BSMS

Invesco Bulletshares 2028 Mb

+$13.9M

Net Activity

Institutions Holding

127

Popularity Rank

#3938

Avg Weight

0.11%

Total Value

$188.2M

Ownership Trend

127 institutions currently hold BSMS, with 79 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

79

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$12.0M
MS
Morgan Stanley
$9.4M
IL
Invesco Ltd.
$9.3M
RJ
Raymond James Financial INC
$8.1M
TF
Truist Financial CORP
$7.0M

Top 5 by Conviction

CC
Coastline Complete Wealth LLC
2.42%
II
Invariant Investment Management
1.63%
CV
Central Valley Advisors, LLC
1.11%
PW
Precedent Wealth Partners, LLC
0.79%
KF
Key Financial Inc
0.61%
View all 127 holding institutions

Quarterly Activity

Recent Activity

+$143.4M

Total Buy Value

$49.2M

Total Sell Value

New buy17
Trim23
Add62
Sold out9

79

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO BULLETSHARES 2028 MB (BSMS)?
Major stakeholders currently include LPL Financial LLC ($12.0M), Morgan Stanley ($9.4M), Invesco Ltd. ($9.3M). Based on the latest 13F filings, there are a total of 127 tracked investment funds and institutions maintaining positions in BSMS.
What is the overall institutional sentiment toward BSMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $13.9M, driven by 79 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their BSMS positions?
In the latest period, 23 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $49.2M.
Are there any notable investors adding BSMS to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 62 existing holders added to their shares. The total reported buy value for the quarter amounted to $143.4M.

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