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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 %
HI
176
Harbour Investments
Wisconsin
$16.7K
FUBT
177
First United Bank & Trust
Maryland
$14.2K -$15.9K -600 -53%
CA
178
Clearstead Advisors
Ohio
$14K -$7.63K -291 -35%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$12K +$10.5K +400 +690%
CSC
180
Caldwell Sutter Capital
California
$11.9K
AIC
181
Archer Investment Corporation
Indiana
$10.6K
WCM
182
Winthrop Capital Management
Indiana
$10K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$9.53K +$9.53K +359 New
WWM
184
Wolff Wiese Magana
California
$9.29K
TFGT
185
TS Financial Group (TSFG)
Illinois
$8K
Citigroup
186
Citigroup
New York
$7.78K -$294K -11,062 -97%
AW
187
Avion Wealth
Texas
$7K
CTC
188
Central Trust Company
Missouri
$6.64K
FHA
189
First Horizon Advisors
Tennessee
$6.49K +$53 +2 +0.8%
RFS
190
Richardson Financial Services
Massachusetts
$6.35K +$6.35K +239 New
PS
191
Principal Securities
Iowa
$5.28K
CHC
192
City Holding Co
West Virginia
$5.02K
AA
193
AlphaMark Advisors
Kentucky
$5K
GWM
194
Geneos Wealth Management
Colorado
$3.45K
CFD
195
Creative Financial Designs
Indiana
$3.32K +$3.32K +125 New
SS
196
Sunbelt Securities
Texas
$3.19K
Simplex Trading
197
Simplex Trading
Illinois
$3K +$3K +138 New
TAM
198
Tucker Asset Management
Colorado
$1.3K
WWM
199
Wagner Wealth Management
South Carolina
$1.27K +$1.27K +48 New
HGERS
200
Householder Group Estate & Retirement Specialist
Arizona
$797