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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 %
WEC
76
Winslow Evans & Crocker
Massachusetts
$240K
IWM
77
Integrated Wealth Management
California
$235K
CCG
78
Chatham Capital Group
Georgia
$233K
Lazard Asset Management
79
Lazard Asset Management
New York
$232K -$251K
TSS
80
Two Sigma Securities
New York
$225K +$225K +7,727 New
IH
81
IFC Holdings
Florida
$220K
PFA
82
Paradigm Financial Advisors
Missouri
$216K -$9.88K -340 -4%
WT
83
Whittier Trust
California
$215K
IA
84
IFP Advisors
Florida
$212K -$176K -6,030 -45%
HFS
85
Haverford Financial Services
Pennsylvania
$209K
FHA
86
Flagship Harbor Advisors
Massachusetts
$208K +$208K +7,139 New
TIA
87
Tiemann Investment Advisors
California
$206K
BWP
88
Baldwin Wealth Partners
Massachusetts
$198K +$11.6K +400 +6%
FTUS
89
Flow Traders U.S.
New York
$164K
DADC
90
D.A. Davidson & Co
Montana
$156K +$93.8K +3,240 +151%
SF
91
Synovus Financial
Georgia
$144K
FHA
92
First Horizon Advisors
Tennessee
$115K
IPC
93
Independent Portfolio Consultants
Florida
$109K -$2.33K -80 -2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$82K +$58.1K +2,000 +242%
FWM
95
Focused Wealth Management
New York
$81K -$343K -11,750 -81%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$72K -$75.1K -2,575 -51%
PSC
97
Prentiss Smith & Co
Vermont
$43K
VCM
98
Versant Capital Management
Arizona
$28K +$258 +9 +0.9%
US Bancorp
99
US Bancorp
Minnesota
$26K
Creative Planning
100
Creative Planning
Kansas
$24K -$2.38K -81 -9%