Invesco Taxable Municipal Bond ETF
177 hedge funds and large institutions have $989M invested in Invesco Taxable Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 80 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
8% less capital invested
Capital invested by funds: $1.08B → $989M (-$90.2M)
48% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 80
Holders
177
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$33.8M | |
| 2 | +$12.2M | |
| 3 | +$10M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.1M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$6.69M |
Top Sellers
| 1 | -$106M | |
| 2 | -$13.7M | |
| 3 | -$11.5M | |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$7.75M |
| 5 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$6.39M |