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BSMN

Invesco BulletShares 2023 Municipal Bond ETF

Delisted

BSMN was delisted on the 15th of December, 2023.

26 hedge funds and large institutions have $13.4M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

53% more funds holding

Funds holding: 1726 (+9)

24% more capital invested

Capital invested by funds: $10.8M → $13.4M (+$2.64M)

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$17K +$16.7K +652 New
BW
27
Bison Wealth
Georgia
$14K +$13.9K +545 New

BSMN Hedge Fund Activity: Q4 2020 in Review

26 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Municipal Bond ETF (BSMN) for Q4 2020, worth a combined $13.4M — up 24% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSMN positions and 0 closed out — a net gain of 9 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $693K. The largest seller was Mirador Capital Partners, cutting an estimated $188K.

  • 26 institutional investors held Invesco BulletShares 2023 Municipal Bond ETF (BSMN) as of Q4 2020, up from 17 in Q3 2020.
  • Funds reported $13.4M of Invesco BulletShares 2023 Municipal Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2023 Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF buyer in Q4 2020 was Morgan Stanley, an estimated $693K added.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF seller in Q4 2020 was Mirador Capital Partners, an estimated $188K sold.

Based on aggregated 13F filings for Q4 2020.