Who owns BSMV?
Invesco BulletShares 2031 Municipal Bond ETF · Invesco
85 institutions reported holding BSMV, worth $126.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hills Bank & Trust Co | North Liberty, IA | $7.6M | 360,323 | −119,320 shares |
| HighTower Advisors, LLC | Chicago, IL | $7.0M | 334,767 | +32,078 shares |
| Confluence Investment Management LLC | St. Louis, MO | $6.1M | 290,826 | −20,548 shares |
| LPL Financial LLC | Fort Mill, SC | $6.1M | 288,458 | +33,055 shares |
| Morgan Stanley | New York, NY | $5.8M | 276,929 | +19,813 shares |
| Bank of America Corp. | Charlotte, NC | $5.3M | 252,121 | +18,687 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $5.0M | 240,138 | +51,741 shares |
| Precedent Wealth Partners, LLC | Houston, TX | $4.5M | 216,030 | +14,039 shares |
| Invesco Ltd. | Atlanta, GA | $4.3M | 204,866 | +92 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.2M | 199,030 | +6,367 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 BSMV?
85 institutional managers reported holding BSMV in Form 13F filings for June 30, 2026, worth $126.3M in total. The largest reported position was held by Hills Bank & Trust Co, at $7.6M.
Did institutions buy or sell BSMV last quarter?
Reported 13F value rose 5.8% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 7 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 BSMV 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.