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Invesco Taxable Municipal Bond ETF

122 hedge funds and large institutions have $363M invested in Invesco Taxable Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
18
Increased
56
Reduced
21
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
51
Suntrust Banks
Georgia
$707K +$36K +1,181 +5%
WPIC
52
White Pine Investment Company
Michigan
$688K +$68.8K +2,260 +11%
SPC
53
Sigma Planning Corp
Michigan
$630K +$228K +7,495 +57%
G
54
GenTrust
Florida
$609K
WAM
55
Wolverine Asset Management
Illinois
$608K +$608K +19,994 New
AC
56
Alexandria Capital
Virginia
$590K -$943 -31 -0.2%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$498K +$498K +16,346 New
Citigroup
58
Citigroup
New York
$452K +$15.1K +495 +3%
Renaissance Technologies
59
Renaissance Technologies
New York
$420K +$420K +13,800 New
WTC
60
WhitTier Trust Company
Nevada
$417K
ACP
61
Ashfield Capital Partners
California
$409K +$125K +4,100 +44%
UR
62
USCA RIA
Texas
$404K +$404K +13,272 New
FWM
63
Focused Wealth Management
New York
$400K
IFA
64
Interactive Financial Advisors
Illinois
$394K -$4.57K -150 -1%
KLCM
65
KG&L Capital Management
Louisiana
$384K +$75.4K +2,480 +24%
WT
66
Whittier Trust
California
$356K +$48.7K +1,600 +16%
APA
67
American Portfolios Advisors
New York
$353K -$12K -394 -3%
Mariner
68
Mariner
Kansas
$335K -$19.2K -633 -5%
OIA
69
Optimum Investment Advisors
Illinois
$325K -$32K -1,050 -9%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$314K +$63.1K +2,071 +25%
GW
71
GW & Wade
Massachusetts
$309K +$488 +16 +0.2%
LNC
72
Lincoln National Corp
Pennsylvania
$297K +$1.49K +49 +0.5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$288K +$288K +9,446 New
WS
74
Wedbush Securities
California
$258K -$4.87K -160 -2%
FHA
75
Flagship Harbor Advisors
Massachusetts
$250K -$5.01K -165 -2%