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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

143 hedge funds and large institutions have $635M invested in Invesco Taxable Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
57
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$42.1M
2
Invesco
2
Invesco
Georgia
$97.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.11M
5
DCM
5
Donaldson Capital Management
Indiana
$34.9M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BWCS
3
Beirne Wealth Consulting Services
Connecticut
$698K
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KC
26
Kingfisher Capital
North Carolina
$3.87M 122,169 +25,043 +26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.58M 113,067 +2,999 +3%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$3.11M 98,134 +98,134 New
JPLA
29
Joseph P. Lucia & Associates
New York
$3.1M 97,993 +21,161 +28%
CIAS
30
Capital Investment Advisory Services
North Carolina
$2.97M 93,898 -8,010 -8%
TIM
31
Tortoise Investment Management
New York
$2.96M 93,507 +4,916 +6%
HH
32
Hilltop Holdings
Texas
$2.61M 82,515 +51,895 +169%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.45M 77,497 +5,940 +8%
SCM
34
Symons Capital Management
Pennsylvania
$2.44M 76,927 +9,264 +14%
Ameriprise
35
Ameriprise
Minnesota
$2.35M 73,962 -24,143 -25%
PWM
36
Provident Wealth Management
Tennessee
$2.34M 73,931 +73,931 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.27M 71,584 +7,146 +11%
SWMG
38
Signature Wealth Management Group
Georgia
$2.26M 71,474 +2,706 +4%
Goldman Sachs
39
Goldman Sachs
New York
$1.99M 62,887 -26,985 -30%
GAM
40
Gould Asset Management
California
$1.75M 55,179 -1,026 -2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.63M 51,530 +647 +1%
TI
42
Tidal Investments
Wisconsin
$1.6M 50,483 -725 -1%
CAN
43
Cetera Advisor Networks
California
$1.38M 43,547 +468 +1%
AG
44
Advisor Group
Arizona
$1.25M 39,534 +1,195 +3%
BWM
45
BerganKDV Wealth Management
Minnesota
$1.11M 34,938 +3,669 +12%
OQC
46
Optimum Quantvest Corp
Connecticut
$1.1M 34,600 +34,600 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.08M 34,000 -10,301 -23%
PAS
48
Partnervest Advisory Services
California
$930K 29,341 -3,667 -11%
GC
49
Guggenheim Capital
Illinois
$921K 29,091 +17,395 +149%
WPIC
50
White Pine Investment Company
Michigan
$901K 28,457 +110 +0.4%
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