Invesco BulletShares 2030 Municipal Bond ETF (BSMU)

ETF ยท Nasdaq

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) is an exchange-traded fund listed on Nasdaq, where it has traded since September 16, 2020.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
September 16, 2020

Institutional ownership

In 13F filings for the quarter ended September 30, 2026, 2 institutions reported holding BSMU, with 150,854 shares worth $3.2 million in aggregate. The largest reported holder was Confluence Investment Management, with 111,842 shares worth $2.3 million. Of the 2 largest holders listed below, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Confluence Investment Management111,842$2MReduced 2.47%
Sarver Vrooman Wealth Advisors39,012$815KUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is BSMU?

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) is an exchange-traded fund listed on Nasdaq, where it has traded since September 16, 2020.

Who are the largest institutional holders of BSMU?

In 13F filings for the quarter ended September 30, 2026, the largest reported holders of BSMU were Confluence Investment Management and Sarver Vrooman Wealth Advisors.

How many institutions own BSMU?

2 institutions reported a position in BSMU for the quarter ended September 30, 2026, worth $3.2 million in total.

Did institutions buy or sell BSMU last quarter?

Of the 2 largest reported holders, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for BSMU.

Every reported institutional holder, plus insider and congressional trades in BSMU, on SentiSense.