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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 %
PA
201
PSI Advisors
Florida
$664 +$664 +25 New
TRCT
202
Tower Research Capital (TRC)
New York
$425 +$266 +10 +167%
SSWM
203
Smith Salley Wealth Management
North Carolina
-$3.82M -141,908 Closed
IWM
204
IHT Wealth Management
Illinois
-$732K -27,214 Closed
SW
205
Simplicity Wealth
New Jersey
-$624K -23,180 Closed
AWA
206
Arete Wealth Advisors
Illinois
-$499K -18,540 Closed
SCM
207
Sollinda Capital Management
Florida
-$475K -17,646 Closed
SEIA
208
Signature Estate & Investment Advisors
California
-$446K -16,583 Closed
AWS
209
Aspen Wealth Strategies
Colorado
-$368K -13,665 Closed
ACA
210
Atlas Capital Advisors
Wyoming
-$271K -10,084 Closed
SL
211
Salomon & Ludwin
Virginia
-$198K -7,814 Closed
FPFS
212
First Personal Financial Services
North Carolina
-$113K -4,200 Closed
BFPW
213
BOK Financial Private Wealth
Colorado
-$67.9K -2,524 Closed
AF
214
Allworth Financial
California
-$51.4K -1,911 Closed
ASN
215
Advisory Services Network
Georgia
-$33.6K -1,250 Closed
FWM
216
Focused Wealth Management
New York
-$15.9K -592 Closed
HCM
217
Hollencrest Capital Management
California
-$6.22K -231 Closed
NEAM
218
New England Asset Management
Connecticut
-$5.38K -200 Closed