INVESCO BLTSHRS 2031 MUNI (BSMV) Institutional Shareholders
INVESCO BLTSHRS 2031 MUNI (BSMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $113.95M in BSMV holdings during the latest filing period.
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 $9.74M, representing an estimated loss of -2.73% 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
85
Total Reported Value
$113.95M
Largest Holder
Hills Bank & Trust Co
Largest Position
$10.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $9,741,549 | -$273,541 | -2.73% | |
| Lpl Financial Llc | 0.00% | 288,458 | $6,053,289 | $5,858,582 | -$194,707 | -3.22% | |
| Morgan Stanley | 0.00% | 276,929 | $5,811,355 | $5,624,428 | -$186,927 | -3.22% | |
| Bank Of America Corp | 0.00% | 252,121 | $5,290,759 | $5,120,578 | -$170,181 | -3.22% | |
| Atlantic Union Bankshares Corp | 0.08% | 240,138 | $5,039,296 | $4,877,203 | -$162,093 | -3.22% | |
| Precedent Wealth Partners, Llc | 0.75% | 216,030 | $4,533,390 | $4,387,569 | -$145,821 | -3.22% | |
| Invesco Ltd. | 0.00% | 204,866 | $4,299,113 | $4,160,828 | -$138,285 | -3.22% | |
| Raymond James Financial Inc | 0.00% | 199,030 | $4,176,650 | $4,042,299 | -$134,351 | -3.22% | |
| Lido Advisors, Llc | 0.01% | 195,700 | $4,106,765 | $3,974,667 | -$132,098 | -3.22% | |
| Ubs Group Ag | 0.00% | 192,892 | $4,047,838 | $3,917,637 | -$130,201 | -3.22% | |
| Central Valley Advisors, Llc | 0.98% | 181,265 | $3,803,851 | $3,681,492 | -$122,359 | -3.22% | |
| Avior Wealth Management, Llc | 0.08% | 152,733 | $3,205,103 | $3,102,007 | -$103,096 | -3.22% | |
| Envestnet Asset Management Inc | 0.00% | 147,684 | $3,099,144 | $2,999,462 | -$99,682 | -3.22% | |
| Moneco Advisors, Llc | 0.18% | 139,362 | $2,924,513 | $2,830,442 | -$94,071 | -3.22% | |
| Legacy Private Trust Co. | 0.14% | 121,639 | $2,552,594 | $2,470,488 | -$82,106 | -3.22% | |
| Envision Financial Planning, Llc | 0.80% | 117,801 | $2,472,056 | $2,392,538 | -$79,518 | -3.22% | |
| Cary Street Partners Financial Llc | 0.05% | 109,755 | $2,303,209 | $2,229,124 | -$74,085 | -3.22% | |
| Clark Asset Management, Llc | 0.18% | 106,337 | $2,231,473 | $2,159,704 | -$71,769 | -3.22% | |
| Parkway Wealth Management Group, Llc | 0.25% | 105,220 | $2,208,047 | $2,137,018 | -$71,029 | -3.22% | |
| Kestra Advisory Services, Llc | 0.01% | 96,149 | $2,017,678 | $1,952,786 | -$64,892 | -3.22% | |
| Wells Fargo & Company/Mn | 0.00% | 94,922 | $1,991,938 | $1,927,866 | -$64,072 | -3.22% | |
| Osaic Holdings, Inc. | 0.00% | 93,904 | $1,971,047 | $1,907,190 | -$63,857 | -3.24% | |
| Stifel Financial Corp | 0.00% | 72,758 | $1,526,831 | $1,477,715 | -$49,116 | -3.22% | |
| Key Financial Inc | 0.25% | 71,944 | $1,509,745 | $1,461,183 | -$48,562 | -3.22% | |
| Jane Street Group, Llc | 0.00% | 65,649 | $1,377,644 | $1,333,331 | -$44,313 | -3.22% | |
| Huntington National Bank | 0.01% | 62,405 | $1,309,569 | $1,267,446 | -$42,123 | -3.22% | |
| United Capital Financial Advisors, Llc | 0.01% | 60,488 | $1,269,048 | $1,228,511 | -$40,537 | -3.19% | |
| Mml Investors Services, Llc | 0.00% | 57,332 | $1,203,118 | $1,164,413 | -$38,705 | -3.22% | |
| Farmers National Bank | 0.25% | 57,080 | $1,197,824 | $1,159,295 | -$38,529 | -3.22% | |
| Integrated Wealth Concepts Llc | 0.01% | 54,498 | $1,143,633 | $1,106,854 | -$36,779 | -3.22% | |
| Vestgen Advisors, Llc | 0.03% | 50,598 | $1,061,804 | $1,027,645 | -$34,159 | -3.22% | |
| Jacobi Capital Management Llc | 0.05% | 46,830 | $982,725 | $951,117 | -$31,608 | -3.22% | |
| Equitable Holdings, Inc. | 0.01% | 46,617 | $978,247 | $946,791 | -$31,456 | -3.22% | |
| Elequin Capital, Lp | 0.03% | 45,191 | $948,333 | $917,829 | -$30,504 | -3.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,500 | $912,840 | $883,485 | -$29,355 | -3.22% | |
| Mission Wealth Management, Lp | 0.01% | 36,616 | $768,388 | $743,671 | -$24,717 | -3.22% | |
| Marietta Wealth Management, Llc | 0.07% | 34,012 | $713,742 | $690,784 | -$22,958 | -3.22% | |
| Wedmont Private Capital | 0.02% | 33,770 | $706,975 | $685,869 | -$21,106 | -2.99% | |
| Ifg Advisory, Llc | 0.02% | 33,004 | $692,596 | $670,311 | -$22,285 | -3.22% | |
| Sax Wealth Advisors, Llc | 0.03% | 31,968 | $667,501 | $649,270 | -$18,231 | -2.73% | |
| Captrust Financial Advisors | 0.00% | 31,559 | $662,262 | $640,963 | -$21,299 | -3.22% | |
| Jones Financial Companies Lllp | 0.00% | 30,336 | $636,298 | $616,124 | -$20,174 | -3.17% | |
| Garrett Wealth Advisory Group, Llc | 0.09% | 29,282 | $614,483 | $594,717 | -$19,766 | -3.22% | |
| Sequoia Financial Advisors | 0.00% | 28,975 | $608,041 | $588,482 | -$19,559 | -3.22% | |
| Asset Dedication, Llc | 0.04% | 28,868 | $605,805 | $586,309 | -$19,496 | -3.22% | |
| Benjamin Edwards Inc | 0.01% | 27,781 | $582,936 | $564,232 | -$18,704 | -3.21% | |
| Royal Bank Of Canada | 0.00% | 22,431 | $471,000 | $455,574 | -$15,426 | -3.28% | |
| Cetera Investment Advisers | 0.00% | 20,498 | $430,144 | $416,314 | -$13,830 | -3.22% | |
| Gradient Capital Advisors, Llc | 0.10% | 19,704 | $413,488 | $400,188 | -$13,300 | -3.22% | |
| Venture Visionary Partners Llc | 0.01% | 18,207 | $382,092 | $369,784 | -$12,308 | -3.22% |
Frequently asked questions about BSMV
Who owns the most BSMV stock?
The largest holders of BSMV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BLTSHRS 2031 MUNI (BSMV).
Is BSMV widely held by superinvestors?
Many widely followed stocks like BSMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSMV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.