We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $107M → $131M (+$24M)

3% more funds holding

Funds holding: 76 → 78 (+2)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.24%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.96M
2
CW
CreativeOne Wealth
Kansas
+$2M
3
LPL Financial
LPL Financial
California
+$1.96M
4
SC
Savant Capital
Illinois
+$1.84M
5
Invesco
Invesco
Georgia
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$2.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$927K
3
Jane Street
Jane Street
New York
-$831K
4
Citadel Advisors
Citadel Advisors
Florida
-$587K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$460K +$144K +5,787 +46%
SI
52
Stephens Inc
Arkansas
$452K +$44K +1,770 +11%
SFG
53
Sterling Financial Group
California
$437K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$428K +$45K +1,812 +12%
BPA
55
Beacon Pointe Advisors
California
$385K +$132K +5,332 +53%
LA
56
Latitude Advisors
Florida
$371K +$72.3K +2,909 +24%
MML Investors Services
57
MML Investors Services
Massachusetts
$324K +$12.7K +512 +4%
WA
58
WESPAC Advisors
California
$320K +$319K +12,836 New
LWMG
59
Levy Wealth Management Group
Pennsylvania
$311K +$310K +12,497 New
KOC
60
Koss-Olinger Consulting
Florida
$302K +$27K +1,087 +10%
NAM
61
NorthCrest Asset Manangement
Minnesota
$278K +$277K +11,153 New
LIM
62
Leavell Investment Management
Alabama
$274K – – –
HWM
63
Horizons Wealth Management
North Carolina
$263K – – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$251K +$20K +804 +9%
WP
65
WealthSource Partners
California
$249K – – –
CG
66
Colony Group
Massachusetts
$231K -$248 -10 -0.1%
BFA
67
Bill Few Associates
Pennsylvania
$220K – – –
JCM
68
J2 Capital Management
Michigan
$212K -$32.4K -1,305 -13%
HT
69
Heritage Trust
Oklahoma
$209K +$208K +8,379 New
CAL
70
Capital Analysts LLC
Pennsylvania
$197K – – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$102K -$927K -37,300 -90%
NSG
72
Nalls Sherbakoff Group
Tennessee
$35.5K +$35.5K +1,427 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
HS
74
Horan Securities
United States
$19.9K – – –
ASN
75
Advisory Services Network
Georgia
$16.5K +$2.98K +120 +22%
1 2
3
4

BSMO Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMO positions and 6 closed out — a net gain of 5 holders — while 42 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.96M. The largest seller was PFS Investments, exiting entirely with an estimated $2.17M sold.

  • 78 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2023 and 6 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $8.96M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2023 was PFS Investments, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2023.