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Invesco Taxable Municipal Bond ETF

200 hedge funds and large institutions have $779M invested in Invesco Taxable Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
73
Reduced
65
Closed
16
Calls
$32K
Puts
$717K
Net Calls
-$685K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
126
Samalin Investment Counsel
New York
$337K -$982 -37 -0.3%
HNB
127
Huntington National Bank
Ohio
$334K -$339K
IWC
128
Integrated Wealth Concepts
Massachusetts
$312K -$5.12K -193 -2%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$311K -$123K -4,624 -28%
AA
130
Ancora Advisors
Ohio
$305K
KPWS
131
Kestra Private Wealth Services
Texas
$305K -$343K -12,926 -53%
CPRC
132
Consolidated Portfolio Review Corp
New York
$305K -$2.18K -82 -0.7%
HF
133
HRT Financial
New York
$297K +$297K +11,217 New
NFG
134
Nations Financial Group
Iowa
$289K -$3.35K -126 -1%
PCIA
135
Prime Capital Investment Advisors
Kansas
$282K +$76.2K +2,870 +37%
CAM
136
Cresset Asset Management
Illinois
$266K
TSS
137
Two Sigma Securities
New York
$258K +$258K +9,725 New
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$256K +$256K +9,640 New
PAS
139
Park Avenue Securities
New York
$254K +$254K +9,576 New
MFA
140
Millington Financial Advisors
Illinois
$254K -$4.25K -160 -2%
WIA
141
World Investment Advisors
California
$240K +$240K +9,041 New
FF
142
Farrell Financial
New York
$239K -$11.9K -447 -5%
SWP
143
Stratos Wealth Partners
Ohio
$236K +$1.89K +71 +0.8%
GSIAS
144
Garden State Investment Advisory Services
New Jersey
$228K
SWP
145
Summit Wealth Partners
Florida
$221K
Creative Planning
146
Creative Planning
Kansas
$220K +$7.38K +278 +3%
Lazard Asset Management
147
Lazard Asset Management
New York
$212K -$215K
PTC
148
Private Trust Company
Ohio
$212K +$36.2K +1,364 +21%
O3W
149
Omni 360 Wealth
New Jersey
$201K +$531 +20 +0.3%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$197K +$34.8K +1,311 +21%