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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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102 hedge funds and large institutions have $122M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

10% less funds holding

Funds holding: 113 → 102 (-11)

22% less capital invested

Capital invested by funds: $156M → $122M (-$33.6M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
34
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$469K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$437K
3
SWP
Stratos Wealth Partners
Ohio
+$377K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$227K
5
Invesco
Invesco
Georgia
+$173K

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$6.5M
2
Jane Street
Jane Street
New York
-$6.18M
3
CIM
Confluence Investment Management
Missouri
-$3.51M
4
Wells Fargo
Wells Fargo
California
-$2.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$1.19M -$103K -4,151 -8%
APA
27
Astoria Portfolio Advisors
New York
$1.17M -$103K -4,155 -8%
PFG
28
PAX Financial Group
Texas
$1.17M +$38.6K +1,556 +3%
RJA
29
Raymond James & Associates
Florida
$1.12M -$1.06M -42,490 -48%
ACM
30
AlphaStar Capital Management
North Carolina
$1.05M +$73.6K +2,962 +8%
FTUS
31
Flow Traders U.S.
New York
$1.05M -$354K -14,260 -25%
HGA
32
Hobbs Group Advisors
South Carolina
$1.03M -$32K -1,290 -3%
OPA
33
Old Port Advisors
Maine
$1.02M -$2.48K -100 -0.2%
SC
34
Savant Capital
Illinois
$995K – – –
PAG
35
Private Advisor Group
New Jersey
$995K +$397 +16 +0%
PWM
36
Paulson Wealth Management
Illinois
$983K +$125K +5,036 +15%
VWWMG
37
Vermillion & White Wealth Management Group
Pennsylvania
$967K +$5.91K +238 +0.6%
CWM
38
Cornerstone Wealth Management
Missouri
$945K +$174 +7 +0%
MML Investors Services
39
MML Investors Services
Massachusetts
$924K -$24.2K -976 -3%
KFI
40
Key Financial Inc
Pennsylvania
$903K +$77.4K +3,115 +9%
AFA
41
AA Financial Advisors
Ohio
$881K +$15.1K +608 +2%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$817K +$156K +6,298 +24%
KAS
43
Kestra Advisory Services
Texas
$810K – – –
WB
44
Webster Bank
Connecticut
$800K -$14.2K -570 -2%
DWM
45
Denver Wealth Management
Colorado
$770K -$206K -8,310 -21%
CIC
46
Carnegie Investment Counsel
Ohio
$769K -$35.4K -1,425 -4%
MCP
47
Mirador Capital Partners
California
$764K +$4.84K +195 +0.6%
IA
48
IFP Advisors
Florida
$625K +$36.2K +1,456 +6%
SPA
49
Sentinel Pension Advisors
Massachusetts
$624K +$62.3K +2,507 +11%
OIA
50
OneDigital Investment Advisors
Kansas
$610K – – –
1
2
3 4 5

BSMO Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2024, worth a combined $122M — down 22% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSMO and 4 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 34 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $469K. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $6.5M sold.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $122M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2024, down 22% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2024 and 11 closed out, a net change of -7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2024 was Old Mission Capital, an estimated $469K added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.