Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
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.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
25% more capital invested
Capital invested by funds: $131M → $164M (+$32.5M)
18% more funds holding
Funds holding: 84 → 99 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.21M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$6.3M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$4.46M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.82M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$6.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.17M |
| 3 |
CFO
Collective Family Office
York,
Pennsylvania
|
-$837K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$747K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$714K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWP
101
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$6.35M | -257,768 | Closed |
|
|
CFO
102
Collective Family Office
York,
Pennsylvania
| – | -$837K | -33,945 | Closed |
|
|
103
Mariner
Overland Park,
Kansas
| – | -$714K | -28,961 | Closed |
|
|
FWM
104
Fortress Wealth Management
Culver City,
California
| – | -$625K | -25,376 | Closed |
|
|
DA
105
Dover Advisors
Richmond,
Virginia
| – | -$493K | -20,000 | Closed |
|
|
CPC
106
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| – | -$204K | -8,288 | Closed |
|
BSMO Hedge Fund Activity: Q4 2023 in Review
99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2023, worth a combined $164M — up 25% from $131M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSMO positions and 6 closed out — a net gain of 16 holders — while 39 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.21M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $6.35M sold.
- 99 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2023, up from 84 in Q3 2023.
- Funds reported $164M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 22 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2023 and 6 closed out, a net change of +16 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.21M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $6.35M sold.
Based on aggregated 13F filings for Q4 2023.