BAB icon

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 %
AW
176
Avion Wealth
Texas
$14K -$20.2K -620 -59%
AIC
177
Archer Investment Corporation
Indiana
$13.3K
BBL
178
Beck Bode LLC
Massachusetts
$13K +$13K +400 New
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$11K -$2.67K -79 -20%
GRP
180
Global Retirement Partners
California
$11K
HFA
181
HC Financial Advisors
California
$10K
PGAM
182
Princeton Global Asset Management
New Jersey
$10K
CWA
183
Clearview Wealth Advisors
Oregon
$7K -$34.7K -990 -83%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$7K -$3.1K -89 -31%
CHC
185
City Holding Co
West Virginia
$6K
VNA
186
Valley National Advisers
Pennsylvania
$3K
MAM
187
Meeder Asset Management
Ohio
$2K +$2K +53 New
SWG
188
Summit Wealth Group
Vermont
$2K +$2K +66 New
PA
189
Parallel Advisors
California
$1K -$67 -1 -6%
EVM
190
Eaton Vance Management
Massachusetts
$1K
ADL
191
Asset Dedication LLC
California
$1K +$1K +31 New
OSNBOA
192
Old Second National Bank of Aurora
Illinois
-$12.1M -377,002 Closed
HH
193
Hilltop Holdings
Texas
-$2.15M -67,054 Closed
AHC
194
Anderson Hoagland & Co
Missouri
-$1.92M -59,788 Closed
BC
195
Barnett & Company
Tennessee
-$291K -9,075 Closed
FA
196
FMA Advisory
Pennsylvania
-$259K -8,088 Closed
RWB
197
RMR Wealth Builders
New Jersey
-$158K -4,924 Closed
PB
198
Pinnacle Bancorp
Nebraska
-$122K -3,800 Closed
BL
199
Balentine LLC
Georgia
-$70K -2,197 Closed
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$22K -690 Closed