Invesco Bulletshares 2029 Mb
$22.54+0.1%
+$21.7M
Net Activity
-0.85% total shares
Institutions Holding
127
Popularity Rank
#4069
Avg Weight
0.07%
Total Value
$191.5M
127 institutions currently hold BSMT, with 71 net buyers and 35 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
35
Net Buying Institutions
71
Top 5 by Value
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Across its top 20 institutional holders, BSMT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 27/100).
BSMT ranks #4069 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
127 institutions disclose a position in BSMT, but none treat it as a major bet — even Central Valley Advisors, LLC, its most concentrated holder, allocates just 1.0% of its own portfolio to it.
Tlwm has added to its BSMT position for two straight quarters, increasing it by $48.6K to reach $558.8K today.
Confluence Investment Management LLC has trimmed its BSMT position for two straight quarters, cutting it by $311.2K while still holding $2.1M.
BSMT is up 0.1% today, and institutions have been net buyers of $21.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$35.5M
Total Buy Value
$33.4M
Total Sell Value
71
Net Buyers
35
Net Sellers
BSMT
Q2 2026
Top 5 Institutional Movers
-$22.1M
+$5.0M
+$4.2M
+$2.7M
+$2.6M
BSMT 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 2026-09-30 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
46138J478
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Access BSMT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSMTCLI
npx alphasmo stocks get BSMT