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Invesco Taxable Municipal Bond ETF

115 hedge funds and large institutions have $350M invested in Invesco Taxable Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
33
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$26K -$2.95M -100,981 -99%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +869 New
SEI Investments
103
SEI Investments
Pennsylvania
$23K
CCM
104
Cribstone Capital Management
Maine
$15K
CFG
105
Citizens Financial Group
Rhode Island
$13K
US Bancorp
106
US Bancorp
Minnesota
$11K -$15.6K -524 -59%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$9K +$9K +300 New
IPC
108
Independent Portfolio Consultants
Florida
$5K -$99K -3,565 -95%
BlackRock
109
BlackRock
New York
$5K -$141 -5 -3%
AA
110
AlphaMark Advisors
Kentucky
$5K
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5K +155 New
AIP
112
Ameritas Investment Partners
Nebraska
$4K -$12.9K -453 -76%
AAM
113
Advisors Asset Management
Colorado
$4K
CYG
114
Clean Yield Group
Vermont
$3K +$3K +100 New
TFA
115
Transamerica Financial Advisors
Florida
$1K
Citadel Advisors
116
Citadel Advisors
Florida
-$1.58M -54,197 Closed
WA
117
WESPAC Advisors
California
-$1M -34,388 Closed
TSS
118
Two Sigma Securities
New York
-$225K -7,727 Closed
TIA
119
Tiemann Investment Advisors
California
-$206K -7,080 Closed
FTUS
120
Flow Traders U.S.
New York
-$164K -5,622 Closed
FHA
121
First Horizon Advisors
Tennessee
-$115K -3,750 Closed
SFS
122
Sowell Financial Services
Arkansas
-$21K -702 Closed
BIG
123
Bellwether Investment Group
Tennessee
-$20K -678 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
-$7K -245 Closed