Invesco BulletShares 2022 Municipal Bond ETF
BSMM
BSMM was delisted on the 15th of December, 2022.
30 hedge funds and large institutions have $28.7M invested in Invesco BulletShares 2022 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
22% more capital invested
Capital invested by funds: $23.6M → $28.7M (+$5.11M)
11% more funds holding
Funds holding: 27 → 30 (+3)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$872K |
| 4 |
Jane Street
New York
|
+$739K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$757K |
| 2 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$578K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$452K |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$240K |
| 5 |
FNB
Farmers National Bank
Danville,
Kentucky
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $187K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $156K | -$7.34K | -289 | -4% |
|
|
SCA
28
Snowden Capital Advisors
New York
| $126K | +$127K | +5,000 | New |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| $76K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $30K | – | – | – |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$757K | -29,827 | Closed |
|
|
CPC
33
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$578K | -22,768 | Closed |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| – | -$45K | -1,764 | Closed |
|
BSMM Hedge Fund Activity: Q4 2021 in Review
30 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Municipal Bond ETF (BSMM) for Q4 2021, worth a combined $28.7M — up 22% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSMM positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.97M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $757K sold.
- 30 institutional investors held Invesco BulletShares 2022 Municipal Bond ETF (BSMM) as of Q4 2021, up from 27 in Q3 2021.
- Funds reported $28.7M of Invesco BulletShares 2022 Municipal Bond ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2022 Municipal Bond ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
- The largest Invesco BulletShares 2022 Municipal Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $1.97M added.
- The largest Invesco BulletShares 2022 Municipal Bond ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2021.