Who owns Invesco BulletShares 2033 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 BSSX from SEC Form 13F filings across 67 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, 67 institutions disclosed 3.2M shares of Invesco BulletShares 2033 Municipal Bond ETF worth $81.8M — about 62.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$81.8M
value, 2026 filers
62.2%
of shares outstanding (3.2M 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 BSSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 291,269 | $7.5M | 0.0% | 5.7% | +10.6% |
| 2 | Atlantic Union Bankshares Corp | 233,605 | $6.0M | 0.1% | 4.6% | +26.0% |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 220,399 | $5.7M | 0.1% | 4.3% | -7.3% |
| 4 | BANK OF AMERICA CORP /DE/ | 197,195 | $5.1M | 0.0% | 3.9% | +18.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 168,398 | $4.3M | 0.0% | 3.3% | -0.2% |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | 156,010 | $4.0M | 0.7% | 3.1% | +7.8% |
| 7 | Kestra Advisory Services, LLC | 152,003 | $3.9M | 0.0% | 3% | -2.5% |
| 8 | HighTower Advisors, LLC | 134,180 | $3.5M | 0.0% | 2.6% | +15.7% |
| 9 | Hills Bank & Trust Co | 133,998 | $3.5M | 0.1% | 2.6% | +27.3% |
| 10 | Legacy Private Trust Co. | 112,436 | $2.9M | 0.2% | 2.2% | +76.1% |
| 11 | Envision Financial Planning, LLC | 108,391 | $2.8M | 0.9% | 2.1% | +6.4% |
| 12 | Sequoia Financial Advisors, LLC | 101,789 | $2.6M | 0.0% | 2% | -7.7% |
| 13 | Invesco Ltd. | 90,969 | $2.3M | 0.0% | 1.8% | +2.1% |
| 14 | MORGAN STANLEY | 90,685 | $2.3M | 0.0% | 1.8% | +19.0% |
| 15 | Clark Asset Management, LLC | 51,238 | $1.3M | 0.1% | 1% | +39.0% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50,877 | $1.3M | 0.0% | 1% | +34.3% |
| 17 | Lido Advisors, LLC | 50,600 | $1.3M | 0.0% | 1% | 0.0% |
| 18 | OSAIC HOLDINGS, INC. | 47,579 | $1.2M | 0.0% | 0.9% | +83.3% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 47,011 | $1.2M | 0.0% | 0.9% | +10.5% |
| 20 | Key Financial Inc | 45,809 | $1.2M | 0.2% | 0.9% | +10.7% |
| 21 | STIFEL FINANCIAL CORP | 44,721 | $1.2M | 0.0% | 0.9% | -17.3% |
| 22 | AMERIPRISE FINANCIAL INC | 38,870 | $1.0M | 0.0% | 0.8% | +58.9% |
| 23 | JANE STREET GROUP, LLC | 38,739 | $999,660 | 0.0% | 0.8% | +64.0% |
| 24 | Jacobi Capital Management LLC | 38,173 | $985,065 | 0.0% | 0.7% | +131.7% |
| 25 | UBS Group AG | 36,200 | $934,141 | 0.0% | 0.7% | +7.0% |
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 · options positioning · supply chain. Research, not investment advice.