ETF Holders

Who owns BSMT?

Bond

Invesco BulletShares 2029 Municipal Bond ETF · Invesco

123 institutions reported holding BSMT, worth $187.9M, in Form 13F filings for June 30, 2026.

13F holders
123
Institutional value
$187.9M
Change from prior quarter
-1.8%
−$3.4M, with price moves
New and sold-out firms
18 / 6
51 added, 28 trimmed

Top 10 institutional holders of BSMT

FirmLocationValueSharesChange
Hills Bank & Trust CoNorth Liberty, IA$15.3M664,948+5,669 shares
Wells Fargo & CompanySan Francisco, CA$13.1M567,574−19,144 shares
Raymond James Financial Inc.St. Petersburg, FL$8.8M381,835+182,426 shares
LPL Financial LLCFort Mill, SC$7.5M324,270+24,711 shares
Invesco Ltd.Atlanta, GA$7.0M303,363+7,258 shares
Atlantic Union Bankshares CorpGlen Allen, VA$6.9M301,728+111,125 shares
Bank of America Corp.Charlotte, NC$6.8M293,262+1,438 shares
Kathmere Capital Management, LLCWayne, PA$6.3M274,921+23,088 shares
Integrated Wealth Concepts LLCWaltham, MA$5.8M250,783+115,377 shares
Morgan StanleyNew York, NY$5.7M247,954+2,837 shares
113 more firms

The full list comes with the Advisors and Institutions package.

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From 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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Compare what they hold: BSMT vs DIVN, BSMT vs SDSI, BSMT vs OBIL, BSMT vs EMHC.

Frequently asked questions

Who owns BSMT?

123 institutional managers reported holding BSMT in Form 13F filings for June 30, 2026, worth $187.9M in total. The largest reported position was held by Hills Bank & Trust Co, at $15.3M.

Did institutions buy or sell BSMT last quarter?

Reported 13F value fell 1.8% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 6 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 BSMT 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.