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BSMM

Invesco BulletShares 2022 Municipal Bond ETF
BSMM

Delisted

BSMM was delisted on the 15th of December, 2022.

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42 hedge funds and large institutions have $53.6M invested in Invesco BulletShares 2022 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

56% more capital invested

Capital invested by funds: $34.4M → $53.6M (+$19.1M)

27% more funds holding

Funds holding: 33 → 42 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
11
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.02M
2
Jane Street
Jane Street
New York
+$5.37M
3
ADL
Asset Dedication LLC
California
+$3.14M
4
CW
CreativeOne Wealth
Kansas
+$2M
5
Wells Fargo
Wells Fargo
California
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.37M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.23M
3
Citadel Advisors
Citadel Advisors
Florida
-$813K
4
UBS Group
UBS Group
Switzerland
-$704K
5
CIC
Carnegie Investment Counsel
Ohio
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$361K +$361K +14,278 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$343K +$343K +13,570 New
AAS
28
Avantax Advisory Services
Texas
$331K +$124K +4,888 +60%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$326K +$325K +12,863 New
MCP
30
Mirador Capital Partners
California
$313K – – –
AIFAIM
31
American Institute for Advanced Investment Management
Arizona
$244K – – –
CWM
32
Cornerstone Wealth Management
Missouri
$244K – – –
SCFS
33
S.C. Financial Services
Arizona
$232K +$231K +9,149 New
FNB
34
Farmers National Bank
Kentucky
$214K -$36.7K -1,452 -15%
HWA
35
HHM Wealth Advisors
Tennessee
$75K – – –
PTC
36
Private Trust Company
Ohio
$34K +$33.7K +1,332 New
SPIA
37
Steward Partners Investment Advisory
New York
$30K – – –
MCC
38
Money Concepts Capital
Florida
$26K – – –
GRP
39
Global Retirement Partners
California
$21K +$7.56K +299 +58%
GWM
40
Geneos Wealth Management
Colorado
$19K -$4.17K -165 -18%
CI
41
CX Institutional
Indiana
$9K +$9.3K +368 New
TRCT
42
Tower Research Capital (TRC)
New York
$7K +$6.5K +257 New
Citadel Advisors
43
Citadel Advisors
Florida
– -$813K -32,142 Closed
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
– -$253K -10,018 Closed
1
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BSMM Hedge Fund Activity: Q2 2022 in Review

42 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2022 Municipal Bond ETF (BSMM) for Q2 2022, worth a combined $53.6M — up 56% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMM positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.02M. The largest seller was Bank of America, cutting an estimated $1.37M.

  • 42 institutional investors held Invesco BulletShares 2022 Municipal Bond ETF (BSMM) as of Q2 2022, up from 33 in Q1 2022.
  • Funds reported $53.6M of Invesco BulletShares 2022 Municipal Bond ETF stock for Q2 2022, up 56% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2022 Municipal Bond ETF positions in Q2 2022 and 2 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2022 Municipal Bond ETF buyer in Q2 2022 was LPL Financial, an estimated $8.02M added.
  • The largest Invesco BulletShares 2022 Municipal Bond ETF seller in Q2 2022 was Bank of America, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2022.