Who owns BSMU?
Invesco BulletShares 2030 Municipal Bond ETF · Invesco
106 institutions reported holding BSMU, worth $176.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $11.3M | 513,455 | −5,347 shares |
| LPL Financial LLC | Fort Mill, SC | $10.2M | 465,215 | +30,591 shares |
| Hills Bank & Trust Co | North Liberty, IA | $8.9M | 405,165 | −55,714 shares |
| Morgan Stanley | New York, NY | $7.2M | 327,565 | −13,396 shares |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $7.0M | 319,294 | +23,685 shares |
| Invesco Ltd. | Atlanta, GA | $6.9M | 315,158 | −16,941 shares |
| Bank of America Corp. | Charlotte, NC | $6.3M | 287,765 | +20,198 shares |
| Kathmere Capital Management, LLC | Wayne, PA | $6.0M | 275,686 | New position |
| HighTower Advisors, LLC | Chicago, IL | $6.0M | 275,525 | +66,369 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $5.5M | 251,404 | +48,821 shares |
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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Frequently asked questions
Who owns BSMU?
106 institutional managers reported holding BSMU in Form 13F filings for June 30, 2026, worth $176.4M in total. The largest reported position was held by Wells Fargo & Company, at $11.3M.
Did institutions buy or sell BSMU last quarter?
Reported 13F value rose 14.6% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 5 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 BSMU 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.