Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
30 hedge funds and large institutions have $20.7M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
25% more funds holding
Funds holding: 24 → 30 (+6)
24% more capital invested
Capital invested by funds: $16.7M → $20.7M (+$4.01M)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.12M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$820K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$655K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$422K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.28M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$678K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$510K |
| 4 |
RW
Rede Wealth
Charlottesville,
Virginia
|
-$202K |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $208K | -$12.6K | -488 | -6% |
|
27
UBS Group
Zurich,
Switzerland
| $185K | +$50.9K | +1,978 | +38% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $87K | +$35.2K | +1,367 | +68% |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| $51K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $23K | – | – | – |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $15K | – | – | – |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$1.28M | -49,624 | Closed |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$678K | -26,307 | Closed |
|
|
RW
34
Rede Wealth
Charlottesville,
Virginia
| – | -$202K | -7,840 | Closed |
|
|
CAGAS
35
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$13K | -500 | Closed |
|
BSMO Hedge Fund Activity: Q4 2021 in Review
30 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2021, worth a combined $20.7M — up 24% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSMO positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.28M sold.
- 30 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $20.7M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 10 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2021 was Jane Street, an estimated $2.12M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2021.