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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

102 hedge funds and large institutions have $122M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

10% less funds holding

Funds holding: 113102 (-11)

22% less capital invested

Capital invested by funds: $156M → $122M (-$33.6M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
34
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$603K
SI
52
Stephens Inc
Arkansas
$557K +$1.24K +50 +0.2%
DA
53
Dover Advisors
Virginia
$556K
MA
54
MONECO Advisors
Connecticut
$545K +$158K +6,371 +41%
BPA
55
Beacon Pointe Advisors
California
$530K +$50 +2 +0%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$521K +$30.7K +1,235 +6%
OSNBOA
57
Old Second National Bank of Aurora
Illinois
$500K
OWA
58
ORBA Wealth Advisors
Illinois
$484K
OMC
59
Old Mission Capital
Illinois
$468K +$469K +18,874 New
LF
60
Lantz Financial
Illinois
$457K -$59.5K -2,394 -12%
PTC
61
Private Trust Company
Ohio
$392K -$34.8K -1,400 -8%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$386K -$112K -4,492 -22%
Ameriprise
63
Ameriprise
Minnesota
$383K -$30.7K -1,235 -7%
SWP
64
Stratos Wealth Partners
Ohio
$377K +$377K +15,186 New
VAMG
65
Voisard Asset Management Group
Michigan
$364K
LIM
66
Leavell Investment Management
Alabama
$364K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$363K +$50 +2 +0%
EH
68
Equitable Holdings
New York
$348K -$33.2K -1,338 -9%
KOC
69
Koss-Olinger Consulting
Florida
$343K -$5.94K -239 -2%
HBT
70
Hills Bank & Trust
Iowa
$325K
TFA
71
TPG Financial Advisors
Oregon
$322K +$5.71K +230 +2%
MTWM
72
Masso Torrence Wealth Management
New Jersey
$311K -$80.7K -3,250 -21%
HWM
73
Horizons Wealth Management
North Carolina
$302K
RSA
74
River Street Advisors
Illinois
$298K
CA
75
Claro Advisors
Massachusetts
$292K +$919 +37 +0.3%

BSMO Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2024, worth a combined $122M — down 22% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSMO and 4 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 34 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $469K. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $6.5M sold.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $122M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2024, down 22% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2024 and 11 closed out, a net change of -7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2024 was Old Mission Capital, an estimated $469K added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.