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Invesco Taxable Municipal Bond ETF

187 hedge funds and large institutions have $1.4B invested in Invesco Taxable Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
26
Increased
82
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
101
First Foundation Advisors
California
$474K +$106K +3,299 +29%
KAS
102
Kestra Advisory Services
Texas
$451K -$1.86M -58,148 -80%
FLI
103
Family Legacy Inc
South Carolina
$449K +$229K +7,150 +104%
FWM
104
Focused Wealth Management
New York
$436K +$2.82K +88 +0.7%
APA
105
American Portfolios Advisors
New York
$428K -$37.1K -1,157 -8%
LWAC
106
Laurel Wealth Advisors (California)
California
$419K -$18.6K -581 -4%
PBF
107
Petix & Botte Financial
California
$405K +$256 +8 +0.1%
SFS
108
Sowell Financial Services
Arkansas
$394K +$45.1K +1,383 +13%
WS
109
Wedbush Securities
California
$374K +$88.1K +2,753 +31%
Mariner
110
Mariner
Kansas
$372K
KWA
111
KCS Wealth Advisory
California
$359K +$70.3K +2,194 +24%
SWMG
112
Strategic Wealth Management Group
Maryland
$340K +$340K +10,613 New
Goldman Sachs
113
Goldman Sachs
New York
$324K -$682K -21,332 -68%
BC
114
Barnett & Company
Tennessee
$291K
SWP
115
Stratos Wealth Partners
Ohio
$289K +$19.5K +611 +7%
22CM
116
20/20 Capital Management
California
$288K +$12.7K +395 +5%
GW
117
GW & Wade
Massachusetts
$277K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$276K +$159K +4,964 +135%
KA
119
Kovack Advisors
Florida
$273K +$72.8K +2,272 +36%
SWA
120
Sax Wealth Advisors
New Jersey
$264K
SWP
121
Summit Wealth Partners
Florida
$262K
FA
122
FMA Advisory
Pennsylvania
$259K +$1.25K +39 +0.5%
WB
123
WesBanco Bank
West Virginia
$259K +$259K +8,085 New
Lazard Asset Management
124
Lazard Asset Management
New York
$256K -$268K
IWM
125
IHT Wealth Management
Illinois
$249K +$249K +7,759 New