Who Owns BSMU?
Invesco BulletShares 2030 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$21.90
-0.01 (-0.02%)
Market Cap
$243.2M
Shares Outstanding
11,111,333
Institutional Holders
78
Total Inst. Value
$85.0M
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
26
Closed Positions
4
Increased
38
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $9.7M | 448,897 |
| 2 | Hills Bank & Trust Co | $7.4M | 340,704 |
| 3 | BANK OF AMERICA CORP /DE/ | $4.7M | 217,124 |
| 4 | JANE STREET GROUP, LLC | $4.6M | 215,298 |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.0M | 187,085 |
| 6 | Envision Financial Planning, LLC | $3.9M | 180,857 |
| 7 | Atlantic Union Bankshares Corp | $3.4M | 159,834 |
| 8 | Invesco Ltd. | $3.4M | 157,636 |
| 9 | UBS Group AG | $3.2M | 150,283 |
| 10 | PRECEDENT WEALTH PARTNERS, LLCNew | $2.8M | 129,822 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +63K | $9.7M |
| Hills Bank & Trust Co | +14K | $7.4M |
| BANK OF AMERICA CORP /DE/ | +10K | $4.7M |
| JANE STREET GROUP, LLC | +123K | $4.6M |
| RAYMOND JAMES FINANCIAL INC | +15K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -119K | $240K |
| Integrated Wealth Concepts LLC | -8K | $808K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -5K | $5K |
| Avior Wealth Management, LLC | -3K | $947K |
| Jacobi Capital Management LLC | -1K | $226K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BSMU?
As of Q1 2025, 78 institutional investors report holding BSMU (Invesco BulletShares 2030 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMU?
The largest institutional holder of BSMU is WELLS FARGO & COMPANY/MN with $9.7M in shares.
Are institutions buying or selling BSMU?
This quarter, 26 institutions opened new positions in BSMU and 4 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.