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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.9M
2
Jane Street
2
Jane Street
New York
$16.9M
3
NW
3
NewEdge Wealth
Pennsylvania
$4.71M
4
RA
4
Rational Advisors
New York
$13.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$342K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$7.77M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$6.37M -$1.82M -69,717 -22%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.21M +$3.23M +123,706 +109%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.09M +$309K +11,823 +5%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.09M +$74.3K +2,841 +1%
KeyBank National Association
30
KeyBank National Association
Ohio
$5.65M -$71.6K -2,739 -1%
GC
31
Guggenheim Capital
Illinois
$5.5M +$448K +17,126 +9%
MWM
32
Maltin Wealth Management
New Jersey
$5.48M +$417K +15,965 +8%
Stifel Financial
33
Stifel Financial
Missouri
$5.26M +$68.4K +2,617 +1%
Barclays
34
Barclays
United Kingdom
$5.23M – – –
SMI
35
Shelter Mutual Insurance
Missouri
$5.19M – – –
FIM
36
Freedom Investment Management
Connecticut
$4.88M -$235K -8,971 -5%
NW
37
NewEdge Wealth
Pennsylvania
$4.71M +$4.71M +180,130 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.1M +$1.36M +51,918 +50%
HGA
39
Hobbs Group Advisors
South Carolina
$3.91M +$45.7K +1,748 +1%
CTB
40
Country Trust Bank
Illinois
$3.66M – – –
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.14M +$1.03M +39,555 +49%
MCC
42
Money Concepts Capital
Florida
$2.95M -$75.8K -2,899 -3%
WPIC
43
White Pine Investment Company
Michigan
$2.93M +$180K +6,890 +7%
HCM
44
Hudson Capital Management
New Jersey
$2.86M +$173K +6,631 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$2.86M +$50.2K +1,921 +2%
DLCIG
46
D.L. Carlson Investment Group
New Hampshire
$2.58M +$70.9K +2,712 +3%
BAAM
47
Baker Avenue Asset Management
California
$2.54M +$213K +8,141 +9%
DCM
48
Donaldson Capital Management
Indiana
$2.43M +$157K +5,997 +7%
PG
49
Patten Group
Tennessee
$2.43M -$445K -17,010 -15%
OA
50
Oceanside Advisors
South Carolina
$2.42M +$91.3K +3,491 +4%
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