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Invesco Taxable Municipal Bond ETF
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Overview Fund Activity

143 hedge funds and large institutions have $635M invested in Invesco Taxable Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
57
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$42.1M
2
Invesco
2
Invesco
Georgia
$97.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.11M
5
DCM
5
Donaldson Capital Management
Indiana
$34.9M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BWCS
3
Beirne Wealth Consulting Services
Connecticut
$698K
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Versant Capital Management
Arizona
$32K – – –
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
BlackRock
128
BlackRock
New York
$18K +$15.6K +501 +659%
AF
129
Advisornet Financial
Minnesota
$17K – – –
MF
130
Manchester Financial
California
$16K +$16K +500 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$15K -$17.4K -537 -54%
CFG
132
Citizens Financial Group
Rhode Island
$14K – – –
JCM
133
Jacobi Capital Management
Pennsylvania
$13K – – –
AIC
134
Archer Investment Corporation
Indiana
$13K – – –
ClearBridge Investments
135
ClearBridge Investments
New York
$11K – – –
ACM
136
Allred Capital Management
Texas
$11K +$11K +347 New
PA
137
Parallel Advisors
California
$9K +$90 +3 +1%
AA
138
AlphaMark Advisors
Kentucky
$6K – – –
AF
139
Allworth Financial
California
$6K +$6K +190 New
PA
140
PSI Advisors
Florida
$6K +$6K +201 New
AAM
141
Advisors Asset Management
Colorado
$4K – – –
LFG
142
LifePlan Financial Group
Ohio
$3K – – –
JFA
143
JNBA Financial Advisors
Minnesota
$3K +$3K +79 New
TCWM
144
Total Clarity Wealth Management
Illinois
$2K +$2K +75 New
Citadel Advisors
145
Citadel Advisors
Florida
– -$2.46M -75,957 Closed
AWM
146
AE Wealth Management
Kansas
– -$2.21M -68,312 Closed
SS
147
Simplicity Solutions
Minnesota
– -$2.2M -67,845 Closed
ACA
148
Atlas Capital Advisors
Wyoming
– -$2.12M -65,447 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
– -$1.49M -46,100 Closed
GTAM
150
Global Trust Asset Management
Florida
– -$638K -19,690 Closed
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