Who Owns BSSX?
Invesco BulletShares 2033 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$25.72
-0.05 (-0.21%)
Market Cap
$120.5M
Shares Outstanding
4,529,856
Institutional Holders
53
Total Inst. Value
$458.4M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
13
Closed Positions
2
Increased
22
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $424.8M | 16,776 |
| 2 | Atlantic Union Bankshares Corp | $3.4M | 133,194 |
| 3 | Envision Financial Planning, LLC | $3.2M | 128,355 |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.2M | 128,111 |
| 5 | Sterling Financial Group, Inc.New | $2.8M | 108,714 |
| 6 | JANE STREET GROUP, LLC | $2.3M | 90,549 |
| 7 | Invesco Ltd. | $1.9M | 73,085 |
| 8 | BANK OF AMERICA CORP /DE/ | $1.8M | 72,393 |
| 9 | Bank of New York Mellon Corp | $1.6M | 64,321 |
| 10 | FLOW TRADERS U.S. LLC | $1.4M | 55,437 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +6K | $424.8M |
| Atlantic Union Bankshares Corp | +13K | $3.4M |
| Envision Financial Planning, LLC | +543 | $3.2M |
| RAYMOND JAMES FINANCIAL INC | +2K | $3.2M |
| Sterling Financial Group, Inc.New | +109K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | -36K | $1.4M |
| Bank of New York Mellon Corp | -16K | $1.6M |
| Avior Wealth Management, LLC | -4K | $509K |
| Jacobi Capital Management LLC | -1K | $225K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -800 | $583K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BSSX?
As of Q1 2025, 53 institutional investors report holding BSSX (Invesco BulletShares 2033 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSSX?
The largest institutional holder of BSSX is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $424.8M in shares.
Are institutions buying or selling BSSX?
This quarter, 13 institutions opened new positions in BSSX and 2 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.