INVESCO BULLETSHARES 2030 MU (BSMU) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2030 MU (BSMU). 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, Farmers National Bank, Ubs Group Ag, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+3,500+53.8%10,000$219.19KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+14,293+29.6%62,608$1.37MQ2 2026Sep 09, 2026
Invesco Ltd.Buy+315,158315,158$6.91MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+26,928+22.7%145,748$3.19MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,395+35.1%90,042$1.97MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+20,198+7.5%287,765$6.31MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+18,94718,947$415.29KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+11,52011,520$252.50KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+11,341+4.9%240,737$5.28MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-5,347-1.0%513,455$11.25MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-3,165-18.3%14,162$310.41KQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+2,463+3.1%82,807$1.81MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,352+9.1%28,172$617.00KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-392-6.7%5,420$118.80KQ2 2026Aug 14, 2026
Ubs Group AgSell-47,125-15.9%248,848$5.45MQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+22,94322,943$502.88KQ2 2026Aug 13, 2026
Morgan StanleySell-13,396-3.9%327,565$7.18MQ2 2026Aug 13, 2026
Huntington National BankBuy+12,109+26.5%57,868$1.27MQ2 2026Aug 13, 2026
Atlas Capital Advisors Inc.Buy+7,0007,000$153.43KQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcSell-601-3.6%16,034$351.44KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+581+1.3%43,813$960.31KQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Buy+324+0.7%45,347$993.94KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+51+0.2%23,200$508.50KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+217,003217,003$4.76MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+15,17615,176$332.63KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+4,338+13.3%36,918$809.19KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,024-3.6%27,640$605.82KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-646-3.7%16,774$367.66KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcSell-628-10.7%5,218$114.37KQ2 2026Aug 12, 2026
Farmers National BankBuy+61,61861,618$1.35MQ2 2026Aug 11, 2026
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Frequently asked questions about BSMU activity

  • Which institutional owners are buying BSMU?

    Institutional owners buying BSMU 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 BSMU activity?

    "Buy" means an investor increased their reported position in BSMU compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2030 MU (BSMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMU increasing?

    Institutional interest in BSMU 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.