BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

84 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
48
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$5.75M
2
UBS Group
2
UBS Group
Switzerland
$5.83M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.64M
5
CIM
5
Confluence Investment Management
Missouri
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$901K
2
RCA
2
Resonant Capital Advisors
Wisconsin
$2.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.34M
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Denver Wealth Management
Colorado
$1.32M 53,431 -9,294 -15%
PAG
27
Private Advisor Group
New Jersey
$1.27M 51,417 +1,214 +2%
OSNBOA
28
Old Second National Bank of Aurora
Illinois
$1.24M 50,441 +27,125 +116%
AUB
29
Atlantic Union Bankshares
Virginia
$1.16M 47,034 +5,827 +14%
CWM
30
Cornerstone Wealth Management
Missouri
$955K 38,763 +2,286 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$954K 38,723 -18,504 -32%
Jane Street
32
Jane Street
New York
$901K 36,557 -422,059 -92%
HighTower Advisors
33
HighTower Advisors
Illinois
$884K 35,892 +1,093 +3%
CG
34
Colony Group
Massachusetts
$839K 34,040 +1,382 +4%
CFO
35
Collective Family Office
Pennsylvania
$837K 33,945 +33,945 New
WB
36
Webster Bank
Connecticut
$796K 32,295 +1,205 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$729K 29,568 +29,222 +8,446%
SFG
38
Sterling Financial Group
California
$727K 29,486 +4,045 +16%
Mariner
39
Mariner
Kansas
$714K 28,961 +5,583 +24%
MTWM
40
Masso Torrence Wealth Management
New Jersey
$683K 27,710 -500 -2%
IA
41
IFP Advisors
Florida
$664K 26,937 -4,061 -13%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$645K 26,153 -11 -0%
AWM
43
Avior Wealth Management
Nebraska
$634K 25,712 +191 +0.7%
FWM
44
Fortress Wealth Management
California
$625K 25,376 +141 +0.6%
LF
45
Lantz Financial
Illinois
$624K 25,316 -335 -1%
WA
46
WESPAC Advisors
California
$615K 24,956 +12,120 +94%
PWM
47
Paulson Wealth Management
Illinois
$597K 24,233 -214 -0.9%
MOS
48
MGO One Seven
Ohio
$589K 23,893 +9,560 +67%
PTC
49
Private Trust Company
Ohio
$565K 22,937 -3,100 -12%
HWM
50
Horizons Wealth Management
North Carolina
$561K 22,747 +12,168 +115%
1
2
3 4