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BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

85 hedge funds and large institutions have $144M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $131M → $144M (+$13.5M)

9% more funds holding

Funds holding: 7885 (+7)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
14
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
$13.8M -$1.25M -50,660 -8%
RCA
2
Resonant Capital Advisors
Wisconsin
$12.3M -$574K -23,186 -4%
Jane Street
3
Jane Street
New York
$11.4M +$9.53M +385,251 +525%
LPL Financial
4
LPL Financial
California
$10.8M +$448K +18,099 +4%
Wells Fargo
5
Wells Fargo
California
$8.52M +$554K +22,398 +7%
GWP
6
Gateway Wealth Partners
Wisconsin
$6.36M +$333K +13,467 +6%
CIM
7
Confluence Investment Management
Missouri
$5.61M -$122K -4,936 -2%
Bank of America
8
Bank of America
North Carolina
$5.22M +$72.4K +2,925 +1%
Invesco
9
Invesco
Georgia
$3.71M -$138K -5,565 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.45M -$570K -23,029 -14%
IWC
11
Integrated Wealth Concepts
Massachusetts
$3.08M +$115K +4,637 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.06M +$12.6K +508 +0.4%
RJA
13
Raymond James & Associates
Florida
$3M +$628K +25,378 +27%
UBS Group
14
UBS Group
Switzerland
$2.86M +$317K +12,827 +13%
NA
15
NewEdge Advisors
Louisiana
$2.84M -$67.2K -2,714 -2%
ADL
16
Asset Dedication LLC
California
$2.6M +$191K +7,709 +8%
CA
17
CGN Advisors
Kansas
$2.26M +$111K +4,484 +5%
Stifel Financial
18
Stifel Financial
Missouri
$2.08M +$17.7K +717 +0.9%
CW
19
CreativeOne Wealth
Kansas
$1.99M
SC
20
Savant Capital
Illinois
$1.93M +$99.7K +4,027 +5%
CIC
21
Carnegie Investment Counsel
Ohio
$1.83M -$51.6K -2,087 -3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.73M +$1.72M +69,704 New
LB
23
Leo Brokerage
Texas
$1.58M
DWM
24
Denver Wealth Management
Colorado
$1.55M -$19.6K -793 -1%
MCP
25
Mirador Capital Partners
California
$1.44M +$495K +20,000 +53%

BSMO Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2023, worth a combined $144M — up 10% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSMO positions and 6 closed out — a net gain of 7 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $9.53M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.33M.

  • 85 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $144M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $9.53M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.