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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$31.8K +$22.1K +878 +225%
HS
78
Horan Securities
United States
$19.9K – – –
ASN
79
Advisory Services Network
Georgia
$16.4K +$3.07K +122 +23%
AF
80
Advisornet Financial
Minnesota
$14.8K – – –
TWM
81
Tradition Wealth Management
Minnesota
$3K – – –
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$2.99K +$271K +10,799 +10%
TRCT
83
Tower Research Capital (TRC)
New York
$2K +$2.16K +86 New
PA
84
PFG Advisors
Arizona
– -$7.46M -296,723 Closed
PI
85
PFS Investments
Georgia
– -$2.41M -95,918 Closed
LW
86
Linscomb Wealth
Texas
– -$500K -19,896 Closed
BWM
87
BCGM Wealth Management
Indiana
– -$352K -14,000 Closed
CPC
88
Cookson Peirce & Co
Pennsylvania
– -$226K -8,994 Closed
PTC
89
Private Trust Company
Ohio
– -$149K -5,932 Closed
MCC
90
Money Concepts Capital
Florida
– -$25.5K -1,015 Closed
1 2 3
4

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.