INVESCO BULLETSHARES 2028 MU (BSMS) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2028 MU (BSMS). 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., Newedge Advisors, Llc, Elequin Capital, Lp, Ubs Group Ag, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+14,500+53.3%41,700$977.45KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+11,402+7.3%167,429$3.92MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+61,14861,148$1.43MQ2 2026Sep 02, 2026
Vermillion & White Wealth Management Group, LlcBuy+29,78829,788$698.23KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7+0.1%11,366$266.42KQ2 2026Aug 18, 2026
Coastal Bridge Advisors, LlcBuy+3,571+25.9%17,348$406.64KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+418,580418,580$9.81MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+73,935+21.2%422,297$9.90MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+54,715+47.5%169,848$3.98MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-37,800-77.7%10,838$254.04KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+33,568+29.4%147,663$3.46MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+33,49833,498$785.20KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+23,125+29.8%100,735$2.36MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,99010,990$257.60KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,845+2.3%299,578$7.02MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,264+22.9%22,881$536.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,854-1.7%163,761$3.84MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+965+6.5%15,846$371.42KQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+117,520117,520$2.75MQ2 2026Aug 13, 2026
Ubs Group AgSell-78,320-29.6%186,076$4.36MQ2 2026Aug 13, 2026
Morgan StanleyBuy+30,369+7.6%431,869$10.12MQ2 2026Aug 13, 2026
Huntington National BankBuy+7,994+28.3%36,238$849.42KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-3,426-50.0%3,430$80.40KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+1,385+1.7%82,708$1.94MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,206-2.9%39,989$937.35KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+949+2.2%44,905$1.05MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcSell-503-1.9%25,733$603.17KQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Buy+228+0.5%42,611$998.79KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+221,808221,808$5.20MQ2 2026Aug 12, 2026
Summit Financial, LlcSell-58,974-27.1%158,825$3.72MQ2 2026Aug 12, 2026
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Frequently asked questions about BSMS activity

  • Which institutional owners are buying BSMS?

    Institutional owners buying BSMS 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 BSMS activity?

    "Buy" means an investor increased their reported position in BSMS compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2028 MU (BSMS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMS increasing?

    Institutional interest in BSMS 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.