Invesco BulletShares 2022 Municipal Bond ETF
BSMM
BSMM was delisted on the 15th of December, 2022.
25 hedge funds and large institutions have $24.1M invested in Invesco BulletShares 2022 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
46% more capital invested
Capital invested by funds: $16.5M → $24.1M (+$7.64M)
32% more funds holding
Funds holding: 19 → 25 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$3.37M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.38M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.14M |
| 4 |
Morgan Stanley
New York
|
+$750K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
| 2 |
Jane Street
New York
|
-$466K |
| 3 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
-$227K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$221K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
26
Bison Wealth
Atlanta,
Georgia
| $14K | +$14K | +550 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.29M | -50,900 | Closed |
|
|
28
Jane Street
New York
| – | -$466K | -18,353 | Closed |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$221K | -8,714 | Closed |
|
BSMM Hedge Fund Activity: Q4 2020 in Review
25 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Municipal Bond ETF (BSMM) for Q4 2020, worth a combined $24.1M — up 46% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSMM positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was BCS Wealth Management, adding an estimated $3.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.29M sold.
- 25 institutional investors held Invesco BulletShares 2022 Municipal Bond ETF (BSMM) as of Q4 2020, up from 19 in Q3 2020.
- Funds reported $24.1M of Invesco BulletShares 2022 Municipal Bond ETF stock for Q4 2020, up 46% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2022 Municipal Bond ETF positions in Q4 2020 and 3 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2022 Municipal Bond ETF buyer in Q4 2020 was BCS Wealth Management, an estimated $3.37M added.
- The largest Invesco BulletShares 2022 Municipal Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2020.