Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
11 hedge funds and large institutions have $3.82M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 4 closing their positions.
16% more capital invested
Capital invested by funds: $3.29M → $3.82M (+$537K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.95M |
| 2 |
Jane Street
New York
|
+$520K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$175K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$165K |
| 5 |
LPL Financial
San Diego,
California
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$992K |
| 2 |
Goldman Sachs
New York
|
-$984K |
| 3 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$322K |
| 4 |
Bank of New York Mellon
New York
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.98M | +$1.95M | +77,760 | New |
|
|
2
Jane Street
New York
| $529K | +$520K | +20,782 | New |
|
|
3
LPL Financial
San Diego,
California
| $413K | +$151K | +6,026 | +59% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $395K | +$165K | +6,595 | +74% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $263K | +$175K | +6,974 | +206% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $89K | +$36.3K | +1,450 | +70% |
|
7
UBS Group
Zurich,
Switzerland
| $55K | +$5.01K | +200 | +10% |
|
|
HWA
8
HHM Wealth Advisors
Chattanooga,
Tennessee
| $50K | – | – | – |
|
|
BC
9
Barnett & Company
Chattanooga,
Tennessee
| $32K | +$31.9K | +1,275 | New |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $15K | +$14.9K | +594 | New |
|
|
ADL
11
Asset Dedication LLC
San Francisco,
California
| $3K | +$801 | +32 | +48% |
|
|
12
JP Morgan Chase
New York
| – | -$992K | -40,000 | Closed |
|
|
13
Goldman Sachs
New York
| – | -$984K | -39,665 | Closed |
|
|
FNC
14
First National Corp
Rockland,
Massachusetts
| – | -$322K | -12,350 | Closed |
|
|
15
Bank of New York Mellon
New York
| – | -$279K | -11,231 | Closed |
|
BSMO Hedge Fund Activity: Q2 2020 in Review
11 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2020, worth a combined $3.82M — up 16% from $3.29M a quarter earlier.
Fund positioning in BSMO was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.95M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $992K sold.
- 11 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $3.82M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2020, up 16% quarter-over-quarter.
- 4 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2020 and 4 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2020 was Morgan Stanley, an estimated $1.95M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $992K sold.
Based on aggregated 13F filings for Q2 2020.