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Invesco Taxable Municipal Bond ETF

199 hedge funds and large institutions have $670M invested in Invesco Taxable Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
67
Reduced
73
Closed
18
Calls
$638K
Puts
$483K
Net Calls
+$155K
Net Calls Change
+$840K
Name Holding Trade Value Shares
Change
Shares
Change %
CW
101
CreativeOne Wealth
Kansas
$508K -$28.4K -1,078 -5%
HH
102
Hilltop Holdings
Texas
$500K -$26.3K -997 -5%
RIL
103
Rothschild Investment LLC
Illinois
$476K
PO
104
Private Ocean
California
$440K -$25.2M -955,816 -98%
SFC
105
Strategic Financial Concepts
Texas
$428K +$279K +33,733 +186%
UB
106
UMB Bank
Missouri
$427K -$75.2K -2,849 -15%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$418K -$475 -18 -0.1%
AWM
108
Axxcess Wealth Management
California
$408K -$19.8K -749 -5%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$405K +$5.8K +220 +1%
Citadel Advisors
110
Citadel Advisors
Florida
$405K -$103K -3,895 -20%
CWM
111
CIBC World Markets
New York
$404K -$385K -14,606 -49%
PAS
112
Park Avenue Securities
New York
$400K +$147K +5,580 +58%
WT
113
Whittier Trust
California
$391K -$91.1K -3,454 -19%
WC
114
Waterloo Capital
Texas
$385K -$11.3K -430 -3%
NA
115
NewEdge Advisors
Louisiana
$380K -$501K -18,979 -57%
BW
116
Bison Wealth
Georgia
$370K
SI
117
Stephens Inc
Arkansas
$347K -$30.7K -1,162 -8%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$347K +$5.9K +224 +2%
SFO
119
Stokes Family Office
Louisiana
$338K
SA
120
Sanctuary Advisors
Indiana
$333K +$333K +12,949 New
HNB
121
Huntington National Bank
Ohio
$332K -$334K
NFG
122
Nations Financial Group
Iowa
$329K +$41.9K +1,587 +15%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$329K +$74.6K +2,828 +29%
KPWS
124
Kestra Private Wealth Services
Texas
$314K +$10.3K +391 +3%
IWC
125
Integrated Wealth Concepts
Massachusetts
$310K