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Invesco Taxable Municipal Bond ETF

192 hedge funds and large institutions have $1.27B invested in Invesco Taxable Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-7
Holders Change %
-3.52%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
23
Increased
58
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOSM
151
First National Bank of South Miami
Florida
$169K
CAM
152
Caprin Asset Management
Virginia
$164K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$149K
BWP
154
Baldwin Wealth Partners
Massachusetts
$134K
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$133K +$9.22K +310 +7%
US Bancorp
156
US Bancorp
Minnesota
$122K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$118K
GWM
158
Geneos Wealth Management
Colorado
$118K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$94K -$11.6K -392 -11%
OIA
160
Optimum Investment Advisors
Illinois
$82K
BEI
161
Benjamin Edwards Inc
Missouri
$72K -$2.72K -92 -4%
SWM
162
Spire Wealth Management
Virginia
$71K -$708 -24 -1%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$68K
RIM
164
Rockbridge Investment Management
New York
$60.6K -$2.31K -78 -4%
First Manhattan
165
First Manhattan
New York
$59K +$59K +1,990 New
WAM
166
Wolverine Asset Management
Illinois
$47K +$47K +1,590 New
CTC
167
Central Trust Company
Missouri
$37K
CFGS
168
Concourse Financial Group Securities
Alabama
$36K -$81.2K -2,701 -69%
TAM
169
Townsend Asset Management
North Carolina
$36K
FRA
170
Front Row Advisors
California
$36K
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$33K
VCM
172
Versant Capital Management
Arizona
$31K
CA
173
Clearstead Advisors
Ohio
$27K -$4.58K -155 -15%
SFCL
174
Strengthening Families & Communities LLC
Massachusetts
$25K +$25K +853 New
BC
175
Bartlett & Co
Ohio
$23K +$23K +774 New