Who Owns BSMR?
Invesco BulletShares 2027 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$23.62
+0.01 (+0.06%)
Market Cap
$321.3M
Shares Outstanding
14,075,608
Institutional Holders
112
Total Inst. Value
$831.5M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
33
Closed Positions
9
Increased
53
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $700.3M | 29,737 |
| 2 | MORGAN STANLEY | $12.7M | 540,937 |
| 3 | WELLS FARGO & COMPANY/MN | $10.4M | 440,638 |
| 4 | Key FInancial Inc | $6.7M | 283,788 |
| 5 | Atlantic Union Bankshares Corp | $6.6M | 279,069 |
| 6 | Invesco Ltd. | $6.4M | 273,727 |
| 7 | BANK OF AMERICA CORP /DE/ | $5.4M | 230,998 |
| 8 | VestGen Advisors, LLCNew | $4.6M | 196,315 |
| 9 | CENTRAL VALLEY ADVISORS, LLCNew | $4.4M | 185,510 |
| 10 | UBS Group AG | $4.2M | 177,114 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +7K | $700.3M |
| MORGAN STANLEY | +5K | $12.7M |
| WELLS FARGO & COMPANY/MN | +113K | $10.4M |
| Key FInancial Inc | +10K | $6.7M |
| Atlantic Union Bankshares Corp | +29K | $6.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Savant Capital, LLC | -14K | $725K |
| AlphaStar Capital Management, LLC | -9K | $951K |
| COMMONWEALTH EQUITY SERVICES, LLC | -9K | $4K |
| Steward Partners Investment Advisory, LLC | -4K | $31K |
| UBS Group AG | -4K | $4.2M |
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Frequently Asked Questions
How many institutional investors hold BSMR?
As of Q1 2025, 112 institutional investors report holding BSMR (Invesco BulletShares 2027 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMR?
The largest institutional holder of BSMR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $700.3M in shares.
Are institutions buying or selling BSMR?
This quarter, 33 institutions opened new positions in BSMR and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.