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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76 hedge funds and large institutions have $110M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+17
Holders Change %
+28.81%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
32
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
PFG Advisors
Arizona
$7.46M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$6.58M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$10.3M
4
CIM
4
Confluence Investment Management
Missouri
$5.65M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.48M
2
FTUS
2
Flow Traders U.S.
New York
$567K
3
TF
3
TLWM Financial
Texas
$375K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.04M 41,265 +29,923 +264%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.03M 40,960 -636 -2%
CFO
28
Collective Family Office
Pennsylvania
$875K 34,812 +34,812 New
FNB
29
Farmers National Bank
Kentucky
$855K 34,001 +22,910 +207%
HWM
30
Horizons Wealth Management
North Carolina
$801K 31,899 +24,142 +311%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$725K 28,864 +18,273 +173%
Stifel Financial
32
Stifel Financial
Missouri
$694K 27,597 +18,697 +210%
BWM
33
BCS Wealth Management
Tennessee
$650K 25,846 -5,608 -18%
IA
34
IFP Advisors
Florida
$649K 25,987 -4,026 -13%
SCFS
35
S.C. Financial Services
Arizona
$644K 25,629 +7,222 +39%
WB
36
Webster Bank
Connecticut
$631K 25,090 +4,885 +24%
HighTower Advisors
37
HighTower Advisors
Illinois
$628K 24,973 +24,973 New
MOS
38
MGO One Seven
Ohio
$611K 24,309 +3,750 +18%
FTUS
39
Flow Traders U.S.
New York
$567K 22,572 -33,921 -60%
LW
40
Linscomb Wealth
Texas
$500K 19,896 +19,896 New
KFI
41
Key Financial Inc
Pennsylvania
$453K 18,280 – –
SFG
42
Sterling Financial Group
California
$439K 17,456 +17,456 New
SI
43
Stephens Inc
Arkansas
$406K 16,150 -8,150 -34%
CHAM
44
Clear Harbor Asset Management
Connecticut
$403K 16,035 +4,685 +41%
LF
45
Lantz Financial
Illinois
$396K 15,746 +15,746 New
PWM
46
Paulson Wealth Management
Illinois
$380K 15,128 +15,128 New
MTWM
47
Masso Torrence Wealth Management
New Jersey
$380K 15,105 +15,105 New
Mariner
48
Mariner
Kansas
$376K 14,971 +14,971 New
TF
49
TLWM Financial
Texas
$375K 14,909 -33,856 -69%
BWM
50
BCGM Wealth Management
Indiana
$352K 14,000 – –
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