We are live on ! Find out more
BSMO

Invesco BulletShares 2024 Municipal Bond ETF

Delisted

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

113 hedge funds and large institutions have $156M invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

11% more funds holding

Funds holding: 102113 (+11)

5% less capital invested

Capital invested by funds: $163M → $156M (-$7.42M)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
36
Reduced
41
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.5M -$184K -7,405 -1%
Jane Street
2
Jane Street
New York
$10.5M -$5.54M -223,295 -35%
Lido Advisors
3
Lido Advisors
California
$9.5M -$1.19M -48,103 -11%
LPL Financial
4
LPL Financial
California
$8.86M -$622K -25,057 -7%
Bank of America
5
Bank of America
North Carolina
$6.9M +$2.58K +104 +0%
OFS
6
OneAscent Financial Services
Alabama
$6.5M -$102K -4,098 -2%
Invesco
7
Invesco
Georgia
$5.59M +$576K +23,236 +12%
UBS Group
8
UBS Group
Switzerland
$4.33M -$165K -6,633 -4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.56M -$379K -15,266 -10%
CIM
10
Confluence Investment Management
Missouri
$3.51M -$31.4K -1,265 -0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.44M -$1.63M -65,866 -32%
Morgan Stanley
12
Morgan Stanley
New York
$3.33M -$299K -12,055 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.07M -$190K -7,662 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.99M -$114K -4,611 -4%
NA
15
NewEdge Advisors
Louisiana
$2.99M +$111K +4,492 +4%
ADL
16
Asset Dedication LLC
California
$2.57M -$14.8K -596 -0.6%
RJA
17
Raymond James & Associates
Florida
$2.18M -$192K -7,760 -8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.17M -$3.08M -124,331 -59%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$2.04M +82,218 New
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$1.87M +$50.7K +2,043 +3%
FFN
21
Focus Financial Network
Minnesota
$1.86M -$27.4K -1,103 -1%
AUB
22
Atlantic Union Bankshares
Virginia
$1.84M +$244K +9,817 +15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.76M +$744 +30 +0%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.69M +$1.46M +58,749 +629%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.66M -$293K -11,815 -15%

BSMO Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q2 2024, worth a combined $156M — down 4.5% from $163M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSMO positions and 4 closed out — a net gain of 11 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.04M. The largest seller was Jane Street, cutting an estimated $5.54M.

  • 113 institutional investors held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $156M of Invesco BulletShares 2024 Municipal Bond ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $2.04M added.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q2 2024 was Jane Street, an estimated $5.54M sold.

Based on aggregated 13F filings for Q2 2024.