Inves Bltshrs 2035 MB ETFBSMZETF

13F holders, Q4 2025 (December 31)
23holders +22
22new positions
0sold out
$25.44avg. 13F price*

At the end of Q4 2025, 23 institutions reported holding Inves Bltshrs 2035 MB ETF (BSMZ) in their 13F filings, up 22 from Q3 2025. 22 opened new positions and 0 sold out. The largest holders were Atlantic Union Bankshares Corp ($3.3M), Invesco Ltd. ($2.3M) and Elequin Capital, LP ($2.2M).

Company
Inves Bltshrs 2035 MB ETF
Filed as
INVESCO EXCH TRD SLF IDX FD (Q4 2025)
CUSIP
46138J353
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2025: 1Q3 2025Q4 2025: 23Q4 2025Q1 2026: 29Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$14.3M
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 593,829 shares bought, net +593,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Atlantic Union Bankshares Corp 0.06% New 129,821 $3.3M
Invesco Ltd. 0.00% New 90,254 $2.3M
Elequin Capital, LP 0.33% New 85,314 $2.2M
Jane Street Group, LLC 0.00% Add +85.5% 66,758 $1.7M
Equitable Holdings, Inc. 0.01% New 31,544 $802K
Stifel Financial Corp. 0.00% New 29,687 $755K
Raymond James Financial Inc. 0.00% New 24,246 $617K
Key Financial Inc 0.11% New 23,550 $599K
Koss-Olinger Consulting, LLC 0.04% New 22,758 $579K
Mgo One Seven LLC 0.01% New 16,496 $420K
Envestnet Asset Management Inc. 0.00% New 13,966 $355K
LPL Financial LLC 0.00% New 12,543 $319K
United Capital Financial Advisors, LLC 0.00% New 12,025 $306K
MML Investors Services, LLC 0.00% New 11,889 $302K
Moneco Advisors, LLC 0.02% New 11,508 $293K
Commonwealth Equity Services, LLC 0.00% New 10,400 $265K
Cookson Peirce & Co. Inc. 0.01% New 8,745 $222K
Delta Investment Management, LLC 0.03% New 7,864 $200K
International Assets Investment Management, LLC 0.01% New 5,545 $141K
Northwestern Mutual Wealth Management Co. 0.00% New 4,985 $127K
Addison Advisors LLC 0.03% New 4,525 $115K
Kestra Advisory Services, LLC 0.00% New 3,500 $89K
Royal Bank of Canada 0.00% New 1,890 $48K

"% of holder's portfolio" is BSMZ's weight in each manager's 13F, not the share of Inves Bltshrs 2035 MB ETF the manager owns.