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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.13B invested in Invesco Taxable Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 27 closing their positions.

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$14.6M
5
RJA
5
Raymond James & Associates
Florida
$22.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$352M
2
PI
2
PFS Investments
Georgia
$11.9M
3
CFG
3
CNO Financial Group
Indiana
$0
4
RA
4
Rational Advisors
New York
$31.8M
5
DCM
5
Donaldson Capital Management
Indiana
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$11.4M 412,936 +7,523 +2%
DPRC
27
Deer Park Road Corp
Colorado
$11.1M 400,000 +400,000 New
KMWM
28
Keudell/Morrison Wealth Management
Oregon
$8.31M 299,724 +299,724 New
GC
29
Guggenheim Capital
Illinois
$7.59M 273,960 +13,791 +5%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.38M 268,625 +268,625 New
Truist Financial
31
Truist Financial
North Carolina
$7.11M 256,637 -16,211 -6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.49M 234,010 -6,702 -3%
KWM
33
Kingsview Wealth Management
Oregon
$6.37M 229,913 +107,987 +89%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$6.1M 220,000 +150,000 +214%
CIAS
35
Capital Investment Advisory Services
North Carolina
$5.64M 203,421 -2,391 -1%
Barclays
36
Barclays
United Kingdom
$5.54M 200,000 – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$5.47M 197,375 -259,912 -57%
PL
38
Protective Life
Alabama
$4.44M 160,000 +160,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$4.32M 155,957 +17,021 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
40
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.16M 150,000 – –
CTB
41
Country Trust Bank
Illinois
$3.88M 140,000 – –
AWP
42
Accretive Wealth Partners
New Jersey
$3.87M 139,748 +1,207 +0.9%
PG
43
Patten Group
Tennessee
$3.75M 136,075 -4,705 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.12M 112,430 +98,947 +734%
ECM
45
Exchange Capital Management
Michigan
$2.98M 107,556 -1,488 -1%
RGC
46
Roberts, Glore & Co
Illinois
$2.96M 106,874 -9,857 -8%
TB
47
Treynor Bancshares
Iowa
$2.88M 103,718 -17,462 -14%
Creative Planning
48
Creative Planning
Kansas
$2.84M 102,608 -47,920 -32%
SSWM
49
Smith Salley Wealth Management
North Carolina
$2.73M 98,518 +98,518 New
3LCM
50
3D/L Capital Management
Connecticut
$2.71M 97,586 +1,198 +1%
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