INVESCO BLTSHRS 2031 MUNI (BSMV) Institutional Ownership Changes & 13F Activity
INVESCO BLTSHRS 2031 MUNI (BSMV). 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., Farmers National Bank, Atlantic Union Bankshares Corp, Elequin Capital, Lp, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +5,500 | — | 5,500 | $115.42K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +10,352 | +23.4% | 54,498 | $1.14M | Q2 2026 | Sep 09, 2026 |
| United Capital Financial Advisors, Llc | Buy | +4,405 | +7.9% | 60,488 | $1.27M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,428 | -5.0% | 46,617 | $978.25K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +204,866 | — | 204,866 | $4.30M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +38,699 | +68.8% | 94,922 | $1.99M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +33,004 | — | 33,004 | $692.60K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +18,687 | +8.0% | 252,121 | $5.29M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,360 | +15.2% | 93,904 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Buy | +7,543 | +6.8% | 117,801 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,367 | +3.3% | 199,030 | $4.18M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,423 | +21.8% | 30,336 | $636.30K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,646 | +7.9% | 22,431 | $471.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -391 | -0.6% | 65,649 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, Lp | Buy | +45,191 | — | 45,191 | $948.33K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -41,179 | -17.6% | 192,892 | $4.05M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +19,813 | +7.7% | 276,929 | $5.81M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +14,459 | +30.2% | 62,405 | $1.31M | Q2 2026 | Aug 13, 2026 |
| Atlas Capital Advisors Inc. | Buy | +7,000 | — | 7,000 | $146.90K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -191 | -0.6% | 31,559 | $662.26K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +20,498 | — | 20,498 | $430.14K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -12,350 | -14.5% | 72,758 | $1.53M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -626 | -10.4% | 5,383 | $112.96K | Q2 2026 | Aug 12, 2026 |
| Farmers National Bank | Buy | +57,080 | — | 57,080 | $1.20M | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | Buy | +51,741 | +27.5% | 240,138 | $5.04M | Q2 2026 | Aug 11, 2026 |
| Vestgen Advisors, Llc | Buy | +9,696 | +23.7% | 50,598 | $1.06M | Q2 2026 | Aug 11, 2026 |
| Moneco Advisors, Llc | Buy | +4,732 | +3.5% | 139,362 | $2.92M | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | Buy | +4,000 | — | 4,000 | $83.94K | Q2 2026 | Aug 11, 2026 |
| Oneascent Financial Services Llc | Sell | -42 | -0.4% | 11,608 | $243.59K | Q2 2026 | Aug 11, 2026 |
| Addison Advisors Llc | Sell | -14,640 | -61.8% | 9,064 | $190.21K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about BSMV activity
Which institutional owners are buying BSMV?
Institutional owners buying BSMV 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 BSMV activity?
"Buy" means an investor increased their reported position in BSMV compared to the prior reporting period. This reflects growing exposure to INVESCO BLTSHRS 2031 MUNI (BSMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSMV increasing?
Institutional interest in BSMV 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.