Who owns Invesco BulletShares 2029 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 BSMT from SEC Form 13F filings across 126 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, 126 institutions disclosed 8.2M shares of Invesco BulletShares 2029 Municipal Bond ETF worth $189.6M — about 67.5% of shares outstanding; the largest disclosed holder is Hills Bank & Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
126
13F holders
$189.6M
value, 2026 filers
67.5%
of shares outstanding (8.2M sh)
20
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 BSMT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | 664,948 | $15.3M | 0.7% | 5.5% | +0.9% |
| 2 | WELLS FARGO & COMPANY/MN | 567,574 | $13.1M | 0.0% | 4.7% | -3.3% |
| 3 | RAYMOND JAMES FINANCIAL INC | 381,835 | $8.8M | 0.0% | 3.1% | +91.5% |
| 4 | LPL Financial LLC | 324,270 | $7.5M | 0.0% | 2.7% | +8.2% |
| 5 | Invesco Ltd. | 303,363 | $7.0M | 0.0% | 2.5% | +2.5% |
| 6 | Atlantic Union Bankshares Corp | 301,728 | $6.9M | 0.1% | 2.5% | +58.3% |
| 7 | BANK OF AMERICA CORP /DE/ | 293,262 | $6.8M | 0.0% | 2.4% | +0.5% |
| 8 | Kathmere Capital Management, LLC | 274,921 | $6.3M | 0.3% | 2.3% | +9.2% |
| 9 | MORGAN STANLEY | 247,954 | $5.7M | 0.0% | 2% | +1.2% |
| 10 | HighTower Advisors, LLC | 225,499 | $5.2M | 0.0% | 1.8% | +2.0% |
| 11 | NewEdge Advisors, LLCNEW | 216,442 | $5.0M | 0.0% | 1.8% | new |
| 12 | Avior Wealth Management, LLC | 193,355 | $4.5M | 0.1% | 1.6% | -15.8% |
| 13 | PRECEDENT WEALTH PARTNERS, LLC | 178,979 | $4.1M | 0.7% | 1.5% | +7.6% |
| 14 | CENTRAL VALLEY ADVISORS, LLC | 169,747 | $3.9M | 1.0% | 1.4% | -3.8% |
| 15 | OSAIC HOLDINGS, INC. | 169,221 | $3.9M | 0.0% | 1.4% | +42.9% |
| 16 | MONECO ADVISORS, LLC | 158,107 | $3.6M | 0.2% | 1.3% | +3.2% |
| 17 | UBS Group AG | 155,342 | $3.6M | 0.0% | 1.3% | -33.6% |
| 18 | Integrated Wealth Concepts LLC | 154,554 | $3.6M | 0.0% | 1.3% | +14.1% |
| 19 | Legacy Private Trust Co. | 132,580 | $3.1M | 0.2% | 1.1% | +51.6% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 112,989 | $2.6M | 0.0% | 0.9% | +2.6% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 110,271 | $2.5M | 0.0% | 0.9% | +11.9% |
| 22 | Sequoia Financial Advisors, LLC | 107,886 | $2.5M | 0.0% | 0.9% | -32.7% |
| 23 | Lido Advisors, LLC | 106,400 | $2.5M | 0.0% | 0.9% | 0.0% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 105,968 | $2.4M | 0.0% | 0.9% | -1.4% |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 96,425 | $2.2M | 0.0% | 0.8% | -7.6% |
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. Research, not investment advice.