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Invesco Taxable Municipal Bond ETF
BAB

78 hedge funds and large institutions have $340M invested in Invesco Taxable Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.63% more ownership

Funds ownership: 0% → 35.63% (+36%)

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$1.33M +$1.42M +47,335 New
NEAM
27
New England Asset Management
Connecticut
$1.27M +$1.35M +44,990 New
Nomura Holdings
28
Nomura Holdings
Japan
$1.2M +$1.28M +42,678 New
Jane Street
29
Jane Street
New York
$1.2M +$1.28M +42,619 New
GC
30
Guggenheim Capital
Illinois
$1.08M +$1.16M +38,515 New
SF
31
Synovus Financial
Georgia
$1.07M +$1.14M +38,019 New
PAS
32
Partnervest Advisory Services
California
$1.07M +$1.14M +37,922 New
PWM
33
ParenteBeard Wealth Management
Pennsylvania
$1.03M +$1.1M +36,621 New
GAM
34
Gould Asset Management
California
$886K +$945K +31,440 New
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$841K +$897K +29,845 New
SMM
36
Stadion Money Management
Georgia
$832K +$888K +29,540 New
AI
37
Atria Investments
North Carolina
$758K +$808K +26,888 New
KCG
38
Knight Capital Group
$747K +$797K +26,521 New
GEM
39
Global Endowment Management
North Carolina
$707K +$754K +25,100 New
WB
40
WesBanco Bank
West Virginia
$665K +$709K +23,600 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$613K +$654K +21,741 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$610K +$651K +21,649 New
Ameriprise
43
Ameriprise
Minnesota
$580K +$434K +14,445 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$566K +$604K +20,078 New
JP Morgan Chase
45
JP Morgan Chase
New York
$564K +$602K +20,014 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$553K +$590K +19,633 New
IH
47
IFC Holdings
Florida
$529K +$565K +18,794 New
WS
48
Wedbush Securities
California
$491K +$524K +17,437 New
VC
49
Vicus Capital
Pennsylvania
$393K +$419K +13,932 New
ACM
50
Avalon Capital Management
California
$389K +$415K +13,800 New
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BAB Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q2 2013, worth a combined $340M.

Buyers outnumbered sellers: 78 funds opened new BAB positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $340M of Invesco Taxable Municipal Bond ETF stock for Q2 2013.
  • 78 funds opened new Invesco Taxable Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.