Invesco BulletShares 2024 Municipal Bond ETF
BSMO
BSMO was delisted on the 13th of December, 2024.
99 hedge funds and large institutions have $154M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
18% more funds holding
Funds holding: 84 → 99 (+15)
18% more capital invested
Capital invested by funds: $131M → $154M (+$23.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$6.3M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$4.46M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.98M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$6.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.17M |
| 3 |
CFO
Collective Family Office
York,
Pennsylvania
|
-$837K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$747K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$714K |
BSMO Hedge Fund Activity: Q4 2023 in Review
99 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2023, worth a combined $154M — up 18% from $131M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BSMO positions and 6 closed out — a net gain of 16 holders — while 38 added to existing stakes and 31 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $6.3M. The largest seller was Gateway Wealth Partners, exiting entirely with an estimated $6.35M sold.
- 99 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2023, up from 84 in Q3 2023.
- Funds reported $154M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 22 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2023 and 6 closed out, a net change of +16 holders.
- The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q4 2023 was OneAscent Financial Services, an estimated $6.3M added.
- The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2023 was Gateway Wealth Partners, an estimated $6.35M sold.
Based on aggregated 13F filings for Q4 2023.