BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

84 hedge funds and large institutions have $131M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
48
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$5.75M
2
UBS Group
2
UBS Group
Switzerland
$5.83M
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.64M
5
CIM
5
Confluence Investment Management
Missouri
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$901K
2
RCA
2
Resonant Capital Advisors
Wisconsin
$2.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.34M
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.3M 460,464 +24,712 +6%
Wells Fargo
2
Wells Fargo
California
$10.2M 415,026 +71,233 +21%
Morgan Stanley
3
Morgan Stanley
New York
$9.34M 378,804 -179,826 -32%
CIM
4
Confluence Investment Management
Missouri
$6.42M 260,498 +34,200 +15%
GWP
5
Gateway Wealth Partners
Wisconsin
$6.35M 257,768 +995 +0.4%
UBS Group
6
UBS Group
Switzerland
$5.83M 236,400 +121,096 +105%
Lido Advisors
7
Lido Advisors
California
$5.75M 233,465 +206,629 +770%
Bank of America
8
Bank of America
North Carolina
$5.4M 219,072 +8,318 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.64M 188,118 +64,602 +52%
Invesco
10
Invesco
Georgia
$4.12M 167,224 +17,556 +12%
IWC
11
Integrated Wealth Concepts
Massachusetts
$3.43M 139,375 +15,028 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.21M 130,107 -9,035 -6%
RJA
13
Raymond James & Associates
Florida
$3.05M 123,942 +2,855 +2%
NA
14
NewEdge Advisors
Louisiana
$2.77M 112,427 -2,164 -2%
ADL
15
Asset Dedication LLC
California
$2.65M 107,483 +2,585 +2%
RCA
16
Resonant Capital Advisors
Wisconsin
$2.54M 103,185 -394,705 -79%
CA
17
CGN Advisors
Kansas
$2.36M 95,613 +4,462 +5%
SC
18
Savant Capital
Illinois
$1.93M 78,261 +210 +0.3%
Stifel Financial
19
Stifel Financial
Missouri
$1.88M 76,272 -7,724 -9%
CIC
20
Carnegie Investment Counsel
Ohio
$1.71M 69,536 -4,298 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.57M 63,687 +29,949 +89%
KFI
22
Key Financial Inc
Pennsylvania
$1.5M 60,865 +10,950 +22%
FNB
23
Farmers National Bank
Kentucky
$1.43M 58,186 +3,759 +7%
MCP
24
Mirador Capital Partners
California
$1.43M 58,000 – –
APA
25
Astoria Portfolio Advisors
New York
$1.4M 56,918 +6,336 +13%
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