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Invesco Taxable Municipal Bond ETF

124 hedge funds and large institutions have $487M invested in Invesco Taxable Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
53
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$92.9M 2,953,401 +1,655,626 +128%
Bank of America
2
Bank of America
North Carolina
$41.3M 1,313,236 -164,746 -11%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$37.8M 1,202,947 +15,697 +1%
Morgan Stanley
4
Morgan Stanley
New York
$37M 1,177,094 -49,899 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.7M 911,780 +153,788 +20%
UBS Group
6
UBS Group
Switzerland
$21.8M 692,864 -35,264 -5%
KeyBank National Association
7
KeyBank National Association
Ohio
$18.2M 578,684 +56,407 +11%
Wells Fargo
8
Wells Fargo
California
$16.4M 521,197 +159,700 +44%
BTS
9
BB&T Securities
Virginia
$16.3M 519,651 +429,448 +476%
HTC
10
Haverford Trust Company
Pennsylvania
$14.1M 449,703 +5,676 +1%
SMFG
11
Sumitomo Mitsui Financial Group
Japan
$12.2M 388,980 +259,681 +201%
RJA
12
Raymond James & Associates
Florida
$12.2M 387,954 +58,796 +18%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11M 350,664 +19,437 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.5M 333,354 +281,996 +549%
BSB
15
Bangor Savings Bank
Maine
$9.25M 294,320 +20,501 +7%
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$6.39M 203,307 +177,326 +683%
LPL Financial
17
LPL Financial
California
$6.01M 191,267 +19,956 +12%
CIAS
18
Capital Investment Advisory Services
North Carolina
$5.38M 171,623 -16,549 -9%
WANY
19
Wealthspire Advisors (New York)
New York
$5.28M 167,888 +167,888 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.98M 158,250 +83,472 +112%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.13M 131,380 -12,197 -8%
Ameriprise
22
Ameriprise
Minnesota
$3.8M 120,889 -13,441 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$3.59M 114,214 +78,936 +224%
KWM
24
Kingsview Wealth Management
Oregon
$3.32M 105,730 +63,510 +150%
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$3.13M 99,665 -5,824 -6%