BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

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84 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
48
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$5.75M
2
UBS Group
2
UBS Group
Switzerland
$5.83M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.64M
5
CIM
5
Confluence Investment Management
Missouri
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$901K
2
RCA
2
Resonant Capital Advisors
Wisconsin
$2.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.34M
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$551K 22,371 +3,850 +21%
EH
52
Equitable Holdings
New York
$528K 21,434 +1,150 +6%
CA
53
Claro Advisors
Massachusetts
$508K 20,608 -550 -3%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$495K 20,078 +2,469 +14%
DA
55
Dover Advisors
Virginia
$493K 20,000 – –
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$443K 17,979 -4,051 -18%
FFA
57
Farther Finance Advisors
California
$400K 16,233 +860 +6%
LIM
58
Leavell Investment Management
Alabama
$371K 15,055 – –
KOC
59
Koss-Olinger Consulting
Florida
$323K 13,098 +310 +2%
LWMG
60
Levy Wealth Management Group
Pennsylvania
$308K 12,497 – –
LA
61
Latitude Advisors
Florida
$306K 12,397 +12,397 New
TF
62
TLWM Financial
Texas
$304K 12,353 +12,353 New
BPA
63
Beacon Pointe Advisors
California
$288K 11,669 -4,496 -28%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$286K 11,608 +196 +2%
NAM
65
NorthCrest Asset Manangement
Minnesota
$275K 11,153 – –
SPA
66
Sentinel Pension Advisors
Massachusetts
$259K 10,520 +1,654 +19%
WP
67
WealthSource Partners
California
$248K 10,075 +57 +0.6%
FFN
68
Focus Financial Network
Minnesota
$229K 9,301 +9,301 New
BFA
69
Bill Few Associates
Pennsylvania
$218K 8,838 – –
BWM
70
BCS Wealth Management
Tennessee
$213K 8,635 – –
HT
71
Heritage Trust
Oklahoma
$206K 8,379 – –
CPC
72
Cookson Peirce & Co
Pennsylvania
$204K 8,288 -940 -10%
AA
73
Addison Advisors
Vermont
$203K 8,230 +130 +2%
SFG
74
StrategIQ Financial Group
Indiana
$202K 8,200 +8,200 New
CAL
75
Capital Analysts LLC
Pennsylvania
$195K 7,926 – –
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