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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Northavenue LlcBuy+5,849—5,849$135.41KQ4 2025Apr 02, 2026
Anchor Investment Management, LlcBuy+4,000—4,000$92.60KQ4 2025Feb 26, 2026
Raymond James Financial IncBuy+201,203—201,203$4.66MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+171,018—171,018$3.96MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+14,798—14,798$342.58KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+264,748—264,748$6.13MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+94,202—94,202$2.18MQ4 2025Feb 17, 2026
Elequin Capital, LpBuy+77,936—77,936$1.80MQ4 2025Feb 17, 2026
Vestgen Advisors, LlcBuy+76,485—76,485$1.77MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+36,882—36,882$853.82KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+36,275—36,275$839.77KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+33,498—33,498$775.47KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+22,612—22,612$523.47KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+21,334—21,334$494.00KQ4 2025Feb 17, 2026
Summit Trail Advisors, LlcBuy+21,040—21,040$487.08KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+579,299—579,299$13.41MQ4 2025Feb 13, 2026
Morgan StanleyBuy+249,398—249,398$5.77MQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+112,957—112,957$2.61MQ4 2025Feb 13, 2026
Focus Partners WealthBuy+95,062—95,062$2.20MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+82,046—82,046$1.90MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+75,318—75,318$1.74MQ4 2025Feb 13, 2026
Brown Advisory IncBuy+36,936—36,936$855.07KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+21,602—21,602$500.09KQ4 2025Feb 13, 2026
Jacobi Capital Management LlcBuy+18,476—18,476$427.72KQ4 2025Feb 13, 2026
Ff Advisors,LlcBuy+14,667—14,667$339.54KQ4 2025Feb 13, 2026
Aptus Capital Advisors, LlcBuy+9,920—9,920$229.65KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+8,850—8,850$204.88KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+91,029—91,029$2.11MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+89,287—89,287$2.07MQ4 2025Feb 12, 2026
Stonex Group Inc.Buy+18,692—18,692$432.71KQ4 2025Feb 12, 2026
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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.