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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

142 hedge funds and large institutions have $625M invested in Invesco Taxable Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
51
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.8M
2
WANY
Wealthspire Advisors (New York)
New York
$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.4M
4
KCM
Karp Capital Management
California
$6.11M
5
RJA
Raymond James & Associates
Florida
$18M

Top Sellers

1
Invesco
Invesco
Georgia
$77M
2
Morgan Stanley
Morgan Stanley
New York
$30.3M
3
WU
Wealthsimple US
New York
$1.11M
4
Truist Financial
Truist Financial
North Carolina
$34.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
26
Tortoise Investment Management
New York
$3.9M +$1.01M +32,680 +35%
KC
27
Kingfisher Capital
North Carolina
$3.72M -$56.8K -1,839 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.69M +$3.69M +161,561 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.42M -$75.9K -2,457 -2%
MWM
30
Merriman Wealth Management
Washington
$3.23M +$3.23M +104,471 New
Ameriprise
31
Ameriprise
Minnesota
$3.16M +$878K +28,411 +38%
JPLA
32
Joseph P. Lucia & Associates
New York
$3.12M +$88.8K +2,872 +3%
CIAS
33
Capital Investment Advisory Services
North Carolina
$2.99M +$87.5K +2,831 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.97M +$577K +18,669 +24%
Stifel Financial
35
Stifel Financial
Missouri
$2.67M +$2.21M +71,847 +485%
HH
36
Hilltop Holdings
Texas
$2.53M -$18.2K -588 -0.7%
SCM
37
Symons Capital Management
Pennsylvania
$2.39M +$15.8K +511 +0.7%
OQC
38
Optimum Quantvest Corp
Connecticut
$2.36M +$1.29M +41,600 +120%
SWMG
39
Signature Wealth Management Group
Georgia
$2.2M -$4.39K -142 -0.2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.99M -$2.77M -89,690 -58%
TI
41
Tidal Investments
Wisconsin
$1.9M +$341K +11,043 +22%
PWM
42
Provident Wealth Management
Tennessee
$1.84M -$448K -14,487 -20%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.83M +$237K +7,678 +15%
GAM
44
Gould Asset Management
California
$1.7M -$9.95K -322 -0.6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.67M -$4.94M -159,739 -75%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.62M +$1.62M +52,376 New
GC
47
Guggenheim Capital
Illinois
$1.58M +$681K +22,040 +76%
CAN
48
Cetera Advisor Networks
California
$1.3M -$41.9K -1,357 -3%
WU
49
Wealthsimple US
New York
$1.11M -$7.11M -229,955 -86%
PAS
50
Partnervest Advisory Services
California
$1.02M +$114K +3,695 +13%
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