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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33 hedge funds and large institutions have $23.3M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.28M
2
FTUS
2
Flow Traders U.S.
New York
$1.31M
3
RJA
3
Raymond James & Associates
Florida
$731K
4
Jane Street
4
Jane Street
New York
$1.12M
5
IA
5
IFP Advisors
Florida
$597K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
NAM
2
NorthCrest Asset Manangement
Minnesota
$0
3
YIA
3
YHB Investment Advisors
Connecticut
$0
4
AF
4
Advisornet Financial
Minnesota
$53K
5
BWM
5
BCS Wealth Management
Tennessee
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.76M 149,252 -467 -0.3%
LPL Financial
2
LPL Financial
California
$3.28M 130,174 +89,554 +220%
Morgan Stanley
3
Morgan Stanley
New York
$1.99M 79,049 -1,423 -2%
ADL
4
Asset Dedication LLC
California
$1.39M 55,168 +21,938 +66%
CIC
5
Carnegie Investment Counsel
Ohio
$1.33M 52,805 +1,242 +2%
FTUS
6
Flow Traders U.S.
New York
$1.31M 51,877 +51,877 New
UBS Group
7
UBS Group
Switzerland
$1.15M 45,604 +9,107 +25%
Jane Street
8
Jane Street
New York
$1.12M 44,244 +25,726 +139%
BWM
9
BCS Wealth Management
Tennessee
$773K 30,648 -3,890 -11%
IWC
10
Integrated Wealth Concepts
Massachusetts
$736K 29,212 -2,784 -9%
RJA
11
Raymond James & Associates
Florida
$731K 29,000 +29,000 New
IA
12
IFP Advisors
Florida
$597K 23,901 +23,901 New
SI
13
Stephens Inc
Arkansas
$528K 20,950 +4,350 +26%
Osaic Holdings
14
Osaic Holdings
Arizona
$517K 20,483 +7,197 +54%
CWM
15
Cornerstone Wealth Management
Missouri
$479K 19,020 – –
KFI
16
Key Financial Inc
Pennsylvania
$461K 18,280 – –
MCP
17
Mirador Capital Partners
California
$367K 14,565 – –
PAG
18
Private Advisor Group
New Jersey
$359K 14,234 – –
CPC
19
Cookson Peirce & Co
Pennsylvania
$353K 13,991 -1,250 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$270K 10,727 – –
AIFAIM
21
American Institute for Advanced Investment Management
Arizona
$267K 10,600 +2,600 +33%
TF
22
TLWM Financial
Texas
$257K 10,214 – –
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$253K 10,021 +10,021 New
SWP
24
Stratos Wealth Partners
Ohio
$247K 9,784 -385 -4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$245K 9,743 +9,743 New
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