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BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Delisted

BSMO was delisted on the 13th of December, 2024.

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46 hedge funds and large institutions have $50.3M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

89% more capital invested

Capital invested by funds: $26.6M → $50.3M (+$23.7M)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

64% more funds holding

Funds holding: 28 → 46 (+18)

Holders
46
Holders Change
+18
Holders Change %
+64.29%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
13
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.5M
2
RCA
Resonant Capital Advisors
Wisconsin
+$4.9M
3
Jane Street
Jane Street
New York
+$4.51M
4
NA
NewEdge Advisors
Louisiana
+$2.29M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.13M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$250K
3
HighTower Advisors
HighTower Advisors
Illinois
-$208K
4
Bank of America
Bank of America
North Carolina
-$191K
5
CIC
Carnegie Investment Counsel
Ohio
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$387K +$385K +15,535 New
EH
27
Equitable Holdings
New York
$367K +$366K +14,765 New
PAG
28
Private Advisor Group
New Jersey
$311K +$309K +12,478 New
CPC
29
Cookson Peirce & Co
Pennsylvania
$310K -$39.8K -1,606 -11%
CHAM
30
Clear Harbor Asset Management
Connecticut
$309K +$307K +12,400 New
NAM
31
NorthCrest Asset Manangement
Minnesota
$299K +$297K +12,000 New
LIM
32
Leavell Investment Management
Alabama
$279K +$75.1K +3,030 +37%
KFI
33
Key Financial Inc
Pennsylvania
$272K +$12.7K +513 +5%
HWM
34
Horizons Wealth Management
North Carolina
$264K +$262K +10,579 New
Creative Planning
35
Creative Planning
Kansas
$245K – – –
SCFS
36
S.C. Financial Services
Arizona
$230K +$229K +9,227 New
BFA
37
Bill Few Associates
Pennsylvania
$220K +$219K +8,838 New
TCA
38
Transcend Capital Advisors
New Jersey
$202K +$201K +8,110 New
WB
39
Webster Bank
Connecticut
$181K +$180K +7,270 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$174K +$174K +7,000 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$100K +$99.8K +4,026 New
HWA
42
HHM Wealth Advisors
Tennessee
$49K – – –
MCC
43
Money Concepts Capital
Florida
$25K – – –
GWM
44
Geneos Wealth Management
Colorado
$22K – – –
PTC
45
Private Trust Company
Ohio
$21K +$20.6K +832 New
AF
46
Advisornet Financial
Minnesota
$15K -$37.2K -1,500 -72%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– -$250K -10,024 Closed
HighTower Advisors
48
HighTower Advisors
Illinois
– -$208K -8,355 Closed
SCA
49
Stonebridge Capital Advisors
Minnesota
– -$37K -1,500 Closed
1
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BSMO Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2022, worth a combined $50.3M — up 89% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSMO positions and 3 closed out — a net gain of 18 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Morgan Stanley, cutting an estimated $3.13M.

  • 46 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2022, up from 28 in Q1 2022.
  • Funds reported $50.3M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2022, up 89% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2022 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2022 was Morgan Stanley, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2022.