Who Owns Invesco BulletShares 2033 Municipal Bond ETF (BSSX)?Hedge Fund & Institutional Holders

$25.71-0.01 (-0.04%)Financial ServicesNASDAQ

Institutional Holders

as of Q4 2025

Total Institutional Value

$7.591000349100026e+234T

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

BSSX — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
PRECEDENT WEALTH PARTNERS, LLC	Increased	+79K	+$2.1B
BANK OF AMERICA CORP /DE/	Increased	+13K	+$2.0B
Elequin Capital, LP	Increased	+69K	+$1.8B
CONFLUENCE INVESTMENT MANAGEMENT LLC	Increased	+45K	+$1.3B
Clark Asset Management, LLC	New Position	+37K	+$946.0M
Legacy Private Trust Co.	New Position	+25K	+$657.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	New Position	+25K	+$649.0M
Invesco Ltd.	Increased	+23K	+$628.3M
Koss-Olinger Consulting, LLC	New Position	+21K	+$553.0M
MONECO ADVISORS, LLC	New Position	+16K	+$406.0M
Tassel Capital Management, Inc.	New Position	+15K	+$390.0M
D.A. DAVIDSON & CO.	New Position	+12K	+$319.0M
Bill Few Associates, Inc.	New Position	+12K	+$308.0M
Crews Bank & Trust	New Position	+8K	+$198.0M
First Command Advisory Services, Inc.	New Position	+6K	+$153.0M

BSSX — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
Sterling Financial Group, Inc.	Closed Position	-154K	-$3.9B
JANE STREET GROUP, LLC	Decreased	-33K	-$1.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	-17K	-$510.7M
StoneX Group Inc.	Decreased	-6K	-$485.4M
Beacon Pointe Advisors, LLC	Closed Position	-14K	-$355.9M
AMERIPRISE FINANCIAL INC	Closed Position	-8K	-$207.3M
HUNTINGTON NATIONAL BANK	Decreased	-2K	-$100.9M
Addison Advisors LLC	Decreased	-2K	-$44.0M
FLOW TRADERS U.S. LLC	Decreased	-20K	-$2.5M
Envision Financial Planning, LLC	Decreased	-276	-$-23.1M

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	293,618	$7.6B	0.11%	Share
2	PRECEDENT WEALTH PARTNERS, LLC	135,042	$3.5B	0.73%	Share
3	Envision Financial Planning, LLC	97,706	$2.5B	0.95%	Share
4	Invesco Ltd.	96,839	$2.5B	0.00%	Share
5	Elequin Capital, LP	87,759	$2.3B	0.17%	Share
6	RAYMOND JAMES FINANCIAL INC	81,399	$2.0B	0.00%	Share
7	RAYMOND JAMES FINANCIAL INC	89,912	$2.0B	0.00%	Share
8	BANK OF AMERICA CORP /DE/	87,524	$2.0B	0.00%	Share
9	STIFEL FINANCIAL CORP	47,901	$1.0B	0.00%	Share
10	Clark Asset Management, LLC	36,615	$946.0M	0.10%	Share
11	Asset Dedication, LLC	34,139	$882.0M	0.06%	Share
12	UBS Group AG	28,903	$747.0M	0.00%	Share
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	25,138	$649.0M	0.04%	Share
14	Koss-Olinger Consulting, LLC	21,373	$553.0M	0.04%	Share
15	Addison Advisors LLC	19,020	$491.0M	0.11%	Share
16	Jacobi Capital Management LLC	16,473	$425.0M	0.02%	Share
17	Legacy Private Trust Co.	16,385	$423.0M	0.02%	Share
18	MONECO ADVISORS, LLC	15,719	$406.0M	0.03%	Share
19	Tassel Capital Management, Inc.	15,122	$390.0M	0.24%	Share
20	D.A. DAVIDSON & CO.	12,350	$319.0M	0.00%	Share
21	Bill Few Associates, Inc.	11,919	$308.0M	0.08%	Share
22	Opulen Financial Group LLC	9,578	$247.0M	0.18%	Share
23	Legacy Private Trust Co.	9,075	$234.0M	0.01%	Share
24	Cambridge Financial Group, LLC	8,107	$209.0M	0.07%	Share
25	ARMSTRONG ADVISORY GROUP, INC	7,700	$199.0M	0.01%	Share
26	Crews Bank & Trust	7,660	$198.0M	0.03%	Share
27	First Command Advisory Services, Inc.	5,950	$153.0M	0.00%	Share
28	Farther Finance Advisors, LLC	5,217	$134.0M	0.00%	Share
29	COMERICA BANK	2,820	$72.0M	0.00%	Share
30	LPL Financial LLC	286,962	$7.0M	0.00%	Share
31	Geneos Wealth Management Inc.	240	$6.0M	0.00%	Share
32	Atlantic Union Bankshares Corp	148,436	$3.8M	0.07%	Share
33	Sequoia Financial Advisors, LLC	119,816	$3.1M	0.02%	Share
34	Kestra Advisory Services, LLC	148,476	$3.0M	0.01%	Share
35	Hills Bank & Trust Co	100,753	$2.6M	0.00%	Share
36	MORGAN STANLEY	80,156	$2.0M	0.00%	Share
37	Lido Advisors, LLC	42,800	$1.0M	0.00%	Share
38	HighTower Advisors, LLC	56,868	$1.0M	0.00%	Share
39	Bank of New York Mellon Corp	59,061	$1.0M	0.00%	Share
40	Key FInancial Inc	34,500	$891K	0.16%	Share
41	VIRTUE ASSET MANAGEMENT LLC	13,745	$355K	0.28%	Share
42	Atlantic Union Bankshares Corp	10,709	$276K	0.01%	Share
43	Atlantic Union Bankshares Corp	7,922	$204K	0.00%	Share
44	Avior Wealth Management, LLC	7,793	$201K	0.01%	Share
45	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2,952	$84K	0.00%	Share
46	FLOW TRADERS U.S. LLC	76,363	$1K	0.03%	Share
47	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	254	$0	0.00%	Share
48	Larson Financial Group LLC	4,922	$0	0.00%	Share
49	IFP Advisors, Inc	8,000	$0	0.00%	Share
50	ENVESTNET ASSET MANAGEMENT INC	14,357	$0	0.00%	Share

BSSX Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	63	$33.4B	+21
Q3 2025	42	$40.1B	+1
Q2 2025	41	$39.4B	-12
Q1 2025	53	$48.4B	+10
Q4 2024	43	$672.8B	+13
Q3 2024	30	$6.7T	+6
Q2 2024	24	$2.1T	+8
Q1 2024	16	$2.1T	—

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As of Q4 2025, 50 institutional investors hold BSSX (Invesco BulletShares 2033 Municipal Bond ETF). The largest holder is CONFLUENCE INVESTMENT MANAGEMENT LLC with $7.6B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BSSX?

As of Q4 2025, 50 institutional investors report holding BSSX (Invesco BulletShares 2033 Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSSX?

The largest institutional holder of BSSX is CONFLUENCE INVESTMENT MANAGEMENT LLC with $7.6B in shares.

Is institutional ownership of BSSX increasing or decreasing?

This quarter, 10 institutions opened new positions in BSSX and 3 closed their positions.