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Invesco Taxable Municipal Bond ETF

199 hedge funds and large institutions have $670M invested in Invesco Taxable Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
67
Reduced
73
Closed
18
Calls
$638K
Puts
$483K
Net Calls
+$155K
Net Calls Change
+$840K
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
176
Archer Investment Corporation
Indiana
$10.6K
ACA
177
Atlas Capital Advisors
Wyoming
$10.3K +$10.3K +389 New
WCM
178
Winthrop Capital Management
Indiana
$10K
WWM
179
Wolff Wiese Magana
California
$9.23K
TFGT
180
TS Financial Group (TSFG)
Illinois
$8K
CJ
181
Caitlin John
Michigan
$7.91K +$7.91K +300 New
FUBT
182
First United Bank & Trust
Maryland
$7.26K -$6.86K -260 -49%
CTC
183
Central Trust Company
Missouri
$6.6K
FHA
184
First Horizon Advisors
Tennessee
$6.51K +$53 +2 +0.8%
AW
185
Avion Wealth
Texas
$6K
RFS
186
Richardson Financial Services
Massachusetts
$5.78K -$528 -20 -8%
NEAM
187
New England Asset Management
Connecticut
$5.28K +$5.28K +200 New
PS
188
Principal Securities
Iowa
$5.25K
AA
189
AlphaMark Advisors
Kentucky
$5K
CHC
190
City Holding Co
West Virginia
$4.98K
HBW
191
Hazlett, Burt & Watson
West Virginia
$4K +$4K +170 New
GWM
192
Geneos Wealth Management
Colorado
$3.43K
CFD
193
Creative Financial Designs
Indiana
$3.3K
SS
194
Sunbelt Securities
Texas
$3.17K
Simplex Trading
195
Simplex Trading
Illinois
$3K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$2.64K -$6.83K -259 -72%
TAM
197
Tucker Asset Management
Colorado
$1.29K
WWM
198
Wagner Wealth Management
South Carolina
$1.27K
PA
199
PSI Advisors
Florida
$660
Citigroup
200
Citigroup
New York
$79 -$7.64K -290 -99%