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 %
BFG
51
Bleakley Financial Group
New Jersey
$349K 13,872 +13,872 New
EH
52
Equitable Holdings
New York
$344K 13,675 +13,675 New
KOC
53
Koss-Olinger Consulting
Florida
$295K 11,743 +800 +7%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$276K 10,995 +10,995 New
FAIM
55
Financial Advocates Investment Management
Washington
$273K 10,879 +10,879 New
AIFAIM
56
American Institute for Advanced Investment Management
Arizona
$266K 10,600 – –
MML Investors Services
57
MML Investors Services
Massachusetts
$255K 10,155 +10,155 New
WP
58
WealthSource Partners
California
$251K 10,000 +10,000 New
JCM
59
J2 Capital Management
Michigan
$247K 9,833 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$228K 9,076 -8,447 -48%
CPC
61
Cookson Peirce & Co
Pennsylvania
$226K 8,994 +299 +3%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$176K 7,000 +3,908 +126%
PTC
63
Private Trust Company
Ohio
$149K 5,932 +2,500 +73%
CAL
64
Capital Analysts LLC
Pennsylvania
$107K 4,242 +4,242 New
HWA
65
HHM Wealth Advisors
Tennessee
$74.5K 2,965 – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$34K 1,334 -1,241 -48%
MCC
67
Money Concepts Capital
Florida
$25.5K 1,015 – –
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
$23.9K 950 -275 -22%
HS
69
Horan Securities
United States
$20K 794 +1 +0.1%
TSWM
70
Tyler-Stone Wealth Management
Ohio
$18K 700 +700 New
AF
71
Advisornet Financial
Minnesota
$14.9K 591 – –
ASN
72
Advisory Services Network
Georgia
$13.4K 533 +533 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.8K 390 +390 New
TWM
74
Tradition Wealth Management
Minnesota
$3K 102 – –
NA
75
NewEdge Advisors
Louisiana
$2.55K 101,408 +16,856 +20%
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