Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
78 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 12
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $107M → $131M (+$24M)
3% more funds holding
Funds holding: 76 → 78 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.96M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.96M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.84M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$2.17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$927K |
| 3 |
Jane Street
New York
|
-$831K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$587K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Advisornet Financial
Minnetonka,
Minnesota
| $14.8K | – | – | – |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8.44K | +$50 | +2 | +0.6% |
|
78
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.04K | +$1.02M | +41,163 | +34% |
|
|
PI
79
PFS Investments
Duluth,
Georgia
| – | -$2.17M | -87,799 | Closed |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$587K | -23,731 | Closed |
|
|
SWP
81
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$394K | -15,926 | Closed |
|
|
CPC
82
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$226K | -9,120 | Closed |
|
|
MCC
83
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$25K | -1,012 | Closed |
|
84
Rockefeller Capital Management
New York
| – | -$24K | -1,000 | Closed |
|
BSMO Hedge Fund Activity: Q1 2023 in Review
78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2023, worth a combined $131M — up 22% from $107M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BSMO positions and 6 closed out — a net gain of 5 holders — while 42 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.96M. The largest seller was PFS Investments, exiting entirely with an estimated $2.17M sold.
- 78 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2023, up from 76 in Q4 2022.
- Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2023, up 22% quarter-over-quarter.
- 11 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2023 and 6 closed out, a net change of +5 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $8.96M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2023 was PFS Investments, an estimated $2.17M sold.
Based on aggregated 13F filings for Q1 2023.