We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

85 hedge funds and large institutions have $144M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $131M → $144M (+$13.5M)

9% more funds holding

Funds holding: 7885 (+7)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.42M +$120K +4,847 +9%
FNB
27
Farmers National Bank
Kentucky
$1.35M +$12.2K +492 +0.9%
APA
28
Astoria Portfolio Advisors
New York
$1.25M -$351K -14,186 -22%
PAG
29
Private Advisor Group
New Jersey
$1.24M +$25.2K +1,020 +2%
KFI
30
Key Financial Inc
Pennsylvania
$1.24M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.05M
AUB
32
Atlantic Union Bankshares
Virginia
$1.02M +$520K +21,005 +104%
CWM
33
Cornerstone Wealth Management
Missouri
$904K +$42.6K +1,722 +5%
HighTower Advisors
34
HighTower Advisors
Illinois
$862K +$49.7K +2,008 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$836K +$377K +15,247 +82%
CG
36
Colony Group
Massachusetts
$809K +$578K +23,367 +252%
WB
37
Webster Bank
Connecticut
$770K +$9.9K +400 +1%
IA
38
IFP Advisors
Florida
$768K -$63.7K -2,573 -8%
MTWM
39
Masso Torrence Wealth Management
New Jersey
$699K +$62.2K +2,515 +10%
Lido Advisors
40
Lido Advisors
California
$665K +$664K +26,836 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$648K +$23.4K +946 +4%
PTC
42
Private Trust Company
Ohio
$645K
LF
43
Lantz Financial
Illinois
$635K +$41.6K +1,682 +7%
AWM
44
Avior Wealth Management
Nebraska
$632K +$27.2K +1,099 +5%
SFG
45
Sterling Financial Group
California
$630K +$193K +7,800 +44%
FWM
46
Fortress Wealth Management
California
$625K +$3.51K +142 +0.6%
PWM
47
Paulson Wealth Management
Illinois
$606K +$41.7K +1,686 +7%
Mariner
48
Mariner
Kansas
$579K +$71.1K +2,874 +14%
OSNBOA
49
Old Second National Bank of Aurora
Illinois
$578K +$91.7K +3,705 +19%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$546K -$14.6K -590 -3%

BSMO Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2023, worth a combined $144M — up 10% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMO positions and 6 closed out — a net gain of 7 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $9.53M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.33M.

  • 85 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $144M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $9.53M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.