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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

78 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 12

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $107M → $131M (+$24M)

3% more funds holding

Funds holding: 7678 (+2)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.2M +$8.96M +360,809 +145%
RCA
2
Resonant Capital Advisors
Wisconsin
$13M -$235K -9,468 -2%
LPL Financial
3
LPL Financial
California
$10.4M +$1.96M +78,991 +23%
Wells Fargo
4
Wells Fargo
California
$8M +$301K +12,126 +4%
GWP
5
Gateway Wealth Partners
Wisconsin
$6.06M +$730K +29,387 +14%
CIM
6
Confluence Investment Management
Missouri
$5.76M +$66.5K +2,675 +1%
Bank of America
7
Bank of America
North Carolina
$5.17M +$882K +35,509 +21%
Invesco
8
Invesco
Georgia
$3.86M +$1.19M +47,831 +45%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.56M -$71.4K -2,873 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.06M +$85K +3,421 +3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.98M +$476K +19,151 +19%
NA
12
NewEdge Advisors
Louisiana
$2.92M +$170K +6,849 +6%
UBS Group
13
UBS Group
Switzerland
$2.55M +$767K +30,872 +43%
ADL
14
Asset Dedication LLC
California
$2.42M +$141K +5,666 +6%
RJA
15
Raymond James & Associates
Florida
$2.38M +$474K +19,067 +25%
CA
16
CGN Advisors
Kansas
$2.16M +$234K +9,417 +12%
Stifel Financial
17
Stifel Financial
Missouri
$2.07M +$39.5K +1,589 +2%
CW
18
CreativeOne Wealth
Kansas
$2M +$2M +80,450 New
CIC
19
Carnegie Investment Counsel
Ohio
$1.89M -$14.7K -592 -0.8%
SC
20
Savant Capital
Illinois
$1.84M +$1.84M +74,024 New
Jane Street
21
Jane Street
New York
$1.83M -$831K -33,433 -31%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.68M -$402K -16,186 -19%
APA
23
Astoria Portfolio Advisors
New York
$1.61M +$921K +37,054 +134%
LB
24
Leo Brokerage
Texas
$1.58M +$1.58M +63,660 New
DWM
25
Denver Wealth Management
Colorado
$1.58M -$15.5K -623 -1%

BSMO Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q1 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSMO positions and 6 closed out — a net gain of 5 holders — while 42 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.96M. The largest seller was PFS Investments, exiting entirely with an estimated $2.17M sold.

  • 78 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q1 2023 and 6 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $8.96M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q1 2023 was PFS Investments, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2023.