INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2019 to Q4 2025

Type / Class
Equity / BULSHS 2029 MUNI
Symbol
BSMT
Price per share
$23.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,516,266
Total reported value
$150,497,989
% of total 13F portfolios
0%
Share change
+444,664
Value change
+$10,358,481
Number of holders
102
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 102 institutional investors reported holding 6,516,266 shares of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT).

Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,037,149 $24,011,171 -$777,249 $23.15 15
2025 Q3 6,516,266 $150,497,989 +$10,358,481 $23.10 102
2025 Q2 6,056,558 $137,571,086 +$9,263,861 $22.71 94
2025 Q1 5,648,526 $128,444,592 +$14,179,576 $22.74 89
2024 Q4 4,891,026 $112,216,490 +$27,032,942 $22.94 84
2024 Q3 3,525,497 $82,031,935 +$11,575,205 $23.27 67
2024 Q2 3,075,095 $70,469,800 +$14,310,794 $22.92 60
2024 Q1 2,424,056 $56,340,680 +$14,308,932 $23.24 54
2023 Q4 38,317 $900,256 -$160,150 $23.50 2
2023 Q3 1,459,411 $32,283,621 -$5,215,827 $22.12 37
2023 Q2 1,691,402 $38,868,010 +$4,644,380 $22.98 38
2023 Q1 1,489,100 $34,816,503 +$4,002,627 $23.39 31
2022 Q4 1,320,125 $30,224,358 +$17,865,084 $22.90 29
2022 Q3 530,009 $11,631,000 -$374,414 $21.94 22
2022 Q2 659,200 $15,120,000 +$2,025,465 $22.94 23
2022 Q1 452,797 $10,892,000 +$2,422,499 $24.06 16
2021 Q4 347,079 $9,065,000 -$333,250 $26.12 15
2021 Q3 360,326 $9,345,000 +$2,093,248 $25.93 14
2021 Q2 279,619 $7,329,000 +$1,932,681 $26.21 15
2021 Q1 206,034 $5,290,528 +$1,507,623 $25.67 11
2020 Q4 147,233 $3,848,000 +$885,431 $26.16 8
2020 Q3 105,190 $2,691,000 -$790,266 $25.57 8
2020 Q2 136,103 $3,449,000 +$542,256 $25.33 4
2020 Q1 114,700 $2,825,000 +$1,041,997 $24.62 2
2019 Q4 72,019 $1,787,000 +$1,242,002 $24.81 2