BSMM

Invesco BulletShares 2022 Municipal Bond ETF
BSMM

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
BCS Wealth Management
Tennessee
+$3.38M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$2.38M
3
KAS
Kestra Advisory Services
Texas
+$1.14M
4
Morgan Stanley
Morgan Stanley
New York
+$751K
5
UBS Group
UBS Group
Switzerland
+$339K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
2
Jane Street
Jane Street
New York
-$466K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$254K
4
MCP
Mirador Capital Partners
California
-$227K
5
SWP
Stratos Wealth Partners
Ohio
-$221K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$7.33M +$2.38M +93,519 +48%
BWM
2
BCS Wealth Management
Tennessee
$3.59M +$3.38M +132,763 +1,609%
MCP
3
Mirador Capital Partners
California
$3.25M -$227K -8,919 -7%
Morgan Stanley
4
Morgan Stanley
New York
$2.03M +$751K +29,517 +59%
KAS
5
Kestra Advisory Services
Texas
$1.14M +$1.14M +44,774 New
UBS Group
6
UBS Group
Switzerland
$1.02M +$339K +13,306 +50%
CIC
7
Carnegie Investment Counsel
Ohio
$931K +$178K +7,000 +24%
LPL Financial
8
LPL Financial
California
$807K +$92.9K +3,648 +13%
Bank of America
9
Bank of America
North Carolina
$716K +$222K +8,706 +45%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$469K – – –
FNB
11
Farmers National Bank
Kentucky
$439K +$439K +17,235 New
BC
12
Barnett & Company
Tennessee
$408K – – –
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$329K -$50.1K -1,969 -13%
CPC
14
Cookson Peirce & Co
Pennsylvania
$296K +$296K +11,609 New
KFI
15
Key Financial Inc
Pennsylvania
$266K – – –
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$255K -$254K – –
ICG
17
InterOcean Capital Group
Tennessee
$229K +$229K +9,003 New
AF
18
Advisornet Financial
Minnesota
$188K +$188K +7,373 New
OIM
19
Oder Investment Management
California
$126K +$126K +5,007 New
Osaic Holdings
20
Osaic Holdings
Arizona
$97K -$5.11K -200 -5%
ADL
21
Asset Dedication LLC
California
$86K +$51.1K +1,976 +146%
HWA
22
HHM Wealth Advisors
Tennessee
$76K – – –
GWM
23
Geneos Wealth Management
Colorado
$23K +$23K +930 New
Wells Fargo
24
Wells Fargo
California
$17K +$6.23K +250 +58%
TWM
25
Tradition Wealth Management
Minnesota
$17K +$17K +656 New
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