Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
76 hedge funds and large institutions have $107M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 4 closing their positions.
575% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 4
256% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 9
79% more capital invested
Capital invested by funds: $59.6M → $107M (+$47.3M)
41% more funds holding
Funds holding: 54 → 76 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.63M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$5.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.06M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.58M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.09M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$379K |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$272K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$240K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
76
Private Advisor Group
Morristown,
New Jersey
| $1.13K | +$595K | +24,164 | +112% |
|
|
FTUS
77
Flow Traders U.S.
New York
| – | -$379K | -15,535 | Closed |
|
|
NAM
78
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$272K | -11,153 | Closed |
|
|
79
Creative Planning
Overland Park,
Kansas
| – | -$240K | -9,850 | Closed |
|
|
HWA
80
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$48K | -1,970 | Closed |
|
BSMO Hedge Fund Activity: Q4 2022 in Review
76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2022, worth a combined $107M — up 79% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BSMO positions and 4 closed out — a net gain of 23 holders — while 32 added to existing stakes and 9 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $5.63M. The largest seller was Jane Street, cutting an estimated $1.09M.
- 76 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $107M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2022, up 79% quarter-over-quarter.
- 27 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2022 and 4 closed out, a net change of +23 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2022 was Confluence Investment Management, an estimated $5.63M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2022.