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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

124 hedge funds and large institutions have $487M invested in Invesco Taxable Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
13
Increased
53
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$92.9M
2
BTS
2
BB&T Securities
Virginia
$16.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.5M
4
SMFG
4
Sumitomo Mitsui Financial Group
Japan
$12.2M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$6.39M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.19M
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$37M
5
ACA
5
Atlas Capital Advisors
Wyoming
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
26
Tortoise Investment Management
New York
$3.11M 98,857 +18,190 +23%
KC
27
Kingfisher Capital
North Carolina
$2.98M 94,681 +2,663 +3%
PG
28
Patten Group
Tennessee
$2.83M 89,985 +9,570 +12%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.5M 79,464 +43,147 +119%
Goldman Sachs
30
Goldman Sachs
New York
$2.31M 73,323 +26,853 +58%
RGC
31
Roberts, Glore & Co
Illinois
$2.28M 72,386 +694 +1%
JPLA
32
Joseph P. Lucia & Associates
New York
$2.19M 69,771 -851,291 -92%
SWMG
33
Signature Wealth Management Group
Georgia
$2.16M 68,557 +628 +0.9%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.98M 62,936 -2,772 -4%
GAM
35
Gould Asset Management
California
$1.82M 58,024 +1,342 +2%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.71M 54,400 +40,600 +294%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.69M 53,650 -1,429 -3%
TI
38
Tidal Investments
Wisconsin
$1.59M 50,707 -2,248 -4%
CAN
39
Cetera Advisor Networks
California
$1.37M 43,566 -1,900 -4%
PI
40
PFS Investments
Georgia
$1.13M 35,985 +2,563 +8%
Stifel Financial
41
Stifel Financial
Missouri
$1.08M 34,497 -10,562 -23%
AG
42
Advisor Group
Arizona
$1.05M 33,400 +4,548 +16%
PAS
43
Partnervest Advisory Services
California
$982K 31,218 +3,796 +14%
BWM
44
BerganKDV Wealth Management
Minnesota
$975K 31,018 -21,128 -41%
HH
45
Hilltop Holdings
Texas
$970K 30,844 -63 -0.2%
AFP
46
Ausdal Financial Partners
Iowa
$939K 29,936 +6,487 +28%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$926K 29,457 +13,111 +80%
ACA
48
Anchor Capital Advisors
Massachusetts
$884K 28,115 – –
OMC
49
Old Mission Capital
Illinois
$876K 27,871 +20,735 +291%
RA
50
Rational Advisors
New York
$854K 27,168 +3,123 +13%
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