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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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26 hedge funds and large institutions have $11.8M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

73% more funds holding

Funds holding: 15 → 26 (+11)

72% more capital invested

Capital invested by funds: $6.85M → $11.8M (+$4.95M)

Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
2
KAS
Kestra Advisory Services
Texas
+$1.02M
3
Morgan Stanley
Morgan Stanley
New York
+$730K
4
FTUS
Flow Traders U.S.
New York
+$557K
5
CPC
Cookson Peirce & Co
Pennsylvania
+$295K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$490K
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.08K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.73M +$730K +28,459 +37%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.29M +$1.28M +50,020 New
LPL Financial
3
LPL Financial
California
$1.27M +$152K +5,914 +14%
KAS
4
Kestra Advisory Services
Texas
$1.02M +$1.02M +39,610 New
CIC
5
Carnegie Investment Counsel
Ohio
$953K +$259K +10,100 +37%
FTUS
6
Flow Traders U.S.
New York
$559K +$557K +21,730 New
SWP
7
Stratos Wealth Partners
Ohio
$552K +$20.7K +809 +4%
Bank of America
8
Bank of America
North Carolina
$523K +$178K +6,955 +52%
Jane Street
9
Jane Street
New York
$358K -$490K -19,100 -58%
FNB
10
Farmers National Bank
Kentucky
$325K +$324K +12,630 New
CPC
11
Cookson Peirce & Co
Pennsylvania
$295K +$295K +11,489 New
KFI
12
Key Financial Inc
Pennsylvania
$267K – – –
BC
13
Barnett & Company
Tennessee
$264K – – –
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$257K – – –
ICG
15
InterOcean Capital Group
Tennessee
$215K +$214K +8,346 New
ADL
16
Asset Dedication LLC
California
$208K +$89.6K +3,495 +76%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$178K +$107K +4,174 +152%
UBS Group
18
UBS Group
Switzerland
$159K +$20.5K +800 +15%
Osaic Holdings
19
Osaic Holdings
Arizona
$153K -$3.08K -120 -2%
OIM
20
Oder Investment Management
California
$65K +$65.6K +2,560 New
HWA
21
HHM Wealth Advisors
Tennessee
$51K – – –
CCC
22
Crescent Capital Consulting
Louisiana
$26K +$25.6K +1,000 New
Wells Fargo
23
Wells Fargo
California
$23K +$11.8K +460 +102%
GWM
24
Geneos Wealth Management
Colorado
$23K +$23.5K +915 New
TWM
25
Tradition Wealth Management
Minnesota
$17K +$16.7K +651 New
1
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BSMO Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2020, worth a combined $11.8M — up 72% from $6.85M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMO positions and 0 closed out — a net gain of 11 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.28M. The largest seller was Jane Street, cutting an estimated $490K.

  • 26 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2020, up from 15 in Q3 2020.
  • Funds reported $11.8M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2020, up 72% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $1.28M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2020 was Jane Street, an estimated $490K sold.

Based on aggregated 13F filings for Q4 2020.