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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 $122M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

10% less funds holding

Funds holding: 113102 (-11)

22% less capital invested

Capital invested by funds: $156M → $122M (-$33.6M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
102
Holders Change
-11
Holders Change %
-9.73%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
34
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TLWM Financial
Texas
$257K -$24.7K -994 -9%
JCM
77
Jacobi Capital Management
Pennsylvania
$249K +$32.8K +1,322 +15%
SFG
78
Sterling Financial Group
California
$232K
ASN
79
Advisory Services Network
Georgia
$228K
CFS
80
CRA Financial Services
New Jersey
$223K
BFA
81
Bill Few Associates
Pennsylvania
$219K
WA
82
Waverly Advisors
Alabama
$217K
HNB
83
Huntington National Bank
Ohio
$206K
FFG
84
Foundry Financial Group
New Hampshire
$201K -$42K -1,690 -17%
DAS
85
Diversify Advisory Services
Utah
$200K
CAL
86
Capital Analysts LLC
Pennsylvania
$197K
FCAS
87
First Command Advisory Services
Texas
$183K +$21.4K +863 +13%
AA
88
Addison Advisors
Vermont
$180K +$16.6K +670 +10%
S
89
SignatureFD
Georgia
$175K
AWM
90
Avior Wealth Management
Nebraska
$136K
Jones Financial Companies
91
Jones Financial Companies
Missouri
$91.8K +$63.7K +2,563 +227%
HI
92
Harbour Investments
Wisconsin
$72.5K +$472 +19 +0.7%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$64.8K -$2.1M -84,676 -97%
HGERS
94
Householder Group Estate & Retirement Specialist
Arizona
$49K +$49.9K +2,008 New
AF
95
Advisornet Financial
Minnesota
$22.4K +$7.67K +309 +52%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$14K
FFA
97
Farther Finance Advisors
California
$10.6K -$493K -19,853 -98%
GEA
98
Glen Eagle Advisors
New Jersey
$9.82K
GWM
99
Geneos Wealth Management
Colorado
$9.31K +$9.31K +375 New
Comerica Bank
100
Comerica Bank
Texas
$8.19K

BSMO Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2024, worth a combined $122M — down 22% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSMO and 4 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 34 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $469K. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $6.5M sold.

  • 102 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $122M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2024, down 22% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2024 and 11 closed out, a net change of -7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2024 was Old Mission Capital, an estimated $469K added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2024.