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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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113 hedge funds and large institutions have $156M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

11% more funds holding

Funds holding: 102 → 113 (+11)

5% less capital invested

Capital invested by funds: $163M → $156M (-$7.42M)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
41
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
3
KAS
Kestra Advisory Services
Texas
+$810K
4
Goldman Sachs
Goldman Sachs
New York
+$611K
5
OIA
OneDigital Investment Advisors
Kansas
+$609K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.54M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.08M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.63M
4
Lido Advisors
Lido Advisors
California
-$1.19M
5
FTUS
Flow Traders U.S.
New York
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$364K – – –
VAMG
77
Voisard Asset Management Group
Michigan
$364K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$363K +$53.7K +2,166 +17%
KOC
79
Koss-Olinger Consulting
Florida
$349K +$349K +14,069 New
HBT
80
Hills Bank & Trust
Iowa
$325K +$325K +13,105 New
TFA
81
TPG Financial Advisors
Oregon
$316K +$316K +12,748 New
HWM
82
Horizons Wealth Management
North Carolina
$303K -$288K -11,602 -49%
RSA
83
River Street Advisors
Illinois
$298K -$645K -26,000 -68%
CA
84
Claro Advisors
Massachusetts
$291K -$127K -5,109 -30%
Citadel Advisors
85
Citadel Advisors
Florida
$289K +$289K +11,633 New
TF
86
TLWM Financial
Texas
$282K – – –
LWMG
87
Levy Wealth Management Group
Pennsylvania
$261K -$49.6K -2,000 -16%
HT
88
Heritage Trust
Oklahoma
$248K +$24.8K +1,000 +11%
FFG
89
Foundry Financial Group
New Hampshire
$243K – – –
SFG
90
Sterling Financial Group
California
$232K – – –
ASN
91
Advisory Services Network
Georgia
$228K +$228K +9,177 New
CFS
92
CRA Financial Services
New Jersey
$223K +$223K +9,000 New
BFA
93
Bill Few Associates
Pennsylvania
$219K – – –
WA
94
Waverly Advisors
Alabama
$217K -$78.1K -3,150 -26%
JCM
95
Jacobi Capital Management
Pennsylvania
$217K +$216K +8,728 New
HNB
96
Huntington National Bank
Ohio
$206K – – –
DAS
97
Diversify Advisory Services
Utah
$200K +$200K +8,069 New
CAL
98
Capital Analysts LLC
Pennsylvania
$197K – – –
S
99
SignatureFD
Georgia
$175K – – –
AA
100
Addison Advisors
Vermont
$163K +$19.7K +795 +14%
1 2 3
4
5

BSMO Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2024, worth a combined $156M — down 4.5% from $163M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMO positions and 4 closed out — a net gain of 11 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.04M. The largest seller was Jane Street, cutting an estimated $5.54M.

  • 113 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $156M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $2.04M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2024.