BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

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28 hedge funds and large institutions have $26.6M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.27M
2
LPL Financial
2
LPL Financial
California
$3.26M
3
IA
3
IFP Advisors
Florida
$1M
4
UBS Group
4
UBS Group
Switzerland
$1M
5
RJA
5
Raymond James & Associates
Florida
$660K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Invesco
2
Invesco
Georgia
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
NAM
4
NorthCrest Asset Manangement
Minnesota
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.27M 331,774 +201,873 +155%
Bank of America
2
Bank of America
North Carolina
$3.4M 136,382 -360 -0.3%
LPL Financial
3
LPL Financial
California
$3.26M 130,723 +61,628 +89%
ADL
4
Asset Dedication LLC
California
$1.54M 61,801 +25,770 +72%
CIC
5
Carnegie Investment Counsel
Ohio
$1.4M 56,174 +1,508 +3%
IA
6
IFP Advisors
Florida
$1M 40,254 +40,254 New
UBS Group
7
UBS Group
Switzerland
$1M 40,122 +32,941 +459%
IWC
8
Integrated Wealth Concepts
Massachusetts
$755K 30,260 -1,575 -5%
FNB
9
Farmers National Bank
Kentucky
$733K 29,386 +4,316 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$695K 27,852 +7,125 +34%
RJA
11
Raymond James & Associates
Florida
$660K 26,468 +26,468 New
SWP
12
Stratos Wealth Partners
Ohio
$628K 25,171 +4,059 +19%
SI
13
Stephens Inc
Arkansas
$525K 21,050 +2,500 +13%
CWM
14
Cornerstone Wealth Management
Missouri
$398K 15,950 – –
CPC
15
Cookson Peirce & Co
Pennsylvania
$351K 14,062 -1,119 -7%
Wells Fargo
16
Wells Fargo
California
$328K 13,166 +5,109 +63%
KFI
17
Key Financial Inc
Pennsylvania
$259K 10,402 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$254K 10,193 – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$250K 10,024 +10,024 New
Creative Planning
20
Creative Planning
Kansas
$246K 9,850 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$208K 8,355 – –
LIM
22
Leavell Investment Management
Alabama
$204K 8,175 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$85K 3,398 +31 +0.9%
AF
24
Advisornet Financial
Minnesota
$52K 2,094 +1,500 +253%
HWA
25
HHM Wealth Advisors
Tennessee
$49K 1,970 – –
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