BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
4
Creative Planning
Kansas
$9.49M
5
WANY
5
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
5
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$9.49M +$9.49M +287,910 New
Truist Financial
27
Truist Financial
North Carolina
$9.37M -$2.5M -75,963 -21%
KCM
28
Karp Capital Management
California
$8.71M +$317K +9,606 +4%
MWM
29
Merriman Wealth Management
Washington
$7.98M -$381K -11,574 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.96M -$2.18M -66,006 -21%
GC
31
Guggenheim Capital
Illinois
$7.84M +$1.62M +49,054 +26%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.77M +$5.08M +154,083 +189%
Citadel Advisors
33
Citadel Advisors
Florida
$7.46M -$3.72M -112,872 -33%
Stifel Financial
34
Stifel Financial
Missouri
$6.66M +$765K +23,204 +13%
Barclays
35
Barclays
United Kingdom
$6.59M -$5.31M -161,217 -45%
CIAS
36
Capital Investment Advisory Services
North Carolina
$6.58M +$165K +5,007 +3%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$6.51M -$2.9M -87,847 -31%
KC
38
Kingfisher Capital
North Carolina
$5.35M +$145K +4,410 +3%
PG
39
Patten Group
Tennessee
$5.06M +$90.8K +2,756 +2%
Ameriprise
40
Ameriprise
Minnesota
$4.99M -$271K -8,208 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.94M +$4.94M +150,000 New
CTB
42
Country Trust Bank
Illinois
$4.61M +$1.52M +46,000 +49%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$4.56M -$3.03M -91,975 -40%
AWP
44
Accretive Wealth Partners
New Jersey
$4.49M +$310K +9,400 +7%
RGC
45
Roberts, Glore & Co
Illinois
$4.17M -$7.35K -223 -0.2%
TB
46
Treynor Bancshares
Iowa
$4.03M +$4.03M +122,186 New
ACM
47
Ascendant Capital Management
California
$3.96M – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$3.95M +$114K +3,471 +3%
EBWM
49
Eagle Bluffs Wealth Management
Missouri
$3.91M +$3.91M +118,559 New
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$3.83M -$11.8M -357,990 -76%
1
2
3 4 5