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Invesco Taxable Municipal Bond ETF

186 hedge funds and large institutions have $1.58B invested in Invesco Taxable Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
83
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$128K +$793 +24 +0.6%
PMFA
152
Plante Moran Financial Advisors
Michigan
$126K +$126K +3,840 New
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$35.3K +1,068 +44%
IA
154
IFP Advisors
Florida
$111K +$331 +10 +0.3%
CTC
155
Central Trust Company
Missouri
$111K +$69.8K +2,120 +170%
CA
156
Clearstead Advisors
Ohio
$102K +$102K +3,105 New
OIA
157
Optimum Investment Advisors
Illinois
$91K -$58.9K -1,800 -39%
BEI
158
Benjamin Edwards Inc
Missouri
$91K -$3.5K -106 -4%
SWM
159
Spire Wealth Management
Virginia
$79K +$264 +8 +0.3%
JCM
160
Jacobi Capital Management
Pennsylvania
$76K +$29.9K +913 +65%
RIM
161
Rockbridge Investment Management
New York
$70K
WQ
162
Wealth Quarterback
New Jersey
$62K +$267 +8 +0.4%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$56K
HI
164
Harbour Investments
Wisconsin
$46K -$16.7K -508 -27%
VC
165
Vestor Capital
Illinois
$43K
TAM
166
Townsend Asset Management
North Carolina
$39K -$20K -615 -34%
FRA
167
Front Row Advisors
California
$39K
NFG
168
Next Financial Group
Texas
$38K -$800K -24,202 -95%
VCM
169
Versant Capital Management
Arizona
$34K
LWM
170
Liberty Wealth Management
California
$29K +$29K +888 New
CH
171
Canton Hathaway
Rhode Island
$25K
AA
172
AlphaMark Advisors
Kentucky
$21K
WWM
173
Wolff Wiese Magana
California
$18K
IRC
174
Investors Research Corp
Georgia
$17K
AW
175
Avion Wealth
Texas
$14K