BAB icon

Invesco Taxable Municipal Bond ETF

200 hedge funds and large institutions have $779M invested in Invesco Taxable Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
73
Reduced
65
Closed
16
Calls
$32K
Puts
$717K
Net Calls
-$685K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
51
Oceanside Advisors
South Carolina
$2.28M +$41.7K +1,572 +2%
BAAM
52
Baker Avenue Asset Management
California
$2.18M -$38.8K -1,460 -2%
SAM
53
Smartleaf Asset Management
Massachusetts
$2.16M +$332K +12,500 +18%
UAS
54
United Asset Strategies
New York
$2.14M +$27.3K +1,030 +1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.02M +$1.71M +64,402 +552%
GM
56
GeoWealth Management
Illinois
$1.99M +$37K +1,394 +2%
DLCIG
57
D.L. Carlson Investment Group
New Hampshire
$1.95M +$21.4K +806 +1%
SWMG
58
Signature Wealth Management Group
Georgia
$1.93M -$49.7K -1,915 -3%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$1.91M +$155K +5,845 +9%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.91M -$142K -5,347 -7%
OBWG
61
Onyx Bridge Wealth Group
New York
$1.86M -$5.95M -231,162 -76%
APA
62
Astoria Portfolio Advisors
New York
$1.84M +$496K +19,124 +37%
PI
63
PFG Investments
New York
$1.83M +$436K +16,416 +31%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$1.79M +$1.79M +67,432 New
BFO
65
Biltmore Family Office
North Carolina
$1.76M +$205K +7,723 +13%
RGC
66
Roberts, Glore & Co
Illinois
$1.66M -$118K -4,450 -7%
CAN
67
Cetera Advisor Networks
California
$1.65M -$129K -4,846 -7%
KLCM
68
KG&L Capital Management
Louisiana
$1.6M -$7.01K -264 -0.4%
AI
69
AXS Investments
New York
$1.59M +$584K +22,000 +58%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$1.58M +$237K +8,940 +18%
PFA
71
Petra Financial Advisors
Colorado
$1.57M -$6.4K -241 -0.4%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.55M +$143K +5,398 +10%
MWM
73
Maltin Wealth Management
New Jersey
$1.51M +$904K +34,064 +149%
WI
74
WrapManager Inc
California
$1.5M +$29.2K +1,098 +2%
TT
75
TI-Trust
Illinois
$1.5M