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Invesco Taxable Municipal Bond ETF

115 hedge funds and large institutions have $350M invested in Invesco Taxable Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
33
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICOA
51
Investment Centers of America
North Dakota
$501K -$153K -5,211 -23%
PAG
52
Private Advisor Group
New Jersey
$471K -$22.8K -777 -5%
CWM
53
Cabot Wealth Management
Massachusetts
$448K -$36.8K -1,255 -8%
AW
54
ACG Wealth
Georgia
$438K -$10.9K -371 -2%
OC
55
Oppenheimer & Co
New York
$425K +$118K +4,022 +38%
Stifel Financial
56
Stifel Financial
Missouri
$411K -$110K -3,729 -21%
AG
57
Advisor Group
Arizona
$392K -$114K -3,882 -23%
NEAM
58
New England Asset Management
Connecticut
$338K
FHC
59
First Heartland Consultants
Missouri
$323K -$28.1K -958 -8%
SPC
60
Sigma Planning Corp
Michigan
$310K -$50K -1,706 -14%
WTC
61
WhitTier Trust Company
Nevada
$294K
GW
62
GW & Wade
Massachusetts
$294K +$411 +14 +0.1%
LWAC
63
Laurel Wealth Advisors (California)
California
$285K -$15.3K -521 -5%
FA
64
Fagan Associates
New York
$274K -$3.43K -117 -1%
ACP
65
Ashfield Capital Partners
California
$274K
VC
66
Vicus Capital
Pennsylvania
$267K -$12.7K -431 -5%
NEIRG
67
New England Investment & Retirement Group
Massachusetts
$265K +$9.27K +315 +4%
PAS
68
Partnervest Advisory Services
California
$262K -$542K -18,449 -67%
AI
69
Atria Investments
North Carolina
$257K -$328K -11,135 -56%
Citigroup
70
Citigroup
New York
$255K -$42.7K -1,457 -14%
First Trust Advisors
71
First Trust Advisors
Illinois
$250K -$45.8K -1,561 -15%
IFA
72
Interactive Financial Advisors
Illinois
$249K -$4.25K -145 -2%
WEC
73
Winslow Evans & Crocker
Massachusetts
$242K
DADC
74
D.A. Davidson & Co
Montana
$240K +$82.1K +2,800 +52%
CAM
75
Caprin Asset Management
Virginia
$239K -$53.3K -1,815 -18%