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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99 hedge funds and large institutions have $164M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
OFS
2
OneAscent Financial Services
Alabama
$6.34M
3
Lido Advisors
3
Lido Advisors
California
$10.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.58M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.51M
3
CFO
3
Collective Family Office
Pennsylvania
$0
4
SC
4
Savant Capital
Illinois
$1.2M
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$606K 24,306 +24,306 New
HWM
52
Horizons Wealth Management
North Carolina
$592K 23,773 +1,026 +5%
IA
53
IFP Advisors
Florida
$581K 23,304 -3,633 -13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$577K 23,160 -2,993 -11%
LF
55
Lantz Financial
Illinois
$571K 22,924 -2,392 -9%
CA
56
Claro Advisors
Massachusetts
$546K 21,921 +1,313 +6%
PTC
57
Private Trust Company
Ohio
$539K 21,637 -1,300 -6%
EH
58
Equitable Holdings
New York
$536K 21,512 +78 +0.4%
BPA
59
Beacon Pointe Advisors
California
$532K 21,338 +9,669 +83%
SI
60
Stephens Inc
Arkansas
$531K 21,300 +21,300 New
MOS
61
MGO One Seven
Ohio
$525K 21,079 -2,814 -12%
FFA
62
Farther Finance Advisors
California
$497K 19,942 +3,709 +23%
OWA
63
ORBA Wealth Advisors
Illinois
$486K 19,500 +19,500 New
FFG
64
Foundry Financial Group
New Hampshire
$401K 16,097 +16,097 New
VAMG
65
Voisard Asset Management Group
Michigan
$365K 14,664 +14,664 New
LIM
66
Leavell Investment Management
Alabama
$365K 14,655 -400 -3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$354K 14,208 +2,600 +22%
KOC
68
Koss-Olinger Consulting
Florida
$345K 13,828 +730 +6%
NAM
69
NorthCrest Asset Manangement
Minnesota
$344K 13,794 +2,641 +24%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$329K 13,199 +7,071 +115%
LWMG
71
Levy Wealth Management Group
Pennsylvania
$311K 12,497 – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$308K 12,367 +8,083 +189%
SPA
73
Sentinel Pension Advisors
Massachusetts
$299K 11,983 +1,463 +14%
AWM
74
Avior Wealth Management
Nebraska
$287K 11,521 -14,191 -55%
TF
75
TLWM Financial
Texas
$273K 10,969 -1,384 -11%
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