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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.

New
Increased
Maintained
Reduced
Closed
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 %
IA
101
IFG Advisory
Georgia
$519K +$519K +15,669 New
PAG
102
Private Advisor Group
New Jersey
$518K +$4.42K +133 +0.9%
FUBT
103
First United Bank & Trust
Maryland
$509K -$180K -5,440 -26%
GEA
104
Glen Eagle Advisors
New Jersey
$509K +$28.9K +870 +6%
SWP
105
Stratos Wealth Partners
Ohio
$506K +$206K +6,203 +69%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$494K -$35.1K -1,058 -7%
FLI
107
Family Legacy Inc
South Carolina
$484K +$12.2K +362 +3%
KAS
108
Kestra Advisory Services
Texas
$483K +$15.1K +454 +3%
APA
109
American Portfolios Advisors
New York
$463K +$19.1K +577 +4%
FWM
110
Focused Wealth Management
New York
$455K +$3.09K +93 +0.7%
LWAC
111
Laurel Wealth Advisors (California)
California
$436K +$2.09K +63 +0.5%
HWA
112
HCR Wealth Advisors
California
$435K -$247K -7,450 -36%
CWM
113
Concentric Wealth Management
California
$433K -$83K -2,500 -16%
TWM
114
TriaGen Wealth Management
California
$429K -$582K -17,300 -58%
PBF
115
Petix & Botte Financial
California
$407K -$12.2K -367 -3%
SFS
116
Sowell Financial Services
Arkansas
$401K +$133 +4 +0%
KWA
117
KCS Wealth Advisory
California
$386K +$14K +423 +4%
IFA
118
Interactive Financial Advisors
Illinois
$386K +$129K +3,869 +50%
WS
119
Wedbush Securities
California
$378K -$9.41K -284 -2%
LNC
120
Lincoln National Corp
Pennsylvania
$369K +$112K +3,390 +44%
Mariner
121
Mariner
Kansas
$361K -$24.8K -747 -6%
OIA
122
OneDigital Investment Advisors
Kansas
$349K +$349K +10,530 New
Goldman Sachs
123
Goldman Sachs
New York
$336K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$328K +$41.5K +1,250 +14%
M&T Bank
125
M&T Bank
New York
$324K +$91.4K +2,750 +39%