Who owns Invesco BulletShares 2034 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 BSMY from SEC Form 13F filings across 53 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, 53 institutions disclosed 3.2M shares of Invesco BulletShares 2034 Municipal Bond ETF worth $78.0M — about 54.6% of shares outstanding; the largest disclosed holder is CONFLUENCE INVESTMENT MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$78.0M
value, 2026 filers
54.6%
of shares outstanding (3.2M sh)
10
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 BSMY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 303,465 | $7.5M | 0.1% | 5.2% | -7.4% |
| 2 | RAYMOND JAMES FINANCIAL INC | 280,417 | $6.9M | 0.0% | 4.8% | -1.6% |
| 3 | LPL Financial LLC | 279,144 | $6.9M | 0.0% | 4.8% | +12.0% |
| 4 | BCS Wealth Management | 234,983 | $5.8M | 1.0% | 4.1% | +1.5% |
| 5 | Atlantic Union Bankshares Corp | 192,723 | $4.8M | 0.1% | 3.3% | +29.9% |
| 6 | Lido Advisors, LLCNEW | 140,228 | $3.5M | 0.0% | 2.4% | new |
| 7 | Hills Bank & Trust Co | 134,061 | $3.3M | 0.1% | 2.3% | +21.7% |
| 8 | NESTEGG ADVISORS, INC. | 124,044 | $3.1M | 2.2% | 2.1% | +58.1% |
| 9 | BANK OF AMERICA CORP /DE/ | 122,603 | $3.0M | 0.0% | 2.1% | +5.7% |
| 10 | Envision Financial Planning, LLC | 122,522 | $3.0M | 1.0% | 2.1% | +6.5% |
| 11 | HighTower Advisors, LLC | 121,349 | $3.0M | 0.0% | 2.1% | +39.0% |
| 12 | D.A. DAVIDSON & CO. | 102,325 | $2.5M | 0.0% | 1.8% | +6.7% |
| 13 | Invesco Ltd. | 96,218 | $2.4M | 0.0% | 1.7% | +2.2% |
| 14 | Kestra Advisory Services, LLC | 81,720 | $2.0M | 0.0% | 1.4% | +18.0% |
| 15 | MORGAN STANLEY | 55,820 | $1.4M | 0.0% | 1% | +66.6% |
| 16 | MONECO ADVISORS, LLC | 51,523 | $1.3M | 0.1% | 0.9% | +8.2% |
| 17 | STIFEL FINANCIAL CORP | 50,886 | $1.3M | 0.0% | 0.9% | -18.6% |
| 18 | OSAIC HOLDINGS, INC. | 48,934 | $1.2M | 0.0% | 0.8% | +96.2% |
| 19 | Clark Asset Management, LLC | 46,519 | $1.1M | 0.1% | 0.8% | +30.6% |
| 20 | Elequin Capital, LPNEW | 42,043 | $1.0M | 0.0% | 0.7% | new |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 39,382 | $970,815 | 0.0% | 0.7% | +8.7% |
| 22 | Key Financial Inc | 35,620 | $878,079 | 0.1% | 0.6% | +12.7% |
| 23 | Jacobi Capital Management LLC | 34,950 | $861,563 | 0.0% | 0.6% | +187.7% |
| 24 | PRECEDENT WEALTH PARTNERS, LLC | 34,174 | $842,434 | 0.1% | 0.6% | +65.6% |
| 25 | UBS Group AG | 29,658 | $731,099 | 0.0% | 0.5% | +7.1% |
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.