We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

30 hedge funds and large institutions have $20.7M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

25% more funds holding

Funds holding: 2430 (+6)

24% more capital invested

Capital invested by funds: $16.7M → $20.7M (+$4.01M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.52M +$422K +16,408 +14%
Morgan Stanley
2
Morgan Stanley
New York
$3.34M +$72K +2,798 +2%
Jane Street
3
Jane Street
New York
$2.12M +$2.12M +82,496 New
LPL Financial
4
LPL Financial
California
$1.78M -$31.1K -1,207 -2%
CIC
5
Carnegie Investment Counsel
Ohio
$1.41M -$25.8K -1,002 -2%
ADL
6
Asset Dedication LLC
California
$928K +$655K +25,422 +240%
IWC
7
Integrated Wealth Concepts
Massachusetts
$819K +$820K +31,835 New
FNB
8
Farmers National Bank
Kentucky
$645K +$320K +12,440 +98%
SWP
9
Stratos Wealth Partners
Ohio
$543K -$1.06K -41 -0.2%
Osaic Holdings
10
Osaic Holdings
Arizona
$534K +$212K +8,243 +66%
SI
11
Stephens Inc
Arkansas
$477K -$510K -19,800 -52%
CWM
12
Cornerstone Wealth Management
Missouri
$410K +$411K +15,950 New
CPC
13
Cookson Peirce & Co
Pennsylvania
$391K -$187K -7,279 -32%
Invesco
14
Invesco
Georgia
$383K +$383K +14,883 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$328K
NAM
16
NorthCrest Asset Manangement
Minnesota
$309K +$309K +12,000 New
OMC
17
Old Mission Capital
Illinois
$273K +$273K +10,593 New
KFI
18
Key Financial Inc
Pennsylvania
$268K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$262K
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$258K
Creative Planning
21
Creative Planning
Kansas
$253K -$3.73K -145 -1%
RWP
22
Revolve Wealth Partners
New Jersey
$237K +$237K +9,209 New
BHWA
23
Beacon Harbor Wealth Advisors
Virginia
$226K +$226K +8,776 New
HighTower Advisors
24
HighTower Advisors
Illinois
$216K +$215K +8,355 New
LIM
25
Leavell Investment Management
Alabama
$210K +$211K +8,175 New

BSMO Hedge Fund Activity: Q4 2021 in Review

30 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2021, worth a combined $20.7M — up 24% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMO positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.28M sold.

  • 30 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $20.7M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2021 was Jane Street, an estimated $2.12M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2021.