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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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1 hedge funds and large institutions have $552K invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 102 → 1 (-101)

100% less capital invested

Capital invested by funds: $122M → $552K (-$122M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-101
Holders Change %
-99.02%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.6M
2
LPL Financial
LPL Financial
California
-$8.61M
3
Lido Advisors
Lido Advisors
California
-$8.47M
4
Bank of America
Bank of America
North Carolina
-$6.4M
5
Invesco
Invesco
Georgia
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
– -$603K -24,306 Closed
SI
52
Stephens Inc
Arkansas
– -$557K -22,440 Closed
DA
53
Dover Advisors
Virginia
– -$556K -22,418 Closed
MA
54
MONECO Advisors
Connecticut
– -$545K -21,971 Closed
BPA
55
Beacon Pointe Advisors
California
– -$530K -21,342 Closed
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
– -$521K -20,981 Closed
OSNBOA
57
Old Second National Bank of Aurora
Illinois
– -$500K -20,147 Closed
OWA
58
ORBA Wealth Advisors
Illinois
– -$484K -19,500 Closed
OMC
59
Old Mission Capital
Illinois
– -$468K -18,874 Closed
LF
60
Lantz Financial
Illinois
– -$457K -18,408 Closed
PTC
61
Private Trust Company
Ohio
– -$392K -15,792 Closed
Ameriprise
62
Ameriprise
Minnesota
– -$383K -15,416 Closed
SWP
63
Stratos Wealth Partners
Ohio
– -$377K -15,186 Closed
VAMG
64
Voisard Asset Management Group
Michigan
– -$364K -14,664 Closed
LIM
65
Leavell Investment Management
Alabama
– -$364K -14,655 Closed
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
– -$363K -14,620 Closed
EH
67
Equitable Holdings
New York
– -$348K -14,023 Closed
KOC
68
Koss-Olinger Consulting
Florida
– -$343K -13,830 Closed
HBT
69
Hills Bank & Trust
Iowa
– -$325K -13,105 Closed
TFA
70
TPG Financial Advisors
Oregon
– -$322K -12,978 Closed
MTWM
71
Masso Torrence Wealth Management
New Jersey
– -$311K -12,544 Closed
HWM
72
Horizons Wealth Management
North Carolina
– -$302K -12,171 Closed
RSA
73
River Street Advisors
Illinois
– -$298K -12,012 Closed
CA
74
Claro Advisors
Massachusetts
– -$292K -11,757 Closed
TF
75
TLWM Financial
Texas
– -$257K -10,368 Closed
1 2
3
4 5

BSMO Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2024, worth a combined $552K — down 100% from $122M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of BSMO and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Wells Fargo, exiting entirely with an estimated $9.6M sold.

  • 1 institutional investor held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2024, down from 102 in Q3 2024.
  • Funds reported $552K of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2024 and 99 closed out, a net change of -99 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $9.6M sold.

Based on aggregated 13F filings for Q4 2024.