Who owns Invesco BulletShares 2035 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 BSMZ from SEC Form 13F filings across 36 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, 36 institutions disclosed 1.3M shares of Invesco BulletShares 2035 Municipal Bond ETF worth $33.6M — about 663.3% of shares outstanding; the largest disclosed holder is CONFLUENCE INVESTMENT MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$33.6M
value, 2026 filers
663.3%
of shares outstanding (1.3M sh)
11
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 BSMZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 206,255 | $5.3M | 0.1% | 104.4% | -7.6% |
| 2 | Atlantic Union Bankshares Corp | 188,415 | $4.8M | 0.1% | 95.4% | +36.1% |
| 3 | LPL Financial LLC | 180,678 | $4.6M | 0.0% | 91.5% | +20.1% |
| 4 | Invesco Ltd. | 94,298 | $2.4M | 0.0% | 47.7% | +5.3% |
| 5 | HighTower Advisors, LLC | 61,839 | $1.6M | 0.0% | 31.3% | +53.8% |
| 6 | Equitable Holdings, Inc. | 47,096 | $1.2M | 0.0% | 23.8% | +32.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 43,238 | $1.1M | 0.0% | 21.9% | +13.7% |
| 8 | STIFEL FINANCIAL CORP | 38,897 | $997,128 | 0.0% | 19.7% | -14.3% |
| 9 | Hills Bank & Trust CoNEW | 38,693 | $991,899 | 0.0% | 19.6% | new |
| 10 | OSAIC HOLDINGS, INC. | 35,592 | $912,578 | 0.0% | 18% | +187.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 35,162 | $901,376 | 0.0% | 17.8% | +10.3% |
| 12 | Key Financial Inc | 33,875 | $868,389 | 0.1% | 17.2% | +10.9% |
| 13 | Jacobi Capital Management LLC | 33,650 | $862,621 | 0.0% | 17% | +187.6% |
| 14 | MONECO ADVISORS, LLC | 29,622 | $759,363 | 0.0% | 15% | +113.0% |
| 15 | Wedmont Private CapitalNEW | 23,550 | $600,290 | 0.0% | 11.9% | new |
| 16 | IFP Advisors, Inc | 23,200 | $594,734 | 0.0% | 11.7% | +28.9% |
| 17 | MGO ONE SEVEN LLC | 21,763 | $557,897 | 0.0% | 11% | 0.0% |
| 18 | Kestra Advisory Services, LLC | 21,743 | $557,387 | 0.0% | 11% | +11.1% |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,058 | $435,649 | 0.0% | 8.6% | +11.7% |
| 20 | NewEdge Advisors, LLCNEW | 13,000 | $333,256 | 0.0% | 6.6% | new |
| 21 | Clark Asset Management, LLCNEW | 12,491 | $320,203 | 0.0% | 6.3% | new |
| 22 | MML INVESTORS SERVICES, LLC | 11,650 | $298,655 | 0.0% | 5.9% | +24.2% |
| 23 | AMERIPRISE FINANCIAL INCNEW | 11,002 | $282,046 | 0.0% | 5.6% | new |
| 24 | Addison Advisors LLC | 10,900 | $279,423 | 0.1% | 5.5% | +74.3% |
| 25 | Bill Few Associates, Inc.NEW | 9,870 | $253,018 | 0.1% | 5% | new |
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.