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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26 hedge funds and large institutions have $13.4M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and closing their positions.

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.63M
2
BWM
2
BCS Wealth Management
Tennessee
$351K
3
LPL Financial
3
LPL Financial
California
$1.24M
4
CPC
4
Cookson Peirce & Co
Pennsylvania
$296K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$253K

Top Sellers

1
MCP
1
Mirador Capital Partners
California
$3.28M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.33M
3
BC
3
Barnett & Company
Tennessee
$76K
4
SWP
4
Stratos Wealth Partners
Ohio
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$3.28M 128,011 -7,360 -5%
Morgan Stanley
2
Morgan Stanley
New York
$1.63M 63,488 +27,123 +75%
Citadel Advisors
3
Citadel Advisors
Florida
$1.33M 51,916 -6,819 -12%
Jane Street
4
Jane Street
New York
$1.26M 49,001 +7,632 +18%
LPL Financial
5
LPL Financial
California
$1.24M 48,389 +11,621 +32%
CIC
6
Carnegie Investment Counsel
Ohio
$904K 35,300 +8,100 +30%
Bank of America
7
Bank of America
North Carolina
$589K 23,015 +5,916 +35%
BWM
8
BCS Wealth Management
Tennessee
$351K 13,685 +13,685 New
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$335K 13,079 +2,726 +26%
CPC
10
Cookson Peirce & Co
Pennsylvania
$296K 11,560 +11,560 New
KFI
11
Key Financial Inc
Pennsylvania
$266K 10,395 – –
SWP
12
Stratos Wealth Partners
Ohio
$259K 10,092 -2,730 -21%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
– – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$253K 9,860 +9,860 New
ICG
15
InterOcean Capital Group
Tennessee
$214K 8,348 +8,348 New
AF
16
Advisornet Financial
Minnesota
$203K 7,923 +7,332 +1,241%
Osaic Holdings
17
Osaic Holdings
Arizona
$135K 5,259 +556 +12%
OIM
18
Oder Investment Management
California
$128K 5,016 +5,016 New
UBS Group
19
UBS Group
Switzerland
$127K 4,945 – –
ADL
20
Asset Dedication LLC
California
$112K 4,382 +2,173 +98%
BC
21
Barnett & Company
Tennessee
$76K 3,000 -6,000 -67%
HWA
22
HHM Wealth Advisors
Tennessee
$76K 2,965 – –
CCC
23
Crescent Capital Consulting
Louisiana
$26K 1,000 +1,000 New
GWM
24
Geneos Wealth Management
Colorado
$23K 920 +920 New
Wells Fargo
25
Wells Fargo
California
$21K 810 +460 +131%
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