BSMW Institutional Ownership
Invesco BulletShares 2032 Municipal Bond ETF
1W: +0.4%
1M: -2.9%
3M: -5.3%
YTD: -5.1%
1Y: -4.3%
3Y: +6.2%
$23.75
+0.03 (+0.11%)
Weekly Expected Move ±1.0%
$23
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — BSMW
78
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
130M
Total Invested
13
New Positions
38
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 516,887 | $12M | +52,616 | +11.3% | 12Q | SEC ↗ |
| 2 | LPL Financial LLC | 458,971 | $11M | +37,049 | +8.8% | 13Q | SEC ↗ |
| 3 | Stratos Wealth Advisors, LLC | 281,549 | $7M | +42,899 | +18.0% | 9Q | SEC ↗ |
| 4 | Lido Advisors, LLC | 279,328 | $7M | +171,728 | +159.6% | 6Q | SEC ↗ |
| 5 | Atlantic Union Bankshares Corp | 274,117 | $7M | +48,052 | +21.3% | 13Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 233,494 | $6M | -3,635 | -1.5% | 13Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 228,408 | $5M | +29,740 | +15.0% | 11Q | SEC ↗ |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 197,253 | $5M | -15,413 | -7.2% | 11Q | SEC ↗ |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | 173,161 | $4M | +11,806 | +7.3% | 9Q | SEC ↗ |
| 10 | Invesco Ltd. | 172,867 | $4M | +3,430 | +2.0% | 11Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 157,369 | $4M | +11,427 | +7.8% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 153,350 | $4M | +14,637 | +10.6% | 9Q | SEC ↗ |
| 13 | Hills Bank & Trust Co | 143,604 | $3M | +28,020 | +24.2% | 4Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 125,681 | $3M | +8,505 | +7.3% | 11Q | SEC ↗ |
| 15 | MONECO ADVISORS, LLC | 120,153 | $3M | +5,864 | +5.1% | 5Q | SEC ↗ |
| 16 | Envision Financial Planning, LLC | 120,053 | $3M | +7,169 | +6.4% | 12Q | SEC ↗ |
| 17 | Legacy Private Trust Co. | 115,658 | $3M | +45,888 | +65.8% | 3Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 109,126 | $3M | +718 | +0.7% | 11Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 107,760 | $3M | +17,563 | +19.5% | 13Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 96,848 | $2M | -9,336 | -8.8% | 8Q | SEC ↗ |
| 21 | Clark Asset Management, LLC | 88,780 | $2M | +19,473 | +28.1% | 9Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 80,257 | $2M | +14,746 | +22.5% | 8Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 63,386 | $2M | +14,644 | +30.0% | 11Q | SEC ↗ |
| 24 | Key Financial Inc | 54,685 | $1M | +5,282 | +10.7% | 10Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 50,527 | $1M | +19,306 | +61.8% | 9Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 48,863 | $1M | -9,188 | -15.8% | 6Q | SEC ↗ |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 48,765 | $1M | +3,489 | +7.7% | 4Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 48,590 | $1M | +6,860 | +16.4% | 6Q | SEC ↗ |
| 29 | Equitable Holdings, Inc. | 41,904 | $995K | -1,966 | -4.5% | 10Q | SEC ↗ |
| 30 | Jacobi Capital Management LLC | 39,186 | $931K | +22,300 | +132.1% | 9Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 30,147 | $716K | +3,499 | +13.1% | 11Q | SEC ↗ |
| 32 | VestGen Advisors, LLC | 28,667 | $681K | -11,201 | -28.1% | 6Q | SEC ↗ |
| 33 | Marietta Wealth Management, LLC | 28,600 | $679K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Wedmont Private Capital NEW | 27,948 | $664K | — | +0.0% | 1Q | SEC ↗ |
| 35 | SAX WEALTH ADVISORS, LLC NEW | 25,938 | $616K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Sequoia Financial Advisors, LLC | 24,945 | $592K | — | +0.0% | 3Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 24,905 | $591K | +78 | +0.3% | 11Q | SEC ↗ |
| 38 | IFG Advisory, LLC NEW | 24,865 | $591K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 24,690 | $586K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Asset Dedication, LLC | 20,740 | $493K | +2,579 | +14.2% | 12Q | SEC ↗ |
