BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

99 hedge funds and large institutions have $164M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
OFS
2
OneAscent Financial Services
Alabama
$6.34M
3
Lido Advisors
3
Lido Advisors
California
$10.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.58M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.51M
3
CFO
3
Collective Family Office
Pennsylvania
$0
4
SC
4
Savant Capital
Illinois
$1.2M
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNB
26
Farmers National Bank
Kentucky
$1.44M 57,831 -355 -0.6%
DWM
27
Denver Wealth Management
Colorado
$1.29M 51,926 -1,505 -3%
PAG
28
Private Advisor Group
New Jersey
$1.28M 51,452 +35 +0.1%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.28M 51,323 +51,323 New
FFN
30
Focus Financial Network
Minnesota
$1.26M 50,720 +41,419 +445%
APA
31
Astoria Portfolio Advisors
New York
$1.25M 50,586 -6,332 -11%
CIC
32
Carnegie Investment Counsel
Ohio
$1.24M 49,645 -19,891 -29%
SC
33
Savant Capital
Illinois
$1.2M 48,121 -30,140 -39%
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$1.2M 47,988 -2,453 -5%
PFG
35
PAX Financial Group
Texas
$1.13M 45,598 +45,598 New
HGA
36
Hobbs Group Advisors
South Carolina
$1.08M 43,279 +43,279 New
OPA
37
Old Port Advisors
Maine
$1.03M 41,286 +41,286 New
CWM
38
Cornerstone Wealth Management
Missouri
$975K 39,125 +362 +0.9%
HighTower Advisors
39
HighTower Advisors
Illinois
$972K 39,073 +3,181 +9%
MCP
40
Mirador Capital Partners
California
$952K 38,222 -19,778 -34%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$911K 36,553 -2,170 -6%
WB
42
Webster Bank
Connecticut
$833K 33,415 +1,120 +3%
PWP
43
Precedent Wealth Partners
Texas
$818K 32,841 +32,841 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$744K 29,860 +11,881 +66%
AFA
45
AA Financial Advisors
Ohio
$736K 29,541 +29,541 New
SFG
46
Sterling Financial Group
California
$735K 29,486 – –
PWM
47
Paulson Wealth Management
Illinois
$672K 26,953 +2,720 +11%
MTWM
48
Masso Torrence Wealth Management
New Jersey
$635K 25,477 -2,233 -8%
WA
49
WESPAC Advisors
California
$622K 24,956 – –
SAM
50
Secure Asset Management
Michigan
$609K 24,432 +24,432 New
1
2
3 4 5