BAB icon

Invesco Taxable Municipal Bond ETF

124 hedge funds and large institutions have $487M invested in Invesco Taxable Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
53
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$336K 10,679
SAM
77
Stringer Asset Management
Tennessee
$332K 10,555 +10,555 New
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$324K 10,301
GW
79
GW & Wade
Massachusetts
$319K 10,155 +15 +0.1%
LNC
80
Lincoln National Corp
Pennsylvania
$309K 9,813 +48 +0.5%
HighTower Advisors
81
HighTower Advisors
Illinois
$291K 9,267 +9,267 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$281K 8,940 +787 +10%
FHA
83
Flagship Harbor Advisors
Massachusetts
$279K 8,896 +666 +8%
WS
84
Wedbush Securities
California
$270K 8,595 +125 +1%
Lazard Asset Management
85
Lazard Asset Management
New York
CAM
86
Caprin Asset Management
Virginia
$232K 7,368
William Blair & Company
87
William Blair & Company
Illinois
$226K 7,193
RFC
88
Regions Financial Corp
Alabama
$225K 7,151 -449 -6%
FLI
89
Family Legacy Inc
South Carolina
$216K 6,881 -14 -0.2%
WPSG
90
Wealth & Pension Services Group
Georgia
$208K 6,619 -201 -3%
SBWM
91
Sunflower Bank Wealth Management
Arizona
$207K 6,600 -150 -2%
FNBOSM
92
First National Bank of South Miami
Florida
$180K 5,700
CFGS
93
Concourse Financial Group Securities
Alabama
$163K 5,185 +485 +10%
BWP
94
Baldwin Wealth Partners
Massachusetts
$158K 5,031
GWM
95
Geneos Wealth Management
Colorado
$132K 4,220
PB
96
Pinnacle Bancorp
Nebraska
$119K 3,800
WCG
97
Weaver Consulting Group
California
$108K 3,425
PWP
98
Personal Wealth Partners
Minnesota
$84K 2,687 +2,687 New
PCM
99
Penserra Capital Management
California
$83K 2,660 +2,660 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$76K 2,298