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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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102 hedge funds and large institutions have $163M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

3% more funds holding

Funds holding: 99 → 102 (+3)

0% less capital invested

Capital invested by funds: $164M → $163M (-$326K)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
38
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M
3
Wells Fargo
Wells Fargo
California
+$2.95M
4
FTUS
Flow Traders U.S.
New York
+$2.13M
5
ACA
Aptus Capital Advisors
Alabama
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15M
2
CIM
Confluence Investment Management
Missouri
-$2.85M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.99M
4
UBS Group
UBS Group
Switzerland
-$1.73M
5
LPL Financial
LPL Financial
California
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$659K +$307K +12,372 +87%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$637K -$103K -4,153 -14%
MTWM
53
Masso Torrence Wealth Management
New Jersey
$631K – – –
RJFSA
54
Raymond James Financial Services Advisors
Florida
$631K +$57.1K +2,301 +10%
SAM
55
Secure Asset Management
Michigan
$621K +$15.2K +611 +3%
Brown Advisory
56
Brown Advisory
Maryland
$602K – – –
HWM
57
Horizons Wealth Management
North Carolina
$592K – – –
SI
58
Stephens Inc
Arkansas
$553K +$25.7K +1,035 +5%
DA
59
Dover Advisors
Virginia
$546K +$546K +22,014 New
BPA
60
Beacon Pointe Advisors
California
$529K – – –
LF
61
Lantz Financial
Illinois
$521K -$47.4K -1,911 -8%
IA
62
IFP Advisors
Florida
$515K -$62.3K -2,512 -11%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$508K +$181K +7,299 +55%
OWA
64
ORBA Wealth Advisors
Illinois
$483K – – –
FFA
65
Farther Finance Advisors
California
$459K -$35.4K -1,429 -7%
PTC
66
Private Trust Company
Ohio
$451K -$85.4K -3,445 -16%
SPA
67
Sentinel Pension Advisors
Massachusetts
$440K +$143K +5,766 +48%
CA
68
Claro Advisors
Massachusetts
$417K -$126K -5,092 -23%
MOS
69
MGO One Seven
Ohio
$400K -$122K -4,936 -23%
VAMG
70
Voisard Asset Management Group
Michigan
$363K – – –
LIM
71
Leavell Investment Management
Alabama
$363K – – –
Ameriprise
72
Ameriprise
Minnesota
$337K +$113K +4,565 +50%
LWMG
73
Levy Wealth Management Group
Pennsylvania
$311K – – –
WA
74
WESPAC Advisors
California
$309K -$309K -12,478 -50%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$309K +$2.11K +85 +0.7%
1 2
3
4 5

BSMO Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2024, worth a combined $163M — down 0.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMO positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $163M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2024, down 0.2% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $13.9M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.