Invesco Bulletshares 2028 Mb
$23.290%
+$28.1M
Net Activity
+12.08% total shares
Institutions Holding
135
Popularity Rank
#3932
Avg Weight
0.09%
Total Value
$211.0M
135 institutions currently hold BSMS, with 78 net buyers and 36 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
36
Net Buying Institutions
78
Top 5 by Value
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Across its top 20 institutional holders, BSMS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 29/100).
BSMS ranks #3932 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
135 institutions disclose a position in BSMS, but none treat it as a major bet — even Invariant Investment Management, its most concentrated holder, allocates just 1.6% of its own portfolio to it.
Raymond James Financial Inc has added to its BSMS position for two straight quarters, increasing it by $4.9M to reach $9.9M today.
Key FInancial Inc has trimmed its BSMS position for two straight quarters, cutting it by $2.3M while still holding $2.6M.
BSMS is down 0% today, but institutions show net buying of $28.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$45.2M
Total Buy Value
$13.5M
Total Sell Value
78
Net Buyers
36
Net Sellers
BSMS
Q2 2026
Top 5 Institutional Movers
+$5.2M
+$2.8M
+$2.6M
-$2.6M
BSMS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138J486
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access BSMS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSMSCLI
npx alphasmo stocks get BSMS