Who owns Invesco BulletShares 2027 Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSMR from SEC Form 13F filings across 146 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 146 institutions disclosed 10.3M shares of Invesco BulletShares 2027 Municipal Bond ETF worth $242.8M — about 70.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
146
13F holders
$242.8M
value, 2026 filers
70.1%
of shares outstanding (10.3M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSMR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 583,667 | $13.8M | 0.0% | 4% | +3.5% |
| 2 | LPL Financial LLC | 511,446 | $12.1M | 0.0% | 3.5% | +2.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 480,377 | $11.4M | 0.0% | 3.3% | +2.9% |
| 4 | WELLS FARGO & COMPANY/MN | 435,082 | $10.3M | 0.0% | 3% | -6.0% |
| 5 | Invesco Ltd. | 416,301 | $9.8M | 0.0% | 2.8% | +5.4% |
| 6 | RAYMOND JAMES FINANCIAL INC | 392,401 | $9.3M | 0.0% | 2.7% | +18.0% |
| 7 | Key Financial Inc | 367,608 | $8.7M | 1.4% | 2.5% | +7.5% |
| 8 | Financial Solutions Advisory Group, Inc.NEW | 343,679 | $8.1M | 1.0% | 2.3% | new |
| 9 | Atlantic Union Bankshares Corp | 320,485 | $7.6M | 0.1% | 2.2% | +49.4% |
| 10 | HighTower Advisors, LLC | 245,694 | $5.8M | 0.0% | 1.7% | +6.5% |
| 11 | UBS Group AG | 222,064 | $5.2M | 0.0% | 1.5% | -12.7% |
| 12 | NewEdge Advisors, LLCNEW | 217,832 | $5.1M | 0.0% | 1.5% | new |
| 13 | Thrivent Financial for Lutherans | 202,894 | $4.8M | 0.0% | 1.4% | +15.0% |
| 14 | Integrated Wealth Concepts LLC | 200,752 | $4.7M | 0.0% | 1.4% | +2.2% |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | 190,052 | $4.5M | 0.7% | 1.3% | +10.6% |
| 16 | CENTRAL VALLEY ADVISORS, LLC | 184,560 | $4.4M | 1.1% | 1.3% | +8.9% |
| 17 | Hills Bank & Trust Co | 178,708 | $4.2M | 0.2% | 1.2% | -22.4% |
| 18 | Avior Wealth Management, LLC | 171,608 | $4.1M | 0.1% | 1.2% | -6.0% |
| 19 | OSAIC HOLDINGS, INC. | 163,122 | $3.9M | 0.0% | 1.1% | +17.8% |
| 20 | MONECO ADVISORS, LLC | 159,326 | $3.8M | 0.2% | 1.1% | +5.9% |
| 21 | Summit Financial, LLC | 157,385 | $3.7M | 0.0% | 1.1% | -27.1% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 131,780 | $3.1M | 0.0% | 0.9% | +5.6% |
| 23 | AMERIPRISE FINANCIAL INC | 127,095 | $3.0M | 0.0% | 0.9% | +16.7% |
| 24 | Asset Dedication, LLC | 124,958 | $3.0M | 0.2% | 0.9% | +2.6% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 110,974 | $2.6M | 0.0% | 0.8% | +5.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.