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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 %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$132K -$853K -25,838 -87%
GWM
152
Geneos Wealth Management
Colorado
$132K -$26.5K -802 -17%
CFGS
153
Concourse Financial Group Securities
Alabama
$128K -$11.9K -357 -8%
IA
154
IFP Advisors
Florida
$112K -$8.03K -240 -7%
BEI
155
Benjamin Edwards Inc
Missouri
$95K -$60.9K -1,837 -39%
PWP
156
Personal Wealth Partners
Minnesota
$89K +$89K +2,687 New
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$11.2K -338 -12%
SWM
158
Spire Wealth Management
Virginia
$79K +$265 +8 +0.3%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$76K
RIM
160
Rockbridge Investment Management
New York
$71K
HI
161
Harbour Investments
Wisconsin
$63K
WQ
162
Wealth Quarterback
New Jersey
$62K +$62K +1,847 New
TAM
163
Townsend Asset Management
North Carolina
$60K
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$56K
JCM
165
Jacobi Capital Management
Pennsylvania
$47K +$33.6K +1,004 +251%
VC
166
Vestor Capital
Illinois
$44K
CTC
167
Central Trust Company
Missouri
$41K
FRA
168
Front Row Advisors
California
$40K
VCM
169
Versant Capital Management
Arizona
$34K
LWM
170
Liberty Wealth Management
California
$29K -$55K -1,650 Closed
ASN
171
Advisory Services Network
Georgia
$27K +$27K +828 New
CH
172
Canton Hathaway
Rhode Island
$25K
AA
173
AlphaMark Advisors
Kentucky
$21K
WWM
174
Wolff Wiese Magana
California
$18K
IRC
175
Investors Research Corp
Georgia
$17K +$8.57K +254 +102%