INVESCO BULLETSHARES 2029 MU (BSMT) Institutional Ownership Changes & 13F Activity
INVESCO BULLETSHARES 2029 MU (BSMT). 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, Raymond James Financial Inc, Ubs Group Ag, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +19,000 | +71.7% | 45,500 | $1.05M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +19,148 | +14.1% | 154,554 | $3.56M | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3 | +0.0% | 16,224 | $373.65K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -674 | -1.8% | 36,501 | $840.62K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +662 | +6.8% | 10,438 | $240.39K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +303,363 | — | 303,363 | $6.99M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +182,426 | +91.5% | 381,835 | $8.79M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -60,152 | -70.0% | 25,817 | $594.57K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +50,801 | +42.9% | 169,221 | $3.90M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +36,275 | — | 36,275 | $835.41K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +22,003 | — | 22,003 | $506.72K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -19,144 | -3.3% | 567,574 | $13.07M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +14,335 | +25.6% | 70,341 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +2,220 | +5.7% | 41,306 | $951.28K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,438 | +0.5% | 293,262 | $6.75M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +984 | +4.8% | 21,654 | $499.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -78,581 | -33.6% | 155,342 | $3.58M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +9,399 | +21.5% | 53,089 | $1.22M | Q2 2026 | Aug 13, 2026 |
| Atlas Capital Advisors Inc. | Buy | +4,400 | — | 4,400 | $101.33K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -3,584 | -50.9% | 3,463 | $79.75K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +2,837 | +1.2% | 247,954 | $5.71M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +932 | +9.5% | 10,789 | $248.48K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +707 | +1.8% | 39,841 | $917.54K | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, Llc | Sell | -570 | -2.4% | 23,179 | $533.81K | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | Buy | +297 | +0.7% | 43,244 | $995.90K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -39 | -0.1% | 46,396 | $1.07M | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +216,442 | — | 216,442 | $4.98M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +19,083 | +210.5% | 28,148 | $648.25K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -9,032 | -33.0% | 18,368 | $423.02K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +6,427 | — | 6,427 | $148.08K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about BSMT activity
Which institutional owners are buying BSMT?
Institutional owners buying BSMT 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 BSMT activity?
"Buy" means an investor increased their reported position in BSMT compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2029 MU (BSMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSMT increasing?
Institutional interest in BSMT 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.