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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

138 hedge funds and large institutions have $618M invested in Invesco Taxable Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
52
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$36M
2
DCM
2
Donaldson Capital Management
Indiana
$33.2M
3
BTS
3
BB&T Securities
Virginia
$35.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$21.4M

Top Sellers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.51M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$5.71M
Name Market Value Shares Shares
Change 		Shares
Change %
KC
26
Kingfisher Capital
North Carolina
$3.15M 97,126 +2,445 +3%
PG
27
Patten Group
Tennessee
$3.04M 93,925 +3,940 +4%
BWCS
28
Beirne Wealth Consulting Services
Connecticut
$3.04M 93,677 -5,988 -6%
Goldman Sachs
29
Goldman Sachs
New York
$2.91M 89,872 +16,549 +23%
TIM
30
Tortoise Investment Management
New York
$2.87M 88,591 -10,266 -10%
JPLA
31
Joseph P. Lucia & Associates
New York
$2.49M 76,832 +7,061 +10%
Citadel Advisors
32
Citadel Advisors
Florida
$2.46M 75,957 -38,257 -33%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.32M 71,557 -7,907 -10%
RGC
34
Roberts, Glore & Co
Illinois
$2.28M 70,359 -2,027 -3%
SWMG
35
Signature Wealth Management Group
Georgia
$2.23M 68,768 +211 +0.3%
AWM
36
AE Wealth Management
Kansas
$2.21M 68,312 +68,312 New
SS
37
Simplicity Solutions
Minnesota
$2.2M 67,845 +67,845 New
SCM
38
Symons Capital Management
Pennsylvania
$2.19M 67,663 +54,841 +428%
ACA
39
Atlas Capital Advisors
Wyoming
$2.12M 65,447 +65,447 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$2.09M 64,438 +1,502 +2%
GAM
41
Gould Asset Management
California
$1.82M 56,205 -1,819 -3%
TI
42
Tidal Investments
Wisconsin
$1.66M 51,208 +501 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.65M 50,883 -2,767 -5%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.49M 46,100 -8,300 -15%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.44M 44,301 +34,000 +330%
CAN
46
Cetera Advisor Networks
California
$1.39M 43,079 -487 -1%
AG
47
Advisor Group
Arizona
$1.24M 38,339 +4,939 +15%
Jane Street
48
Jane Street
New York
$1.16M 35,868 +35,868 New
PAS
49
Partnervest Advisory Services
California
$1.07M 33,008 +1,790 +6%
BWM
50
BerganKDV Wealth Management
Minnesota
$1.01M 31,269 +251 +0.8%
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