Who owns BSMZ?
Invesco BulletShares 2035 Municipal Bond ETF · Invesco
36 institutions reported holding BSMZ, worth $33.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BSMZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Confluence Investment Management LLC | St. Louis, MO | $5.3M | 206,255 | −16,862 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $4.8M | 188,415 | +50,017 shares |
| LPL Financial LLC | Fort Mill, SC | $4.6M | 180,678 | +30,247 shares |
| Invesco Ltd. | Atlanta, GA | $2.4M | 94,298 | +4,775 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.6M | 61,839 | +21,625 shares |
| Equitable Holdings, Inc. | New York, NY | $1.2M | 47,096 | +11,426 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.1M | 43,238 | +5,206 shares |
| Stifel Financial Corp. | St. Louis, MO | $997K | 38,897 | −6,482 shares |
| Hills Bank & Trust Co | North Liberty, IA | $992K | 38,693 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $913K | 35,592 | +23,192 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 BSMZ?
36 institutional managers reported holding BSMZ in Form 13F filings for June 30, 2026, worth $33.6M in total. The largest reported position was held by Confluence Investment Management LLC, at $5.3M.
Did institutions buy or sell BSMZ last quarter?
Reported 13F value rose 29.1% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 4 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 BSMZ 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.