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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

46 hedge funds and large institutions have $50.3M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

89% more capital invested

Capital invested by funds: $26.6M → $50.3M (+$23.7M)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

64% more funds holding

Funds holding: 2846 (+18)

Holders
46
Holders Change
+18
Holders Change %
+64.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
13
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.85M +$5.5M +221,858 +1,685%
Morgan Stanley
2
Morgan Stanley
New York
$5.12M -$3.13M -126,160 -38%
RCA
3
Resonant Capital Advisors
Wisconsin
$4.92M +$4.9M +197,541 New
Jane Street
4
Jane Street
New York
$4.53M +$4.51M +181,950 New
LPL Financial
5
LPL Financial
California
$3.56M +$304K +12,282 +9%
Bank of America
6
Bank of America
North Carolina
$3.2M -$191K -7,691 -6%
NA
7
NewEdge Advisors
Louisiana
$2.3M +$2.29M +92,451 New
ADL
8
Asset Dedication LLC
California
$1.91M +$368K +14,857 +24%
CIC
9
Carnegie Investment Counsel
Ohio
$1.27M -$128K -5,150 -9%
UBS Group
10
UBS Group
Switzerland
$1.26M +$257K +10,353 +26%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.25M +$556K +22,420 +80%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.18M +$921K +37,149 +364%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.07M +$983K +39,639 +1,167%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.05M +$1.05M +42,419 New
IA
15
IFP Advisors
Florida
$1M
CWM
16
Cornerstone Wealth Management
Missouri
$841K +$442K +17,850 +112%
CA
17
CGN Advisors
Kansas
$830K +$827K +33,373 New
RJA
18
Raymond James & Associates
Florida
$823K +$164K +6,620 +25%
FNB
19
Farmers National Bank
Kentucky
$789K +$57.6K +2,322 +8%
SI
20
Stephens Inc
Arkansas
$723K +$198K +8,000 +38%
IWC
21
Integrated Wealth Concepts
Massachusetts
$666K -$86.3K -3,483 -12%
SWP
22
Stratos Wealth Partners
Ohio
$507K -$119K -4,809 -19%
Invesco
23
Invesco
Georgia
$484K +$482K +19,456 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$469K +$468K +18,882 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$430K +$429K +17,295 New

BSMO Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2022, worth a combined $50.3M — up 89% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSMO positions and 3 closed out — a net gain of 18 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.5M. The largest seller was Morgan Stanley, cutting an estimated $3.13M.

  • 46 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2022, up from 28 in Q1 2022.
  • Funds reported $50.3M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2022, up 89% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2022 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $5.5M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2022 was Morgan Stanley, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2022.