BSMY

Invesco Bulletshares 2034 Mb

-$1.7M

Net Activity

Institutions Holding

45

Popularity Rank

#6255

Avg Weight

0.12%

Total Value

$64.5M

Ownership Trend

45 institutions currently hold BSMY, with 29 net buyers and 16 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

16

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

CI
Confluence Investment Management LLC
$7.9M
RJ
Raymond James Financial INC
$6.9M
LF
LPL Financial LLC
$6.0M
BW
BCS Wealth Management
$5.6M
AU
Atlantic Union Bankshares Corp
$3.6M

Top 5 by Conviction

NA
Nestegg Advisors, INC.
1.67%
BW
BCS Wealth Management
1.15%
EF
Envision Financial Planning, LLC
1.01%
TC
Tassel Capital Management, Inc.
0.22%
YW
Yarger Wealth Strategies, LLC
0.15%
View all 45 holding institutions

Quarterly Activity

Recent Activity

+$37.4M

Total Buy Value

$34.5M

Total Sell Value

New buy5
Trim11
Add24
Sold out5

29

Net Buyers

16

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 2034 MB (BSMY)?
Major stakeholders currently include Confluence Investment Management LLC ($7.9M), Raymond James Financial INC ($6.9M), LPL Financial LLC ($6.0M). Based on the latest 13F filings, there are a total of 45 tracked investment funds and institutions maintaining positions in BSMY.
What is the overall institutional sentiment toward BSMY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.7M, driven by 29 managers accumulating shares while 16 reduced their exposure.
Which institutions have been selling or reducing their BSMY positions?
In the latest period, 11 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $34.5M.
Are there any notable investors adding BSMY to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 24 existing holders added to their shares. The total reported buy value for the quarter amounted to $37.4M.

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