INVESCO BULLETSHARES 2029 MU (BSMT) Institutional Ownership Changes & 13F Activity
INVESCO BULLETSHARES 2029 MU (BSMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Northavenue Llc | Buy | +5,849 | — | 5,849 | $135.41K | Q4 2025 | Apr 02, 2026 |
| Anchor Investment Management, Llc | Buy | +4,000 | — | 4,000 | $92.60K | Q4 2025 | Feb 26, 2026 |
| Raymond James Financial Inc | Buy | +201,203 | — | 201,203 | $4.66M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +171,018 | — | 171,018 | $3.96M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +14,798 | — | 14,798 | $342.58K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +264,748 | — | 264,748 | $6.13M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +94,202 | — | 94,202 | $2.18M | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, Lp | Buy | +77,936 | — | 77,936 | $1.80M | Q4 2025 | Feb 17, 2026 |
| Vestgen Advisors, Llc | Buy | +76,485 | — | 76,485 | $1.77M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +36,882 | — | 36,882 | $853.82K | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +36,275 | — | 36,275 | $839.77K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +33,498 | — | 33,498 | $775.47K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +22,612 | — | 22,612 | $523.47K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +21,334 | — | 21,334 | $494.00K | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, Llc | Buy | +21,040 | — | 21,040 | $487.08K | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +579,299 | — | 579,299 | $13.41M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +249,398 | — | 249,398 | $5.77M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +112,957 | — | 112,957 | $2.61M | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +95,062 | — | 95,062 | $2.20M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +82,046 | — | 82,046 | $1.90M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +75,318 | — | 75,318 | $1.74M | Q4 2025 | Feb 13, 2026 |
| Brown Advisory Inc | Buy | +36,936 | — | 36,936 | $855.07K | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +21,602 | — | 21,602 | $500.09K | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management Llc | Buy | +18,476 | — | 18,476 | $427.72K | Q4 2025 | Feb 13, 2026 |
| Ff Advisors,Llc | Buy | +14,667 | — | 14,667 | $339.54K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +9,920 | — | 9,920 | $229.65K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +8,850 | — | 8,850 | $204.88K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +91,029 | — | 91,029 | $2.11M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +89,287 | — | 89,287 | $2.07M | Q4 2025 | Feb 12, 2026 |
| Stonex Group Inc. | Buy | +18,692 | — | 18,692 | $432.71K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about BSMT activity
Which institutional owners are buying BSMT?
Institutional owners buying BSMT 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 BSMT activity?
"Buy" means an investor increased their reported position in BSMT compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2029 MU (BSMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSMT increasing?
Institutional interest in BSMT 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.