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Invesco Taxable Municipal Bond ETF

113 hedge funds and large institutions have $337M invested in Invesco Taxable Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
38
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPIC
76
LeJeune Puetz Investment Counsel
Michigan
$231K
WT
77
Whittier Trust
California
$222K
IH
78
IFC Holdings
Florida
$219K -$9.03K -299 -4%
HFS
79
Haverford Financial Services
Pennsylvania
$218K -$1.02K -34 -0.5%
IA
80
IFP Advisors
Florida
$218K +$120 +4 +0.1%
AI
81
Atria Investments
North Carolina
$215K -$46.8K -1,561 -18%
DADC
82
D.A. Davidson & Co
Montana
$215K -$29.9K -1,000 -12%
CCM
83
Coldstream Capital Management
Washington
$215K +$9.97K +333 +5%
PFA
84
Paradigm Financial Advisors
Missouri
$212K
LNC
85
Lincoln National Corp
Pennsylvania
$209K +$209K +6,960 New
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$208K +$3.63K +121 +2%
GFPC
87
Global Financial Private Capital
Florida
$203K -$7.99K -267 -4%
FHA
88
Flagship Harbor Advisors
Massachusetts
$202K -$12.7K -423 -6%
BWP
89
Baldwin Wealth Partners
Massachusetts
$162K
WEC
90
Winslow Evans & Crocker
Massachusetts
$136K -$111K -3,700 -45%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$128K
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$91K +$17.2K +574 +23%
FWM
93
Focused Wealth Management
New York
$83K
BC
94
Barnett & Company
Tennessee
$60K +$60K +2,000 New
Creative Planning
95
Creative Planning
Kansas
$46K -$80.8K -2,673 -64%
PSC
96
Prentiss Smith & Co
Vermont
$44K
ASN
97
Advisory Services Network
Georgia
$39K +$388 +13 +1%
VCM
98
Versant Capital Management
Arizona
$29K +$320 +11 +1%
SEI Investments
99
SEI Investments
Pennsylvania
$24K
NC
100
NewSquare Capital
Pennsylvania
$22K -$4.28K -145 -16%