Invesco BulletShares 2022 Municipal Bond ETF
BSMM
BSMM was delisted on the 15th of December, 2022.
33 hedge funds and large institutions have $34.4M invested in Invesco BulletShares 2022 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $28.7M → $34.4M (+$5.7M)
10% more funds holding
Funds holding: 30 → 33 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.66M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.63M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$759K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$753K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 2 |
Jane Street
New York
|
-$982K |
| 3 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$698K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$458K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIFAIM
26
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $243K | +$244K | +9,625 | New |
|
|
FTUS
27
Flow Traders U.S.
New York
| $239K | +$239K | +9,451 | New |
|
|
AAS
28
Avantax Advisory Services
Dallas,
Texas
| $207K | +$207K | +8,184 | New |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| $75K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $30K | – | – | – |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| $26K | +$25.9K | +1,022 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $13K | +$13.2K | +520 | New |
|
|
34
Jane Street
New York
| – | -$982K | -38,676 | Closed |
|
|
35
Invesco
Atlanta,
Georgia
| – | -$458K | -18,015 | Closed |
|
|
OMC
36
Old Mission Capital
Chicago,
Illinois
| – | -$229K | -9,011 | Closed |
|
|
AF
37
Advisornet Financial
Minnetonka,
Minnesota
| – | -$187K | -7,373 | Closed |
|
|
SCA
38
Snowden Capital Advisors
New York
| – | -$126K | -5,000 | Closed |
|
BSMM Hedge Fund Activity: Q1 2022 in Review
33 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Municipal Bond ETF (BSMM) for Q1 2022, worth a combined $34.4M — up 20% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSMM positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $2.66M. The largest seller was Citadel Advisors, cutting an estimated $1.42M.
- 33 institutional investors held Invesco BulletShares 2022 Municipal Bond ETF (BSMM) as of Q1 2022, up from 30 in Q4 2021.
- Funds reported $34.4M of Invesco BulletShares 2022 Municipal Bond ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 8 funds opened new Invesco BulletShares 2022 Municipal Bond ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest Invesco BulletShares 2022 Municipal Bond ETF buyer in Q1 2022 was Bank of America, an estimated $2.66M added.
- The largest Invesco BulletShares 2022 Municipal Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2022.