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Invesco Taxable Municipal Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $283M invested in Invesco Taxable Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$20M
3
JHIU
3
Janus Henderson Investors US
Colorado
$3.04M
4
BTS
4
BB&T Securities
Virginia
$14.5M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$14.9M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$3.25M
2
Bank of America
2
Bank of America
North Carolina
$22M
3
SCA
3
Strategic Capital Alternatives
United States
$0
4
GEM
4
Global Endowment Management
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$1.67M 54,885 -750 -1%
ECM
27
Exchange Capital Management
Michigan
$1.48M 48,657 +280 +0.6%
YP
28
Yellowstone Partners
Idaho
$1.47M 48,427 -10,949 -18%
AP
29
Advisors Preferred
Maryland
$1.45M 47,661 +3,592 +8%
NEAM
30
New England Asset Management
Connecticut
$1.37M 44,990 – –
OC
31
Oppenheimer & Co
New York
$1.29M 42,353 +1,514 +4%
PI
32
Placemark Investments
Illinois
$1.04M 34,092 -6,298 -16%
SMM
33
Stadion Money Management
Georgia
$935K 30,704 -4,006 -12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$901K 29,613 +6,973 +31%
AI
35
Atria Investments
North Carolina
$856K 28,131 +15,687 +126%
SIA
36
Stancorp Investment Advisers
Oregon
$799K 26,243 +26,243 New
Ameriprise
37
Ameriprise
Minnesota
$707K 23,232 +2,923 +14%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$703K 23,090 +601 +3%
WS
39
Wedbush Securities
California
$614K 20,175 +6,250 +45%
OIA
40
Optimum Investment Advisors
Illinois
$602K 31,939 +12,655 +66%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$585K 19,205 +584 +3%
M&T Bank
42
M&T Bank
New York
$548K 18,014 -1,100 -6%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$543K 17,828 +15,647 +717%
BA
44
Boston Advisors
Massachusetts
$484K 15,910 -500 -3%
CAN
45
Cetera Advisor Networks
California
$451K 14,947 -1,510 -9%
SAM
46
Stringer Asset Management
Tennessee
$451K 14,828 +166 +1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$443K 14,540 +3,899 +37%
PFA
48
Paradigm Financial Advisors
Missouri
$434K 14,286 – –
AIM
49
Astor Investment Management
Illinois
$426K 13,991 -4,896 -26%
SPC
50
Sigma Planning Corp
Michigan
$365K 11,976 +11,976 New
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