BAB icon

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 %
IFA
126
Interactive Financial Advisors
Illinois
$248K -$65.7K -2,054 -21%
MC
127
Moors & Cabot
Massachusetts
$248K -$48.2K -1,500 -16%
LNC
128
Lincoln National Corp
Pennsylvania
$248K +$577 +18 +0.2%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$246K
Charles Schwab
130
Charles Schwab
California
$233K
M&T Bank
131
M&T Bank
New York
$224K +$224K +7,000 New
William Blair & Company
132
William Blair & Company
Illinois
$217K +$24K +750 +12%
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$214K +$3.08K +96 +1%
RCM
134
Robinson Capital Management
Michigan
$202K +$8.85K +275 +5%
FNBOSM
135
First National Bank of South Miami
Florida
$183K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$182K -$10.1M -311,500 -98%
CAM
137
Caprin Asset Management
Virginia
$173K -$10.8K -338 -6%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$173K -$4.33K -135 -2%
OIA
139
Optimum Investment Advisors
Illinois
$163K -$160K -5,000 -50%
RWB
140
RMR Wealth Builders
New Jersey
$158K +$158K +4,924 New
GWM
141
Geneos Wealth Management
Colorado
$155K
BEI
142
Benjamin Edwards Inc
Missouri
$151K -$7.03K -219 -4%
BWP
143
Baldwin Wealth Partners
Massachusetts
$145K
BAM
144
Belpointe Asset Management
Nevada
$139K -$415 -13 -0.3%
CFGS
145
Concourse Financial Group Securities
Alabama
$135K -$7.12K -222 -5%
FHA
146
First Horizon Advisors
Tennessee
$134K +$56.8K +1,777 +74%
US Bancorp
147
US Bancorp
Minnesota
$131K -$21.5K -674 -14%
PB
148
Pinnacle Bancorp
Nebraska
$122K
IA
149
IFP Advisors
Florida
$115K -$49.3K -1,538 -30%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$75.6K +2,364 +609%