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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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113 hedge funds and large institutions have $156M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

11% more funds holding

Funds holding: 102 → 113 (+11)

5% less capital invested

Capital invested by funds: $163M → $156M (-$7.42M)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
3
KAS
Kestra Advisory Services
Texas
+$810K
4
Goldman Sachs
Goldman Sachs
New York
+$611K
5
OIA
OneDigital Investment Advisors
Kansas
+$609K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.54M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.63M
4
Lido Advisors
Lido Advisors
California
-$1.19M
5
FTUS
Flow Traders U.S.
New York
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$810K +$810K +32,642 New
CIC
52
Carnegie Investment Counsel
Ohio
$804K -$105K -4,241 -12%
MCP
53
Mirador Capital Partners
California
$759K +$5.04K +203 +0.7%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$661K +$1.71K +69 +0.3%
SAM
55
Secure Asset Management
Michigan
$653K +$31.2K +1,259 +5%
Goldman Sachs
56
Goldman Sachs
New York
$611K +$611K +24,623 New
OIA
57
OneDigital Investment Advisors
Kansas
$610K +$609K +24,572 New
Brown Advisory
58
Brown Advisory
Maryland
$603K – – –
IA
59
IFP Advisors
Florida
$588K +$72.4K +2,918 +14%
SPA
60
Sentinel Pension Advisors
Massachusetts
$562K +$121K +4,889 +28%
DA
61
Dover Advisors
Virginia
$556K +$10K +404 +2%
SI
62
Stephens Inc
Arkansas
$556K +$1.36K +55 +0.2%
BPA
63
Beacon Pointe Advisors
California
$530K +$50 +2 +0%
LF
64
Lantz Financial
Illinois
$516K -$5.23K -211 -1%
FFA
65
Farther Finance Advisors
California
$503K +$43.8K +1,767 +10%
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$500K -$332K -13,396 -40%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$497K -$135K -5,430 -21%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$490K -$148K -5,961 -23%
OWA
69
ORBA Wealth Advisors
Illinois
$484K – – –
MOS
70
MGO One Seven
Ohio
$434K +$33.3K +1,344 +8%
PTC
71
Private Trust Company
Ohio
$427K -$24.8K -1,000 -5%
Ameriprise
72
Ameriprise
Minnesota
$413K +$75.3K +3,034 +22%
MTWM
73
Masso Torrence Wealth Management
New Jersey
$392K -$240K -9,683 -38%
MA
74
MONECO Advisors
Connecticut
$387K +$184K +7,404 +90%
EH
75
Equitable Holdings
New York
$381K +$73.3K +2,957 +24%
1 2
3
4 5

BSMO Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2024, worth a combined $156M — down 4.5% from $163M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMO positions and 4 closed out — a net gain of 11 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.04M. The largest seller was Jane Street, cutting an estimated $5.54M.

  • 113 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $156M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $2.04M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2024.