INVES BLTSHRS 2035 MB ETF (BSMZ) Institutional Ownership Changes & 13F Activity

INVES BLTSHRS 2035 MB ETF (BSMZ). 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, Lpl Financial Llc, Wedmont Private Capital, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+3,292+10.3%35,162$901.38KQ2 2026Sep 23, 2026
Gill Capital Partners, LlcBuy+1,970+49.9%5,920$151.76KQ2 2026Aug 20, 2026
Equitable Holdings, Inc.Buy+11,426+32.0%47,096$1.21MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,788+11.7%17,058$435.65KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+94,298—94,298$2.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,192+187.0%35,592$912.58KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+11,002—11,002$282.05KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,900—5,900$151.25KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,206+13.7%43,238$1.11MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,862+48.5%5,702$146.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,557—1,557$39.91KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+13,000—13,000$333.26KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-6,482-14.3%38,897$997.13KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+50,017+36.1%188,415$4.83MQ2 2026Aug 11, 2026
Moneco Advisors, LlcBuy+15,717+113.0%29,622$759.36KQ2 2026Aug 11, 2026
Addison Advisors LlcBuy+4,646+74.3%10,900$279.42KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+30,247+20.1%180,678$4.63MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+2,272+24.2%11,650$298.65KQ2 2026Aug 07, 2026
Jacobi Capital Management LlcBuy+21,950+187.6%33,650$862.62KQ2 2026Jul 31, 2026
Asset Dedication, LlcBuy+2,698—2,698$69.16KQ2 2026Jul 30, 2026
Kestra Advisory Services, LlcBuy+2,164+11.1%21,743$557.39KQ2 2026Jul 28, 2026
Key Financial IncBuy+3,340+10.9%33,875$868.39KQ2 2026Jul 24, 2026
Cookson Peirce & Co IncBuy+497+6.0%8,772$224.87KQ2 2026Jul 23, 2026
J.W. Cole Advisors, Inc.Buy+9,636—9,636$247.01KQ2 2026Jul 21, 2026
Ifp Advisors, IncBuy+5,200+28.9%23,200$594.73KQ2 2026Jul 20, 2026
Bcs Wealth ManagementBuy+8,536—8,536$218.82KQ2 2026Jul 16, 2026
Wedmont Private CapitalBuy+23,550—23,550$600.29KQ2 2026Jul 13, 2026
Clark Asset Management, LlcBuy+12,491—12,491$320.20KQ2 2026Jul 07, 2026
Bill Few Associates, Inc.Buy+9,870—9,870$253.02KQ2 2026Jul 07, 2026
Confluence Investment Management LlcSell-16,862-7.6%206,255$5.29MQ2 2026Jul 01, 2026
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Frequently asked questions about BSMZ activity

  • Which institutional owners are buying BSMZ?

    Institutional owners buying BSMZ 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 BSMZ activity?

    "Buy" means an investor increased their reported position in BSMZ compared to the prior reporting period. This reflects growing exposure to INVES BLTSHRS 2035 MB ETF (BSMZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSMZ increasing?

    Institutional interest in BSMZ 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.

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