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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+19,000+71.7%45,500$1.05MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+19,148+14.1%154,554$3.56MQ2 2026Sep 09, 2026
Beacon Pointe Advisors, LlcBuy+3+0.0%16,224$373.65KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-674-1.8%36,501$840.62KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+662+6.8%10,438$240.39KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+303,363303,363$6.99MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+182,426+91.5%381,835$8.79MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-60,152-70.0%25,817$594.57KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+50,801+42.9%169,221$3.90MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+36,27536,275$835.41KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+22,00322,003$506.72KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-19,144-3.3%567,574$13.07MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+14,335+25.6%70,341$1.62MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+2,220+5.7%41,306$951.28KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,438+0.5%293,262$6.75MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+984+4.8%21,654$499.00KQ2 2026Aug 14, 2026
Ubs Group AgSell-78,581-33.6%155,342$3.58MQ2 2026Aug 13, 2026
Huntington National BankBuy+9,399+21.5%53,089$1.22MQ2 2026Aug 13, 2026
Atlas Capital Advisors Inc.Buy+4,4004,400$101.33KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-3,584-50.9%3,463$79.75KQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,837+1.2%247,954$5.71MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+932+9.5%10,789$248.48KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+707+1.8%39,841$917.54KQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcSell-570-2.4%23,179$533.81KQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Buy+297+0.7%43,244$995.90KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-39-0.1%46,396$1.07MQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+216,442216,442$4.98MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+19,083+210.5%28,148$648.25KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-9,032-33.0%18,368$423.02KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,4276,427$148.08KQ2 2026Aug 12, 2026
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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.