Who Owns BSMY?
Invesco BulletShares 2034 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$24.60
-0.03 (-0.12%)
Market Cap
$57.7M
Shares Outstanding
2,332,762
Institutional Holders
103
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+64
Institutional data as of Q1 2025
New Positions
35
Closed Positions
7
Increased
43
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0B | 44,214 |
| 2 | VAUGHAN DAVID INVESTMENTS LLC/IL | $26.2M | 1,306,320 |
| 3 | JONES FINANCIAL COMPANIES LLLP | $14.5M | 274,792 |
| 4 | Invesco Ltd. | $6.7M | 285,233 |
| 5 | JANE STREET GROUP, LLC | $6.3M | 268,707 |
| 6 | WELLS FARGO & COMPANY/MN | $5.6M | 240,454 |
| 7 | BANK OF AMERICA CORP /DE/ | $5.2M | 222,213 |
| 8 | MORGAN STANLEY | $5.0M | 214,849 |
| 9 | CENTRAL VALLEY ADVISORS, LLCNew | $4.4M | 187,809 |
| 10 | Key FInancial Inc | $4.1M | 176,214 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +14K | $1.0B |
| VAUGHAN DAVID INVESTMENTS LLC/IL | +108K | $26.2M |
| JONES FINANCIAL COMPANIES LLLP | +269K | $14.5M |
| Invesco Ltd. | +36K | $6.7M |
| JANE STREET GROUP, LLC | +255K | $6.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -252K | $308K |
| WELLS FARGO & COMPANY/MN | -14K | $5.6M |
| Venture Visionary Partners LLC | -12K | $217K |
| Savant Capital, LLC | -11K | $303K |
| Altrius Capital Management Inc | -10K | $1.6M |
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Frequently Asked Questions
How many institutional investors hold BSMY?
As of Q1 2025, 103 institutional investors report holding BSMY (Invesco BulletShares 2034 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMY?
The largest institutional holder of BSMY is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $1.0B in shares.
Are institutions buying or selling BSMY?
This quarter, 35 institutions opened new positions in BSMY 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.