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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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84 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 85 → 84 (-1)

9% less capital invested

Capital invested by funds: $144M → $131M (-$13M)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
48
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$5.11M
2
UBS Group
UBS Group
Switzerland
+$2.99M
3
Wells Fargo
Wells Fargo
California
+$1.76M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.6M
5
CIM
Confluence Investment Management
Missouri
+$845K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.4M
2
RCA
Resonant Capital Advisors
Wisconsin
-$9.76M
3
Morgan Stanley
Morgan Stanley
New York
-$4.45M
4
CW
CreativeOne Wealth
Kansas
-$1.99M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$151K -$55.2K -2,234 -27%
Comerica Bank
77
Comerica Bank
Texas
$136K +$137K +5,537 New
HNB
78
Huntington National Bank
Ohio
$136K – – –
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$106K +$82.7K +3,346 +357%
TSWM
80
Tyler-Stone Wealth Management
Ohio
$100K +$5.37K +217 +6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$80K +$47.3K +1,913 +142%
HI
82
Harbour Investments
Wisconsin
$70.2K +$396 +16 +0.6%
NSG
83
Nalls Sherbakoff Group
Tennessee
$35.3K +$74 +3 +0.2%
AF
84
Advisornet Financial
Minnesota
$14.6K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$8.57K +$49 +2 +0.6%
CW
86
CreativeOne Wealth
Kansas
– -$1.99M -80,450 Closed
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
– -$1.73M -69,704 Closed
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
– -$1.05M -42,419 Closed
Creative Planning
89
Creative Planning
Kansas
– -$295K -11,915 Closed
HS
90
Horan Securities
United States
– -$19.8K -801 Closed
TRCT
91
Tower Research Capital (TRC)
New York
– -$6.14K -248 Closed
1 2 3
4

BSMO Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2023, worth a combined $131M — down 9% from $144M a quarter earlier.

Fund positioning in BSMO was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 48 added to existing stakes and 20 trimmed.

The largest buyer was Lido Advisors, adding an estimated $5.11M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 84 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2023, down from 85 in Q2 2023.
  • Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2023, down 9% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2023 was Lido Advisors, an estimated $5.11M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2023.