Invesco Bulletshares 2031 Mb
$20.60-0.1%
+$10.4M
Net Activity
+4.79% total shares
Institutions Holding
88
Popularity Rank
#4873
Avg Weight
0.07%
Total Value
$127.7M
88 institutions currently hold BSMV, with 56 net buyers and 25 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
25
Net Buying Institutions
56
Top 5 by Value
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Across its top 20 institutional holders, BSMV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 24/100).
BSMV ranks #4873 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
88 institutions disclose a position in BSMV, 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.
HighTower Advisors, LLC has added to its BSMV position for two straight quarters, increasing it by $2.4M to reach $7.0M today.
Key FInancial Inc has trimmed its BSMV position for two straight quarters, cutting it by $1.1M while still holding $1.5M.
BSMV is down 0.1% today, but institutions show net buying of $10.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$20.3M
Total Buy Value
$10.1M
Total Sell Value
56
Net Buyers
25
Net Sellers
BSMV
Q2 2026
Top 5 Institutional Movers
-$2.5M
-$1.5M
-$1.3M
+$1.3M
+$1.2M
BSMV 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
46138J411
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
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Access BSMV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSMVCLI
npx alphasmo stocks get BSMV