Who owns BSMY?
Invesco Bulletshares 2034 Municipal Bond ETF · Invesco
54 institutions reported holding BSMY, worth $78.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Confluence Investment Management LLC | St. Louis, MO | $7.5M | 303,465 | −24,244 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.9M | 280,417 | −4,641 shares |
| LPL Financial LLC | Fort Mill, SC | $6.9M | 279,144 | +29,968 shares |
| BCS Wealth Management | Johnson City, TN | $5.8M | 234,983 | +3,515 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $4.8M | 192,723 | +44,369 shares |
| Lido Advisors, LLC | Los Angeles, CA | $3.5M | 140,228 | New position |
| Hills Bank & Trust Co | North Liberty, IA | $3.3M | 134,061 | +23,899 shares |
| Nestegg Advisors, Inc. | Hauppauge, NY | $3.1M | 124,044 | +45,585 shares |
| Bank of America Corp. | Charlotte, NC | $3.0M | 122,603 | +6,588 shares |
| Envision Financial Planning, LLC | Memphis, TN | $3.0M | 122,522 | +7,529 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 BSMY?
54 institutional managers reported holding BSMY in Form 13F filings for June 30, 2026, worth $78.1M in total. The largest reported position was held by Confluence Investment Management LLC, at $7.5M.
Did institutions buy or sell BSMY last quarter?
Reported 13F value rose 21.2% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 2 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 BSMY 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.