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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$76K
SWM
152
Spire Wealth Management
Virginia
$76K +$76K +2,376 New
BL
153
Balentine LLC
Georgia
$70K +$70K +2,197 New
RIM
154
Rockbridge Investment Management
New York
$68K -$5.25K -164 -7%
HI
155
Harbour Investments
Wisconsin
$61K +$61K +1,907 New
TAM
156
Townsend Asset Management
North Carolina
$58K
LWM
157
Liberty Wealth Management
California
$55K
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$54K
VC
159
Vestor Capital
Illinois
$42K
CTC
160
Central Trust Company
Missouri
$40K
FRA
161
Front Row Advisors
California
$38K
CWA
162
Clearview Wealth Advisors
Oregon
$38K +$8.62K +270 +29%
NFG
163
Next Financial Group
Texas
$37K
AW
164
Avion Wealth
Texas
$34K
VCM
165
Versant Capital Management
Arizona
$33K
CH
166
Canton Hathaway
Rhode Island
$24K +$15.8K +500 +192%
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$22K +690 New
MF
168
Manchester Financial
California
$21K
AA
169
AlphaMark Advisors
Kentucky
$20K +$2.34K +75 +13%
WWM
170
Wolff Wiese Magana
California
$17K
JCM
171
Jacobi Capital Management
Pennsylvania
$13K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$13K +$2.54K +79 +24%
AIC
173
Archer Investment Corporation
Indiana
$12.8K
AIC
174
Ameritas Investment Company
Nebraska
$12.2K +$12.2K +380 New
GRP
175
Global Retirement Partners
California
$11K