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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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85 hedge funds and large institutions have $144M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $131M → $144M (+$13.5M)

9% more funds holding

Funds holding: 78 → 85 (+7)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.53M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.72M
3
Lido Advisors
Lido Advisors
California
+$664K
4
RJA
Raymond James & Associates
Florida
+$628K
5
CG
Colony Group
Massachusetts
+$578K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
3
Morgan Stanley
Morgan Stanley
New York
-$1.25M
4
RCA
Resonant Capital Advisors
Wisconsin
-$574K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Claro Advisors
Massachusetts
$524K +$1.96K +79 +0.4%
EH
52
Equitable Holdings
New York
$502K +$33K +1,334 +7%
DA
53
Dover Advisors
Virginia
$495K +$495K +20,000 New
MML Investors Services
54
MML Investors Services
Massachusetts
$459K +$136K +5,505 +42%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$436K +$9.9K +400 +2%
BPA
56
Beacon Pointe Advisors
California
$400K +$17.6K +710 +5%
FFA
57
Farther Finance Advisors
California
$381K +$380K +15,373 New
LIM
58
Leavell Investment Management
Alabama
$373K +$100K +4,050 +37%
MOS
59
MGO One Seven
Ohio
$355K -$222K -8,958 -38%
WA
60
WESPAC Advisors
California
$318K – – –
KOC
61
Koss-Olinger Consulting
Florida
$317K +$16.5K +667 +6%
LWMG
62
Levy Wealth Management Group
Pennsylvania
$310K – – –
Creative Planning
63
Creative Planning
Kansas
$295K +$295K +11,915 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$283K +$33.4K +1,348 +13%
NAM
65
NorthCrest Asset Manangement
Minnesota
$276K – – –
HWM
66
Horizons Wealth Management
North Carolina
$262K – – –
WP
67
WealthSource Partners
California
$248K +$445 +18 +0.2%
CPC
68
Cookson Peirce & Co
Pennsylvania
$229K +$228K +9,228 New
SPA
69
Sentinel Pension Advisors
Massachusetts
$220K +$219K +8,866 New
BFA
70
Bill Few Associates
Pennsylvania
$219K – – –
BWM
71
BCS Wealth Management
Tennessee
$214K +$214K +8,635 New
HT
72
Heritage Trust
Oklahoma
$208K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$207K -$3.33M -134,701 -94%
AA
74
Addison Advisors
Vermont
$201K +$200K +8,100 New
CAL
75
Capital Analysts LLC
Pennsylvania
$196K – – –
1 2
3
4

BSMO Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2023, worth a combined $144M — up 10% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMO positions and 6 closed out — a net gain of 7 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $9.53M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.33M.

  • 85 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $144M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $9.53M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.