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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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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.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 85 → 84 (-1)

9% less capital invested

Capital invested by funds: $144M → $131M (-$13M)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.33%
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

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$5.11M
2
UBS Group
UBS Group
Switzerland
+$2.99M
3
Wells Fargo
Wells Fargo
California
+$1.76M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.6M
5
CIM
Confluence Investment Management
Missouri
+$845K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.4M
2
RCA
Resonant Capital Advisors
Wisconsin
-$9.76M
3
Morgan Stanley
Morgan Stanley
New York
-$4.45M
4
CW
CreativeOne Wealth
Kansas
-$1.99M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$551K +$95.2K +3,850 +21%
EH
52
Equitable Holdings
New York
$528K +$28.4K +1,150 +6%
CA
53
Claro Advisors
Massachusetts
$508K -$13.6K -550 -3%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$495K +$61K +2,469 +14%
DA
55
Dover Advisors
Virginia
$493K – – –
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$443K -$100K -4,051 -18%
FFA
57
Farther Finance Advisors
California
$400K +$21.3K +860 +6%
LIM
58
Leavell Investment Management
Alabama
$371K – – –
KOC
59
Koss-Olinger Consulting
Florida
$323K +$7.66K +310 +2%
LWMG
60
Levy Wealth Management Group
Pennsylvania
$308K – – –
LA
61
Latitude Advisors
Florida
$306K +$306K +12,397 New
TF
62
TLWM Financial
Texas
$304K +$305K +12,353 New
BPA
63
Beacon Pointe Advisors
California
$288K -$111K -4,496 -28%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$286K +$4.84K +196 +2%
NAM
65
NorthCrest Asset Manangement
Minnesota
$275K – – –
SPA
66
Sentinel Pension Advisors
Massachusetts
$259K +$40.9K +1,654 +19%
WP
67
WealthSource Partners
California
$248K +$1.41K +57 +0.6%
FFN
68
Focus Financial Network
Minnesota
$229K +$230K +9,301 New
BFA
69
Bill Few Associates
Pennsylvania
$218K – – –
BWM
70
BCS Wealth Management
Tennessee
$213K – – –
HT
71
Heritage Trust
Oklahoma
$206K – – –
CPC
72
Cookson Peirce & Co
Pennsylvania
$204K -$23.2K -940 -10%
AA
73
Addison Advisors
Vermont
$203K +$3.21K +130 +2%
SFG
74
StrategIQ Financial Group
Indiana
$202K +$203K +8,200 New
CAL
75
Capital Analysts LLC
Pennsylvania
$195K – – –
1 2
3
4

BSMO Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2023, worth a combined $131M — down 9% from $144M a quarter earlier.

Fund positioning in BSMO was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 48 added to existing stakes and 20 trimmed.

The largest buyer was Lido Advisors, adding an estimated $5.11M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 84 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2023, down from 85 in Q2 2023.
  • Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2023 was Lido Advisors, an estimated $5.11M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2023.