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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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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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

25% more capital invested

Capital invested by funds: $131M → $164M (+$32.5M)

18% more funds holding

Funds holding: 84 → 99 (+15)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.44%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.21M
2
OFS
OneAscent Financial Services
Alabama
+$6.3M
3
Lido Advisors
Lido Advisors
California
+$4.46M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.82M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
GWP
Gateway Wealth Partners
Wisconsin
-$6.35M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.17M
3
CFO
Collective Family Office
Pennsylvania
-$837K
4
SC
Savant Capital
Illinois
-$747K
5
Mariner
Mariner
Kansas
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
26
Farmers National Bank
Kentucky
$1.44M -$8.79K -355 -0.6%
DWM
27
Denver Wealth Management
Colorado
$1.29M -$37.3K -1,505 -3%
PAG
28
Private Advisor Group
New Jersey
$1.28M +$867 +35 +0.1%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.28M +$1.27M +51,323 New
FFN
30
Focus Financial Network
Minnesota
$1.26M +$1.03M +41,419 +445%
APA
31
Astoria Portfolio Advisors
New York
$1.25M -$157K -6,332 -11%
CIC
32
Carnegie Investment Counsel
Ohio
$1.24M -$493K -19,891 -29%
SC
33
Savant Capital
Illinois
$1.2M -$747K -30,140 -39%
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$1.2M -$60.8K -2,453 -5%
PFG
35
PAX Financial Group
Texas
$1.13M +$1.13M +45,598 New
HGA
36
Hobbs Group Advisors
South Carolina
$1.08M +$1.07M +43,279 New
OPA
37
Old Port Advisors
Maine
$1.03M +$1.02M +41,286 New
CWM
38
Cornerstone Wealth Management
Missouri
$975K +$8.97K +362 +0.9%
HighTower Advisors
39
HighTower Advisors
Illinois
$972K +$78.8K +3,181 +9%
MCP
40
Mirador Capital Partners
California
$952K -$490K -19,778 -34%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$911K -$53.8K -2,170 -6%
WB
42
Webster Bank
Connecticut
$833K +$27.7K +1,120 +3%
PWP
43
Precedent Wealth Partners
Texas
$818K +$813K +32,841 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$744K +$294K +11,881 +66%
AFA
45
AA Financial Advisors
Ohio
$736K +$732K +29,541 New
SFG
46
Sterling Financial Group
California
$735K – – –
PWM
47
Paulson Wealth Management
Illinois
$672K +$67.4K +2,720 +11%
MTWM
48
Masso Torrence Wealth Management
New Jersey
$635K -$55.3K -2,233 -8%
WA
49
WESPAC Advisors
California
$622K – – –
SAM
50
Secure Asset Management
Michigan
$609K +$605K +24,432 New
1
2
3 4 5

BSMO Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2023, worth a combined $164M — up 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSMO positions and 6 closed out — a net gain of 16 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.21M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $6.35M sold.

  • 99 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2023, up from 84 in Q3 2023.
  • Funds reported $164M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2023 and 6 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.21M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2023.