BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

78 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.2M
2
CW
2
CreativeOne Wealth
Kansas
$2M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
SC
4
Savant Capital
Illinois
$1.84M
5
LB
5
Leo Brokerage
Texas
$1.58M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$102K
3
Jane Street
3
Jane Street
New York
$1.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$460K 18,491 +5,787 +46%
SI
52
Stephens Inc
Arkansas
$452K 18,145 +1,770 +11%
SFG
53
Sterling Financial Group
California
$437K 17,641 – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$428K 17,209 +1,812 +12%
BPA
55
Beacon Pointe Advisors
California
$385K 15,455 +5,332 +53%
LA
56
Latitude Advisors
Florida
$371K 14,917 +2,909 +24%
MML Investors Services
57
MML Investors Services
Massachusetts
$324K 13,016 +512 +4%
WA
58
WESPAC Advisors
California
$320K 12,836 +12,836 New
LWMG
59
Levy Wealth Management Group
Pennsylvania
$311K 12,497 +12,497 New
KOC
60
Koss-Olinger Consulting
Florida
$302K 12,121 +1,087 +10%
NAM
61
NorthCrest Asset Manangement
Minnesota
$278K 11,153 +11,153 New
LIM
62
Leavell Investment Management
Alabama
$274K 11,005 – –
HWM
63
Horizons Wealth Management
North Carolina
$263K 10,579 – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$251K 10,064 +804 +9%
WP
65
WealthSource Partners
California
$249K 10,000 – –
CG
66
Colony Group
Massachusetts
$231K 9,291 -10 -0.1%
BFA
67
Bill Few Associates
Pennsylvania
$220K 8,838 – –
JCM
68
J2 Capital Management
Michigan
$212K 8,498 -1,305 -13%
HT
69
Heritage Trust
Oklahoma
$209K 8,379 +8,379 New
CAL
70
Capital Analysts LLC
Pennsylvania
$197K 7,926 – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$102K 4,084 -37,300 -90%
NSG
72
Nalls Sherbakoff Group
Tennessee
$35.5K 1,427 +1,427 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$33K 1,345 – –
HS
74
Horan Securities
United States
$19.9K 801 – –
ASN
75
Advisory Services Network
Georgia
$16.5K 662 +120 +22%
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