BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Overview Fund Activity
Delisted

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

Back to rankings

99 hedge funds and large institutions have $164M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
OFS
2
OneAscent Financial Services
Alabama
$6.34M
3
Lido Advisors
3
Lido Advisors
California
$10.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.58M

Top Sellers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.51M
3
CFO
3
Collective Family Office
Pennsylvania
$0
4
SC
4
Savant Capital
Illinois
$1.2M
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.7M 750,670 +371,866 +98%
LPL Financial
2
LPL Financial
California
$11.3M 451,602 -8,862 -2%
Lido Advisors
3
Lido Advisors
California
$10.3M 413,721 +180,256 +77%
Wells Fargo
4
Wells Fargo
California
$9.74M 390,994 -24,032 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.09M 284,494 +154,387 +119%
Bank of America
6
Bank of America
North Carolina
$6.78M 272,296 +53,224 +24%
CIM
7
Confluence Investment Management
Missouri
$6.41M 257,227 -3,271 -1%
OFS
8
OneAscent Financial Services
Alabama
$6.34M 254,507 +254,507 New
UBS Group
9
UBS Group
Switzerland
$6.25M 250,655 +14,255 +6%
Invesco
10
Invesco
Georgia
$4.51M 181,008 +13,784 +8%
IWC
11
Integrated Wealth Concepts
Massachusetts
$3.77M 151,149 +11,774 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.58M 143,561 +79,874 +125%
RJA
13
Raymond James & Associates
Florida
$3.57M 143,307 +19,365 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.51M 140,873 -47,245 -25%
NA
15
NewEdge Advisors
Louisiana
$2.84M 113,874 +1,447 +1%
ADL
16
Asset Dedication LLC
California
$2.61M 104,936 -2,547 -2%
CA
17
CGN Advisors
Kansas
$2.5M 100,170 +4,557 +5%
RCA
18
Resonant Capital Advisors
Wisconsin
$2.44M 98,067 -5,118 -5%
Jane Street
19
Jane Street
New York
$2.16M 86,512 +49,955 +137%
Stifel Financial
20
Stifel Financial
Missouri
$2.04M 81,902 +5,630 +7%
KFI
21
Key Financial Inc
Pennsylvania
$1.77M 70,865 +10,000 +16%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.64M 65,972 +36,404 +123%
LWL
23
Leo Wealth LLC
Texas
$1.58M 63,660 +63,660 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.56M 62,714 +40,343 +180%
AUB
25
Atlantic Union Bankshares
Virginia
$1.51M 60,685 +13,651 +29%
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