Security key
46138J494
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR)
CUSIP: 46138J494
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / BULSHS 2027 MUNI
- Total 13F shares
- 8,104,146
- Share change
- +636,329
- Total reported value
- $191,736,812
- Price per share
- $23.66
- Number of holders
- 124
- Value change
- +$15,092,861
- Number of buys
- 82
- Number of sells
- 28
Report period
Q3 2025
Institutions
124
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46138J494
Recent filing periods:
Top shareholders of BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q3 2025
As of 30 Sep 2025,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by
124 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,104,146 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Atlantic Union Bankshares Corp, Invesco Ltd., Key Financial Inc, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, and Summit Financial, LLC.
This page lists
124
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
120
Q3 2025 holders
124
Holder diff
4
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.