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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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1 hedge funds and large institutions have $552K invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 102 → 1 (-101)

100% less capital invested

Capital invested by funds: $122M → $552K (-$122M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-101
Holders Change %
-99.02%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.6M
2
LPL Financial
LPL Financial
California
-$8.61M
3
Lido Advisors
Lido Advisors
California
-$8.47M
4
Bank of America
Bank of America
North Carolina
-$6.4M
5
Invesco
Invesco
Georgia
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
– -$1.31M -52,829 Closed
HighTower Advisors
27
HighTower Advisors
Illinois
– -$1.27M -51,299 Closed
ACA
28
Aptus Capital Advisors
Alabama
– -$1.19M -47,857 Closed
PFG
29
PAX Financial Group
Texas
– -$1.17M -47,019 Closed
APA
30
Astoria Portfolio Advisors
New York
– -$1.17M -47,008 Closed
ACM
31
AlphaStar Capital Management
North Carolina
– -$1.05M -42,249 Closed
FTUS
32
Flow Traders U.S.
New York
– -$1.05M -42,141 Closed
HGA
33
Hobbs Group Advisors
South Carolina
– -$1.03M -41,569 Closed
OPA
34
Old Port Advisors
Maine
– -$1.02M -41,186 Closed
SC
35
Savant Capital
Illinois
– -$995K -40,097 Closed
PAG
36
Private Advisor Group
New Jersey
– -$995K -40,075 Closed
PWM
37
Paulson Wealth Management
Illinois
– -$983K -39,596 Closed
VWWMG
38
Vermillion & White Wealth Management Group
Pennsylvania
– -$967K -38,981 Closed
CWM
39
Cornerstone Wealth Management
Missouri
– -$945K -38,067 Closed
MML Investors Services
40
MML Investors Services
Massachusetts
– -$924K -37,226 Closed
KFI
41
Key Financial Inc
Pennsylvania
– -$903K -36,380 Closed
AFA
42
AA Financial Advisors
Ohio
– -$881K -35,509 Closed
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
– -$817K -32,947 Closed
KAS
44
Kestra Advisory Services
Texas
– -$810K -32,642 Closed
WB
45
Webster Bank
Connecticut
– -$800K -32,235 Closed
DWM
46
Denver Wealth Management
Colorado
– -$770K -31,014 Closed
CIC
47
Carnegie Investment Counsel
Ohio
– -$769K -30,987 Closed
MCP
48
Mirador Capital Partners
California
– -$764K -30,776 Closed
SPA
49
Sentinel Pension Advisors
Massachusetts
– -$624K -25,145 Closed
OIA
50
OneDigital Investment Advisors
Kansas
– -$610K -24,572 Closed
1
2
3 4 5

BSMO Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2024, worth a combined $552K — down 100% from $122M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of BSMO and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Wells Fargo, exiting entirely with an estimated $9.6M sold.

  • 1 institutional investor held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2024, down from 102 in Q3 2024.
  • Funds reported $552K of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2024 and 99 closed out, a net change of -99 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $9.6M sold.

Based on aggregated 13F filings for Q4 2024.