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Invesco Taxable Municipal Bond ETF

111 hedge funds and large institutions have $355M invested in Invesco Taxable Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
40
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
51
Atria Investments
North Carolina
$578K -$152K -5,230 -21%
OIA
52
Optimum Investment Advisors
Illinois
$575K
WS
53
Wedbush Securities
California
$538K +$16K +550 +3%
WPIC
54
White Pine Investment Company
Michigan
$534K +$27.8K +955 +5%
Stifel Financial
55
Stifel Financial
Missouri
$517K +$120K +4,089 +30%
AG
56
Advisor Group
Arizona
$501K -$1.3M -44,612 -72%
PAG
57
Private Advisor Group
New Jersey
$494K +$24.8K +842 +5%
CWM
58
Cabot Wealth Management
Massachusetts
$481K -$36.8K -1,263 -7%
AW
59
ACG Wealth
Georgia
$444K -$118K -4,075 -21%
SPC
60
Sigma Planning Corp
Michigan
$357K +$13.4K +462 +4%
FHC
61
First Heartland Consultants
Missouri
$348K +$6.54K +225 +2%
NEAM
62
New England Asset Management
Connecticut
$335K
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$328K -$76.7K -2,638 -19%
OC
64
Oppenheimer & Co
New York
$304K +$19.8K +680 +7%
LWAC
65
Laurel Wealth Advisors (California)
California
$297K -$319 -11 -0.1%
Citigroup
66
Citigroup
New York
$295K +$120K +4,120 +68%
First Trust Advisors
67
First Trust Advisors
Illinois
$293K -$47.5K -1,633 -14%
WTC
68
WhitTier Trust Company
Nevada
$291K
GW
69
GW & Wade
Massachusetts
$291K +$378 +13 +0.1%
CAM
70
Caprin Asset Management
Virginia
$290K -$20.7K -710 -7%
VC
71
Vicus Capital
Pennsylvania
$277K
FA
72
Fagan Associates
New York
$275K +$26.4K +910 +11%
ACP
73
Ashfield Capital Partners
California
$271K
NEIRG
74
New England Investment & Retirement Group
Massachusetts
$253K +$11.3K +388 +5%
IFA
75
Interactive Financial Advisors
Illinois
$251K +$207K +7,109 +466%