Who owns BSMR?
Invesco BulletShares 2027 Municipal Bond ETF · Invesco
143 institutions reported holding BSMR, worth $243.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $13.8M | 583,667 | +19,820 shares |
| LPL Financial LLC | Fort Mill, SC | $12.1M | 511,446 | +11,372 shares |
| Bank of America Corp. | Charlotte, NC | $11.4M | 480,377 | +13,685 shares |
| Wells Fargo & Company | San Francisco, CA | $10.3M | 435,082 | −27,550 shares |
| Invesco Ltd. | Atlanta, GA | $9.8M | 416,301 | +21,382 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.3M | 392,401 | +59,736 shares |
| Key Financial Inc | West Chester, PA | $8.7M | 367,608 | +25,552 shares |
| Financial Solutions Advisory Group, Inc. | Chicago, IL | $8.1M | 343,679 | New position |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $7.6M | 320,485 | +106,019 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $7.2M | 302,985 | +106,495 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: BSMR vs RSSB, BSMR vs BUXX, BSMR vs YYY, BSMR vs PFLD.
Frequently asked questions
Who owns BSMR?
143 institutional managers reported holding BSMR in Form 13F filings for June 30, 2026, worth $243.1M in total. The largest reported position was held by Morgan Stanley, at $13.8M.
Did institutions buy or sell BSMR last quarter?
Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 8 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 BSMR 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.