Invesco BulletShares 2023 Municipal Bond ETF
BSMN
BSMN was delisted on the 15th of December, 2023.
33 hedge funds and large institutions have $23.3M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
32% more capital invested
Capital invested by funds: $17.7M → $23.3M (+$5.6M)
14% more funds holding
Funds holding: 29 → 33 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.32M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$737K |
| 4 |
Jane Street
New York
|
+$654K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$335K |
| 2 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$229K |
| 3 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$208K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$148K |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$98.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $183K | +$15.3K | +601 | +9% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $111K | +$813 | +32 | +0.7% |
|
|
HWA
28
HHM Wealth Advisors
Chattanooga,
Tennessee
| $75K | – | – | – |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $53K | -$148K | -5,832 | -74% |
|
|
SCA
30
Stonebridge Capital Advisors
St Paul,
Minnesota
| $38K | +$38.1K | +1,500 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $29K | – | – | – |
|
|
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| $26K | +$25.8K | +1,015 | New |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
|
34
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$335K | -13,079 | Closed |
|
|
NAM
35
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$229K | -8,948 | Closed |
|
|
YIA
36
YHB Investment Advisors
West Hartford,
Connecticut
| – | -$208K | -8,125 | Closed |
|
BSMN 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 2023 Municipal Bond ETF (BSMN) for Q1 2022, worth a combined $23.3M — up 32% from $17.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BSMN positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.27M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $335K sold.
- 33 institutional investors held Invesco BulletShares 2023 Municipal Bond ETF (BSMN) as of Q1 2022, up from 29 in Q4 2021.
- Funds reported $23.3M of Invesco BulletShares 2023 Municipal Bond ETF stock for Q1 2022, up 32% quarter-over-quarter.
- 7 funds opened new Invesco BulletShares 2023 Municipal Bond ETF positions in Q1 2022 and 3 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2023 Municipal Bond ETF buyer in Q1 2022 was LPL Financial, an estimated $2.27M added.
- The largest Invesco BulletShares 2023 Municipal Bond ETF seller in Q1 2022 was CAPTRUST Financial Advisors, an estimated $335K sold.
Based on aggregated 13F filings for Q1 2022.