BSMN

Invesco BulletShares 2023 Municipal Bond ETF

Delisted

BSMN was delisted on the 15th of December, 2023.

44 hedge funds and large institutions have $48.4M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+11
Holders Change %
+33.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.5M 337,588 +207,414 +159%
RCA
2
Resonant Capital Advisors
Wisconsin
$5.16M 204,881 +204,881 New
Wells Fargo
3
Wells Fargo
California
$5.15M 204,314 +197,050 +2,713%
Bank of America
4
Bank of America
North Carolina
$3.28M 130,089 -19,163 -13%
ADL
5
Asset Dedication LLC
California
$3.02M 119,860 +64,692 +117%
Morgan Stanley
6
Morgan Stanley
New York
$2.01M 79,915 +866 +1%
NA
7
NewEdge Advisors
Louisiana
$1.92M 76,016 +76,016 New
DIM
8
Delta Investment Management
California
$1.58M 62,800 +62,800 New
CIC
9
Carnegie Investment Counsel
Ohio
$1.33M 52,973 +168 +0.3%
UBS Group
10
UBS Group
Switzerland
$1.33M 52,951 +7,347 +16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.1M 43,779 +39,368 +892%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.06M 41,945 +41,945 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.03M 40,706 +20,223 +99%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1M 39,853 +29,126 +272%
RJA
15
Raymond James & Associates
Florida
$895K 35,532 +6,532 +23%
CA
16
CGN Advisors
Kansas
$829K 32,927 +32,927 New
CWM
17
Cornerstone Wealth Management
Missouri
$793K 31,500 +12,480 +66%
Jane Street
18
Jane Street
New York
$789K 31,332 -12,912 -29%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$736K 29,240 +29,240 New
SI
20
Stephens Inc
Arkansas
$729K 28,950 +8,000 +38%
IWC
21
Integrated Wealth Concepts
Massachusetts
$647K 25,675 -3,537 -12%
IA
22
IFP Advisors
Florida
$597K 23,901
Invesco
23
Invesco
Georgia
$494K 19,600 +19,600 New
PAG
24
Private Advisor Group
New Jersey
$462K 18,336 +4,102 +29%
KFI
25
Key Financial Inc
Pennsylvania
$461K 18,280