Who Owns BSMT?
Invesco BulletShares 2029 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$23.09
+0.00 (+0.00%)
Market Cap
$255.0M
Shares Outstanding
10,939,456
Institutional Holders
89
Total Inst. Value
$106.0M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
26
Closed Positions
7
Increased
43
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $11.3M | 496,249 |
| 2 | Hills Bank & Trust Co | $7.3M | 320,730 |
| 3 | Invesco Ltd. | $4.8M | 211,426 |
| 4 | BANK OF AMERICA CORP /DE/ | $4.7M | 207,655 |
| 5 | CENTRAL VALLEY ADVISORS, LLCNew | $4.3M | 191,098 |
| 6 | Kathmere Capital Management, LLC | $4.1M | 178,152 |
| 7 | Avior Wealth Management, LLC | $3.8M | 166,334 |
| 8 | Atlantic Union Bankshares Corp | $3.4M | 150,618 |
| 9 | MORGAN STANLEY | $3.3M | 146,023 |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.3M | 145,902 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +48K | $11.3M |
| Hills Bank & Trust Co | +11K | $7.3M |
| Invesco Ltd. | +24K | $4.8M |
| BANK OF AMERICA CORP /DE/ | +20K | $4.7M |
| CENTRAL VALLEY ADVISORS, LLCNew | +191K | $4.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kathmere Capital Management, LLC | -248K | $4.1M |
| AMERIPRISE FINANCIAL INC | -181K | $3.0M |
| JANE STREET GROUP, LLC | -48K | $2.1M |
| Steward Partners Investment Advisory, LLC | -9K | $137K |
| AlphaStar Capital Management, LLC | -9K | $949K |
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Frequently Asked Questions
How many institutional investors hold BSMT?
As of Q1 2025, 89 institutional investors report holding BSMT (Invesco BulletShares 2029 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMT?
The largest institutional holder of BSMT is WELLS FARGO & COMPANY/MN with $11.3M in shares.
Are institutions buying or selling BSMT?
This quarter, 26 institutions opened new positions in BSMT and 7 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.