 | $13M | -19,144 | -3.3% | 24Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 381,835 | $9M | +182,426 | +91.5% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 324,270 | $7M | +24,711 | +8.2% | 17Q | SEC ↗ |
| 5 | Invesco Ltd. | 303,363 | $7M | +7,258 | +2.5% | 15Q | SEC ↗ |
| 6 | Atlantic Union Bankshares Corp | 301,728 | $7M | +111,125 | +58.3% | 15Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 293,262 | $7M | +1,438 | +0.5% | 15Q | SEC ↗ |
| 8 | Kathmere Capital Management, LLC | 274,921 | $6M | +23,088 | +9.2% | 7Q | SEC ↗ |
| 9 | MORGAN STANLEY | 247,954 | $6M | +2,837 | +1.2% | 25Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 225,499 | $5M | +4,359 | +2.0% | 8Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 216,442 | $5M | +16,948 | +8.5% | 7Q | SEC ↗ |
| 12 | Avior Wealth Management, LLC | 193,355 | $4M | -36,321 | -15.8% | 14Q | SEC ↗ |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | 178,979 | $4M | +12,680 | +7.6% | 11Q | SEC ↗ |
| 14 | CENTRAL VALLEY ADVISORS, LLC | 169,747 | $4M | -6,726 | -3.8% | 6Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 169,221 | $4M | +50,801 | +42.9% | 24Q | SEC ↗ |
| 16 | MONECO ADVISORS, LLC | 158,107 | $4M | +4,897 | +3.2% | 9Q | SEC ↗ |
| 17 | UBS Group AG | 155,342 | $3M | -78,581 | -33.6% | 22Q | SEC ↗ |
| 18 | Integrated Wealth Concepts LLC | 154,554 | $3M | +19,148 | +14.1% | 13Q | SEC ↗ |
| 19 | Legacy Private Trust Co. | 132,580 | $3M | +45,151 | +51.6% | 5Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 112,989 | $3M | +2,822 | +2.6% | 14Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 110,271 | $2M | +11,688 | +11.9% | 21Q | SEC ↗ |
| 22 | Sequoia Financial Advisors, LLC | 107,886 | $2M | -52,357 | -32.7% | 3Q | SEC ↗ |
| 23 | Lido Advisors, LLC | 106,400 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 105,968 | $2M | -1,490 | -1.4% | 15Q | SEC ↗ |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 96,425 | $2M | -7,953 | -7.6% | 2Q | SEC ↗ |
| 26 | Clark Asset Management, LLC | 96,171 | $2M | -2,566 | -2.6% | 15Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 87,624 | $2M | +8,601 | +10.9% | 11Q | SEC ↗ |
| 28 | Kinetic Wealth Investment Advisors LLC NEW | 80,405 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | VestGen Advisors, LLC | 79,868 | $2M | +4,934 | +6.6% | 6Q | SEC ↗ |
| 30 | Key Financial Inc | 79,698 | $2M | -31,078 | -28.1% | 14Q | SEC ↗ |
| 31 | SIGNATUREFD, LLC | 77,860 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 76,642 | $2M | +12,516 | +19.5% | 11Q | SEC ↗ |
| 33 | Financial Solutions Advisory Group, In | 72,527 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 34 | Asset Dedication, LLC | 71,381 | $2M | -3,603 | -4.8% | 21Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 70,341 | $2M | +14,335 | +25.6% | 9Q | SEC ↗ |
| 36 | Coastline Complete Wealth LLC | 68,735 | $2M | -165 | -0.2% | 2Q | SEC ↗ |
| 37 | Paulson Wealth Management Inc. | 56,803 | $1M | -733 | -1.3% | 7Q | SEC ↗ |
| 38 | Farmers National Bank | 53,086 | $1M | +650 | +1.2% | 7Q | SEC ↗ |
| 39 | MISSION WEALTH MANAGEMENT, LP | 51,344 | $1M | +41,344 | +413.4% | 2Q | SEC ↗ |
| 40 | CAPTRUST FINANCIAL ADVISORS | 46,396 | $1M | -39 | -0.1% | 22Q | SEC ↗ |
| 41 | Anchor Investment Management, LLC | 45,500 | $1M | +19,000 | +71.7% | 4Q | SEC ↗ |
| 42 | Willis Johnson & Associates, Inc. | 43,244 | $964K | +297 | +0.7% | 2Q | SEC ↗ |
| 43 | Carnegie Investment Counsel | 42,938 | $957K | -114 | -0.3% | 7Q | SEC ↗ |
| 44 | Jacobi Capital Management LLC | 42,726 | $953K | +24,250 | +131.3% | 9Q | SEC ↗ |
| 45 | BROWN ADVISORY INC | 41,306 | $921K | +2,220 | +5.7% | 5Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 39,841 | $888K | +707 | +1.8% | 7Q | SEC ↗ |
| 47 | AlphaStar Capital Management, LLC | 38,417 | $856K | -957 | -2.4% | 7Q | SEC ↗ |
| 48 | Garrett Wealth Advisory Group, LLC NEW | 38,098 | $849K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Equitable Holdings, Inc. | 36,501 | $814K | -674 | -1.8% | 16Q | SEC ↗ |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 36,275 | $809K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Kinetic Wealth Investment Advisors | 80,405 | $2M |
| Garrett Wealth Advisory Group, LLC | 38,098 | $849K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 36,275 | $809K |
| Wedmont Private Capital | 31,078 | $693K |
| IFG Advisory, LLC | 22,003 | $491K |
| Creative Planning | 16,243 | $362K |
| WEDBUSH SECURITIES INC | 15,224 | $339K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,443 | $300K |
| OneDigital Investment Advisors LLC | 13,209 | $294K |
| AA Financial Advisors, LLC | 10,490 | $234K |
| Cambridge Investment Research Advis | 9,524 | $212K |
| Farnam Financial LLC | 9,515 | $212K |
| IMA Advisory Services, Inc. | 6,271 | $140K |
| ATLAS CAPITAL ADVISORS INC. | 4,400 | $98K |
| Colonial Trust Advisors | 2,700 | $60K |
| Plante Moran Financial Advisors, LL | 2,190 | $49K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,060 | $46K |
| ASSETMARK, INC | 633 | $14K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elequin Capital, LP | 943,376 | $21M |
| Focus Partners Wealth | 99,679 | $2M |
| Koss-Olinger Consulting, LLC | 28,555 | $637K |
| Summit Trail Advisors, LLC | 21,040 | $469K |
| StoneX Group Inc. | 18,692 | $417K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 16,949 | $378K |
| Cambridge Financial Group, LLC | 15,938 | $355K |
| D.A. DAVIDSON & CO. | 9,041 | $202K |
| Ascentis Independent Advisors | 6,100 | $136K |
| Western Wealth Management, LLC | 2,225 | $50K |
| CWM, LLC | 865 | $19K |