Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
28 hedge funds and large institutions have $26.6M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 7 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $20.7M → $26.6M (+$5.93M)
7% less funds holding
Funds holding: 30 → 28 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.56M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.02M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$834K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.12M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$383K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$328K |
| 4 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$309K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
26
Stonebridge Capital Advisors
St Paul,
Minnesota
| $37K | +$38K | +1,500 | New |
|
|
MCC
27
Money Concepts Capital
Palm Beach Gardens,
Florida
| $25K | +$25.6K | +1,012 | New |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $22K | – | – | – |
|
|
29
Jane Street
New York
| – | -$2.12M | -82,496 | Closed |
|
|
30
Invesco
Atlanta,
Georgia
| – | -$383K | -14,883 | Closed |
|
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$328K | -12,729 | Closed |
|
|
NAM
32
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$309K | -12,000 | Closed |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$273K | -10,593 | Closed |
|
|
RWP
34
Revolve Wealth Partners
Hackensack,
New Jersey
| – | -$237K | -9,209 | Closed |
|
|
BHWA
35
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$226K | -8,776 | Closed |
|
BSMO Hedge Fund Activity: Q1 2022 in Review
28 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2022, worth a combined $26.6M — up 29% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BSMO and 5 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $5.11M. The largest seller was Jane Street, exiting entirely with an estimated $2.12M sold.
- 28 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2022, down from 30 in Q4 2021.
- Funds reported $26.6M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2022, up 29% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $5.11M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2022 was Jane Street, an estimated $2.12M sold.
Based on aggregated 13F filings for Q1 2022.