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 $17M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.29M
3
UBS Group
3
UBS Group
Switzerland
$750K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$413K
5
CIC
5
Carnegie Investment Counsel
Ohio
$1.22M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OIM
3
Oder Investment Management
California
$0
4
ADL
4
Asset Dedication LLC
California
$58K
5
SWP
5
Stratos Wealth Partners
Ohio
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
1
Mirador Capital Partners
California
$3.3M 128,775 +764 +0.6%
Bank of America
2
Bank of America
North Carolina
$2.64M 103,067 +80,052 +348%
Morgan Stanley
3
Morgan Stanley
New York
$2.29M 89,156 +25,668 +40%
Citadel Advisors
4
Citadel Advisors
Florida
$1.64M 63,996 +12,080 +23%
LPL Financial
5
LPL Financial
California
$1.26M 49,058 +669 +1%
CIC
6
Carnegie Investment Counsel
Ohio
$1.22M 47,700 +12,400 +35%
UBS Group
7
UBS Group
Switzerland
$750K 29,278 +24,333 +492%
BWM
8
BCS Wealth Management
Tennessee
$474K 18,489 +4,804 +35%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$413K 16,109 +16,109 New
CPC
10
Cookson Peirce & Co
Pennsylvania
$354K 13,827 +2,267 +20%
KFI
11
Key Financial Inc
Pennsylvania
$346K 13,515 +3,120 +30%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$335K 13,079 – –
YIA
13
YHB Investment Advisors
Connecticut
$261K 10,150 +10,150 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
– – – –
ICG
15
InterOcean Capital Group
Tennessee
$214K 8,348 – –
SWP
16
Stratos Wealth Partners
Ohio
$213K 8,310 -1,782 -18%
AF
17
Advisornet Financial
Minnesota
$203K 7,923 – –
TF
18
TLWM Financial
Texas
$202K 7,868 +7,868 New
Wells Fargo
19
Wells Fargo
California
$181K 7,056 +6,246 +771%
BC
20
Barnett & Company
Tennessee
$154K 6,000 +3,000 +100%
Osaic Holdings
21
Osaic Holdings
Arizona
$135K 5,260 +1 +0%
HWA
22
HHM Wealth Advisors
Tennessee
$76K 2,965 – –
ADL
23
Asset Dedication LLC
California
$58K 2,247 -2,135 -49%
GWM
24
Geneos Wealth Management
Colorado
$23K 920 – –
TWM
25
Tradition Wealth Management
Minnesota
$17K 653 +1 +0.2%
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