BAB icon

Invesco Taxable Municipal Bond ETF

92 hedge funds and large institutions have $247M invested in Invesco Taxable Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
28
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IH
51
IFC Holdings
Florida
$299K -$43.5K -1,505 -13%
GW
52
GW & Wade
Massachusetts
$291K +$439 +15 +0.2%
AIG
53
American International Group
New York
$291K +$5.97K +204 +2%
SPC
54
Sigma Planning Corp
Michigan
$287K +$25K +852 +10%
Stifel Financial
55
Stifel Financial
Missouri
$277K -$20.4K -698 -7%
ACP
56
Ashfield Capital Partners
California
$273K
NEIRG
57
New England Investment & Retirement Group
Massachusetts
$268K -$69.4K -2,368 -21%
WT
58
Whittier Trust
California
$252K
FA
59
FDx Advisors
Illinois
$246K -$10.9K -372 -4%
WTC
60
WhitTier Trust Company
Nevada
$243K
ICOA
61
Investment Centers of America
North Dakota
$235K +$29 +1 +0%
CCG
62
Chatham Capital Group
Georgia
$234K
Lazard Asset Management
63
Lazard Asset Management
New York
$234K -$230K
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$216K -$4.07K -140 -2%
IWM
65
Integrated Wealth Management
California
$210K +$29.3K +1,000 +16%
MFS
66
MSI Financial Services
Massachusetts
$192K +$39.6K +1,349 +26%
Citigroup
67
Citigroup
New York
$163K +$49.6K +1,700 +44%
EAM
68
Eventide Asset Management
Massachusetts
$150K +$150K +5,111 New
SF
69
Synovus Financial
Georgia
$145K
IPC
70
Independent Portfolio Consultants
Florida
$117K +$14.5K +495 +14%
FHA
71
First Horizon Advisors
Tennessee
$108K -$137K -4,704 -56%
CFSG
72
Community Financial Services Group
Vermont
$105K
ACM
73
Argentus Capital Management
Texas
$49K +$49K +1,680 New
AA
74
Advisory Alpha
Michigan
$46K +$46K +1,584 New
PSC
75
Prentiss Smith & Co
Vermont
$43K +$43K +1,475 New