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Invesco Taxable Municipal Bond ETF

200 hedge funds and large institutions have $779M invested in Invesco Taxable Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
73
Reduced
65
Closed
16
Calls
$32K
Puts
$717K
Net Calls
-$685K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
76
WESPAC Advisors
California
$1.36M +$39.4K +1,485 +3%
AA
77
Advisory Alpha
Michigan
$1.33M -$677K -25,506 -34%
AWM
78
Apollon Wealth Management
South Carolina
$1.28M +$953K +35,913 +294%
WTC
79
WhitTier Trust Company
Nevada
$1.24M -$7.7K -290 -0.6%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$752K +28,314 +153%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.15M +$20.4K +769 +2%
NS
82
NBC Securities
Alabama
$1.15M -$13.6K -513 -1%
OC
83
Oppenheimer & Co
New York
$1.03M -$611 -23 -0.1%
FLI
84
Family Legacy Inc
South Carolina
$961K +$22.9K +861 +2%
TI
85
Tidal Investments
Wisconsin
$900K -$21.2K -799 -2%
NA
86
NewEdge Advisors
Louisiana
$887K -$130K -4,888 -13%
FFA
87
Farther Finance Advisors
California
$858K -$5.81K -221 -0.7%
MOS
88
MGO One Seven
Ohio
$854K -$2.6M -97,793 -75%
CC
89
Capstone Capital
Nevada
$853K -$10.7K -404 -1%
CIAS
90
Capital Investment Advisory Services
North Carolina
$835K -$397K -14,951 -32%
KAS
91
Kestra Advisory Services
Texas
$819K +$397K +14,950 +94%
SP
92
Sequent Planning
Nebraska
$815K +$815K +30,681 New
CWM
93
CIBC World Markets
New York
$794K +$794K +29,918 New
AWS
94
Atria Wealth Solutions
New York
$724K +$310K +11,691 +75%
SPC
95
Sigma Planning Corp
Michigan
$682K +$270K +10,187 +66%
GMA
96
Glassy Mountain Advisors
Maryland
$674K
JPLA
97
Joseph P. Lucia & Associates
New York
$669K -$65.6K -2,471 -9%
KC
98
Kingfisher Capital
North Carolina
$609K -$17.5K -658 -3%
Comerica Bank
99
Comerica Bank
Texas
$590K +$6.93K +261 +1%
ACA
100
Anchor Capital Advisors
Massachusetts
$572K