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Invesco Taxable Municipal Bond ETF
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Overview Fund Activity

138 hedge funds and large institutions have $618M invested in Invesco Taxable Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
52
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$36M
2
DCM
2
Donaldson Capital Management
Indiana
$33.2M
3
BTS
3
BB&T Securities
Virginia
$35.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$21.4M

Top Sellers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.51M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$5.71M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$390K 12,047 +3,107 +35%
GC
77
Guggenheim Capital
Illinois
$379K 11,696 -10,569 -47%
Mariner
78
Mariner
Kansas
$357K 11,022 -400 -4%
SAM
79
Stringer Asset Management
Tennessee
$357K 11,029 +474 +4%
OIA
80
Optimum Investment Advisors
Illinois
$346K 10,679 – –
OC
81
Oppenheimer & Co
New York
$343K 10,594 -4,510 -30%
MIAN
82
Mariner Independent Advisor Network
Kansas
$337K 10,375 +10,375 New
GW
83
GW & Wade
Massachusetts
$329K 10,168 +13 +0.1%
WS
84
Wedbush Securities
California
$324K 10,005 +1,410 +16%
LNC
85
Lincoln National Corp
Pennsylvania
$319K 9,857 +44 +0.4%
FHA
86
Flagship Harbor Advisors
Massachusetts
$312K 9,660 +764 +9%
SWP
87
Stratos Wealth Partners
Ohio
$308K 9,519 -9,295 -49%
SG
88
StoneX Group
New York
$290K 8,940 +8,940 New
HighTower Advisors
89
HighTower Advisors
Illinois
$273K 8,458 -809 -9%
Lazard Asset Management
90
Lazard Asset Management
New York
– – – –
CAM
91
Caprin Asset Management
Virginia
$241K 7,368 – –
MWM
92
Merriman Wealth Management
Washington
$238K 7,350 – –
DADC
93
D.A. Davidson & Co
Montana
$238K 7,358 +7,358 New
William Blair & Company
94
William Blair & Company
Illinois
$233K 7,193 – –
RFC
95
Regions Financial Corp
Alabama
$231K 7,151 – –
WPSG
96
Wealth & Pension Services Group
Georgia
$216K 6,674 +55 +0.8%
FLI
97
Family Legacy Inc
South Carolina
$215K 6,839 -42 -0.6%
SBWM
98
Sunflower Bank Wealth Management
Arizona
$214K 6,600 – –
FNBOSM
99
First National Bank of South Miami
Florida
$188K 5,700 – –
US Bancorp
100
US Bancorp
Minnesota
$177K 5,498 -18,406 -77%
2 3
4
5 6