BAB icon

Invesco Taxable Municipal Bond ETF

113 hedge funds and large institutions have $337M invested in Invesco Taxable Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
38
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTIS
101
BB&T Investment Services
North Carolina
$17K +$17K +544 New
CCM
102
Cribstone Capital Management
Maine
$15K
CFG
103
Citizens Financial Group
Rhode Island
$13K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +325 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$9K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$4.49K +154 +99%
NSIM
107
North Star Investment Management
Illinois
$9K +$9K +292 New
US Bancorp
108
US Bancorp
Minnesota
$6K -$5.1K -170 -46%
BlackRock
109
BlackRock
New York
$5K
AA
110
AlphaMark Advisors
Kentucky
$5K
AAM
111
Advisors Asset Management
Colorado
$4K +$204 +7 +5%
IPC
112
Independent Portfolio Consultants
Florida
$3K -$3.35K -95 -53%
TFA
113
Transamerica Financial Advisors
Florida
$1K
OMC
114
Old Mission Capital
Illinois
-$2.35M -80,185 Closed
ACM
115
Avalon Capital Management
California
-$2.08M -70,915 Closed
VKH
116
Virtu KCG Holdings
New York
-$1.65M -56,136 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$1.48M -50,353 Closed
KCM
118
Karp Capital Management
California
-$1.01M -34,280 Closed
NEAM
119
New England Asset Management
Connecticut
-$338K -11,500 Closed
SF
120
Synovus Financial
Georgia
-$145K -4,944 Closed
SEIA
121
Signature Estate & Investment Advisors
California
-$117K -4,000 Closed
AssetMark Inc
122
AssetMark Inc
California
-$59K -2,000 Closed
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
-$26K -869 Closed
AIP
124
Ameritas Investment Partners
Nebraska
-$4K -141 Closed
CYG
125
Clean Yield Group
Vermont
-$3K -100 Closed