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BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Delisted

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

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15 hedge funds and large institutions have $6.85M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

79% more capital invested

Capital invested by funds: $3.82M → $6.85M (+$3.03M)

36% more funds holding

Funds holding: 11 → 15 (+4)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$697K
2
CIC
Carnegie Investment Counsel
Ohio
+$690K
3
Jane Street
Jane Street
New York
+$314K
4
KFI
Key Financial Inc
Pennsylvania
+$266K
5
BC
Barnett & Company
Tennessee
+$230K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.82K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.99M -$2.82K -110 -0.1%
LPL Financial
2
LPL Financial
California
$1.11M +$697K +27,241 +168%
Jane Street
3
Jane Street
New York
$846K +$314K +12,253 +59%
CIC
4
Carnegie Investment Counsel
Ohio
$690K +$690K +26,950 New
SWP
5
Stratos Wealth Partners
Ohio
$529K +$132K +5,144 +33%
Bank of America
6
Bank of America
North Carolina
$342K +$76.7K +2,998 +29%
KFI
7
Key Financial Inc
Pennsylvania
$266K +$266K +10,402 New
BC
8
Barnett & Company
Tennessee
$263K +$230K +9,000 +706%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$256K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$155K +$65.3K +2,550 +73%
UBS Group
11
UBS Group
Switzerland
$138K +$82K +3,203 +147%
ADL
12
Asset Dedication LLC
California
$118K +$115K +4,510 +4,602%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$70K +$70.1K +2,739 New
HWA
14
HHM Wealth Advisors
Tennessee
$50K – – –
AF
15
Advisornet Financial
Minnesota
$15K – – –
Wells Fargo
16
Wells Fargo
California
$12K +$11.5K +450 New

BSMO Hedge Fund Activity: Q3 2020 in Review

15 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2020, worth a combined $6.85M — up 79% from $3.82M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSMO positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $697K. The largest seller was Morgan Stanley, cutting an estimated $2.82K.

  • 15 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2020, up from 11 in Q2 2020.
  • Funds reported $6.85M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2020, up 79% quarter-over-quarter.
  • 4 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2020 and 0 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2020 was LPL Financial, an estimated $697K added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2020 was Morgan Stanley, an estimated $2.82K sold.

Based on aggregated 13F filings for Q3 2020.