BSMV Invesco BulletShares 2031 Municipal Bond ETF
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Propietarios institucionales (13F) 90 declarantes · $115.2M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 18 (+7 vs trimestre anterior) | 7 (0 vs trimestre anterior) | 39 (-3 vs trimestre anterior) | 16 (+3 vs trimestre anterior) | +347K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Hills Bank & Trust Co | $7 561 378 | 360 323 | 6,56% | Acciones |
| HighTower Advisors, LLC | $7 025 092 | 334 767 | 6,10% | Acciones |
| LPL Financial LLC | $6 053 289 | 288 458 | 5,25% | Acciones |
| MORGAN STANLEY | $5 811 334 | 276 928 | 5,04% | Acciones |
| PRECEDENT WEALTH PARTNERS, LLC | $4 533 390 | 216 030 | 3,93% | Acciones |
| Invesco Ltd. | $4 299 113 | 204 866 | 3,73% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 216 747 | 200 941 | 3,66% | Acciones |
| Lido Advisors, LLC | $4 106 765 | 195 700 | 3,56% | Acciones |
| UBS Group AG | $4 045 278 | 192 770 | 3,51% | Acciones |
| CENTRAL VALLEY ADVISORS, LLC | $3 803 851 | 181 265 | 3,30% | Acciones |
| Avior Wealth Management, LLC | $3 205 103 | 152 733 | 2,78% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 099 144 | 147 684 | 2,69% | Acciones |
| MONECO ADVISORS, LLC | $2 924 513 | 139 362 | 2,54% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 782 785 | 132 608 | 2,41% | Acciones |
| Legacy Private Trust Co. | $2 552 594 | 121 639 | 2,22% | Acciones |
| Envision Financial Planning, LLC | $2 472 056 | 117 801 | 2,15% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $2 303 209 | 109 755 | 2,00% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2 274 426 | 108 383 | 1,97% | Acciones |
| Clark Asset Management, LLC | $2 231 473 | 106 337 | 1,94% | Acciones |
| Parkway Wealth Management Group, LLC | $2 208 047 | 105 220 | 1,92% | Acciones |
| Kestra Advisory Services, LLC | $2 017 678 | 96 149 | 1,75% | Acciones |
| OSAIC HOLDINGS, INC. | $1 971 047 | 93 904 | 1,71% | Acciones |
| STIFEL FINANCIAL CORP | $1 526 831 | 72 758 | 1,33% | Acciones |
| Key Financial Inc | $1 509 745 | 71 944 | 1,31% | Acciones |
| Integrated Wealth Concepts LLC | $1 501 332 | 71 542 | 1,30% | Acciones |
| Coastline Complete Wealth LLC | $1 499 660 | 71 823 | 1,30% | Acciones |
| JANE STREET GROUP, LLC | $1 377 644 | 65 649 | 1,20% | Acciones |
| HUNTINGTON NATIONAL BANK | $1 309 569 | 62 405 | 1,14% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1 269 048 | 60 488 | 1,10% | Acciones |
| MML INVESTORS SERVICES, LLC | $1 203 118 | 57 332 | 1,04% | Acciones |
| Farmers National Bank | $1 172 873 | 55 891 | 1,02% | Acciones |
| VestGen Advisors, LLC | $1 061 804 | 50 598 | 0,92% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 027 006 | 48 940 | 0,89% | Acciones |
| Jacobi Capital Management LLC | $982 725 | 46 830 | 0,85% | Acciones |
| Equitable Holdings, Inc. | $978 247 | 46 617 | 0,85% | Acciones |
| Elequin Capital, LP | $948 333 | 45 191 | 0,82% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $912 840 | 43 500 | 0,79% | Acciones |
| MISSION WEALTH MANAGEMENT, LP | $768 388 | 36 616 | 0,67% | Acciones |
| Sterling Financial Group, Inc. | $762 033 | 36 270 | 0,66% | Acciones |
| Marietta Wealth Management, LLC | $713 742 | 34 012 | 0,62% | Acciones |
| Wedmont Private Capital | $706 975 | 33 770 | 0,61% | Acciones |
