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BSMO

Invesco BulletShares 2024 Municipal Bond ETF
BSMO

Delisted

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

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1 hedge funds and large institutions have $552K invested in Invesco BulletShares 2024 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 102 → 1 (-101)

100% less capital invested

Capital invested by funds: $122M → $552K (-$122M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 99

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-101
Holders Change %
-99.02%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.6M
2
LPL Financial
LPL Financial
California
-$8.61M
3
Lido Advisors
Lido Advisors
California
-$8.47M
4
Bank of America
Bank of America
North Carolina
-$6.4M
5
Invesco
Invesco
Georgia
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$552K -$74.3K -2,991 -12%
HNB
2
Huntington National Bank
Ohio
$25 – – –
Wells Fargo
3
Wells Fargo
California
– -$9.6M -386,648 Closed
LPL Financial
4
LPL Financial
California
– -$8.61M -346,736 Closed
Lido Advisors
5
Lido Advisors
California
– -$8.47M -341,090 Closed
Bank of America
6
Bank of America
North Carolina
– -$6.4M -257,666 Closed
Invesco
7
Invesco
Georgia
– -$5.76M -232,208 Closed
Jane Street
8
Jane Street
New York
– -$4.31M -173,833 Closed
UBS Group
9
UBS Group
Switzerland
– -$4.2M -169,226 Closed
IWC
10
Integrated Wealth Concepts
Massachusetts
– -$3.18M -128,298 Closed
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
– -$3.13M -125,952 Closed
Morgan Stanley
12
Morgan Stanley
New York
– -$2.96M -119,079 Closed
NA
13
NewEdge Advisors
Louisiana
– -$2.8M -112,654 Closed
Osaic Holdings
14
Osaic Holdings
Arizona
– -$2.62M -105,445 Closed
ADL
15
Asset Dedication LLC
California
– -$2.58M -104,117 Closed
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
– -$2.51M -101,237 Closed
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
– -$2.04M -82,218 Closed
FFN
18
Focus Financial Network
Minnesota
– -$1.98M -79,907 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– -$1.92M -77,251 Closed
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
– -$1.82M -73,453 Closed
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
– -$1.73M -69,867 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
– -$1.65M -66,467 Closed
CA
23
CGN Advisors
Kansas
– -$1.6M -64,520 Closed
LWL
24
Leo Wealth LLC
Texas
– -$1.58M -63,660 Closed
RCA
25
Resonant Capital Advisors
Wisconsin
– -$1.51M -60,659 Closed
1
2 3 4 5

BSMO Hedge Fund Activity: Q4 2024 in Review

1 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) for Q4 2024, worth a combined $552K — down 100% from $122M a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of BSMO and 0 opened new positions — a net loss of 99 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Wells Fargo, exiting entirely with an estimated $9.6M sold.

  • 1 institutional investor held Invesco BulletShares 2024 Municipal Bond ETF (BSMO) as of Q4 2024, down from 102 in Q3 2024.
  • Funds reported $552K of Invesco BulletShares 2024 Municipal Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Invesco BulletShares 2024 Municipal Bond ETF positions in Q4 2024 and 99 closed out, a net change of -99 holders.
  • The largest Invesco BulletShares 2024 Municipal Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $9.6M sold.

Based on aggregated 13F filings for Q4 2024.