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Invesco Taxable Municipal Bond ETF

192 hedge funds and large institutions have $1.27B invested in Invesco Taxable Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-7
Holders Change %
-3.52%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
23
Increased
58
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
51
WhitTier Trust Company
Nevada
$2.61M +$627K +21,137 +32%
SWMG
52
Signature Wealth Management Group
Georgia
$2.15M +$98.5K +3,319 +5%
WT
53
Whittier Trust
California
$2.13M +$192K +6,461 +10%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$2.11M -$1.33M -44,960 -39%
Toronto Dominion Bank
55
Toronto Dominion Bank
Ontario, Canada
$2.08M +$2.08M +70,000 New
JPLA
56
Joseph P. Lucia & Associates
New York
$2.05M -$1.26M -42,460 -38%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.02M -$503K -16,939 -20%
NA
58
NewEdge Advisors
Louisiana
$1.93M +$724K +24,390 +60%
WI
59
WrapManager Inc
California
$1.87M +$187K +6,307 +11%
WPIC
60
White Pine Investment Company
Michigan
$1.85M +$76.3K +2,570 +4%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.82M +$1.1M +36,975 +152%
UAS
62
United Asset Strategies
New York
$1.78M -$27.4K -923 -2%
PP
63
Palladium Partners
Virginia
$1.76M -$16.6K -558 -0.9%
MCC
64
Money Concepts Capital
Florida
$1.62M +$445K +15,012 +38%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.59M +$249K +8,386 +19%
SPC
66
Sigma Planning Corp
Michigan
$1.57M +$74.7K +2,519 +5%
PCP
67
Proficio Capital Partners
Massachusetts
$1.45M
AA
68
Advisory Alpha
Michigan
$1.44M +$1.44M +48,354 New
BWM
69
BerganKDV Wealth Management
Minnesota
$1.43M +$69.1K +2,328 +5%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$1.37M +$50.4K +1,698 +4%
KWA
71
KCS Wealth Advisory
California
$1.37M +$1.04M +35,222 +322%
KLCM
72
KG&L Capital Management
Louisiana
$1.27M +$20.2K +680 +2%
KC
73
Kingfisher Capital
North Carolina
$1.27M -$3.55M -119,626 -74%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$1.25M -$769K -25,925 -38%
RFG
75
Range Financial Group
Oregon
$1.19M -$90.4K -3,046 -7%