| IFG Advisory, LLC | $692 596 | 33 004 | 0,60% | Acciones |
| SAX WEALTH ADVISORS, LLC | $667 501 | 31 968 | 0,58% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $662 262 | 31 559 | 0,57% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $636 298 | 30 336 | 0,55% | Acciones |
| Garrett Wealth Advisory Group, LLC | $614 483 | 29 282 | 0,53% | Acciones |
| Sequoia Financial Advisors, LLC | $608 041 | 28 975 | 0,53% | Acciones |
| Asset Dedication, LLC | $605 805 | 28 868 | 0,53% | Acciones |
| BENJAMIN EDWARDS INC | $582 936 | 27 781 | 0,51% | Acciones |
| ROYAL BANK OF CANADA | $471 000 | 22 431 | 0,41% | Acciones |
| Cetera Investment Advisers | $430 144 | 20 498 | 0,37% | Acciones |
| Atlantic Union Bankshares Corp | $422 470 | 20 132 | 0,37% | Acciones |
| Gradient Capital Advisors, LLC | $413 488 | 19 704 | 0,36% | Acciones |
| Venture Visionary Partners LLC | $382 092 | 18 207 | 0,33% | Acciones |
| HUB Investment Partners, LLC | $343 433 | 16 366 | 0,30% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $318 671 | 15 186 | 0,28% | Acciones |
| Heritage Trust Co | $292 803 | 13 953 | 0,25% | Acciones |
| Crews Bank & Trust | $278 366 | 13 265 | 0,24% | Acciones |
| NewEdge Advisors, LLC | $269 657 | 12 850 | 0,23% | Acciones |
| Horizons Wealth Management | $263 196 | 12 605 | 0,23% | Acciones |
| Beacon Pointe Advisors, LLC | $257 193 | 12 256 | 0,22% | Acciones |
| Global Financial Private Client, LLC | $256 185 | 12 208 | 0,22% | Acciones |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $251 001 | 11 961 | 0,22% | Acciones |
| Intentional Wealth Strategies, LLC | $247 812 | 11 809 | 0,22% | Acciones |
| OneAscent Financial Services LLC | $243 594 | 11 608 | 0,21% | Acciones |
| Vestmark Advisory Solutions, Inc. | $239 019 | 11 390 | 0,21% | Acciones |
| World Investment Advisors | $237 827 | 11 390 | 0,21% | Acciones |
| COOKSON PEIRCE & CO INC | $217 258 | 10 353 | 0,19% | Acciones |
| CGN Advisors LLC | $200 868 | 9 572 | 0,17% | Acciones |
| HARBOUR INVESTMENTS, INC. | $199 714 | 9 517 | 0,17% | Acciones |
| Addison Advisors LLC | $190 208 | 9 064 | 0,17% | Acciones |
| ATLAS CAPITAL ADVISORS INC. | $146 895 | 7 000 | 0,13% | Acciones |
| ORG Partners LLC | $141 604 | 6 700 | 0,12% | Acciones |
| Larson Financial Group LLC | $127 064 | 6 055 | 0,11% | Acciones |
| Aptus Capital Advisors, LLC | $112 962 | 5 383 | 0,10% | Acciones |
| Colonial Trust Advisors | $83 940 | 4 000 | 0,07% | Acciones |
| NorthAvenue LLC | $71 329 | 3 399 | 0,06% | Acciones |
| Plante Moran Financial Advisors, LLC | $50 490 | 2 406 | 0,04% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $49 357 | 2 352 | 0,04% | Acciones |
| Farther Finance Advisors, LLC | $46 964 | 2 238 | 0,04% | Acciones |
| First Command Advisory Services, Inc. | $42 621 | 2 031 | 0,04% | Acciones |
| PRIVATE TRUST CO NA | $36 304 | 1 730 | 0,03% | Acciones |
| IMA Advisory Services, Inc. | $31 478 | 1 500 | 0,03% | Acciones |
| PNC Financial Services Group, Inc. | $28 751 | 1 370 | 0,02% | Acciones |
| HARBOR INVESTMENT ADVISORY, LLC | $11 961 | 570 | 0,01% | Acciones |
| IFP Advisors, Inc | $9 989 | 476 | 0,01% | Acciones |
| Trust Co | $9 250 | 443 | 0,01% | Acciones |
| FMR LLC | $4 449 | 212 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $367 | 17 474 | 0,00% | Acciones |
| Capital Analysts, LLC | $187 | 8 892 | 0,00% | Acciones |