Invesco BulletShares 2024 Municipal Bond ETF
BSMO
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.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
3% more funds holding
Funds holding: 99 → 102 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$13.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.95M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.13M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$2.85M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
101
Principal Securities
Des Moines,
Iowa
| $6.2K | – | – | – |
|
|
TRCT
102
Tower Research Capital (TRC)
New York
| $4.56K | +$4.56K | +184 | New |
|
|
DCM
103
Davis Capital Management
Jacksonville,
Florida
| $4.09K | – | – | – |
|
|
KOC
104
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$345K | -13,828 | Closed |
|
|
NAM
105
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$344K | -13,794 | Closed |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| – | -$187K | -7,519 | Closed |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| – | -$74.7K | -3,000 | Closed |
|
108
JP Morgan Chase
New York
| – | -$3.32K | -133 | Closed |
|
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.