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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76 hedge funds and large institutions have $110M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+17
Holders Change %
+28.81%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
32
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
PFG Advisors
Arizona
$7.46M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$6.58M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$10.3M
4
CIM
4
Confluence Investment Management
Missouri
$5.65M
5
LPL Financial
5
LPL Financial
California
$10.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.48M
2
FTUS
2
Flow Traders U.S.
New York
$567K
3
TF
3
TLWM Financial
Texas
$375K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
NAM
5
NorthCrest Asset Manangement
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M 427,765 +151,331 +55%
RCA
2
Resonant Capital Advisors
Wisconsin
$10.3M 410,303 +247,089 +151%
PA
3
PFG Advisors
Arizona
$7.46M 296,723 +296,723 New
GWP
4
Gateway Wealth Partners
Wisconsin
$6.58M 261,818 +261,818 New
Bank of America
5
Bank of America
North Carolina
$6.2M 246,647 +74,648 +43%
CIM
6
Confluence Investment Management
Missouri
$5.65M 224,927 +224,927 New
Wells Fargo
7
Wells Fargo
California
$5.48M 218,197 +9,145 +4%
P
8
Paradiem
Louisiana
$4.5M 179,140 – –
ADL
9
Asset Dedication LLC
California
$3.4M 135,146 +14,766 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.72M 108,370 +46,297 +75%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.7M 107,291 +45,689 +74%
Invesco
12
Invesco
Georgia
$2.68M 106,529 +67,172 +171%
UBS Group
13
UBS Group
Switzerland
$2.54M 101,075 +1,282 +1%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.45M 97,401 +42,517 +77%
PI
15
PFS Investments
Georgia
$2.41M 95,918 +95,918 New
Morgan Stanley
16
Morgan Stanley
New York
$2.36M 93,898 +8,410 +10%
CA
17
CGN Advisors
Kansas
$1.91M 76,126 +37,327 +96%
DIM
18
Delta Investment Management
California
$1.63M 64,749 -1,340 -2%
RJA
19
Raymond James & Associates
Florida
$1.6M 63,570 +7,110 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.51M 59,859 +17,970 +43%
Jane Street
21
Jane Street
New York
$1.48M 58,714 -182,236 -76%
DWM
22
Denver Wealth Management
Colorado
$1.34M 53,343 +34,904 +189%
MCP
23
Mirador Capital Partners
California
$1.27M 50,350 +38,000 +308%
CIC
24
Carnegie Investment Counsel
Ohio
$1.11M 44,227 -7,850 -15%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.05M 41,945 – –
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