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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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17 hedge funds and large institutions have $10.8M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

126% more capital invested

Capital invested by funds: $4.77M → $10.8M (+$6M)

42% more funds holding

Funds holding: 12 → 17 (+5)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Mirador Capital Partners
California
+$3.46M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.5M
3
LPL Financial
LPL Financial
California
+$476K
4
CIC
Carnegie Investment Counsel
Ohio
+$266K
5
KFI
Key Financial Inc
Pennsylvania
+$266K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1
Mirador Capital Partners
California
$3.46M +$3.46M +135,371 New
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M +$1.5M +58,735 New
Jane Street
3
Jane Street
New York
$1.06M -$1.19M -46,747 -53%
LPL Financial
4
LPL Financial
California
$940K +$476K +18,617 +103%
Morgan Stanley
5
Morgan Stanley
New York
$930K +$37.7K +1,475 +4%
CIC
6
Carnegie Investment Counsel
Ohio
$696K +$266K +10,400 +62%
Bank of America
7
Bank of America
North Carolina
$437K +$184K +7,189 +73%
SWP
8
Stratos Wealth Partners
Ohio
$328K +$72.3K +2,827 +28%
KFI
9
Key Financial Inc
Pennsylvania
$266K +$266K +10,395 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$265K +$205K +8,027 +345%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$256K – – –
BC
12
Barnett & Company
Tennessee
$230K +$230K +9,000 New
UBS Group
13
UBS Group
Switzerland
$126K +$70.6K +2,764 +127%
Osaic Holdings
14
Osaic Holdings
Arizona
$120K +$80.7K +3,158 +204%
HWA
15
HHM Wealth Advisors
Tennessee
$76K – – –
ADL
16
Asset Dedication LLC
California
$56K +$54.6K +2,137 +2,968%
AF
17
Advisornet Financial
Minnesota
$15K – – –
Wells Fargo
18
Wells Fargo
California
$9K +$8.95K +350 New

BSMN Hedge Fund Activity: Q3 2020 in Review

17 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Municipal Bond ETF (BSMN) for Q3 2020, worth a combined $10.8M — up 126% from $4.77M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMN positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Mirador Capital Partners, opening a new position worth an estimated $3.46M. The largest seller was Jane Street, cutting an estimated $1.19M.

  • 17 institutional investors held Invesco BulletShares 2023 Municipal Bond ETF (BSMN) as of Q3 2020, up from 12 in Q2 2020.
  • Funds reported $10.8M of Invesco BulletShares 2023 Municipal Bond ETF stock for Q3 2020, up 126% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2023 Municipal Bond ETF positions in Q3 2020 and 0 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF buyer in Q3 2020 was Mirador Capital Partners, an estimated $3.46M added.
  • The largest Invesco BulletShares 2023 Municipal Bond ETF seller in Q3 2020 was Jane Street, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.