Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
11 hedge funds and large institutions have $3.29M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, 1 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
38% more funds holding
Funds holding: 8 → 11 (+3)
18% less capital invested
Capital invested by funds: $4.01M → $3.29M (-$723K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$310K |
| 2 |
LPL Financial
San Diego,
California
|
+$257K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$224K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$85K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$49.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$642K |
| 2 |
Jane Street
New York
|
-$440K |
| 3 |
Bank of New York Mellon
New York
|
-$388K |
| 4 |
DFG
DWM Financial Group
Palatine,
Illinois
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $992K | – | – | – |
|
2
Goldman Sachs
New York
| $984K | – | – | – |
|
|
FNC
3
First National Corp
Rockland,
Massachusetts
| $322K | +$310K | +12,350 | New |
|
|
4
Bank of New York Mellon
New York
| $279K | -$388K | -15,428 | -58% |
|
|
5
LPL Financial
San Diego,
California
| $253K | +$257K | +10,215 | New |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $221K | +$224K | +8,914 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $84K | +$85K | +3,384 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $51K | +$51.8K | +2,060 | New |
|
|
HWA
9
HHM Wealth Advisors
Chattanooga,
Tennessee
| $49K | +$49.5K | +1,970 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $49K | +$49.6K | +1,974 | New |
|
|
ADL
11
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
|
12
Citigroup
New York
| – | -$642K | -25,605 | Closed |
|
|
13
Jane Street
New York
| – | -$440K | -17,527 | Closed |
|
|
DFG
14
DWM Financial Group
Palatine,
Illinois
| – | -$205K | -8,160 | Closed |
|
BSMO Hedge Fund Activity: Q1 2020 in Review
11 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2020, worth a combined $3.29M — down 18% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BSMO positions and 3 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was First National Corp, opening a new position worth an estimated $310K. The largest seller was Citigroup, exiting entirely with an estimated $642K sold.
- 11 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2020, up from 8 in Q4 2019.
- Funds reported $3.29M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 7 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2020 and 3 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2020 was First National Corp, an estimated $310K added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2020 was Citigroup, an estimated $642K sold.
Based on aggregated 13F filings for Q1 2020.