INVESCO BULLETSHARES 2027 MU (BSMR) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2027 MU (BSMR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Sanctuary Advisors, Llc, Raymond James Financial Inc, and Old Mission Capital Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+2,000+32.3%8,200$193.85KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+4,262+2.2%200,752$4.75MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+10,72210,722$253.47KQ2 2026Sep 02, 2026
Vermillion & White Wealth Management Group, LlcSell-7,189-15.4%39,409$931.63KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7+0.0%15,512$366.69KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-5,972-8.7%63,003$1.49MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+3,504+24.6%17,720$418.89KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+416,301416,301$9.84MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+127,095127,095$3.00MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+59,736+18.0%392,401$9.28MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+57,70957,709$1.36MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+46,03546,035$1.09MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-27,550-6.0%435,082$10.29MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+26,409+15.0%202,894$4.80MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24,671+17.8%163,122$3.86MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+13,84713,847$327.33KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+13,685+2.9%480,377$11.36MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+12,841+138.1%22,139$523.36KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7,515+10.9%76,697$1.81MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+3,535+8.4%45,686$1.08MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,158-4.7%64,701$1.53MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+2,118+16.6%14,904$352.33KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-500-4.5%10,600$250.58KQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcSell-119,649-75.6%38,550$911.33KQ2 2026Aug 13, 2026
Ubs Group AgSell-32,165-12.7%222,064$5.25MQ2 2026Aug 13, 2026
Morgan StanleyBuy+19,820+3.5%583,667$13.80MQ2 2026Aug 13, 2026
Huntington National BankBuy+5,078+23.6%26,625$629.42KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-3,395-50.0%3,398$80.33KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,199-2.5%46,004$1.09MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcSell-965-3.3%28,425$671.96KQ2 2026Aug 13, 2026
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Frequently asked questions about BSMR activity

  • Which institutional owners are buying BSMR?

    Institutional owners buying BSMR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSMR activity?

    "Buy" means an investor increased their reported position in BSMR compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2027 MU (BSMR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMR increasing?

    Institutional interest in BSMR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.