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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

78 hedge funds and large institutions have $232M invested in Invesco Taxable Municipal Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
29
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$9.6M
2
NCM
2
Niemann Capital Management
Nevada
$7.66M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.6M
4
CCG
4
Chatham Capital Group
Georgia
$5.36M
5
Bank of America
5
Bank of America
North Carolina
$22.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.3M
2
Citigroup
2
Citigroup
New York
$43K
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Exchange Capital Management
Michigan
$1.42M 49,368 +200 +0.4%
NEAM
27
New England Asset Management
Connecticut
$1.29M 44,990 – –
PI
28
Placemark Investments
Illinois
$1.24M 42,996 +30,324 +239%
SCG
29
Strategic Capital Group
Washington
$1.01M 34,996 +31,002 +776%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$938K 32,639 +11,449 +54%
SMM
31
Stadion Money Management
Georgia
$853K 29,680 +9,230 +45%
AI
32
Atria Investments
North Carolina
$748K 26,024 +26,024 New
MP
33
Manifold Partners
California
$737K 25,624 +14,495 +130%
GEM
34
Global Endowment Management
North Carolina
$722K 25,100 – –
CS
35
Credit Suisse
Switzerland
$692K 24,090 -15,730 -40%
PFA
36
Paradigm Financial Advisors
Missouri
$659K 22,941 – –
GT
37
Greenleaf Trust
Michigan
$646K 22,480 +22,480 New
SF
38
Synovus Financial
Georgia
$615K 21,424 -14,965 -41%
PWM
39
ParenteBeard Wealth Management
Pennsylvania
$572K 19,894 -1,469 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$490K 17,054 +6,520 +62%
BA
41
Boston Advisors
Massachusetts
$457K 15,910 +1,100 +7%
FIM
42
Freedom Investment Management
Connecticut
$455K 15,825 -22,018 -58%
WS
43
Wedbush Securities
California
$434K 15,120 -595 -4%
OIA
44
Optimum Investment Advisors
Illinois
$387K 13,470 -1,025 -7%
KFS
45
KMS Financial Services
Washington
$377K 13,103 -5,172 -28%
CAN
46
Cetera Advisor Networks
California
$373K 13,007 +362 +3%
PAG
47
Private Advisor Group
New Jersey
$352K 12,250 -607 -5%
IH
48
IFC Holdings
Florida
$328K 11,376 +838 +8%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$312K 10,852 +2,340 +27%
Ameriprise
50
Ameriprise
Minnesota
$305K 10,675 +4,341 +69%
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