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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

54 hedge funds and large institutions have $59.6M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

18% more capital invested

Capital invested by funds: $50.3M → $59.6M (+$9.27M)

17% more funds holding

Funds holding: 4654 (+8)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1
Resonant Capital Advisors
Wisconsin
$7.86M +$3.11M +125,091 +63%
Wells Fargo
2
Wells Fargo
California
$5.76M +$34.4K +1,382 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$4.29M -$733K -29,443 -14%
LPL Financial
4
LPL Financial
California
$4.24M +$768K +30,878 +22%
Bank of America
5
Bank of America
North Carolina
$3.92M +$795K +31,939 +25%
Jane Street
6
Jane Street
New York
$3.68M -$767K -30,811 -17%
NA
7
NewEdge Advisors
Louisiana
$2.33M +$82.9K +3,330 +4%
ADL
8
Asset Dedication LLC
California
$1.87M -$2.09K -84 -0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.72M +$1.28M +51,500 +273%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.66M +$440K +17,676 +35%
UBS Group
11
UBS Group
Switzerland
$1.63M +$405K +16,261 +32%
IWC
12
Integrated Wealth Concepts
Massachusetts
$1.38M +$740K +29,720 +111%
RJA
13
Raymond James & Associates
Florida
$1.36M +$563K +22,615 +68%
CIC
14
Carnegie Investment Counsel
Ohio
$1.25M +$10K +403 +0.8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.2M +$43.5K +1,749 +4%
IA
16
IFP Advisors
Florida
$1.11M +$103K +4,123 +10%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.03M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.02M -$25.1K -1,010 -2%
CA
19
CGN Advisors
Kansas
$958K +$147K +5,915 +18%
Invesco
20
Invesco
Georgia
$953K +$489K +19,630 +101%
FNB
21
Farmers National Bank
Kentucky
$869K +$98.1K +3,943 +12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$787K +$803K +32,274 New
DWM
23
Denver Wealth Management
Colorado
$696K +$711K +28,551 New
CWM
24
Cornerstone Wealth Management
Missouri
$625K -$203K -8,162 -24%
SI
25
Stephens Inc
Arkansas
$595K -$115K -4,625 -16%

BSMO Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2022, worth a combined $59.6M — up 18% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSMO positions and 2 closed out — a net gain of 8 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Resonant Capital Advisors, adding an estimated $3.11M. The largest seller was Jane Street, cutting an estimated $767K.

  • 54 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $59.6M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2022 and 2 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2022 was Resonant Capital Advisors, an estimated $3.11M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2022 was Jane Street, an estimated $767K sold.

Based on aggregated 13F filings for Q3 2022.