Who owns BSMS?
Invesco BulletShares 2028 Municipal Bond ETF · Invesco
132 institutions reported holding BSMS, worth $208.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $12.3M | 525,668 | +14,522 shares |
| Morgan Stanley | New York, NY | $10.1M | 431,869 | +30,369 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.9M | 422,297 | +73,935 shares |
| Invesco Ltd. | Atlanta, GA | $9.8M | 418,580 | +20,636 shares |
| Truist Financial Corp. | Charlotte, NC | $7.6M | 324,173 | +22,940 shares |
| Bank of America Corp. | Charlotte, NC | $7.0M | 299,578 | +6,845 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $6.1M | 258,608 | +102,581 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $6.1M | 258,432 | +111,223 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $5.2M | 221,808 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.1M | 216,228 | +18,696 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.
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Frequently asked questions
Who owns BSMS?
132 institutional managers reported holding BSMS in Form 13F filings for June 30, 2026, worth $208.4M in total. The largest reported position was held by LPL Financial LLC, at $12.3M.
Did institutions buy or sell BSMS last quarter?
Reported 13F value rose 13.4% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 10 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 BSMS 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.