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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +3,500 | +53.8% | 10,000 | $219.19K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +14,293 | +29.6% | 62,608 | $1.37M | Q2 2026 | Sep 09, 2026 |
| Invesco Ltd. | Buy | +315,158 | — | 315,158 | $6.91M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +26,928 | +22.7% | 145,748 | $3.19M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,395 | +35.1% | 90,042 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +20,198 | +7.5% | 287,765 | $6.31M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +18,947 | — | 18,947 | $415.29K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +11,520 | — | 11,520 | $252.50K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +11,341 | +4.9% | 240,737 | $5.28M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,347 | -1.0% | 513,455 | $11.25M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -3,165 | -18.3% | 14,162 | $310.41K | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Buy | +2,463 | +3.1% | 82,807 | $1.81M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,352 | +9.1% | 28,172 | $617.00K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -392 | -6.7% | 5,420 | $118.80K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -47,125 | -15.9% | 248,848 | $5.45M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +22,943 | — | 22,943 | $502.88K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -13,396 | -3.9% | 327,565 | $7.18M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +12,109 | +26.5% | 57,868 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Atlas Capital Advisors Inc. | Buy | +7,000 | — | 7,000 | $153.43K | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, Llc | Sell | -601 | -3.6% | 16,034 | $351.44K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +581 | +1.3% | 43,813 | $960.31K | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | Buy | +324 | +0.7% | 45,347 | $993.94K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +51 | +0.2% | 23,200 | $508.50K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +217,003 | — | 217,003 | $4.76M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +15,176 | — | 15,176 | $332.63K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +4,338 | +13.3% | 36,918 | $809.19K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,024 | -3.6% | 27,640 | $605.82K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -646 | -3.7% | 16,774 | $367.66K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -628 | -10.7% | 5,218 | $114.37K | Q2 2026 | Aug 12, 2026 |
| Farmers National Bank | Buy | +61,618 | — | 61,618 | $1.35M | Q2 2026 | Aug 11, 2026 |
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.