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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 %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$23K +$23K +774 New
RDIA
177
RE Dickinson Investment Advisors
Iowa
$19K -$20.8K -716 -52%
AA
178
AlphaMark Advisors
Kentucky
$18K -$732 -25 -4%
WWM
179
Wolff Wiese Magana
California
$16K
IRC
180
Investors Research Corp
Georgia
$15K
AIC
181
Archer Investment Corporation
Indiana
$11.5K
GRP
182
Global Retirement Partners
California
$10K +$10K +350 New
PGAM
183
Princeton Global Asset Management
New Jersey
$9K
AW
184
Avion Wealth
Texas
$7K -$6.09K -200 -47%
AF
185
Advisornet Financial
Minnesota
$7K +$7K +248 New
CHC
186
City Holding Co
West Virginia
$6K
Fidelity Investments
187
Fidelity Investments
Massachusetts
$4K -$4.45K -148 -53%
FAG
188
Fortitude Advisory Group
Washington
$4K
GI
189
Gradient Investments
Minnesota
$4K +$4K +141 New
EC
190
Elequin Capital
New York
$2K +$2K +56 New
ADL
191
Asset Dedication LLC
California
$1K
IWC
192
Integrated Wealth Concepts
Massachusetts
-$32.9M -997,019 Closed
MWM
193
Merriman Wealth Management
Washington
-$7.98M -242,162 Closed
Citadel Advisors
194
Citadel Advisors
Florida
-$7.46M -226,252 Closed
EBWM
195
Eagle Bluffs Wealth Management
Missouri
-$3.91M -118,559 Closed
FAFN
196
First Affirmative Financial Network
Colorado
-$570K -17,292 Closed
SFS
197
Sowell Financial Services
Arkansas
-$475K -14,420 Closed
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
-$445K -13,489 Closed
SW
199
Simplicity Wealth
New Jersey
-$334K -10,123 Closed
NA
200
Nottingham Advisors
New York
-$326K -9,885 Closed