Who Owns Invesco BulletShares 2032 Municipal Bond ETF (BSMW)?Hedge Fund & Institutional Holders

$25.09-0.02 (-0.06%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1000100005000458e+159T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$23.75$24.26$24.77$25.27$25.78Aug 24May 25Mar 26

BSMW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Atlantic Union Bankshares CorpNew Position+204K+$5.1M
Stratos Wealth Advisors, LLCNew Position+164K+$4.1M
MONECO ADVISORS, LLCNew Position+94K+$2.4M
Clark Asset Management, LLCNew Position+47K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+64K+$1.0M
Key FInancial IncNew Position+39K+$971K
Sequoia Financial Advisors, LLCNew Position+31K+$779K
Marietta Wealth Management, LLCNew Position+28K+$710K
J.W. COLE ADVISORS, INC.New Position+26K+$658K
Legacy Private Trust Co.New Position+26K+$653K
Koss-Olinger Consulting, LLCNew Position+22K+$549K
Invariant Investment ManagementNew Position+16K+$406K
Bill Few Associates, Inc.New Position+12K+$305K
Crews Bank & TrustNew Position+8K+$197K
First Command Advisory Services, Inc.New Position+6K+$151K

BSMW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-5K-$11.0B
Elequin Capital, LPDecreased-37K-$1.8B
AMERIPRISE FINANCIAL INCDecreased-2K-$1.8B
Integrated Wealth Concepts LLCDecreased-24K-$1.2B
Equitable Holdings, Inc.Decreased-655-$1.0B
Sterling Financial Group, Inc.Closed Position-34K-$845.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-21K-$755.5M
Addison Advisors LLCDecreased-2K-$588.7M
StoneX Group Inc.Decreased-6K-$471.8M
Beacon Pointe Advisors, LLCDecreased-7K-$408.8M
COMERICA BANKDecreased-857-$93.4M
PRINCIPAL SECURITIES, INC.Closed Position-3K-$71.1M
FLOW TRADERS U.S. LLCDecreased-40K-$2.0M
FMR LLCDecreased-50-$1.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY438,308$11.0M0.00%Share
2LPL Financial LLC437,004$10.0M0.00%Share
3WELLS FARGO & COMPANY/MN214,071$5.0M0.00%Share
4Atlantic Union Bankshares Corp182,458$4.6M0.09%Share
5Invesco Ltd.172,080$4.3M0.00%Share
6Stratos Wealth Advisors, LLC164,384$4.1M0.20%Share
7PRECEDENT WEALTH PARTNERS, LLC149,715$3.8M0.79%Share
8Hills Bank & Trust Co109,974$2.8M0.16%Share
9CONFLUENCE INVESTMENT MANAGEMENT LLC109,012$2.7M0.04%Share
10Envision Financial Planning, LLC107,787$2.7M1.02%Share
11MONECO ADVISORS, LLC94,052$2.4M0.19%Share
12Lido Advisors, LLC99,700$2.0M0.01%Share
13Kestra Advisory Services, LLC98,040$2.0M0.01%Share
14JANE STREET GROUP, LLC85,448$2.0M0.00%Share
15RAYMOND JAMES FINANCIAL INC100,235$2.0M0.00%Share
16BANK OF AMERICA CORP /DE/100,662$2.0M0.00%Share
17Clark Asset Management, LLC47,192$1.2M0.12%Share
18STIFEL FINANCIAL CORP42,670$1.0M0.00%Share
19ENVESTNET ASSET MANAGEMENT INC64,434$1.0M0.00%Share
20VestGen Advisors, LLC42,001$1.0M0.04%Share
21Equitable Holdings, Inc.41,404$1.0M0.01%Share
22MML INVESTORS SERVICES, LLC48,187$1.0M0.00%Share
23HighTower Advisors, LLC54,628$1.0M0.00%Share
24Asset Dedication, LLC39,455$990K0.06%Share
25Key FInancial Inc38,708$971K0.18%Share
26Elequin Capital, LP34,885$875K0.07%Share
27UBS Group AG32,473$815K0.00%Share
28Sequoia Financial Advisors, LLC31,040$779K0.00%Share
29Marietta Wealth Management, LLC28,300$710K0.08%Share
30J.W. COLE ADVISORS, INC.26,210$658K0.02%Share
31Addison Advisors LLC21,995$552K0.12%Share
32Koss-Olinger Consulting, LLC21,854$549K0.04%Share
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8,896$454K0.00%Share
34Jacobi Capital Management LLC16,886$424K0.02%Share
35Legacy Private Trust Co.16,830$422K0.02%Share
36Invariant Investment Management16,060$406K0.26%Share
37Atlantic Union Bankshares Corp12,636$317K0.01%Share
38Bill Few Associates, Inc.12,157$305K0.07%Share
39HARBOUR INVESTMENTS, INC.12,036$302K0.01%Share
40Cambridge Financial Group, LLC9,715$244K0.08%Share
41Legacy Private Trust Co.9,205$231K0.01%Share
42Atlantic Union Bankshares Corp9,129$229K0.00%Share
43Opulen Financial Group LLC8,850$222K0.16%Share
44Crews Bank & Trust7,850$197K0.03%Share
45First Command Advisory Services, Inc.6,047$151K0.00%Share
46Farther Finance Advisors, LLC5,356$134K0.00%Share
47COMERICA BANK2,885$72K0.00%Share
48Capital Analysts, LLC1,809$45K0.00%Share
49FLOW TRADERS U.S. LLC40,005$1K0.03%Share
50AMERIPRISE FINANCIAL INC32,130$00.00%Share

BSMW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202566$81.6M+19
Q3 202547$61.6B+1
Q2 202546$60.6B-11
Q1 202557$77.6B+8
Q4 202449$1.8T+13
Q3 202436$35.5T+3
Q2 202433$33.2T+8
Q1 202425$32.5T—

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As of Q4 2025, 50 institutional investors hold BSMW (Invesco BulletShares 2032 Municipal Bond ETF). The largest holder is MORGAN STANLEY with $11.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BSMW?

As of Q4 2025, 50 institutional investors report holding BSMW (Invesco BulletShares 2032 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSMW?

The largest institutional holder of BSMW is MORGAN STANLEY with $11.0M in shares.

Is institutional ownership of BSMW increasing or decreasing?

This quarter, 15 institutions opened new positions in BSMW and 2 closed their positions.