BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

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99 hedge funds and large institutions have $164M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
OFS
2
OneAscent Financial Services
Alabama
$6.34M
3
Lido Advisors
3
Lido Advisors
California
$10.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.58M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.51M
3
CFO
3
Collective Family Office
Pennsylvania
$0
4
SC
4
Savant Capital
Illinois
$1.2M
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
76
StrategIQ Financial Group
Indiana
$257K 10,300 +2,100 +26%
WP
77
WealthSource Partners
California
$233K 9,332 -743 -7%
LA
78
Latitude Advisors
Florida
$232K 9,313 -3,084 -25%
Ameriprise
79
Ameriprise
Minnesota
$226K 9,052 +9,052 New
MA
80
MONECO Advisors
Connecticut
$226K 9,051 +9,051 New
HT
81
Heritage Trust
Oklahoma
$224K 8,979 +600 +7%
BFA
82
Bill Few Associates
Pennsylvania
$220K 8,838 – –
BWM
83
BCS Wealth Management
Tennessee
$215K 8,635 – –
MWA
84
Midland Wealth Advisors
Illinois
$206K 8,272 +8,272 New
CAL
85
Capital Analysts LLC
Pennsylvania
$197K 7,926 – –
ASN
86
Advisory Services Network
Georgia
$187K 7,519 +7,519 New
HNB
87
Huntington National Bank
Ohio
– – – –
AA
88
Addison Advisors
Vermont
$139K 5,585 -2,645 -32%
Comerica Bank
89
Comerica Bank
Texas
$138K 5,537 – –
TSWM
90
Tyler-Stone Wealth Management
Ohio
$91.4K 3,668 -382 -9%
PA
91
Parallel Advisors
California
$74.7K 3,000 +3,000 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$73K 2,932 -326 -10%
HI
93
Harbour Investments
Wisconsin
$71.4K 2,866 +16 +0.6%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$68K 2,725 -17,353 -86%
NSG
95
Nalls Sherbakoff Group
Tennessee
$35.7K 1,434 +2 +0.1%
AF
96
Advisornet Financial
Minnesota
$14.8K 594 – –
GEA
97
Glen Eagle Advisors
New Jersey
$9.86K 396 +396 New
PS
98
Principal Securities
Iowa
$6.23K 250 +250 New
DCM
99
Davis Capital Management
Florida
$4.11K 165 +165 New
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$3.32K 133 -214 -62%
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