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Invesco Taxable Municipal Bond ETF

189 hedge funds and large institutions have $1.52B invested in Invesco Taxable Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
78
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFO
76
Stokes Family Office
Louisiana
$1.27M -$327K -9,852 -20%
KLCM
77
KG&L Capital Management
Louisiana
$1.27M +$121K +3,654 +11%
CAN
78
Cetera Advisor Networks
California
$1.26M -$335K -10,085 -21%
CW
79
CreativeOne Wealth
Kansas
$1.15M -$45.9K -1,385 -4%
RFG
80
Range Financial Group
Oregon
$1.12M +$116K +3,486 +12%
FA
81
Fagan Associates
New York
$1.09M +$1.09M +32,759 New
ACP
82
Ashfield Capital Partners
California
$1.06M -$31.1K -938 -3%
HFS
83
Horizon Financial Services
North Carolina
$992K +$992K +29,894 New
SIC
84
Samalin Investment Counsel
New York
$990K -$35.2K -1,062 -3%
DAS
85
Dynamic Advisor Solutions
Arizona
$930K +$8.23K +248 +0.9%
RHBC
86
R.H. Bluestein & Co
Michigan
$843K +$7.9K +238 +0.9%
KWM
87
Kingsview Wealth Management
Oregon
$841K -$910K -27,466 -52%
NFG
88
Next Financial Group
Texas
$841K +$803K +24,202 +2,105%
ACA
89
Anchor Capital Advisors
Massachusetts
$823K +$6.64K +200 +0.8%
MFW
90
Meristem Family Wealth
Minnesota
$782K +$782K +23,578 New
MIAN
91
Mariner Independent Advisor Network
Kansas
$779K +$158K +4,747 +25%
WA
92
Winfield Associates
Ohio
$768K
FHA
93
Flagship Harbor Advisors
Massachusetts
$693K -$16K -481 -2%
HIS
94
Harvest Investment Services
Illinois
$598K +$53.7K +1,619 +10%
FFA
95
First Foundation Advisors
California
$580K +$89K +2,682 +18%
OC
96
Oppenheimer & Co
New York
$570K +$47.7K +1,436 +9%
BFO
97
Biltmore Family Office
North Carolina
$569K -$296K -8,923 -34%
Citigroup
98
Citigroup
New York
$565K -$20K -604 -3%
IWM
99
IHT Wealth Management
Illinois
$563K +$306K +9,223 +119%
MC
100
Moors & Cabot
Massachusetts
$535K +$279K +8,400 +109%