BSMU

Invesco Bulletshares 2030 Mb

-$1.2M

Net Activity

Institutions Holding

94

Popularity Rank

#4577

Avg Weight

0.11%

Total Value

$155.8M

Ownership Trend

94 institutions currently hold BSMU, with 59 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

59

Key Holders

Key Holders

Top 5 by Value

WF
Wells Fargo & Company/mn
$11.3M
HB
Hills Bank & Trust Co
$10.1M
LF
LPL Financial LLC
$9.5M
MS
Morgan Stanley
$7.4M
IL
Invesco Ltd.
$7.2M

Top 5 by Conviction

CV
Central Valley Advisors, LLC
1.08%
CC
Coastline Complete Wealth LLC
0.94%
PW
Precedent Wealth Partners, LLC
0.81%
EF
Envision Financial Planning, LLC
0.63%
SV
Sarver Vrooman Wealth Advisors
0.52%
View all 94 holding institutions

Quarterly Activity

Recent Activity

+$126.3M

Total Buy Value

$41.9M

Total Sell Value

New buy13
Trim19
Add46
Sold out13

59

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 2030 MB (BSMU)?
Major stakeholders currently include Wells Fargo & Company/mn ($11.3M), Hills Bank & Trust Co ($10.1M), LPL Financial LLC ($9.5M). Based on the latest 13F filings, there are a total of 94 tracked investment funds and institutions maintaining positions in BSMU.
What is the overall institutional sentiment toward BSMU recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.2M, driven by 59 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their BSMU positions?
In the latest period, 19 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $41.9M.
Are there any notable investors adding BSMU to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 46 existing holders added to their shares. The total reported buy value for the quarter amounted to $126.3M.

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