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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

105 hedge funds and large institutions have $346M invested in Invesco Taxable Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
36
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$29.3M
2
FA
2
FDx Advisors
Illinois
$2.45M
3
Bank of America
3
Bank of America
North Carolina
$47M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AA
2
Advisory Alpha
Michigan
$240K
3
LG
3
Leuthold Group
Minnesota
$0
4
ECM
4
Exchange Capital Management
Michigan
$45K
5
PCM
5
Peak Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Anchor Capital Advisors
Massachusetts
$1.76M – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.74M +$54.2K +1,786 +3%
APP
28
Avantax Planning Partners
Iowa
$1.71M -$35.6K -1,172 -2%
FAAS
29
First Allied Advisory Services
California
$1.58M +$85.7K +2,818 +6%
GAM
30
Gould Asset Management
California
$1.56M +$60.7K +1,998 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.49M +$159K +5,212 +12%
CAN
32
Cetera Advisor Networks
California
$1.37M -$20.9K -685 -2%
Goldman Sachs
33
Goldman Sachs
New York
$1.27M +$16.6K +545 +1%
MIM
34
Marco Investment Management
Georgia
$1.22M – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$1.17M +$176K +5,788 +18%
BWM
36
BerganKDV Wealth Management
Minnesota
$1.14M +$69.3K +2,281 +6%
KCM
37
Karp Capital Management
California
$1.13M +$1.13M +37,092 New
OC
38
Oppenheimer & Co
New York
$842K +$315K +10,385 +60%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$744K -$18.3K -603 -2%
AFP
40
Ausdal Financial Partners
Iowa
$708K -$2.07K -68 -0.3%
SB
41
Suntrust Banks
Georgia
$702K +$76.8K +2,529 +12%
WPIC
42
White Pine Investment Company
Michigan
$635K – – –
OIA
43
Optimum Investment Advisors
Illinois
$594K – – –
SG
44
StoneX Group
New York
$573K -$108K -3,563 -16%
BA
45
Boston Advisors
Massachusetts
$544K – – –
SI
46
Scharf Investments
California
$536K – – –
WS
47
Wedbush Securities
California
$487K -$51.5K -1,695 -10%
PAG
48
Private Advisor Group
New Jersey
$459K -$6.25K -206 -1%
AW
49
ACG Wealth
Georgia
$453K -$16.7K -550 -4%
Stifel Financial
50
Stifel Financial
Missouri
$420K -$7.96K -262 -2%
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