Who owns Invesco BulletShares 2032 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 BSMW from SEC Form 13F filings across 70 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, 70 institutions disclosed 5.2M shares of Invesco BulletShares 2032 Municipal Bond ETF worth $130.1M — about 79.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
70
13F holders
$130.1M
value, 2026 filers
79.2%
of shares outstanding (5.2M sh)
12
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 BSMW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 516,887 | $13.0M | 0.0% | 7.9% | +11.3% |
| 2 | LPL Financial LLC | 458,971 | $11.5M | 0.0% | 7% | +8.8% |
| 3 | Stratos Wealth Advisors, LLC | 281,549 | $7.1M | 0.4% | 4.3% | +18.0% |
| 4 | Lido Advisors, LLC | 279,328 | $7.0M | 0.0% | 4.3% | +159.6% |
| 5 | Atlantic Union Bankshares Corp | 274,117 | $6.9M | 0.1% | 4.2% | +21.3% |
| 6 | WELLS FARGO & COMPANY/MN | 233,494 | $5.9M | 0.0% | 3.6% | -1.5% |
| 7 | BANK OF AMERICA CORP /DE/ | 228,408 | $5.7M | 0.0% | 3.5% | +15.0% |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 197,253 | $5.0M | 0.1% | 3% | -7.2% |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | 173,161 | $4.4M | 0.7% | 2.7% | +7.3% |
| 10 | Invesco Ltd. | 172,867 | $4.3M | 0.0% | 2.6% | +2.0% |
| 11 | RAYMOND JAMES FINANCIAL INC | 157,369 | $4.0M | 0.0% | 2.4% | +7.8% |
| 12 | UBS Group AG | 153,350 | $3.9M | 0.0% | 2.3% | +10.6% |
| 13 | Hills Bank & Trust Co | 143,604 | $3.6M | 0.2% | 2.2% | +24.2% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 125,681 | $3.2M | 0.0% | 1.9% | +7.3% |
| 15 | MONECO ADVISORS, LLC | 120,153 | $3.0M | 0.2% | 1.8% | +5.1% |
| 16 | Envision Financial Planning, LLC | 120,053 | $3.0M | 1.0% | 1.8% | +6.4% |
| 17 | Legacy Private Trust Co. | 115,658 | $2.9M | 0.2% | 1.8% | +65.8% |
| 18 | Kestra Advisory Services, LLC | 109,126 | $2.7M | 0.0% | 1.7% | +0.7% |
| 19 | AMERIPRISE FINANCIAL INC | 107,760 | $2.7M | 0.0% | 1.6% | +19.5% |
| 20 | HighTower Advisors, LLC | 96,848 | $2.4M | 0.0% | 1.5% | -8.8% |
| 21 | Clark Asset Management, LLC | 88,780 | $2.2M | 0.2% | 1.4% | +28.1% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80,257 | $2.0M | 0.0% | 1.2% | +22.5% |
| 23 | OSAIC HOLDINGS, INC. | 63,386 | $1.6M | 0.0% | 1% | +30.0% |
| 24 | Key Financial Inc | 54,685 | $1.4M | 0.2% | 0.8% | +10.7% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 50,527 | $1.3M | 0.0% | 0.8% | +61.8% |
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.