BSMV Institutional Ownership & Shareholders
INVESCO BLTSHRS 2031 MUNI (BSMV) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hills Bank & Trust Co is currently the largest disclosed institutional shareholder of BSMV tracked by InsiderSet, reporting ownership valued at approximately $10.02M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.79M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed BSMV value among the investors covered in this analysis. Major shareholders include Hills Bank & Trust Co, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO BLTSHRS 2031 MUNI (BSMV).
This page ranks the largest institutional BSMV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$117.20M
Largest Holder
Hills Bank & Trust Co
Largest Position
$10.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | 0.48% | 479,643 | $10,015,090 | $9,793,974 | -$221,116 | -2.21% | |
| Lpl Financial Llc | 0.00% | 288,458 | $6,053,289 | $5,890,110 | -$163,179 | -2.70% | |
| Morgan Stanley | 0.00% | 276,929 | $5,811,355 | $5,654,696 | -$156,659 | -2.70% | |
| Confluence Investment Management Llc | 0.09% | 280,194 | $5,573,507 | $5,721,365 | +$147,858 | +2.65% | |
| Bank Of America Corp | 0.00% | 252,121 | $5,290,759 | $5,148,134 | -$142,625 | -2.70% | |
| Atlantic Union Bankshares Corp | 0.08% | 240,138 | $5,039,296 | $4,903,450 | -$135,846 | -2.70% | |
| Precedent Wealth Partners, Llc | 0.74% | 243,388 | $4,841,379 | $4,969,813 | +$128,434 | +2.65% | |
| Invesco Ltd. | 0.00% | 204,866 | $4,299,113 | $4,183,220 | -$115,893 | -2.70% | |
| Raymond James Financial Inc | 0.00% | 199,030 | $4,176,650 | $4,064,053 | -$112,597 | -2.70% | |
| Lido Advisors, Llc | 0.01% | 195,700 | $4,106,765 | $3,996,057 | -$110,708 | -2.70% | |
| Ubs Group Ag | 0.00% | 192,892 | $4,047,838 | $3,938,720 | -$109,118 | -2.70% | |
| Central Valley Advisors, Llc | 0.96% | 180,114 | $3,582,766 | $3,677,802 | +$95,036 | +2.65% | |
| Clark Asset Management, Llc | 0.23% | 159,444 | $3,171,597 | $3,255,735 | +$84,138 | +2.65% | |
| Avior Wealth Management, Llc | 0.08% | 158,705 | $3,156,904 | $3,240,645 | +$83,741 | +2.65% | |
| Envestnet Asset Management Inc | 0.00% | 147,684 | $3,099,144 | $3,015,604 | -$83,540 | -2.70% | |
| Moneco Advisors, Llc | 0.18% | 139,362 | $2,924,513 | $2,845,674 | -$78,839 | -2.70% | |
| Envision Financial Planning, Llc | 0.80% | 117,801 | $2,472,056 | $2,405,414 | -$66,642 | -2.70% | |
| Cary Street Partners Financial Llc | 0.05% | 109,755 | $2,303,209 | $2,241,120 | -$62,089 | -2.70% | |
| Wells Fargo & Company/Mn | 0.00% | 94,922 | $1,991,938 | $1,938,241 | -$53,697 | -2.70% | |
| Osaic Holdings, Inc. | 0.00% | 93,904 | $1,971,047 | $1,917,454 | -$53,593 | -2.72% | |
| Parkway Wealth Management Group, Llc | 0.22% | 96,072 | $1,911,023 | $1,961,723 | +$50,700 | +2.65% | |
| Kestra Advisory Services, Llc | 0.01% | 92,458 | $1,839,132 | $1,887,928 | +$48,796 | +2.65% | |
| Stifel Financial Corp | 0.00% | 72,758 | $1,526,831 | $1,485,667 | -$41,164 | -2.70% | |
| Key Financial Inc | 0.23% | 71,944 | $1,431,081 | $1,469,046 | +$37,965 | +2.65% | |
| Jane Street Group, Llc | 0.00% | 65,649 | $1,377,644 | $1,340,507 | -$37,137 | -2.70% | |
| Huntington National Bank | 0.01% | 62,405 | $1,309,569 | $1,274,266 | -$35,303 | -2.70% | |
| United Capital Financial Advisors, Llc | 0.01% | 60,488 | $1,269,048 | $1,235,123 | -$33,925 | -2.67% | |
| Mml Investors Services, Llc | 0.00% | 57,332 | $1,203,118 | $1,170,679 | -$32,439 | -2.70% | |
