Invesco BulletShares 2023 Municipal Bond ETF
BSMN
BSMN was delisted on the 15th of December, 2023.
27 hedge funds and large institutions have $17.3M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 26 → 27 (+1)
2% more capital invested
Capital invested by funds: $17M → $17.3M (+$270K)
3.44% less ownership
Funds ownership: 54.53% → 51.08% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$815K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$447K |
| 3 |
Jane Street
New York
|
+$404K |
| 4 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$312K |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Mirador Capital Partners
Pleasanton,
California
|
-$2.87M |
| 2 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$214K |
| 3 |
Morgan Stanley
New York
|
-$116K |
| 4 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$52K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.5K |
BSMN Hedge Fund Activity: Q2 2021 in Review
27 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Municipal Bond ETF (BSMN) for Q2 2021, worth a combined $17.3M — up 1.6% from $17M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSMN positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $815K. The largest seller was Mirador Capital Partners, cutting an estimated $2.87M.
- 27 institutional investors held Invesco BulletShares 2023 Municipal Bond ETF (BSMN) as of Q2 2021, up from 26 in Q1 2021.
- Funds reported $17.3M of Invesco BulletShares 2023 Municipal Bond ETF stock for Q2 2021, up 1.6% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2023 Municipal Bond ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2023 Municipal Bond ETF buyer in Q2 2021 was Stephens Inc, an estimated $815K added.
- The largest Invesco BulletShares 2023 Municipal Bond ETF seller in Q2 2021 was Mirador Capital Partners, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2021.