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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.39B invested in Invesco Taxable Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
44
Increased
75
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$122M
2
Invesco
2
Invesco
Georgia
$417M
3
CFG
3
CNO Financial Group
Indiana
$20.8M
4
OSNBOA
4
Old Second National Bank of Aurora
Illinois
$10.6M
5
1WM
5
1900 Wealth Management
Texas
$7.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.3M
5
UBS Group
5
UBS Group
Switzerland
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BPB
26
Badgley, Phelps & Bell
Washington
$11.5M 343,190 +27,802 +9%
OSNBOA
27
Old Second National Bank of Aurora
Illinois
$10.6M 316,641 +316,641 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$10.6M 317,118 +86,870 +38%
KCM
29
Karp Capital Management
California
$9.17M 273,846 -22,523 -8%
SFO
30
Stokes Family Office
Louisiana
$8.26M 246,662 +27,360 +12%
1WM
31
1900 Wealth Management
Texas
$7.81M 232,994 +232,994 New
MWM
32
Merriman Wealth Management
Washington
$7.61M 227,041 +227,041 New
APWA
33
Atlas Private Wealth Advisors
New Jersey
$7.38M 220,360 +28,807 +15%
Osaic Holdings
34
Osaic Holdings
Arizona
$6.58M 196,309 +10,108 +5%
Citadel Advisors
35
Citadel Advisors
Florida
$6.46M 192,698 +192,698 New
AHC
36
Anderson Hoagland & Co
Missouri
$6.41M 191,338 +191,338 New
RA
37
Rational Advisors
New York
$5.43M 162,041 +108,491 +203%
ACM
38
Ascendant Capital Management
California
$5.36M 160,000 +160,000 New
PG
39
Patten Group
Tennessee
$4.84M 144,398 +326 +0.2%
KC
40
Kingfisher Capital
North Carolina
$4.76M 142,129 +5,051 +4%
Ameriprise
41
Ameriprise
Minnesota
$4.64M 138,441 +11,635 +9%
RGC
42
Roberts, Glore & Co
Illinois
$4.39M 131,147 -4,743 -3%
PWM
43
Paulson Wealth Management
Illinois
$4.25M 126,947 +126,947 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.93M 117,214 -16,430 -12%
CIAS
45
Capital Investment Advisory Services
North Carolina
$3.88M 115,913 +14,341 +14%
JPLA
46
Joseph P. Lucia & Associates
New York
$3.72M 111,007 -952 -0.9%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.58M 106,862 +7,501 +8%
AWP
48
Accretive Wealth Partners
New Jersey
$3.48M 103,994 +103,994 New
ECM
49
Exchange Capital Management
Michigan
$3.2M 95,425 +15,410 +19%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$2.87M 85,764 +85,764 New
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