Who owns Invesco BulletShares 2030 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 BSMU from SEC Form 13F filings across 109 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, 109 institutions disclosed 8.1M shares of Invesco BulletShares 2030 Municipal Bond ETF worth $178.2M — about 66.5% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
109
13F holders
$178.2M
value, 2026 filers
66.5%
of shares outstanding (8.1M sh)
22
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 BSMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 513,455 | $11.3M | 0.0% | 4.2% | -1.0% |
| 2 | LPL Financial LLC | 465,215 | $10.2M | 0.0% | 3.8% | +7.0% |
| 3 | Hills Bank & Trust Co | 405,165 | $8.9M | 0.4% | 3.3% | -12.1% |
| 4 | MORGAN STANLEY | 327,565 | $7.2M | 0.0% | 2.7% | -3.9% |
| 5 | Stratos Wealth Advisors, LLC | 319,294 | $7.0M | 0.4% | 2.6% | +8.0% |
| 6 | Invesco Ltd. | 315,158 | $6.9M | 0.0% | 2.6% | -5.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 287,765 | $6.3M | 0.0% | 2.4% | +7.5% |
| 8 | Kathmere Capital Management, LLCNEW | 275,686 | $6.0M | 0.3% | 2.3% | new |
| 9 | HighTower Advisors, LLC | 275,525 | $6.0M | 0.0% | 2.3% | +31.7% |
| 10 | Atlantic Union Bankshares Corp | 251,404 | $5.5M | 0.1% | 2.1% | +24.1% |
| 11 | UBS Group AG | 248,848 | $5.5M | 0.0% | 2% | -15.9% |
| 12 | RAYMOND JAMES FINANCIAL INC | 240,737 | $5.3M | 0.0% | 2% | +4.9% |
| 13 | NewEdge Advisors, LLCNEW | 217,003 | $4.8M | 0.0% | 1.8% | new |
| 14 | Lido Advisors, LLC | 201,800 | $4.4M | 0.0% | 1.6% | 0.0% |
| 15 | PRECEDENT WEALTH PARTNERS, LLC | 199,682 | $4.4M | 0.7% | 1.6% | +7.2% |
| 16 | Legacy Private Trust Co. | 182,183 | $4.0M | 0.2% | 1.5% | +24.0% |
| 17 | CENTRAL VALLEY ADVISORS, LLC | 173,734 | $3.8M | 1.0% | 1.4% | -3.9% |
| 18 | MONECO ADVISORS, LLC | 166,980 | $3.7M | 0.2% | 1.4% | +2.6% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 145,748 | $3.2M | 0.0% | 1.2% | +22.7% |
| 20 | Kestra Advisory Services, LLC | 136,072 | $3.0M | 0.0% | 1.1% | +5.3% |
| 21 | Parkway Wealth Management Group, LLC | 116,372 | $2.6M | 0.3% | 1% | +2.8% |
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 114,674 | $2.5M | 0.0% | 0.9% | -6.8% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 112,964 | $2.5M | 0.0% | 0.9% | +6.7% |
| 24 | Clark Asset Management, LLC | 112,774 | $2.5M | 0.2% | 0.9% | +26.3% |
| 25 | Insight Wealth Partners, LLC | 103,724 | $2.3M | 0.3% | 0.8% | 0.0% |
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.