Inves Bltshrs 2035 MB ETFBSMZETF
13F holders, Q1 2026 (March 31)29holders +6
10new positions
4sold out
$25.13avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding Inves Bltshrs 2035 MB ETF (BSMZ) in their 13F filings, up 6 from Q4 2025. 10 opened new positions and 4 sold out. The largest holders were Confluence Investment Management LLC ($5.6M), LPL Financial LLC ($3.8M) and Atlantic Union Bankshares Corp ($3.5M).
- Company
- Inves Bltshrs 2035 MB ETF
- Filed as
- INVESCO EXCH TRD SLF IDX FD (Q1 2026)
- CUSIP
- 46138J353
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.1M |
| Exits | 4 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 561,510 shares bought and 156,207 shares sold, net +405,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Confluence Investment Management LLC | 0.09% | New | 223,117 | $5.6M |
| LPL Financial LLC | 0.00% | Add +1099.3% | 150,431 | $3.8M |
| Atlantic Union Bankshares Corp | 0.07% | Add +6.6% | 138,398 | $3.5M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 89,523 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +52.9% | 45,379 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -39.2% | 40,599 | $1.0M |
| HighTower Advisors, LLC | 0.00% | New | 40,214 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +56.9% | 38,032 | $956K |
| Equitable Holdings, Inc. | 0.01% | Add +13.1% | 35,670 | $896K |
| Envestnet Asset Management Inc. | 0.00% | Add +128.2% | 31,870 | $801K |
| Key Financial Inc | 0.14% | Add +29.7% | 30,535 | $767K |
| Mgo One Seven LLC | 0.01% | Add +31.9% | 21,763 | $547K |
| Kestra Advisory Services, LLC | 0.00% | Add +459.4% | 19,579 | $492K |
| IFP Advisors, Inc | 0.01% | New | 18,000 | $452K |
| United Capital Financial Advisors, LLC | 0.00% | Add +27.0% | 15,270 | $383K |
| Moneco Advisors, LLC | 0.03% | Add +20.8% | 13,905 | $349K |
| JPMorgan Chase & Co. | 0.00% | New | 12,616 | $316K |
| Osaic Holdings, Inc. | 0.00% | New | 12,400 | $312K |
| Jacobi Capital Management LLC | 0.02% | New | 11,700 | $294K |
| MML Investors Services, LLC | 0.00% | Reduce -21.1% | 9,378 | $236K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -5.4% | 8,275 | $208K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.4% | 8,147 | $205K |
| Addison Advisors LLC | 0.03% | Add +38.2% | 6,254 | $157K |
| International Assets Investment Management, LLC | 0.01% | No change | 5,545 | $140K |
| Gill Capital Partners, LLC | 0.03% | New | 3,950 | $99K |
| Royal Bank of Canada | 0.00% | Add +103.2% | 3,840 | $97K |
| Asset Dedication, LLC | 0.00% | New | 298 | $7K |
| UBS Group AG | 0.00% | New | 296 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 132 | $3K |
"% 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.