Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
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.
140% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 20
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less funds holding
Funds holding: 85 → 84 (-1)
9% less capital invested
Capital invested by funds: $144M → $131M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$5.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.76M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.6M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.4M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$9.76M |
| 3 |
Morgan Stanley
New York
|
-$4.45M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.99M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.73M |
BSMO Hedge Fund Activity: Q3 2023 in Review
84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q3 2023, worth a combined $131M — down 9% from $144M a quarter earlier.
Fund positioning in BSMO was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 48 added to existing stakes and 20 trimmed.
The largest buyer was Lido Advisors, adding an estimated $5.11M. The largest seller was Jane Street, cutting an estimated $10.4M.
- 84 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q3 2023, down from 85 in Q2 2023.
- Funds reported $131M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q3 2023, down 9% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q3 2023 was Lido Advisors, an estimated $5.11M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q3 2023 was Jane Street, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2023.