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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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78 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $107M → $131M (+$24M)

3% more funds holding

Funds holding: 76 → 78 (+2)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.96M
2
CW
CreativeOne Wealth
Kansas
+$2M
3
LPL Financial
LPL Financial
California
+$1.96M
4
SC
Savant Capital
Illinois
+$1.84M
5
Invesco
Invesco
Georgia
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$927K
3
Jane Street
Jane Street
New York
-$831K
4
Citadel Advisors
Citadel Advisors
Florida
-$587K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
26
Farmers National Bank
Kentucky
$1.34M +$21K +846 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.3M +$117K +4,710 +10%
KFI
28
Key Financial Inc
Pennsylvania
$1.24M +$969K +39,000 +357%
PAG
29
Private Advisor Group
New Jersey
$1.22M +$87.3K +3,513 +8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.06M – – –
MCP
31
Mirador Capital Partners
California
$946K +$99.4K +4,000 +12%
CWM
32
Cornerstone Wealth Management
Missouri
$865K +$863K +34,755 New
IA
33
IFP Advisors
Florida
$839K -$214K -8,629 -20%
HighTower Advisors
34
HighTower Advisors
Illinois
$817K +$174 +7 +0%
WB
35
Webster Bank
Connecticut
$764K +$148K +5,965 +24%
PTC
36
Private Trust Company
Ohio
$648K – – –
MTWM
37
Masso Torrence Wealth Management
New Jersey
$640K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$628K +$176K +7,078 +39%
FWM
39
Fortress Wealth Management
California
$625K +$623K +25,093 New
AWM
40
Avior Wealth Management
Nebraska
$608K +$607K +24,422 New
LF
41
Lantz Financial
Illinois
$597K +$108K +4,335 +22%
MOS
42
MGO One Seven
Ohio
$580K – – –
PWM
43
Paulson Wealth Management
Illinois
$567K +$184K +7,418 +48%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$563K +$335K +13,480 +147%
CA
45
Claro Advisors
Massachusetts
$525K +$49.7K +2,000 +10%
CHAM
46
Clear Harbor Asset Management
Connecticut
$514K -$18.6K -750 -4%
Mariner
47
Mariner
Kansas
$510K +$119K +4,799 +31%
AUB
48
Atlantic Union Bankshares
Virginia
$503K -$4.3K -173 -0.8%
OSNBOA
49
Old Second National Bank of Aurora
Illinois
$488K +$444K +17,889 +1,039%
EH
50
Equitable Holdings
New York
$472K +$4.27K +172 +0.9%
1
2
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BSMO Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMO positions and 6 closed out — a net gain of 5 holders — while 42 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.96M. The largest seller was PFS Investments, exiting entirely with an estimated $2.17M sold.

  • 78 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2023 and 6 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $8.96M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2023 was PFS Investments, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2023.