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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.4B invested in Invesco Taxable Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
82
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$45.4M
2
Invesco
Invesco
Georgia
$421M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.7M
5
Wells Fargo
Wells Fargo
California
$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.8M
2
MA
Mutual Advisors
Nebraska
$0
3
BPB
Badgley, Phelps & Bell
Washington
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$182K
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$11.5M +$281K +8,760 +3%
RA
27
Rational Advisors
New York
$10.2M +$5.04M +157,351 +97%
KCM
28
Karp Capital Management
California
$10.2M +$1.45M +45,201 +17%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$9.17M -$2.36M -73,791 -21%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$7.88M +$817K +25,520 +12%
Barclays
31
Barclays
United Kingdom
$6.41M +$6.41M +200,000 New
MML Investors Services
32
MML Investors Services
Massachusetts
$6.32M +$2.9M +90,514 +85%
Osaic Holdings
33
Osaic Holdings
Arizona
$6.15M -$138K -4,317 -2%
Ameriprise
34
Ameriprise
Minnesota
$5.61M +$1.14M +35,350 +26%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$4.72M +$2.35M +73,329 +99%
PG
36
Patten Group
Tennessee
$4.69M +$67.7K +2,115 +1%
KC
37
Kingfisher Capital
North Carolina
$4.63M +$79.2K +2,474 +2%
RGC
38
Roberts, Glore & Co
Illinois
$4.21M +$5.83K +182 +0.1%
PWM
39
Paulson Wealth Management
Illinois
$4.1M -$40.8K -1,251 -1%
Citadel Advisors
40
Citadel Advisors
Florida
$4M -$2.17M -67,789 -35%
CIAS
41
Capital Investment Advisory Services
North Carolina
$3.72M +$8.26K +258 +0.2%
GC
42
Guggenheim Capital
Illinois
$3.57M +$927K +28,933 +35%
AWM
43
AE Wealth Management
Kansas
$3.56M +$2.18M +68,142 +158%
ECM
44
Exchange Capital Management
Michigan
$3.53M +$478K +14,912 +16%
AWP
45
Accretive Wealth Partners
New Jersey
$3.53M +$197K +6,154 +6%
JPLA
46
Joseph P. Lucia & Associates
New York
$3.53M -$29.6K -923 -0.8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$3.29M -$469K -14,656 -13%
AWE
48
Avidian Wealth Enterprises
Texas
$3.21M +$1.33M +41,440 +71%
3LCM
49
3D/L Capital Management
Connecticut
$3.07M -$92.1K -2,875 -3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$2.98M +$1.65M +51,394 +123%
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