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Invesco Taxable Municipal Bond ETF

200 hedge funds and large institutions have $779M invested in Invesco Taxable Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
73
Reduced
65
Closed
16
Calls
$32K
Puts
$717K
Net Calls
-$685K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$7.79M +$2.2M +82,706 +39%
KeyBank National Association
27
KeyBank National Association
Ohio
$6.5M -$203K -7,648 -3%
Jane Street
28
Jane Street
New York
$6M +$6M +226,139 New
TIM
29
Tortoise Investment Management
New York
$5.95M -$277K -10,426 -4%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.68M +$301K +11,350 +6%
Barclays
31
Barclays
United Kingdom
$5.31M
FIM
32
Freedom Investment Management
Connecticut
$5.28M +$2.38M +89,466 +82%
SMI
33
Shelter Mutual Insurance
Missouri
$5.27M
KWM
34
Kingsview Wealth Management
Oregon
$5.26M +$213K +8,023 +4%
GC
35
Guggenheim Capital
Illinois
$4.96M +$203K +7,649 +4%
Stifel Financial
36
Stifel Financial
Missouri
$4.59M +$53.8K +2,025 +1%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.93M +$358K +13,492 +10%
CTB
38
Country Trust Bank
Illinois
$3.72M +$3.85K +145 +0.1%
AHC
39
Anderson Hoagland & Co
Missouri
$3.31M -$870K -33,427 -21%
EBWM
40
Eagle Bluffs Wealth Management
Missouri
$3.26M -$231K -8,710 -7%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$3.25M -$2.79M -104,916 -46%
PAG
42
Private Advisor Group
New Jersey
$3.23M +$197K +7,413 +6%
ECM
43
Exchange Capital Management
Michigan
$3.05M -$42.2K -1,588 -1%
PG
44
Patten Group
Tennessee
$2.97M -$74K -2,787 -2%
MCC
45
Money Concepts Capital
Florida
$2.92M +$665K +25,032 +30%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.68M +$71.6K +2,695 +3%
DCM
47
Donaldson Capital Management
Indiana
$2.57M -$1.85M -69,719 -42%
WPIC
48
White Pine Investment Company
Michigan
$2.56M +$181K +6,805 +8%
Cerity Partners
49
Cerity Partners
New York
$2.44M +$1.93M +129,830 +378%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.42M +$155K +5,825 +7%