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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

129 hedge funds and large institutions have $348M invested in Invesco Taxable Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
38
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$8.32M
2
AA
2
Advisory Alpha
Michigan
$1.8M
3
Mariner
3
Mariner
Kansas
$1.93M
4
HH
4
Hilltop Holdings
Texas
$1.2M
5
ACA
5
Atlas Capital Advisors
Wyoming
$679K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.6M
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.8M
4
SI
4
SII Investments
Wisconsin
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$34.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$2.17M 71,866 -12,362 -15%
Mariner
27
Mariner
Kansas
$1.93M 64,130 +44,800 +232%
SWMG
28
Signature Wealth Management Group
Georgia
$1.92M 63,818 +84 +0.1%
AA
29
Advisory Alpha
Michigan
$1.8M 60,898 +57,526 +1,706%
FAAS
30
First Allied Advisory Services
California
$1.61M 53,646 +1,724 +3%
GAM
31
Gould Asset Management
California
$1.56M 51,728 -2,691 -5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.44M 47,872 +6,598 +16%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.38M 46,311 -19,318 -29%
BWM
34
BerganKDV Wealth Management
Minnesota
$1.21M 40,167 +576 +1%
HH
35
Hilltop Holdings
Texas
$1.2M 39,928 +39,928 New
CAN
36
Cetera Advisor Networks
California
$1.16M 38,892 -895 -2%
APP
37
Avantax Planning Partners
Iowa
$1.12M 37,268 +2,690 +8%
KCM
38
Karp Capital Management
California
$1.08M 35,787 -3,105 -8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$978K 32,469 +4,676 +17%
MML Investors Services
40
MML Investors Services
Massachusetts
$921K 30,567 -12,018 -28%
ACA
41
Anchor Capital Advisors
Massachusetts
$901K 29,915 -640 -2%
SB
42
Suntrust Banks
Georgia
$718K 23,819 -2,322 -9%
AFP
43
Ausdal Financial Partners
Iowa
$699K 23,209 -87 -0.4%
ACA
44
Atlas Capital Advisors
Wyoming
$679K 22,545 +22,545 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$673K 22,314 +22,314 New
AG
46
Advisor Group
Arizona
$666K 22,103 -20 -0.1%
ACP
47
Ashfield Capital Partners
California
$664K 22,045 +928 +4%
PI
48
PFS Investments
Georgia
$652K 22,019 +4,958 +29%
WPIC
49
White Pine Investment Company
Michigan
$644K 21,382 +295 +1%
G
50
GenTrust
Florida
$603K 20,000 – –
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