INVESCO BUL SHRS 2033 MB ETF (BSSX) Institutional Ownership Changes & 13F Activity

INVESCO BUL SHRS 2033 MB ETF (BSSX). 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., Atlantic Union Bankshares Corp, Ameriprise Financial Inc, Bank Of America Corp, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+7,7577,757$200.17KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+1,412+9.2%16,690$430.28KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,226+11.0%12,344$318.54KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+90,96990,969$2.35MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+38,87038,870$1.00MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+30,089+18.0%197,195$5.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,628+83.3%47,579$1.23MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+15,122+64.0%38,739$999.66KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,2238,223$212.19KQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+6,478+6.4%108,391$2.80MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+4,917+97.0%9,984$257.64KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,757+13.8%22,693$584.62KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-697-3.4%19,697$508.00KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-257-0.2%168,398$4.35MQ2 2026Aug 14, 2026
Morgan StanleyBuy+14,488+19.0%90,685$2.34MQ2 2026Aug 13, 2026
Atlas Capital Advisors Inc.Buy+4,0004,000$103.22KQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,362+7.0%36,200$934.14KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+969+7.1%14,641$377.81KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+13,00013,000$335.46KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-9,326-17.3%44,721$1.15MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+4,923+41.9%16,684$430.54KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+48,192+26.0%233,605$6.03MQ2 2026Aug 11, 2026
Vestgen Advisors, LlcBuy+16,589+157.0%27,155$700.74KQ2 2026Aug 11, 2026
Moneco Advisors, LlcBuy+9+0.1%15,738$406.13KQ2 2026Aug 11, 2026
Ima Advisory Services, Inc.Buy+24,67224,672$636.66KQ2 2026Aug 10, 2026
Addison Advisors LlcSell-7,863-40.5%11,565$298.44KQ2 2026Aug 10, 2026
First Command Advisory Services, Inc.Sell-3,425-62.2%2,085$53.80KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+27,818+10.6%291,269$7.52MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+3,884+41.6%13,212$340.93KQ2 2026Aug 07, 2026
Tassel Capital Management, Inc.Buy+128+0.8%15,372$396.68KQ2 2026Aug 07, 2026
Showing 30 of 62

Frequently asked questions about BSSX activity

  • Which institutional owners are buying BSSX?

    Institutional owners buying BSSX 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 BSSX activity?

    "Buy" means an investor increased their reported position in BSSX compared to the prior reporting period. This reflects growing exposure to INVESCO BUL SHRS 2033 MB ETF (BSSX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSSX increasing?

    Institutional interest in BSSX 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.