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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

102 hedge funds and large institutions have $163M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

3% more funds holding

Funds holding: 99102 (+3)

0% less capital invested

Capital invested by funds: $164M → $163M (-$326K)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$307K -$226K -9,108 -42%
WA
77
Waverly Advisors
Alabama
$295K +$295K +11,900 New
TF
78
TLWM Financial
Texas
$282K +$9.75K +393 +4%
AWM
79
Avior Wealth Management
Nebraska
$266K -$19.4K -782 -7%
FFG
80
Foundry Financial Group
New Hampshire
$243K -$156K -6,307 -39%
BWM
81
BCS Wealth Management
Tennessee
$239K +$25K +1,009 +12%
SFG
82
Sterling Financial Group
California
$232K -$499K -20,120 -68%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$232K +$232K +9,343 New
LA
84
Latitude Advisors
Florida
$231K +$248 +10 +0.1%
HT
85
Heritage Trust
Oklahoma
$223K
BFA
86
Bill Few Associates
Pennsylvania
$219K
MWA
87
Midland Wealth Advisors
Illinois
$205K
MA
88
MONECO Advisors
Connecticut
$203K -$21.2K -855 -9%
CAL
89
Capital Analysts LLC
Pennsylvania
$196K
S
90
SignatureFD
Georgia
$175K +$175K +7,056 New
HNB
91
Huntington National Bank
Ohio
$169K
AA
92
Addison Advisors
Vermont
$143K +$4.71K +190 +3%
HI
93
Harbour Investments
Wisconsin
$71.5K +$446 +18 +0.6%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$68K
FCAS
95
First Command Advisory Services
Texas
$55K +$55K +2,219 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$33K -$39.4K -1,587 -54%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$14.9K -$76.1K -3,068 -84%
AF
98
Advisornet Financial
Minnesota
$14.7K
GEA
99
Glen Eagle Advisors
New Jersey
$9.8K
Comerica Bank
100
Comerica Bank
Texas
$8.18K -$129K -5,207 -94%

BSMO Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2024, worth a combined $163M — down 0.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSMO positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $163M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2024, down 0.2% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2024 was Jane Street, an estimated $13.9M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.