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Invesco Taxable Municipal Bond ETF
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Overview Fund Activity

113 hedge funds and large institutions have $337M invested in Invesco Taxable Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
38
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$26.6M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
$3.11M
3
Jane Street
Jane Street
New York
$4.16M
4
Goldman Sachs
Goldman Sachs
New York
$1.23M
5
HTC
Haverford Trust Company
Pennsylvania
$17.4M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
$400K
2
Ameriprise
Ameriprise
Minnesota
$4.16M
3
Bank of America
Bank of America
North Carolina
$44.6M
4
OMC
Old Mission Capital
Illinois
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Anchor Capital Advisors
Massachusetts
$1.74M – – –
APP
27
Avantax Planning Partners
Iowa
$1.72M -$247K -8,250 -13%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.66M -$1.12M -37,252 -40%
GAM
29
Gould Asset Management
California
$1.47M +$10.1K +336 +0.7%
FAAS
30
First Allied Advisory Services
California
$1.47M +$575K +19,220 +64%
LG
31
Leuthold Group
Minnesota
$1.42M – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.4M -$182K -6,078 -11%
CAN
33
Cetera Advisor Networks
California
$1.36M -$94.3K -3,168 -6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.32M +$127K +4,234 +11%
Goldman Sachs
35
Goldman Sachs
New York
$1.23M +$1.23M +41,196 New
MIM
36
Marco Investment Management
Georgia
$1.2M – – –
BWM
37
BerganKDV Wealth Management
Minnesota
$1.06M +$68.9K +2,298 +7%
ECM
38
Exchange Capital Management
Michigan
$1.04M -$179K -5,967 -15%
MML Investors Services
39
MML Investors Services
Massachusetts
$979K +$979K +32,680 New
PCM
40
Peak Capital Management
Colorado
$871K +$871K +29,060 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$752K +$64.3K +2,144 +9%
AFP
42
Ausdal Financial Partners
Iowa
$700K -$509 -17 -0.1%
SG
43
StoneX Group
New York
$672K -$6.26K -209 -0.9%
FA
44
FDx Advisors
Illinois
$662K +$662K +22,081 New
WPIC
45
White Pine Investment Company
Michigan
$626K +$2.85K +95 +0.5%
SB
46
Suntrust Banks
Georgia
$618K +$618K +20,602 New
OIA
47
Optimum Investment Advisors
Illinois
$586K +$5.99K +200 +1%
ICOA
48
Investment Centers of America
North Dakota
$551K +$38.7K +1,292 +8%
BA
49
Boston Advisors
Massachusetts
$537K -$27K -900 -5%
WS
50
Wedbush Securities
California
$531K -$61.7K -2,060 -10%
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