| Farmers National Bank | 0.25% | 57,080 | $1,197,824 | $1,165,534 | -$32,290 | -2.70% | |
| Integrated Wealth Concepts Llc | 0.01% | 54,498 | $1,143,633 | $1,112,811 | -$30,822 | -2.70% | |
| James Investment Research, Inc. | 0.12% | 56,805 | $1,129,942 | $1,159,918 | +$29,976 | +2.65% | |
| Jacobi Capital Management Llc | 0.05% | 46,830 | $982,725 | $956,236 | -$26,489 | -2.70% | |
| Equitable Holdings, Inc. | 0.01% | 46,617 | $978,247 | $951,887 | -$26,360 | -2.69% | |
| Vestgen Advisors, Llc | 0.03% | 49,002 | $974,735 | $1,000,587 | +$25,852 | +2.65% | |
| Elequin Capital, Lp | 0.03% | 45,191 | $948,333 | $922,769 | -$25,564 | -2.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,367 | $862,640 | $885,524 | +$22,884 | +2.65% | |
| Ifg Advisory, Llc | 0.02% | 33,004 | $692,596 | $673,919 | -$18,677 | -2.70% | |
| Captrust Financial Advisors | 0.00% | 31,559 | $662,262 | $644,413 | -$17,849 | -2.70% | |
| Jones Financial Companies Lllp | 0.00% | 30,336 | $636,298 | $619,440 | -$16,858 | -2.65% | |
| Sax Wealth Advisors, Llc | 0.02% | 31,968 | $635,895 | $652,764 | +$16,869 | +2.65% | |
| Sequoia Financial Advisors | 0.00% | 28,975 | $608,041 | $591,649 | -$16,392 | -2.70% | |
| Asset Dedication, Llc | 0.04% | 28,868 | $605,805 | $589,464 | -$16,341 | -2.70% | |
| Benjamin Edwards Inc | 0.01% | 27,781 | $582,936 | $567,269 | -$15,667 | -2.69% | |
| Garrett Wealth Advisory Group, Llc | 0.09% | 29,282 | $582,466 | $597,918 | +$15,452 | +2.65% | |
| Royal Bank Of Canada | 0.00% | 22,431 | $471,000 | $458,025 | -$12,975 | -2.75% | |
| Hengehold Capital Management Llc | 0.03% | 22,998 | $457,476 | $469,603 | +$12,127 | +2.65% | |
| Cetera Investment Advisers | 0.00% | 20,498 | $430,144 | $418,555 | -$11,589 | -2.69% | |
| Legacy Private Trust Co. | 0.02% | 21,624 | $430,135 | $441,547 | +$11,412 | +2.65% | |
| Invariant Investment Management | 0.23% | 19,700 | $393,702 | $402,260 | +$8,558 | +2.17% | |
| Gradient Capital Advisors, Llc | 0.09% | 19,704 | $391,944 | $402,342 | +$10,398 | +2.65% |
Frequently asked questions about BSMV
Who are the largest institutional holders of BSMV?
The largest institutional holders of BSMV reported in the latest SEC Form 13F filings include Hills Bank & Trust Co, Lpl Financial Llc, Morgan Stanley, Confluence Investment Management Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported BSMV position.
What is BSMV institutional ownership?
This page tracks BSMV positions reported by institutional investment managers through SEC Form 13F. INVESCO BLTSHRS 2031 MUNI (BSMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSMV?
InsiderSet currently tracks 84 institutional managers reporting BSMV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSMV shareholders.
How much BSMV stock do institutions own?
Institutional investment managers disclosed approximately $117.20M in BSMV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSMV institutional ownership last updated?
The latest BSMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSMV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSMV position after the reporting date.
Are institutions buying or selling BSMV?
Institutional buying and selling can be analyzed by comparing BSMV positions across consecutive 13F reporting periods. InsiderSet's BSMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSMV ownership changes.
How has BSMV institutional ownership changed over time?
InsiderSet tracks BSMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.