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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 %
22CM
126
20/20 Capital Management
California
$302K +$3.81K +115 +1%
GW
127
GW & Wade
Massachusetts
$287K
FTUS
128
Flow Traders U.S.
New York
$279K -$1.4M -42,145 -83%
HNB
129
Huntington National Bank
Ohio
$278K +$278K +7,370 New
KA
130
Kovack Advisors
Florida
$273K -$9.56K -288 -3%
SWA
131
Sax Wealth Advisors
New Jersey
$273K
SWP
132
Summit Wealth Partners
Florida
$272K
AWA
133
Arkadios Wealth Advisors
Georgia
$269K +$269K +8,133 New
Lazard Asset Management
134
Lazard Asset Management
New York
$265K -$256K
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$255K
WB
136
WesBanco Bank
West Virginia
$248K -$19.9K -600 -7%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$243K +$63.8K +1,923 +36%
MOS
138
MGO One Seven
Ohio
$242K +$242K +7,296 New
William Blair & Company
139
William Blair & Company
Illinois
$225K
Charles Schwab
140
Charles Schwab
California
$219K -$12.2K -368 -5%
RCM
141
Robinson Capital Management
Michigan
$213K +$5.78K +175 +3%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$206K -$15.9K -477 -7%
FNBOSM
143
First National Bank of South Miami
Florida
$189K
CAM
144
Caprin Asset Management
Virginia
$179K
FFG
145
Ford Financial Group
California
$167K +$167K +5,051 New
OIA
146
Optimum Investment Advisors
Illinois
$152K -$16.6K -500 -10%
BWP
147
Baldwin Wealth Partners
Massachusetts
$150K
BAM
148
Belpointe Asset Management
Nevada
$144K
FHA
149
First Horizon Advisors
Tennessee
$142K +$3.7K +112 +3%
US Bancorp
150
US Bancorp
Minnesota
$136K