Who owns BSMQ?
Invesco BulletShares 2026 Municipal Bond ETF · Invesco
139 institutions reported holding BSMQ, worth $208.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $12.9M | 547,171 | −63,648 shares |
| LPL Financial LLC | Fort Mill, SC | $10.9M | 460,854 | −45,659 shares |
| Invesco Ltd. | Atlanta, GA | $9.9M | 422,368 | +34,265 shares |
| Bank of America Corp. | Charlotte, NC | $9.8M | 417,403 | −137,413 shares |
| Truist Financial Corp. | Charlotte, NC | $7.9M | 335,727 | +1,303 shares |
| Key Financial Inc | West Chester, PA | $6.9M | 292,767 | +99,149 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $6.1M | 260,978 | +68,126 shares |
| Morgan Stanley | New York, NY | $5.8M | 247,990 | +13,917 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.2M | 220,583 | +7,660 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $5.2M | 220,272 | +40,887 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: BSMQ vs BSMS, BSMQ vs REM, BSMQ vs CEMB, BSMQ vs IBTP.
Frequently asked questions
Who owns BSMQ?
139 institutional managers reported holding BSMQ in Form 13F filings for June 30, 2026, worth $208.6M in total. The largest reported position was held by Wells Fargo & Company, at $12.9M.
Did institutions buy or sell BSMQ last quarter?
Reported 13F value fell 1.3% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BSMQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.