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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29 hedge funds and large institutions have $17.7M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$819K
2
ADL
2
Asset Dedication LLC
California
$849K
3
Bank of America
3
Bank of America
North Carolina
$3.83M
4
PAG
4
Private Advisor Group
New Jersey
$364K
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$229K

Top Sellers

1
Jane Street
1
Jane Street
New York
$474K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SI
3
Stephens Inc
Arkansas
$425K
4
KAS
4
Kestra Advisory Services
Texas
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.83M 149,719 +18,783 +14%
Morgan Stanley
2
Morgan Stanley
New York
$2.06M 80,472 +973 +1%
CIC
3
Carnegie Investment Counsel
Ohio
$1.32M 51,563 -1,137 -2%
LPL Financial
4
LPL Financial
California
$1.04M 40,620 -4,294 -10%
UBS Group
5
UBS Group
Switzerland
$934K 36,497 +5,600 +18%
BWM
6
BCS Wealth Management
Tennessee
$884K 34,538 +3,898 +13%
ADL
7
Asset Dedication LLC
California
$849K 33,230 +25,293 +319%
IWC
8
Integrated Wealth Concepts
Massachusetts
$819K 31,996 +31,996 New
CWM
9
Cornerstone Wealth Management
Missouri
$487K 19,020 +1,950 +11%
Jane Street
10
Jane Street
New York
$474K 18,518 -81,906 -82%
KFI
11
Key Financial Inc
Pennsylvania
$468K 18,280 – –
SI
12
Stephens Inc
Arkansas
$425K 16,600 -18,150 -52%
CPC
13
Cookson Peirce & Co
Pennsylvania
$390K 15,241 -7,386 -33%
MCP
14
Mirador Capital Partners
California
$373K 14,565 -2,193 -13%
PAG
15
Private Advisor Group
New Jersey
$364K 14,234 +14,234 New
Osaic Holdings
16
Osaic Holdings
Arizona
$341K 13,286 +3,406 +34%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$335K 13,079 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$275K 10,727 – –
TF
19
TLWM Financial
Texas
$261K 10,214 – –
SWP
20
Stratos Wealth Partners
Ohio
$260K 10,169 +459 +5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
– – – –
NAM
22
NorthCrest Asset Manangement
Minnesota
$229K 8,948 +8,948 New
YIA
23
YHB Investment Advisors
Connecticut
$208K 8,125 – –
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$205K 8,000 +8,000 New
AF
25
Advisornet Financial
Minnesota
$203K 7,923 – –
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