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Invesco Taxable Municipal Bond ETF

82 hedge funds and large institutions have $247M invested in Invesco Taxable Municipal Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
32
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$319K -$19.6K -661 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$315K -$20.2K -681 -6%
ECM
53
Evergreen Capital Management
Washington
$290K
FA
54
FDx Advisors
Illinois
$284K +$10.9K +367 +4%
VC
55
Vicus Capital
Pennsylvania
$265K -$6.22K -210 -2%
CS
56
Credit Suisse
Switzerland
$262K -$20.5K -694 -7%
WT
57
Whittier Trust
California
$255K
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$253K +$253K +8,435 New
ICOA
59
Investment Centers of America
North Dakota
$250K +$30 +1 +0%
WTC
60
WhitTier Trust Company
Nevada
$246K
CCG
61
Chatham Capital Group
Georgia
$237K -$5.46M -184,350 -96%
Lazard Asset Management
62
Lazard Asset Management
New York
$237K -$234K
CFSG
63
Community Financial Services Group
Vermont
$225K
AIG
64
American International Group
New York
$223K +$2.97K +100 +1%
UCFA
65
United Capital Financial Advisors
Texas
$223K -$500K -16,870 -69%
FC
66
FIC Capital
New York
$222K
1IC
67
1919 Investment Counsel
Maryland
$172K -$8.9K -300 -5%
NES
68
New England Securities
New York
$154K +$8.18K +275 +6%
BPBT
69
Boston Private Bank & Trust
Massachusetts
$137K
IPC
70
Independent Portfolio Consultants
Florida
$136K +$40.4K +1,360 +42%
US Bancorp
71
US Bancorp
Minnesota
$113K
Citigroup
72
Citigroup
New York
$88K +$8.47K +287 +11%
PMFA
73
Plante Moran Financial Advisors
Michigan
$74K +$74K +2,500 New
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$65K +$22.9K +767 +54%
DADC
75
D.A. Davidson & Co
Montana
$35K