Who Owns BSMW?
Invesco BulletShares 2032 Municipal Bond ETF — Institutional Ownership & 13F Holdings
$25.02
+0.01 (+0.03%)
Market Cap
$166.1M
Shares Outstanding
6,515,537
Institutional Holders
57
Total Inst. Value
$468.4M
% of Float Held
—
QoQ Holder Change
+32
Institutional data as of Q1 2025
New Positions
13
Closed Positions
5
Increased
31
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $414.3M | 16,840 |
| 2 | MORGAN STANLEY | $7.8M | 315,270 |
| 3 | WELLS FARGO & COMPANY/MN | $6.4M | 259,222 |
| 4 | Atlantic Union Bankshares Corp | $6.1M | 246,315 |
| 5 | Envision Financial Planning, LLC | $4.2M | 170,095 |
| 6 | BANK OF AMERICA CORP /DE/ | $3.0M | 122,741 |
| 7 | PRECEDENT WEALTH PARTNERS, LLCNew | $2.5M | 103,589 |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.0M | 82,239 |
| 9 | Invesco Ltd. | $1.8M | 74,690 |
| 10 | JANE STREET GROUP, LLC | $1.8M | 71,157 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +11K | $414.3M |
| MORGAN STANLEY | +4K | $7.8M |
| Atlantic Union Bankshares Corp | +27K | $6.1M |
| Envision Financial Planning, LLC | +3K | $4.2M |
| BANK OF AMERICA CORP /DE/ | +13K | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -51K | $6.4M |
| JANE STREET GROUP, LLC | -14K | $1.8M |
| Integrated Wealth Concepts LLC | -5K | $789K |
| Avior Wealth Management, LLC | -2K | $475K |
| Jacobi Capital Management LLC | -1K | $224K |
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Frequently Asked Questions
How many institutional investors hold BSMW?
As of Q1 2025, 57 institutional investors report holding BSMW (Invesco BulletShares 2032 Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BSMW?
The largest institutional holder of BSMW is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $414.3M in shares.
Are institutions buying or selling BSMW?
This quarter, 13 institutions opened new positions in BSMW and 5 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.