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Invesco Floating Rate Municipal Income ETF

28 hedge funds and large institutions have $22.4M invested in Invesco Floating Rate Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.4M 258,233 +242 +0.1%
AI
2
Atria Investments
North Carolina
$2.56M 103,118 +103,118 New
SA
3
Sanctuary Advisors
Indiana
$2.55M 102,612 +102,612 New
Bank of America
4
Bank of America
North Carolina
$1.78M 71,762 -7,931 -10%
LPL Financial
5
LPL Financial
California
$1.74M 70,102 +8,130 +13%
JCM
6
Janney Capital Management
Pennsylvania
$1.03M 41,695 -2 -0%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$982K 39,618 +356 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
$817K 32,960 -11,541 -26%
SI
9
SimpliFi Inc
California
$712K 28,733 +28,733 New
RJA
10
Raymond James & Associates
Florida
$684K 27,605 -606 -2%
FAFN
11
First Affirmative Financial Network
Colorado
$385K 15,535 +787 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$344K 13,863 -1,082 -7%
WCM
13
WealthBridge Capital Management
Ohio
$277K 11,162 -965 -8%
Stifel Financial
14
Stifel Financial
Missouri
$262K 10,557 +10,557 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$257K 10,364 +2,030 +24%
Jane Street
16
Jane Street
New York
$253K 10,214 -92,767 -90%
FIA
17
Foundations Investment Advisors
Arizona
$247K 9,974 +9,974 New
WIA
18
World Investment Advisors
California
$232K 9,346
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$230K 9,262 -592 -6%
PAG
20
Private Advisor Group
New Jersey
$221K 8,914 -132 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$170K 6,875 +2,297 +50%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$140K 5,655
US Bancorp
23
US Bancorp
Minnesota
$73.1K 2,948
PS
24
Principal Securities
Iowa
$12.3K 497 +497 New
RFA
25
Register Financial Advisors
Georgia
$10.3K 414 +3 +0.7%