BSMZ Institutional Ownership
Invesco BulletShares 2035 Municipal Bond ETF
1W: +0.3%
1M: -3.4%
3M: -7.4%
YTD: -6.7%
1Y: -5.3%
$23.60
-0.06 (-0.27%)
Weekly Expected Move ±1.1%
$23
$23
$24
$24
$24
Overview
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Institutional Ownership — BSMZ
40
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
11
New Positions
21
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 206,255 | $5M | -16,862 | -7.6% | 2Q | SEC ↗ |
| 2 | Atlantic Union Bankshares Corp | 188,415 | $4M | +50,017 | +36.1% | 3Q | SEC ↗ |
| 3 | LPL Financial LLC | 180,678 | $4M | +30,247 | +20.1% | 3Q | SEC ↗ |
| 4 | Invesco Ltd. | 94,298 | $2M | +4,775 | +5.3% | 3Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 61,839 | $1M | +21,625 | +53.8% | 2Q | SEC ↗ |
| 6 | Equitable Holdings, Inc. | 47,096 | $1M | +11,426 | +32.0% | 3Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 43,238 | $1M | +5,206 | +13.7% | 3Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 38,897 | $918K | -6,482 | -14.3% | 3Q | SEC ↗ |
| 9 | Hills Bank & Trust Co NEW | 38,693 | $913K | — | +0.0% | 1Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 35,592 | $840K | +23,192 | +187.0% | 2Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 35,162 | $830K | +3,292 | +10.3% | 3Q | SEC ↗ |
| 12 | Key Financial Inc | 33,875 | $799K | +3,340 | +10.9% | 3Q | SEC ↗ |
| 13 | Jacobi Capital Management LLC | 33,650 | $794K | +21,950 | +187.6% | 2Q | SEC ↗ |
| 14 | MONECO ADVISORS, LLC | 29,622 | $699K | +15,717 | +113.0% | 3Q | SEC ↗ |
| 15 | Wedmont Private Capital NEW | 23,550 | $556K | — | +0.0% | 1Q | SEC ↗ |
| 16 | IFP Advisors, Inc | 23,200 | $548K | +5,200 | +28.9% | 2Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC | 21,763 | $514K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 21,743 | $513K | +2,164 | +11.1% | 3Q | SEC ↗ |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,058 | $403K | +1,788 | +11.7% | 3Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC NEW | 13,000 | $307K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Clark Asset Management, LLC NEW | 12,491 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 11,650 | $275K | +2,272 | +24.2% | 3Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC NEW | 11,002 | $260K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Addison Advisors LLC | 10,900 | $257K | +4,646 | +74.3% | 3Q | SEC ↗ |
| 25 | Bill Few Associates, Inc. NEW | 9,870 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 26 | J.W. COLE ADVISORS, INC. NEW | 9,636 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,322 | $220K | +1,175 | +14.4% | 3Q | SEC ↗ |
| 28 | COOKSON PEIRCE & CO INC | 8,772 | $207K | +497 | +6.0% | 3Q | SEC ↗ |
| 29 | BCS Wealth Management NEW | 8,536 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 30 | GILL CAPITAL PARTNERS, LLC | 5,920 | $140K | +1,970 | +49.9% | 2Q | SEC ↗ |
| 31 | IFG Advisory, LLC NEW | 5,900 | $139K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 5,702 | $135K | +1,862 | +48.5% | 3Q | SEC ↗ |
| 33 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 5,545 | $131K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC NEW | 2,927 | $69K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Asset Dedication, LLC | 2,698 | $64K | +2,400 | +805.4% | 2Q | SEC ↗ |
| 36 | MORGAN STANLEY NEW | 1,557 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Koss-Olinger Consulting, LLC | 0 | $0K | -22,758 | -100.0% | 1Q | SEC ↗ |
| 38 | Delta Investment Management, LLC | 0 | $0K | -7,864 | -100.0% | 1Q | SEC ↗ |
| 39 | UBS Group AG | 0 | $0K | -296 | -100.0% | 1Q | SEC ↗ |
| 40 | Root Financial Partners, LLC | 0 | $0K | -132 | -100.0% | 1Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 0 | $0K | -40,599 | -100.0% | 3Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 0 | $0K | -12,616 | -100.0% | 1Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -10,400 | -100.0% | 1Q | SEC ↗ |
| 44 | Elequin Capital, LP | 0 | $0K | -85,314 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Hills Bank & Trust Co | 38,693 | $913K |
| Wedmont Private Capital | 23,550 | $556K |
| NewEdge Advisors, LLC | 13,000 | $307K |
| Clark Asset Management, LLC | 12,491 | $295K |
| AMERIPRISE FINANCIAL INC | 11,002 | $260K |
| Bill Few Associates, Inc. | 9,870 | $233K |
| J.W. COLE ADVISORS, INC. | 9,636 | $227K |
| BCS Wealth Management | 8,536 | $201K |
| IFG Advisory, LLC | 5,900 | $139K |
| Integrated Wealth Concepts LLC | 2,927 | $69K |
| MORGAN STANLEY | 1,557 | $37K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elequin Capital, LP | 85,314 | $2M |
| JANE STREET GROUP, LLC | 40,599 | $958K |
| Koss-Olinger Consulting, LLC | 22,758 | $537K |
| JPMORGAN CHASE & CO | 12,616 | $298K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,400 | $245K |
| Delta Investment Management, LLC | 7,864 | $186K |
| UBS Group AG | 296 | $7K |
| Root Financial Partners, LLC | 132 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atlantic Union Bankshares Corp | +50,017 | +36.1% | 188,415 |
| LPL Financial LLC | +30,247 | +20.1% | 180,678 |
| OSAIC HOLDINGS, INC. | +23,192 | +187.0% | 35,592 |
| Jacobi Capital Management LLC | +21,950 | +187.6% | 33,650 |
| HighTower Advisors, LLC | +21,625 | +53.8% | 61,839 |
| MONECO ADVISORS, LLC | +15,717 | +113.0% | 29,622 |
| Equitable Holdings, Inc. | +11,426 | +32.0% | 47,096 |
| RAYMOND JAMES FINANCIAL INC | +5,206 | +13.7% | 43,238 |
| IFP Advisors, Inc | +5,200 | +28.9% | 23,200 |
| Invesco Ltd. | +4,775 | +5.3% | 94,298 |
| Addison Advisors LLC | +4,646 | +74.3% | 10,900 |
| Key Financial Inc | +3,340 | +10.9% | 33,875 |
| ENVESTNET ASSET MANAGEMENT INC | +3,292 | +10.3% | 35,162 |
| Asset Dedication, LLC | +2,400 | +805.4% | 2,698 |
| MML INVESTORS SERVICES, LLC | +2,272 | +24.2% | 11,650 |
| Kestra Advisory Services, LLC | +2,164 | +11.1% | 21,743 |
| GILL CAPITAL PARTNERS, LLC | +1,970 | +49.9% | 5,920 |
| ROYAL BANK OF CANADA | +1,862 | +48.5% | 5,702 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +1,788 | +11.7% | 17,058 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,175 | +14.4% | 9,322 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | -16,862 | -7.6% | 206,255 |
| STIFEL FINANCIAL CORP | -6,482 | -14.3% | 38,897 |