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Invesco Floating Rate Municipal Income ETF

24 hedge funds and large institutions have $19.7M invested in Invesco Floating Rate Municipal Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.9M +$4.4M +177,612 +880%
Morgan Stanley
2
Morgan Stanley
New York
$4.06M +$1.89M +76,373 +87%
Bank of America
3
Bank of America
North Carolina
$1.87M -$23.1K -930 -1%
LPL Financial
4
LPL Financial
California
$1.4M -$679K -27,403 -33%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$77.1K -3,109 -7%
JCM
6
Janney Capital Management
Pennsylvania
$1.05M -$2.07M -83,332 -66%
Jane Street
7
Jane Street
New York
$815K +$67.1K +2,709 +9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$803K -$180K -7,250 -18%
RJA
9
Raymond James & Associates
Florida
$704K -$292K -11,778 -29%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$499K -$68K -2,745 -12%
SMG
11
Smart Money Group
Texas
$435K -$42.6K -1,718 -9%
FAFN
12
First Affirmative Financial Network
Colorado
$362K -$3.12K -126 -0.9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$334K +$334K +13,468 New
WCM
14
WealthBridge Capital Management
Ohio
$299K +$2.36K +95 +0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$226K -$169K -6,819 -43%
BCM
16
Brookstone Capital Management
Illinois
$225K +$225K +9,073 New
PAG
17
Private Advisor Group
New Jersey
$211K -$273 -11 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$140K
Osaic Holdings
19
Osaic Holdings
Arizona
$106K +$73K +2,947 +218%
US Bancorp
20
US Bancorp
Minnesota
$70K +$12.4K +502 +22%
GI
21
Gradient Investments
Minnesota
$25.2K +$1.24K +50 +5%
Wells Fargo
22
Wells Fargo
California
$20.8K -$2.24M -90,528 -99%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2K -$192K -9,301 -99%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.14K +$1.14K +46 New
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
-$434K -17,471 Closed