BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

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.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.25%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.2M
2
CW
2
CreativeOne Wealth
Kansas
$2M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
SC
4
Savant Capital
Illinois
$1.84M
5
LB
5
Leo Brokerage
Texas
$1.58M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$102K
3
Jane Street
3
Jane Street
New York
$1.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.2M 609,290 +360,809 +145%
RCA
2
Resonant Capital Advisors
Wisconsin
$13M 521,076 -9,468 -2%
LPL Financial
3
LPL Financial
California
$10.4M 417,653 +78,991 +23%
Wells Fargo
4
Wells Fargo
California
$8M 321,395 +12,126 +4%
GWP
5
Gateway Wealth Partners
Wisconsin
$6.06M 243,306 +29,387 +14%
CIM
6
Confluence Investment Management
Missouri
$5.76M 231,234 +2,675 +1%
Bank of America
7
Bank of America
North Carolina
$5.17M 207,829 +35,509 +21%
Invesco
8
Invesco
Georgia
$3.86M 155,233 +47,831 +45%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.56M 143,063 -2,873 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.06M 123,008 +3,421 +3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.98M 119,710 +19,151 +19%
NA
12
NewEdge Advisors
Louisiana
$2.92M 117,305 +6,849 +6%
UBS Group
13
UBS Group
Switzerland
$2.55M 102,477 +30,872 +43%
ADL
14
Asset Dedication LLC
California
$2.42M 97,189 +5,666 +6%
RJA
15
Raymond James & Associates
Florida
$2.38M 95,709 +19,067 +25%
CA
16
CGN Advisors
Kansas
$2.16M 86,667 +9,417 +12%
Stifel Financial
17
Stifel Financial
Missouri
$2.07M 83,279 +1,589 +2%
CW
18
CreativeOne Wealth
Kansas
$2M 80,450 +80,450 New
CIC
19
Carnegie Investment Counsel
Ohio
$1.89M 75,921 -592 -0.8%
SC
20
Savant Capital
Illinois
$1.84M 74,024 +74,024 New
Jane Street
21
Jane Street
New York
$1.83M 73,365 -33,433 -31%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.68M 67,407 -16,186 -19%
APA
23
Astoria Portfolio Advisors
New York
$1.61M 64,768 +37,054 +134%
LB
24
Leo Brokerage
Texas
$1.58M 63,660 +63,660 New
DWM
25
Denver Wealth Management
Colorado
$1.58M 63,518 -623 -1%
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