| 41 | J.W. COLE ADVISORS, INC. NEW | 20,238 | $481K | — | +0.0% | 1Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 19,300 | $458K | -387 | -2.0% | 14Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 17,310 | $411K | +1,296 | +8.1% | 11Q | SEC ↗ |
| 44 | ROYAL BANK OF CANADA | 16,894 | $401K | +2,506 | +17.4% | 13Q | SEC ↗ |
| 45 | Cetera Investment Advisers NEW | 16,440 | $390K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Invariant Investment Management | 16,316 | $388K | +129 | +0.8% | 3Q | SEC ↗ |
| 47 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 12,730 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Bill Few Associates, Inc. | 12,157 | $289K | — | +0.0% | 11Q | SEC ↗ |
| 49 | Addison Advisors LLC | 12,085 | $287K | -10,214 | -45.8% | 13Q | SEC ↗ |
| 50 | HARBOUR INVESTMENTS, INC. | 12,036 | $286K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Wedmont Private Capital | 27,948 | $664K |
| SAX WEALTH ADVISORS, LLC | 25,938 | $616K |
| IFG Advisory, LLC | 24,865 | $591K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,690 | $586K |
| J.W. COLE ADVISORS, INC. | 20,238 | $481K |
| Cetera Investment Advisers | 16,440 | $390K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,730 | $302K |
| Kinetic Wealth Investment Advisors | 10,279 | $244K |
| Baird Financial Group, Inc. | 9,175 | $218K |
| ATLAS CAPITAL ADVISORS INC. | 4,000 | $95K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,043 | $49K |
| Plante Moran Financial Advisors, LL | 2,009 | $48K |
| PRIVATE TRUST CO NA | 1,450 | $34K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 40,005 | $950K |
| Elequin Capital, LP | 34,885 | $829K |
| Koss-Olinger Consulting, LLC | 21,854 | $519K |
| Cerity Partners LLC | 20,293 | $482K |
| Summit Trail Advisors, LLC | 18,573 | $441K |
| StoneX Group Inc. | 13,123 | $312K |
| Cambridge Financial Group, LLC | 9,715 | $231K |
| Ascentis Independent Advisors | 5,650 | $134K |
| Farther Finance Advisors, LLC | 5,356 | $127K |
| IFP Advisors, Inc | 224 | $5K |
| Root Financial Partners, LLC | 132 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | +171,728 | +159.6% | 279,328 |
| MORGAN STANLEY | +52,616 | +11.3% | 516,887 |
| Atlantic Union Bankshares Corp | +48,052 | +21.3% | 274,117 |
| Legacy Private Trust Co. | +45,888 | +65.8% | 115,658 |
| Stratos Wealth Advisors, LLC | +42,899 | +18.0% | 281,549 |
| LPL Financial LLC | +37,049 | +8.8% | 458,971 |
| BANK OF AMERICA CORP /DE | +29,740 | +15.0% | 228,408 |
| Hills Bank & Trust Co | +28,020 | +24.2% | 143,604 |
| Jacobi Capital Management LLC | +22,300 | +132.1% | 39,186 |
| Clark Asset Management, LLC | +19,473 | +28.1% | 88,780 |
| JONES FINANCIAL COMPANIES LLLP | +19,306 | +61.8% | 50,527 |
| AMERIPRISE FINANCIAL INC | +17,563 | +19.5% | 107,760 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +14,746 | +22.5% | 80,257 |
| OSAIC HOLDINGS, INC. | +14,644 | +30.0% | 63,386 |
| UBS Group AG | +14,637 | +10.6% | 153,350 |
| PRECEDENT WEALTH PARTNERS, LLC | +11,806 | +7.3% | 173,161 |
| RAYMOND JAMES FINANCIAL INC | +11,427 | +7.8% | 157,369 |
| ENVESTNET ASSET MANAGEMENT INC | +8,505 | +7.3% | 125,681 |
| Envision Financial Planning, LLC | +7,169 | +6.4% | 120,053 |
| MML INVESTORS SERVICES, LLC | +6,860 | +16.4% | 48,590 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | -15,413 | -7.2% | 197,253 |
| VestGen Advisors, LLC | -11,201 | -28.1% | 28,667 |
| Addison Advisors LLC | -10,214 | -45.8% | 12,085 |
| HighTower Advisors, LLC | -9,336 | -8.8% | 96,848 |
| STIFEL FINANCIAL CORP | -9,188 | -15.8% | 48,863 |
| First Command Advisory Services, In | -3,897 | -64.4% | 2,150 |
| WELLS FARGO & COMPANY/MN | -3,635 | -1.5% | 233,494 |
| Equitable Holdings, Inc. | -1,966 | -4.5% | 41,904 |
| Aptus Capital Advisors, LLC | -522 | -10.3% | 4,527 |
| JANE STREET GROUP, LLC | -387 | -2.0% | 19,300 |