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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

102 hedge funds and large institutions have $163M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

3% more funds holding

Funds holding: 99102 (+3)

0% less capital invested

Capital invested by funds: $164M → $163M (-$326K)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.68M -$350K -14,096 -17%
AUB
27
Atlantic Union Bankshares
Virginia
$1.59M +$89.6K +3,612 +6%
LWL
28
Leo Wealth LLC
Texas
$1.58M
FNB
29
Farmers National Bank
Kentucky
$1.45M +$12.2K +491 +0.8%
PAG
30
Private Advisor Group
New Jersey
$1.29M +$15.4K +619 +1%
ACA
31
Aptus Capital Advisors
Alabama
$1.29M +$1.29M +52,008 New
HighTower Advisors
32
HighTower Advisors
Illinois
$1.27M +$308K +12,398 +32%
APA
33
Astoria Portfolio Advisors
New York
$1.26M +$8.43K +340 +0.7%
DWM
34
Denver Wealth Management
Colorado
$1.19M -$94.1K -3,792 -7%
PFG
35
PAX Financial Group
Texas
$1.05M -$79.1K -3,190 -7%
OPA
36
Old Port Advisors
Maine
$1.02M
SC
37
Savant Capital
Illinois
$994K -$199K -8,024 -17%
VWWMG
38
Vermillion & White Wealth Management Group
Pennsylvania
$954K +$955K +38,495 New
RSA
39
River Street Advisors
Illinois
$942K +$943K +38,012 New
PWP
40
Precedent Wealth Partners
Texas
$910K +$96.2K +3,878 +12%
CIC
41
Carnegie Investment Counsel
Ohio
$908K -$322K -12,992 -26%
CWM
42
Cornerstone Wealth Management
Missouri
$895K -$75K -3,024 -8%
OSNBOA
43
Old Second National Bank of Aurora
Illinois
$831K -$358K -14,445 -30%
KFI
44
Key Financial Inc
Pennsylvania
$824K -$933K -37,600 -53%
WB
45
Webster Bank
Connecticut
$813K -$15K -605 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$800K -$754K -30,417 -49%
ACM
47
AlphaStar Capital Management
North Carolina
$798K +$799K +32,210 New
AFA
48
AA Financial Advisors
Ohio
$789K +$56.6K +2,284 +8%
MCP
49
Mirador Capital Partners
California
$753K -$195K -7,844 -21%
PWM
50
Paulson Wealth Management
Illinois
$712K +$44.5K +1,796 +7%

BSMO Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2024, worth a combined $163M — down 0.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMO positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $163M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2024, down 0.2% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $13.9M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.