Invesco Bulletshares 2032 MBBSMWETF
13F holders, Q4 2024 (December 31)53holders +9
9new positions
2sold out
1famous investor
$25.09avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding Invesco Bulletshares 2032 MB (BSMW) in their 13F filings, up 9 from Q3 2024. 9 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($7.8M), Wells Fargo & Company ($7.8M) and LPL Financial LLC ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2032 MB
- CUSIP
- 46139W833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.0M |
| Exits | 2 | $478K |
All 13F filers, Q3 2024 → Q4 2024: 529,040 shares bought and 34,873 shares sold, net +494,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +8.0% | 311,013 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 310,178 | $7.8M |
| LPL Financial LLC | 0.00% | Add +40.4% | 304,183 | $7.6M |
| Atlantic Union Bankshares Corp | 0.32% | Add +37.5% | 219,372 | $5.5M |
| Envision Financial Planning, LLC | 2.17% | Add +2.0% | 167,494 | $4.2M |
| Bank of America Corp. | 0.00% | Add +4.6% | 109,617 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +24.2% | 84,909 | $2.1M |
| Sterling Financial Group, Inc. | 0.75% | Add +35.1% | 80,544 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 77,196 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.3% | 74,009 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -6.5% | 68,057 | $1.7M |
| Toronto Dominion Bank | 0.00% | New | 64,287 | $1.6M |
| Precedent Wealth Partners, LLC | 0.52% | Add +6.9% | 63,907 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 62,948 | $1.6M |
| Old Mission Capital LLC | 0.03% | New | 51,137 | $1.3M |
| Mb, Levis & Associates, LLC | 0.62% | Add +5.2% | 49,584 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +118.1% | 44,938 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +181.6% | 37,053 | $930K |
| Key Financial Inc | 0.20% | No change | 34,608 | $868K |
| Equitable Holdings, Inc. | 0.01% | Add +8.7% | 31,187 | $782K |
| Citadel Advisors | 0.00% | New | 28,501 | $715K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 28,316 | $710K |
| Clark Asset Management, LLC | 0.12% | Add +73.9% | 24,757 | $621K |
| StoneX Group Inc. | 0.03% | New | 24,664 | $619K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +9.3% | 24,499 | $615K |
| CGN Advisors LLC | 0.06% | New | 22,931 | $575K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 22,906 | $575K |
| IFP Advisors, Inc | 0.02% | No change | 21,889 | $549K |
| Avior Wealth Management, LLC | 0.02% | Add +129.4% | 21,274 | $534K |
| Addison Advisors LLC | 0.14% | Reduce -0.3% | 19,530 | $490K |
| Captrust Financial Advisors | 0.00% | Add +2.9% | 13,774 | $346K |
| Osaic Holdings, Inc. | 0.00% | Add +40.2% | 13,245 | $332K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.9% | 12,528 | $314K |
| Confluence Investment Management LLC | 0.00% | Add +3.5% | 12,184 | $306K |
| Bill Few Associates, Inc. | 0.10% | No change | 11,825 | $297K |
| Jacobi Capital Management LLC | 0.02% | Add +5.6% | 10,332 | $259K |
| Opulen Financial Group LLC | 0.20% | — | 8,564 | $215K |
| Crews Bank & Trust | 0.03% | — | 7,850 | $197K |
| Asset Dedication, LLC | 0.01% | Add +93.3% | 7,497 | $188K |
| UBS Group AG | 0.00% | Add +589.4% | 6,894 | $173K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +155.1% | 6,179 | $155K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.9% | 4,185 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,017 | $101K |
| Principal Securities, Inc. | 0.00% | New | 3,959 | $99K |
| Global Financial Private Client, LLC | 0.04% | New | 3,938 | $99K |
| Comerica Bank | 0.00% | No change | 3,791 | $95K |
| Royal Bank of Canada | 0.00% | Add +96.9% | 3,219 | $81K |
| Jones Financial Companies LLLP | 0.00% | Reduce -34.8% | 2,007 | $50K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 403 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 269 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 266 | $7K |
| FMR LLC | 0.00% | Add +822.2% | 83 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 15 | $376 |
"% of holder's portfolio" is BSMW's weight in each manager's 13F, not the share of Invesco Bulletshares 2032 MB the manager owns.