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Invesco Taxable Municipal Bond ETF

181 hedge funds and large institutions have $1.08B invested in Invesco Taxable Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
48
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KMWM
26
Keudell/Morrison Wealth Management
Oregon
$7.76M 302,331 +2,607 +0.9%
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$7.46M 291,000 +71,000 +32%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$7.3M 284,613 +50,603 +22%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.42M 260,463 -8,162 -3%
GC
30
Guggenheim Capital
Illinois
$6.38M 248,726 -25,234 -9%
Truist Financial
31
Truist Financial
North Carolina
$6.19M 241,292 -15,345 -6%
Stifel Financial
32
Stifel Financial
Missouri
$6.06M 236,255 -213,085 -47%
Barclays
33
Barclays
United Kingdom
$5.13M 200,000
CIAS
34
Capital Investment Advisory Services
North Carolina
$5.09M 198,280 -5,141 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.55M 177,453 +111,404 +169%
IA
36
IFG Advisory
Georgia
$4.17M 162,521 +149,876 +1,185%
PL
37
Protective Life
Alabama
$4.1M 160,000
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.85M 150,000
FANJ
39
Financial Architects (New Jersey)
New Jersey
$3.84M 149,825 +149,825 New
CTB
40
Country Trust Bank
Illinois
$3.59M 140,000
KWM
41
Kingsview Wealth Management
Oregon
$3.57M 139,000 -90,913 -40%
AWP
42
Accretive Wealth Partners
New Jersey
$3.48M 135,549 -4,199 -3%
PG
43
Patten Group
Tennessee
$3.16M 123,419 -12,656 -9%
TI
44
Tidal Investments
Wisconsin
$3.03M 118,005 +41,164 +54%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.77M 108,134 -47,823 -31%
ECM
46
Exchange Capital Management
Michigan
$2.76M 107,602 +46 +0%
SSWM
47
Smith Salley Wealth Management
North Carolina
$2.68M 104,412 +5,894 +6%
3LCM
48
3D/L Capital Management
Connecticut
$2.47M 96,329 -1,257 -1%
RGC
49
Roberts, Glore & Co
Illinois
$2.41M 93,959 -12,915 -12%
TB
50
Treynor Bancshares
Iowa
$2.41M 93,979 -9,739 -9%