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Invesco Taxable Municipal Bond ETF
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Overview Fund Activity

96 hedge funds and large institutions have $248M invested in Invesco Taxable Municipal Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
34
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.8M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.01M
4
MIM
4
Marco Investment Management
Georgia
$1.19M
5
UBS Group
5
UBS Group
Switzerland
$23M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$24.9M
4
Wells Fargo
4
Wells Fargo
California
$13.7M
5
SMM
5
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
Marco Investment Management
Georgia
$1.19M +$1.19M +41,174 New
YP
27
Yellowstone Partners
Idaho
$1.15M -$268K -9,227 -19%
TIM
28
Tortoise Investment Management
New York
$1.1M +$500K +17,240 +83%
KCM
29
Karp Capital Management
California
$1.03M +$1.02M +35,100 +9,887%
KAM
30
Keeley Asset Management
Illinois
$965K – – –
UCFA
31
United Capital Financial Advisors
Texas
$878K – – –
HFS
32
Haverford Financial Services
Pennsylvania
$840K -$3.74K -129 -0.4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$793K +$24.5K +847 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$773K +$60.6K +2,091 +9%
AFP
35
Ausdal Financial Partners
Iowa
$645K +$645K +22,262 New
SS
36
Simplicity Solutions
Minnesota
$621K +$621K +21,416 New
OIA
37
Optimum Investment Advisors
Illinois
$573K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$573K +$229K +7,910 +67%
M&T Bank
39
M&T Bank
New York
$558K -$113K -3,904 -17%
WS
40
Wedbush Securities
California
$512K -$34.9K -1,205 -6%
AA
41
Advisory Alpha
Michigan
$506K +$460K +15,883 +1,003%
MFS
42
MSI Financial Services
Massachusetts
$479K +$289K +9,983 +153%
WPIC
43
White Pine Investment Company
Michigan
$477K +$154K +5,305 +48%
Ameriprise
44
Ameriprise
Minnesota
$471K +$26.8K +923 +6%
BA
45
Boston Advisors
Massachusetts
$444K – – –
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$434K – – –
CAM
47
Caprin Asset Management
Virginia
$429K +$429K +14,793 New
FWM
48
Focused Wealth Management
New York
$421K +$421K +14,525 New
CAN
49
Cetera Advisor Networks
California
$402K – – –
VC
50
Vicus Capital
Pennsylvania
$398K – – –
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