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Invesco Taxable Municipal Bond ETF

187 hedge funds and large institutions have $1.13B invested in Invesco Taxable Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$275K -$92.8K -3,352 -25%
CIC
127
Cutler Investment Counsel
Oregon
$266K -$44.8K -1,615 -14%
SEIA
128
Signature Estate & Investment Advisors
California
$264K
Citigroup
129
Citigroup
New York
$248K +$16.5K +597 +7%
M&T Bank
130
M&T Bank
New York
$243K -$91.8K -3,306 -27%
WWM
131
Western Wealth Management
Colorado
$242K
1WM
132
1900 Wealth Management
Texas
$237K -$126K -4,563 -35%
SPIA
133
Steward Partners Investment Advisory
New York
$234K -$466K -16,832 -67%
WS
134
Wedbush Securities
California
$233K
SWP
135
Summit Wealth Partners
Florida
$231K +$4.16K +150 +2%
LWAC
136
Laurel Wealth Advisors (California)
California
$231K -$17.4K -627 -7%
Lazard Asset Management
137
Lazard Asset Management
New York
$221K -$237K
LNC
138
Lincoln National Corp
Pennsylvania
$221K +$527 +19 +0.2%
JAWM
139
J. Arnold Wealth Management
Ohio
$220K +$220K +7,935 New
PIM
140
Progressive Investment Management
Oregon
$200K -$98.3K -3,543 -33%
GEA
141
Glen Eagle Advisors
New Jersey
$196K -$465K -16,787 -70%
William Blair & Company
142
William Blair & Company
Illinois
$194K +$5.55K +200 +3%
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$103K +3,708 +116%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$188K +$64.3K +2,325 +52%
FNBOSM
145
First National Bank of South Miami
Florida
$158K
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$153K -$83K -2,998 -35%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$139K
CAM
148
Caprin Asset Management
Virginia
$133K -$19.8K -714 -13%
BWP
149
Baldwin Wealth Partners
Massachusetts
$125K
PTC
150
Private Trust Company
Ohio
$119K +$119K +4,278 New