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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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76 hedge funds and large institutions have $107M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

79% more capital invested

Capital invested by funds: $59.6M → $107M (+$47.3M)

41% more funds holding

Funds holding: 54 → 76 (+22)

Holders
76
Holders Change
+22
Holders Change %
+40.74%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
32
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$5.63M
2
RCA
Resonant Capital Advisors
Wisconsin
+$5.12M
3
LPL Financial
LPL Financial
California
+$4.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.58M
5
PI
PFS Investments
Georgia
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.09M
2
FTUS
Flow Traders U.S.
New York
-$379K
3
NAM
NorthCrest Asset Manangement
Minnesota
-$272K
4
Creative Planning
Creative Planning
Kansas
-$240K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.05M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.02M -$15.8K -643 -2%
MCP
28
Mirador Capital Partners
California
$842K +$838K +34,000 New
HighTower Advisors
29
HighTower Advisors
Illinois
$811K +$808K +32,784 New
APA
30
Astoria Portfolio Advisors
New York
$692K +$683K +27,714 New
SCFS
31
S.C. Financial Services
Arizona
$691K +$181K +7,346 +36%
PTC
32
Private Trust Company
Ohio
$644K +$611K +24,805 +2,013%
MTWM
33
Masso Torrence Wealth Management
New Jersey
$636K +$337K +13,699 +114%
WB
34
Webster Bank
Connecticut
$612K +$139K +5,625 +29%
Citadel Advisors
35
Citadel Advisors
Florida
$587K +$585K +23,731 New
MOS
36
MGO One Seven
Ohio
$576K +$113K +4,605 +25%
CHAM
37
Clear Harbor Asset Management
Connecticut
$530K +$39.4K +1,600 +8%
AUB
38
Atlantic Union Bankshares
Virginia
$504K +$502K +20,375 New
LF
39
Lantz Financial
Illinois
$486K +$484K +19,634 New
CA
40
Claro Advisors
Massachusetts
$472K +$470K +19,079 New
EH
41
Equitable Holdings
New York
$465K +$64.9K +2,635 +16%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$449K +$240K +9,754 +116%
SFG
43
Sterling Financial Group
California
$437K +$435K +17,641 New
SI
44
Stephens Inc
Arkansas
$405K -$198K -8,050 -33%
SWP
45
Stratos Wealth Partners
Ohio
$394K -$1.38K -56 -0.4%
Mariner
46
Mariner
Kansas
$389K +$387K +15,705 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$381K +$105K +4,261 +38%
PWM
48
Paulson Wealth Management
Illinois
$380K +$378K +15,343 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$314K +$313K +12,704 New
MML Investors Services
50
MML Investors Services
Massachusetts
$309K +$308K +12,504 New
1
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BSMO Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2022, worth a combined $107M — up 79% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSMO positions and 4 closed out — a net gain of 23 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $5.63M. The largest seller was Jane Street, cutting an estimated $1.09M.

  • 76 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $107M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2022, up 79% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2022 was Confluence Investment Management, an estimated $5.63M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2022.