INVESCO BULLETSHARES 2034 MB (BSMY) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2034 MB (BSMY). 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 Lido Advisors, Llc, Invesco Ltd., Jane Street Group, Llc, Atlantic Union Bankshares Corp, and Elequin Capital, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
United Capital Financial Advisors, LlcBuy+1,518+9.5%17,512$430.28KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,335+5.2%26,941$664.13KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+96,218—96,218$2.37MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-61,607-82.7%12,878$317.46KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,998+96.2%48,934$1.21MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+12,649—12,649$311.81KQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+7,529+6.5%122,522$3.02MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,588+5.7%122,603$3.02MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,641-1.6%280,417$6.91MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,301+56.1%6,400$157.57KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+632+4.5%14,783$364.00KQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+42,043—42,043$1.04MQ2 2026Aug 13, 2026
Morgan StanleyBuy+22,306+66.6%55,820$1.38MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,976+7.1%29,658$731.10KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+80+0.9%8,863$218.48KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+13,100—13,100$322.93KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-11,660-18.6%50,886$1.25MQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+44,369+29.9%192,723$4.75MQ2 2026Aug 11, 2026
Moneco Advisors, LlcBuy+3,902+8.2%51,523$1.27MQ2 2026Aug 11, 2026
Addison Advisors LlcSell-9,472-40.4%13,955$344.01KQ2 2026Aug 10, 2026
First Command Advisory Services, Inc.Sell-3,602-67.0%1,777$43.80KQ2 2026Aug 10, 2026
Cassaday & Co Wealth Management LlcBuy+596—596$14.69KQ2 2026Aug 10, 2026
Lido Advisors, LlcBuy+140,228—140,228$3.46MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+29,968+12.0%279,144$6.88MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+4,390+40.7%15,182$374.26KQ2 2026Aug 07, 2026
Tassel Capital Management, Inc.Buy+151+0.9%16,697$411.60KQ2 2026Aug 07, 2026
Envestnet Asset Management IncBuy+3,139+8.7%39,382$970.82KQ2 2026Aug 03, 2026
Jacobi Capital Management LlcBuy+22,800+187.7%34,950$861.56KQ2 2026Jul 31, 2026
Asset Dedication, LlcBuy+8,688—8,688$214.17KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+128+0.9%14,061$346.62KQ2 2026Jul 29, 2026
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Frequently asked questions about BSMY activity

  • Which institutional owners are buying BSMY?

    Institutional owners buying BSMY 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 BSMY activity?

    "Buy" means an investor increased their reported position in BSMY compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2034 MB (BSMY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMY increasing?

    Institutional interest in BSMY 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.

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