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Invesco Taxable Municipal Bond ETF

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
151
Farther Finance Advisors
California
$66.9K -$832K -31,811 -93%
SPIA
152
Steward Partners Investment Advisory
New York
$60.1K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$56.2K
SWM
154
Spire Wealth Management
Virginia
$45.3K +$45.3K +1,732 New
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$40.7K -$18.5K -708 -31%
US Bancorp
156
US Bancorp
Minnesota
$39.2K
TSMHT
157
Thurston Springer Miller Herd & Titak
Indiana
$38.2K
MCM
158
MAI Capital Management
Ohio
$35.8K +$35.8K +1,370 New
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$33.9K -$11.6K -444 -26%
1IA
160
1620 Investment Advisors
Massachusetts
$30.5K -$10.3K -395 -25%
PBK
161
Peoples Bank (Kansas)
Kansas
$28.6K -$197K -7,550 -87%
VCM
162
Versant Capital Management
Arizona
$27.9K +$262 +10 +0.9%
ACA
163
Aptus Capital Advisors
Alabama
$27.5K
FRA
164
Front Row Advisors
California
$24.8K
AF
165
Allworth Financial
California
$23.4K +$23.4K +896 New
CFGS
166
Concourse Financial Group Securities
Alabama
$22.5K -$6.56K -250 -23%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$20K
SC
168
SouthState Corp
Florida
$17.2K +$17.2K +659 New
AWM
169
AE Wealth Management
Kansas
$16.1K +$16.1K +616 New
GRP
170
Global Retirement Partners
California
$15.4K +$994 +38 +7%
CA
171
Clearstead Advisors
Ohio
$14K
CSC
172
Caldwell Sutter Capital
California
$11.8K
PS
173
Principal Securities
Iowa
$11.4K +$11.4K +435 New
AIC
174
Archer Investment Corporation
Indiana
$10.5K
RFS
175
Richardson Financial Services
Massachusetts
$10.1K -$5.73K -219 -36%