BSMN

Invesco BulletShares 2023 Municipal Bond ETF
BSMN

Overview Fund Activity
Delisted

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

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44 hedge funds and large institutions have $48.4M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+11
Holders Change %
+33.33%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
15
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$5.16M
3
Wells Fargo
3
Wells Fargo
California
$5.15M
4
NA
4
NewEdge Advisors
Louisiana
$1.92M
5
ADL
5
Asset Dedication LLC
California
$3.02M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BWM
2
BCS Wealth Management
Tennessee
$0
3
Bank of America
3
Bank of America
North Carolina
$3.28M
4
Jane Street
4
Jane Street
New York
$789K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$441K 17,523 +17,523 New
TF
27
TLWM Financial
Texas
$375K 14,919 +4,705 +46%
MCP
28
Mirador Capital Partners
California
$367K 14,565 – –
CPC
29
Cookson Peirce & Co
Pennsylvania
$310K 12,312 -1,679 -12%
SWP
30
Stratos Wealth Partners
Ohio
$281K 11,140 +1,356 +14%
AIFAIM
31
American Institute for Advanced Investment Management
Arizona
$267K 10,600 – –
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$252K 10,021 – –
SCFS
33
S.C. Financial Services
Arizona
$233K 9,263 +9,263 New
NAM
34
NorthCrest Asset Manangement
Minnesota
$225K 8,948 +8,948 New
Stifel Financial
35
Stifel Financial
Missouri
$224K 8,900 +8,900 New
HWM
36
Horizons Wealth Management
North Carolina
$195K 7,757 +7,757 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$101K 3,997 +3,997 New
PTC
38
Private Trust Company
Ohio
$86K 3,432 +3,432 New
HWA
39
HHM Wealth Advisors
Tennessee
$75K 2,965 – –
SPIA
40
Steward Partners Investment Advisory
New York
$29K 1,169 – –
MCC
41
Money Concepts Capital
Florida
$26K 1,015 – –
GWM
42
Geneos Wealth Management
Colorado
$23K 920 – –
AF
43
Advisornet Financial
Minnesota
$15K 591 -1,500 -72%
CI
44
CX Institutional
Indiana
$9K 370 +370 New
FTUS
45
Flow Traders U.S.
New York
– – -51,877 Closed
BWM
46
BCS Wealth Management
Tennessee
– – -30,648 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– – -9,743 Closed
SCA
48
Stonebridge Capital Advisors
Minnesota
– – -1,500 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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