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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

122 hedge funds and large institutions have $363M invested in Invesco Taxable Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
18
Increased
56
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$45M
2
Morgan Stanley
Morgan Stanley
New York
$37.3M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.94M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.1M
5
Invesco
Invesco
Georgia
$39.5M

Top Sellers

1
TIM
Tortoise Investment Management
New York
$2.46M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
UBS Group
UBS Group
Switzerland
$22.2M
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
GC
Guggenheim Capital
Illinois
$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
26
Signature Wealth Management Group
Georgia
$2.07M +$65.1K +2,138 +3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2M +$51.7K +1,698 +3%
GAM
28
Gould Asset Management
California
$1.73M +$110K +3,617 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.68M +$55K +1,809 +3%
TI
30
Tidal Investments
Wisconsin
$1.61M +$1.61M +52,955 New
BWM
31
BerganKDV Wealth Management
Minnesota
$1.59M +$167K +5,489 +12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.56M +$34.3K +1,128 +2%
Goldman Sachs
33
Goldman Sachs
New York
$1.42M +$234K +7,687 +20%
CAN
34
Cetera Advisor Networks
California
$1.39M +$84K +2,750 +6%
Stifel Financial
35
Stifel Financial
Missouri
$1.37M +$907K +29,776 +195%
KWM
36
Kingsview Wealth Management
Oregon
$1.29M +$226K +7,416 +21%
ACA
37
Atlas Capital Advisors
Wyoming
$1.14M +$1.14M +37,557 New
MML Investors Services
38
MML Investors Services
Massachusetts
$1.11M +$10.1K +332 +0.9%
Citadel Advisors
39
Citadel Advisors
Florida
$1.07M +$452K +14,851 +73%
PI
40
PFS Investments
Georgia
$1.02M +$138K +4,526 +16%
HH
41
Hilltop Holdings
Texas
$941K – – –
AG
42
Advisor Group
Arizona
$878K +$103K +3,395 +13%
SWP
43
Stratos Wealth Partners
Ohio
$854K +$854K +28,048 New
PAS
44
Partnervest Advisory Services
California
$834K +$546K +17,939 +189%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$791K +$16.3K +534 +2%
GC
46
Guggenheim Capital
Illinois
$773K -$492K -16,169 -39%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$772K +$550K +18,085 +248%
RA
48
Rational Advisors
New York
$732K +$488K +16,029 +200%
AFP
49
Ausdal Financial Partners
Iowa
$714K -$3.96K -130 -0.6%
OC
50
Oppenheimer & Co
New York
$714K +$98.9K +3,249 +16%
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