Who Owns Invesco BulletShares 2027 Municipal Bond ETF (BSMR)?Hedge Fund & Institutional Holders

$23.75-0.01 (-0.04%)Financial ServicesNASDAQ

Institutional Holders

112

as of QNaN NaN

Total Institutional Value

$147.6T

% of Float Held

—

QoQ Change in Holders

+112 / -0

Price History

BSMR — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
MORGAN STANLEYNew	541K	$12.7T	0.91%
WELLS FARGO & COMPANY/MNNew	441K	$10.4T	2.36%
LPL Financial LLCNew	339K	$8.0T	3.10%
Atlantic Union Bankshares CorpNew	279K	$6.6T	0.40%
CONFLUENCE INVESTMENT MANAGEMENT LLCNew	274K	$6.5T	92.91%
Invesco Ltd.New	274K	$6.4T	1.22%
BANK OF AMERICA CORP /DE/New	231K	$5.4T	0.44%
VestGen Advisors, LLCNew	196K	$4.6T	0.21%
CENTRAL VALLEY ADVISORS, LLCNew	186K	$4.4T	1.66%
UBS Group AGNew	177K	$4.2T	0.77%
COMMONWEALTH EQUITY SERVICES, LLCNew	167K	$3.9T	5.55%
RAYMOND JAMES FINANCIAL INCNew	158K	$3.7T	1.40%
Avior Wealth Management, LLCNew	157K	$3.7T	0.14%
NewEdge Advisors, LLCNew	155K	$3.7T	21.72%
Atria Investments, IncNew	146K	$3.4T	44.07%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	MORGAN STANLEY	540,937	$12.7T	0.91%	New
2	WELLS FARGO & COMPANY/MN	440,638	$10.4T	2.36%	New
3	LPL Financial LLC	338,907	$8.0T	3.10%	New
4	Atlantic Union Bankshares Corp	279,069	$6.6T	0.40%	New
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	273,987	$6.5T	92.91%	New
6	Invesco Ltd.	273,727	$6.4T	1.22%	New
7	BANK OF AMERICA CORP /DE/	230,998	$5.4T	0.44%	New
8	VestGen Advisors, LLC	196,315	$4.6T	0.21%	New
9	CENTRAL VALLEY ADVISORS, LLC	185,510	$4.4T	1.66%	New
10	UBS Group AG	177,114	$4.2T	0.77%	New
11	COMMONWEALTH EQUITY SERVICES, LLC	166,527	$3.9T	5.55%	New
12	RAYMOND JAMES FINANCIAL INC	158,101	$3.7T	1.40%	New
13	Avior Wealth Management, LLC	157,492	$3.7T	0.14%	New
14	NewEdge Advisors, LLC	155,275	$3.7T	21.72%	New
15	Atria Investments, Inc	145,990	$3.4T	44.07%	New
16	ENVESTNET ASSET MANAGEMENT INC	143,860	$3.4T	1.09%	New
17	JONES FINANCIAL COMPANIES LLLP	135,724	$3.1T	2.82%	New
18	PRECEDENT WEALTH PARTNERS, LLC	115,196	$2.7T	0.75%	New
19	OSAIC HOLDINGS, INC.	114,110	$2.7T	5.99%	New
20	Asset Dedication, LLC	105,006	$2.5T	0.20%	New
21	Integrated Wealth Concepts LLC	92,162	$2.2T	25.31%	New
22	JANE STREET GROUP, LLC	82,625	$1.9T	0.49%	New
23	Focus Partners Wealth	81,380	$1.9T	4.80%	New
24	MONECO ADVISORS, LLC	78,862	$1.9T	0.19%	New
25	Hills Bank & Trust Co	78,361	$1.8T	0.13%	New
26	HighTower Advisors, LLC	64,229	$1.5T	2.05%	New
27	MML INVESTORS SERVICES, LLC	60,428	$1.4T	4.74%	New
28	CGN Advisors LLC	57,884	$1.4T	0.13%	New
29	Astoria Portfolio Advisors LLC.	56,993	$1.3T	0.45%	New
30	STIFEL FINANCIAL CORP	55,412	$1.3T	1.39%	New
31	Cornerstone Wealth Management, LLC	54,798	$1.3T	0.09%	New
32	ROYAL BANK OF CANADA	49,722	$1.2T	0.24%	New
33	BROWN ADVISORY INC	46,644	$1.1T	1.57%	New
34	Vermillion & White Wealth Management Group, LLC	46,598	$1.1T	0.79%	New
35	Equitable Holdings, Inc.	46,069	$1.1T	10.30%	New
36	Farmers National Bank	45,439	$1.1T	0.31%	New
37	SIGNATUREFD, LLC	42,664	$1.0T	19.02%	New
38	Aptus Capital Advisors, LLC	42,479	$1.0T	10.30%	New
39	AlphaStar Capital Management, LLC	40,400	$951.4B	0.10%	New
40	TORONTO DOMINION BANK	40,395	$951.3B	1.86%	New
41	Hobbs Group Advisors, LLC	38,547	$907.8B	0.34%	New
42	CAPTRUST FINANCIAL ADVISORS	37,724	$888.4B	2.23%	New
43	First Command Advisory Services, Inc.	34,009	$800.9B	7.67%	New
44	Meridian Wealth Management, LLC	33,632	$792.0B	0.04%	New
45	Wealthcare Advisory Partners LLC	30,848	$726.5B	0.02%	New
46	Savant Capital, LLC	30,801	$725.4B	5.26%	New
47	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,737	$700.3B	0.57%	New
48	OneDigital Investment Advisors LLC	23,206	$546.5B	6.47%	New
49	Clark Asset Management, LLC	22,458	$530.0B	0.10%	New
50	Addison Advisors LLC	21,370	$503.3B	0.14%	New

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As of QNaN NaN, 112 institutional investors hold BSMR (Invesco BulletShares 2027 Municipal Bond ETF). The largest holder is MORGAN STANLEY with $12.7T in shares. This quarter, 112 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMR?

As of QNaN NaN, 112 institutional investors report holding BSMR (Invesco BulletShares 2027 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMR?

The largest institutional holder of BSMR is MORGAN STANLEY with $12.7T in shares.

Is institutional ownership of BSMR increasing or decreasing?

This quarter, 112 institutions opened new positions in BSMR and 0 closed their positions.