BSMN

Invesco BulletShares 2023 Municipal Bond ETF

Delisted

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

77 hedge funds and large institutions have $93M invested in Invesco BulletShares 2023 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
28
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.06M 321,819 +5,249 +2%
GWP
2
Gateway Wealth Partners
Wisconsin
$6.13M 244,802 -22,330 -8%
CIM
3
Confluence Investment Management
Missouri
$5.54M 221,383 -1,308 -0.6%
Bank of America
4
Bank of America
North Carolina
$5.22M 208,393 +16,854 +9%
Wells Fargo
5
Wells Fargo
California
$4.92M 196,546 -2,450 -1%
Jane Street
6
Jane Street
New York
$4.89M 195,359 -490,201 -72%
P
7
Paradiem
Louisiana
$4.49M 179,140
Invesco
8
Invesco
Georgia
$4.25M 169,670 +22,424 +15%
ADL
9
Asset Dedication LLC
California
$3.51M 140,371 -2,487 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.72M 108,659 +3,718 +4%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.69M 107,581 -1,878 -2%
NA
12
NewEdge Advisors
Louisiana
$2.64M 105,244 -2,088 -2%
UBS Group
13
UBS Group
Switzerland
$1.98M 79,156 -8,190 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.84M 73,313 -8,461 -10%
MCP
15
Mirador Capital Partners
California
$1.76M 70,350
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.52M 60,766 -17,458 -22%
RJA
17
Raymond James & Associates
Florida
$1.45M 57,972 -3,564 -6%
SC
18
Savant Capital
Illinois
$1.38M 55,221 -12,273 -18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.32M 52,756 +21,269 +68%
APA
20
Astoria Portfolio Advisors
New York
$1.27M 50,882 +7,783 +18%
RCA
21
Resonant Capital Advisors
Wisconsin
$1.12M 44,926 -300,507 -87%
DWM
22
Denver Wealth Management
Colorado
$1.11M 44,297 -1,771 -4%
Morgan Stanley
23
Morgan Stanley
New York
$1.03M 41,156 -18,540 -31%
SWP
24
Stratos Wealth Partners
Ohio
$913K 36,457 +98 +0.3%
FNB
25
Farmers National Bank
Kentucky
$874K 34,892