BSMT

Invesco Bulletshares 2029 Mb

-$182.9M

Net Activity

Institutions Holding

11

Popularity Rank

#2394

Avg Weight

0.07%

Total Value

$10.9M

Ownership Trend

11 institutions currently hold BSMT, with 1 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

AW
Avior Wealth Management, LLC
$4.5M
CI
Confluence Investment Management LLC
$2.2M
CA
Clark Asset Management, LLC
$2.2M
TL
Tlwm
$510.4K
II
Invariant Investment Management
$388.6K

Top 5 by Conviction

II
Invariant Investment Management
0.23%
CA
Clark Asset Management, LLC
0.17%
AW
Avior Wealth Management, LLC
0.12%
TL
Tlwm
0.08%
BF
Bill Few Associates, Inc.
0.06%
View all 11 holding institutions

Quarterly Activity

Recent Activity

+$388.6K

Total Buy Value

$7.8M

Total Sell Value

New buy0
Trim4
Add1
Sold out0

1

Net Buyers

4

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 2029 MB (BSMT)?
Major stakeholders currently include Avior Wealth Management, LLC ($4.5M), Confluence Investment Management LLC ($2.2M), Clark Asset Management, LLC ($2.2M). Based on the latest 13F filings, there are a total of 11 tracked investment funds and institutions maintaining positions in BSMT.
What is the overall institutional sentiment toward BSMT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $182.9M, driven by 1 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their BSMT positions?
In the latest period, 4 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $7.8M.
Are there any notable investors adding BSMT to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $388.6K.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

601

Total reported value

$20.1B

310 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

563

Total reported value

$25.2B

299 13F institutions increased their position this quarter

View detail
VUG

Vanguard Growth ETF

Institutions Holding

302

Total reported value

$4.3B

269 13F institutions increased their position this quarter

View detail