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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

122 hedge funds and large institutions have $367M invested in Invesco Taxable Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$5.31M
2
Morgan Stanley
Morgan Stanley
New York
$37.1M
3
SI
SII Investments
Wisconsin
$1.81M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.05M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.27M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.8M
2
MIM
Marco Investment Management
Georgia
$0
3
ACA
Anchor Capital Advisors
Massachusetts
$938K
4
APP
Avantax Planning Partners
Iowa
$1.06M
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$2.16M -$47.7K -1,554 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.02M +$507K +16,517 +34%
SWMG
28
Signature Wealth Management Group
Georgia
$1.96M +$1.96M +63,734 New
SI
29
SII Investments
Wisconsin
$1.81M +$1.81M +59,223 New
GAM
30
Gould Asset Management
California
$1.67M +$98.8K +3,218 +6%
FAAS
31
First Allied Advisory Services
California
$1.59M +$1.38K +45 +0.1%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.31M +$126K +4,117 +11%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.27M +$1.06M +34,387 +499%
CAN
34
Cetera Advisor Networks
California
$1.23M -$157K -5,102 -11%
BWM
35
BerganKDV Wealth Management
Minnesota
$1.22M +$59.7K +1,945 +5%
KCM
36
Karp Capital Management
California
$1.19M +$55.3K +1,800 +5%
Goldman Sachs
37
Goldman Sachs
New York
$1.11M -$168K -5,467 -13%
APP
38
Avantax Planning Partners
Iowa
$1.06M -$662K -21,571 -38%
ACA
39
Anchor Capital Advisors
Massachusetts
$938K -$844K -27,500 -47%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$853K +$101K +3,307 +14%
SB
41
Suntrust Banks
Georgia
$802K +$92.3K +3,010 +13%
AFP
42
Ausdal Financial Partners
Iowa
$715K -$491 -16 -0.1%
AG
43
Advisor Group
Arizona
$679K +$281K +9,153 +71%
ACP
44
Ashfield Capital Partners
California
$648K +$362K +11,792 +126%
WPIC
45
White Pine Investment Company
Michigan
$647K +$5.52K +180 +0.9%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$628K +$628K +20,457 New
OC
47
Oppenheimer & Co
New York
$619K -$232K -7,563 -27%
G
48
GenTrust
Florida
$614K +$614K +20,000 New
SG
49
StoneX Group
New York
$602K +$22.6K +737 +4%
Mariner
50
Mariner
Kansas
$593K +$593K +19,330 New
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