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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 %
William Blair & Company
151
William Blair & Company
Illinois
$196K
VWWMG
152
Vermillion & White Wealth Management Group
Pennsylvania
$155K +$155K +5,822 New
GJWM
153
Gilliland Jeter Wealth Management
Arkansas
$151K -$151K -5,685 -50%
PAM
154
Palisade Asset Management
Minnesota
$143K +$143K +5,400 New
HFS
155
Horizon Financial Services
North Carolina
$139K -$80.4K -3,028 -37%
AAP
156
Arax Advisory Partners
Colorado
$138K -$5.23K -197 -4%
US Bancorp
157
US Bancorp
Minnesota
$104K
CFB
158
Cullen/Frost Bankers
Texas
$101K +$101K +3,801 New
NP
159
NorthRock Partners
Minnesota
$82.9K +$1.12K +42 +1%
IA
160
IFP Advisors
Florida
$74.6K +$266 +10 +0.4%
OIA
161
Optimum Investment Advisors
Illinois
$68.4K
SPIA
162
Steward Partners Investment Advisory
New York
$61.1K -$16.2K -611 -21%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$56.7K +$56.7K +2,155 New
TSMHT
164
Thurston Springer Miller Herd & Titak
Indiana
$52.7K +$52.7K +1,985 New
VL
165
Vima LLC
Michigan
$50.1K -$1.45K -54 -3%
ACA
166
Aptus Capital Advisors
Alabama
$46.8K +$18.9K +712 +68%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$45.5K
PBK
168
Peoples Bank (Kansas)
Kansas
$33.7K -$67.7K -2,550 -67%
CFGS
169
Concourse Financial Group Securities
Alabama
$33.3K -$345 -13 -1%
BWP
170
Baldwin Wealth Partners
Massachusetts
$30.8K
SWM
171
Spire Wealth Management
Virginia
$30.5K -$29.4K -1,108 -49%
VCM
172
Versant Capital Management
Arizona
$27.5K
FRA
173
Front Row Advisors
California
$25.2K
GRP
174
Global Retirement Partners
California
$21.1K -$24.3K -917 -54%
AF
175
Advisornet Financial
Minnesota
$17K -$6.58K -248 -28%