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BSMN

Invesco BulletShares 2023 Municipal Bond ETF
BSMN

Delisted

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

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83 hedge funds and large institutions have $152M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

39% more capital invested

Capital invested by funds: $110M → $152M (+$42.5M)

9% more funds holding

Funds holding: 76 → 83 (+7)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$43.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.39M
3
CW
CreativeOne Wealth
Kansas
+$2M
4
SC
Savant Capital
Illinois
+$1.57M
5
Invesco
Invesco
Georgia
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
PA
PFG Advisors
Arizona
-$7.46M
2
PI
PFS Investments
Georgia
-$2.41M
3
CA
CGN Advisors
Kansas
-$1.35M
4
LPL Financial
LPL Financial
California
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.01M +$448K +17,839 +79%
Stifel Financial
27
Stifel Financial
Missouri
$941K +$249K +9,903 +36%
FNB
28
Farmers National Bank
Kentucky
$874K +$20.4K +812 +2%
CFO
29
Collective Family Office
Pennsylvania
$874K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$861K +$137K +5,458 +19%
CIC
31
Carnegie Investment Counsel
Ohio
$819K -$291K -11,592 -26%
SWP
32
Stratos Wealth Partners
Ohio
$806K -$230K -9,154 -22%
HWM
33
Horizons Wealth Management
North Carolina
$803K +$2.39K +95 +0.3%
CWM
34
Cornerstone Wealth Management
Missouri
$769K +$770K +30,627 New
PAG
35
Private Advisor Group
New Jersey
$713K +$37.6K +1,498 +6%
WB
36
Webster Bank
Connecticut
$645K +$15K +595 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$616K -$12.4K -493 -2%
MOS
38
MGO One Seven
Ohio
$610K – – –
PWM
39
Paulson Wealth Management
Illinois
$568K +$189K +7,508 +50%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$562K +$334K +13,308 +147%
CA
41
CGN Advisors
Kansas
$561K -$1.35M -53,760 -71%
BWM
42
BCS Wealth Management
Tennessee
$541K -$108K -4,309 -17%
AWM
43
Avior Wealth Management
Nebraska
$531K +$532K +21,151 New
Mariner
44
Mariner
Kansas
$507K +$131K +5,216 +35%
LWMG
45
Levy Wealth Management Group
Pennsylvania
$505K +$505K +20,102 New
LF
46
Lantz Financial
Illinois
$459K +$63.8K +2,540 +16%
KFI
47
Key Financial Inc
Pennsylvania
$459K – – –
SI
48
Stephens Inc
Arkansas
$449K +$44.1K +1,755 +11%
SFG
49
Sterling Financial Group
California
$439K – – –
IA
50
IFP Advisors
Florida
$431K -$219K -8,731 -34%
1
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BSMN Hedge Fund Activity: Q1 2023 in Review

83 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Municipal Bond ETF (BSMN) for Q1 2023, worth a combined $152M — up 39% from $110M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSMN positions and 7 closed out — a net gain of 10 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $43.4M. The largest seller was PFG Advisors, exiting entirely with an estimated $7.46M sold.

  • 83 institutional investors held Invesco BulletShares 2023 Municipal Bond ETF (BSMN) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $152M of Invesco BulletShares 2023 Municipal Bond ETF stock for Q1 2023, up 39% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2023 Municipal Bond ETF positions in Q1 2023 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF buyer in Q1 2023 was Jane Street, an estimated $43.4M added.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF seller in Q1 2023 was PFG Advisors, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2023.