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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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76 hedge funds and large institutions have $107M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

79% more capital invested

Capital invested by funds: $59.6M → $107M (+$47.3M)

41% more funds holding

Funds holding: 54 → 76 (+22)

Holders
76
Holders Change
+22
Holders Change %
+40.74%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
32
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Confluence Investment Management
Missouri
+$5.63M
2
RCA
Resonant Capital Advisors
Wisconsin
+$5.12M
3
LPL Financial
LPL Financial
California
+$4.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.58M
5
PI
PFS Investments
Georgia
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.09M
2
FTUS
Flow Traders U.S.
New York
-$379K
3
NAM
NorthCrest Asset Manangement
Minnesota
-$272K
4
Creative Planning
Creative Planning
Kansas
-$240K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
Latitude Advisors
Florida
$297K +$296K +12,008 New
KOC
52
Koss-Olinger Consulting
Florida
$273K – – –
LIM
53
Leavell Investment Management
Alabama
$272K +$44.3K +1,800 +20%
KFI
54
Key Financial Inc
Pennsylvania
$266K – – –
HWM
55
Horizons Wealth Management
North Carolina
$262K – – –
BPA
56
Beacon Pointe Advisors
California
$251K +$249K +10,123 New
WP
57
WealthSource Partners
California
$248K +$246K +10,000 New
JCM
58
J2 Capital Management
Michigan
$243K – – –
CG
59
Colony Group
Massachusetts
$230K +$229K +9,301 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$229K +$228K +9,260 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$226K -$201K -8,155 -47%
CPC
62
Cookson Peirce & Co
Pennsylvania
$226K +$8.1K +329 +4%
BFA
63
Bill Few Associates
Pennsylvania
$219K – – –
CAL
64
Capital Analysts LLC
Pennsylvania
$196K +$195K +7,926 New
TSWM
65
Tyler-Stone Wealth Management
Ohio
$74K +$73.9K +3,000 New
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$42.6K +$42.4K +1,722 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$33K -$30.8K -1,250 -48%
MCC
68
Money Concepts Capital
Florida
$25K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$24K +$24.6K +1,000 New
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$23.5K -$6.77K -275 -22%
HS
71
Horan Securities
United States
$19.8K +$25 +1 +0.1%
AF
72
Advisornet Financial
Minnesota
$14.7K – – –
ASN
73
Advisory Services Network
Georgia
$13.4K +$13.4K +542 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$8.34K +$8.3K +337 New
NA
75
NewEdge Advisors
Louisiana
$2.73K +$361K +14,675 +15%
1 2
3
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BSMO Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2022, worth a combined $107M — up 79% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSMO positions and 4 closed out — a net gain of 23 holders — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Confluence Investment Management, opening a new position worth an estimated $5.63M. The largest seller was Jane Street, cutting an estimated $1.09M.

  • 76 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $107M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2022, up 79% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2022 was Confluence Investment Management, an estimated $5.63M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2022.