We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Delisted

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

Back to rankings

1 hedge funds and large institutions have $552K invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 102 → 1 (-101)

100% less capital invested

Capital invested by funds: $122M → $552K (-$122M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-101
Holders Change %
-99.02%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.6M
2
LPL Financial
LPL Financial
California
-$8.61M
3
Lido Advisors
Lido Advisors
California
-$8.47M
4
Bank of America
Bank of America
North Carolina
-$6.4M
5
Invesco
Invesco
Georgia
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
– -$249K -10,050 Closed
SFG
77
Sterling Financial Group
California
– -$232K -9,366 Closed
ASN
78
Advisory Services Network
Georgia
– -$228K -9,177 Closed
CFS
79
CRA Financial Services
New Jersey
– -$223K -9,000 Closed
BFA
80
Bill Few Associates
Pennsylvania
– -$219K -8,838 Closed
WA
81
Waverly Advisors
Alabama
– -$217K -8,750 Closed
FFG
82
Foundry Financial Group
New Hampshire
– -$201K -8,100 Closed
DAS
83
Diversify Advisory Services
Utah
– -$200K -8,069 Closed
CAL
84
Capital Analysts LLC
Pennsylvania
– -$197K -7,926 Closed
FCAS
85
First Command Advisory Services
Texas
– -$183K -7,392 Closed
AA
86
Addison Advisors
Vermont
– -$180K -7,240 Closed
S
87
SignatureFD
Georgia
– -$175K -7,056 Closed
AWM
88
Avior Wealth Management
Nebraska
– -$136K -5,473 Closed
Jones Financial Companies
89
Jones Financial Companies
Missouri
– -$91.8K -3,693 Closed
HI
90
Harbour Investments
Wisconsin
– -$72.5K -2,922 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$64.8K -2,613 Closed
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
– -$49K -2,008 Closed
AF
93
Advisornet Financial
Minnesota
– -$22.4K -903 Closed
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
– -$14K -544 Closed
FFA
95
Farther Finance Advisors
California
– -$10.6K -427 Closed
GEA
96
Glen Eagle Advisors
New Jersey
– -$9.82K -396 Closed
GWM
97
Geneos Wealth Management
Colorado
– -$9.31K -375 Closed
Comerica Bank
98
Comerica Bank
Texas
– -$8.19K -330 Closed
PS
99
Principal Securities
Iowa
– -$6.21K -250 Closed
DCM
100
Davis Capital Management
Florida
– -$4.09K -165 Closed
1 2 3
4
5

BSMO Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2024, worth a combined $552K — down 100% from $122M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of BSMO and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Wells Fargo, exiting entirely with an estimated $9.6M sold.

  • 1 institutional investor held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2024, down from 102 in Q3 2024.
  • Funds reported $552K of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2024 and 99 closed out, a net change of -99 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $9.6M sold.

Based on aggregated 13F filings for Q4 2024.