We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Delisted

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

Back to rankings

54 hedge funds and large institutions have $59.6M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

18% more capital invested

Capital invested by funds: $50.3M → $59.6M (+$9.27M)

17% more funds holding

Funds holding: 46 → 54 (+8)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCA
Resonant Capital Advisors
Wisconsin
+$3.11M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$803K
4
Bank of America
Bank of America
North Carolina
+$795K
5
LPL Financial
LPL Financial
California
+$768K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$767K
2
Morgan Stanley
Morgan Stanley
New York
-$733K
3
CWM
Cornerstone Wealth Management
Missouri
-$203K
4
TCA
Transcend Capital Advisors
New Jersey
-$202K
5
SI
Stephens Inc
Arkansas
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$524K +$225K +9,028 +72%
SCFS
27
S.C. Financial Services
Arizona
$501K +$282K +11,326 +123%
CHAM
28
Clear Harbor Asset Management
Connecticut
$483K +$184K +7,400 +60%
WB
29
Webster Bank
Connecticut
$465K +$294K +11,830 +163%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$422K – – –
EH
31
Equitable Holdings
New York
$393K +$34.3K +1,378 +9%
SWP
32
Stratos Wealth Partners
Ohio
$390K -$109K -4,380 -22%
FTUS
33
Flow Traders U.S.
New York
$379K – – –
MTWM
34
Masso Torrence Wealth Management
New Jersey
$292K +$299K +11,996 New
NAM
35
NorthCrest Asset Manangement
Minnesota
$272K -$21.1K -847 -7%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$271K +$103K +4,136 +59%
KOC
37
Koss-Olinger Consulting
Florida
$269K +$275K +11,034 New
KFI
38
Key Financial Inc
Pennsylvania
$266K – – –
HWM
39
Horizons Wealth Management
North Carolina
$258K – – –
Creative Planning
40
Creative Planning
Kansas
$240K – – –
JCM
41
J2 Capital Management
Michigan
$239K +$244K +9,803 New
LIM
42
Leavell Investment Management
Alabama
$224K -$49.8K -2,000 -18%
BFA
43
Bill Few Associates
Pennsylvania
$215K – – –
CPC
44
Cookson Peirce & Co
Pennsylvania
$214K -$91.2K -3,665 -29%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$204K +$209K +8,386 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$63K -$35.6K -1,431 -36%
HWA
47
HHM Wealth Advisors
Tennessee
$48K – – –
PTC
48
Private Trust Company
Ohio
$30K +$9.96K +400 +48%
HWMA
49
Heritage Wealth Management (Arizona)
Arizona
$30K +$30.5K +1,225 New
MCC
50
Money Concepts Capital
Florida
$25K – – –
1
2
3

BSMO Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2022, worth a combined $59.6M — up 18% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMO positions and 2 closed out — a net gain of 8 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Resonant Capital Advisors, adding an estimated $3.11M. The largest seller was Jane Street, cutting an estimated $767K.

  • 54 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $59.6M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2022 and 2 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2022 was Resonant Capital Advisors, an estimated $3.11M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2022 was Jane Street, an estimated $767K sold.

Based on aggregated 13F filings for Q3 2022.