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Invesco Floating Rate Municipal Income ETF

27 hedge funds and large institutions have $20M invested in Invesco Floating Rate Municipal Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JCM
1
Janney Capital Management
Pennsylvania
$3.12M 125,538 -4,829 -4%
Wells Fargo
2
Wells Fargo
California
$2.27M 91,368 -963 -1%
Morgan Stanley
3
Morgan Stanley
New York
$2.17M 87,415 -4,642 -5%
LPL Financial
4
LPL Financial
California
$2.09M 84,035 +2,699 +3%
Bank of America
5
Bank of America
North Carolina
$1.9M 76,537 -59,644 -44%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$1.18M 47,432 -11,042 -19%
RJA
7
Raymond James & Associates
Florida
$998K 40,173 -15,504 -28%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$985K 39,667 +39,667 New
Jane Street
9
Jane Street
New York
$750K 30,192 -235,037 -89%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$568K 22,874 -126,898 -85%
UBS Group
11
UBS Group
Switzerland
$501K 20,191 -5,987 -23%
SMG
12
Smart Money Group
Texas
$479K 19,288 +19,288 New
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$434K 17,471 +17,471 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$396K 15,950 +978 +7%
FAFN
15
First Affirmative Financial Network
Colorado
$365K 14,712 -545 -4%
WCM
16
WealthBridge Capital Management
Ohio
$297K 11,951 -3,345 -22%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$270K 10,863 -107,078 -91%
First Trust Advisors
18
First Trust Advisors
Illinois
$234K 9,437 +254 +3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$233K 9,398 +9,398 New
WIA
20
World Investment Advisors
California
$232K 9,346 +9,346 New
PAG
21
Private Advisor Group
New Jersey
$212K 8,532 -345 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$140K 5,655
US Bancorp
23
US Bancorp
Minnesota
$57.7K 2,322 +817 +54%
Osaic Holdings
24
Osaic Holdings
Arizona
$33.5K 1,350 +850 +170%
GI
25
Gradient Investments
Minnesota
$24K 966 +773 +401%