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Invesco Taxable Municipal Bond ETF
BAB

78 hedge funds and large institutions have $340M invested in Invesco Taxable Municipal Bond ETF in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.63% more ownership

Funds ownership: 0% → 35.63% (+36%)

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SNC
51
Stifel Nicolaus & Co
Missouri
$389K +$415K +13,802 New
WA
52
WFG Advisors
Texas
$354K +$377K +12,548 New
BIT
53
BlackRock Institutional Trust
California
$327K +$349K +11,600 New
PI
54
Placemark Investments
Illinois
$309K +$329K +10,935 New
CAN
55
Cetera Advisor Networks
California
$278K +$298K +9,916 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$264K +$281K +9,356 New
WT
57
Whittier Trust
California
$259K +$277K +9,200 New
AA
58
AlphaMark Advisors
Kentucky
$252K +$269K +8,954 New
FC
59
FIC Capital
New York
$211K +$225K +7,500 New
WTC
60
WhitTier Trust Company
Nevada
$178K +$189K +6,300 New
CFSG
61
Community Financial Services Group
Vermont
$158K +$168K +5,600 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$149K +$159K +5,302 New
BPBT
63
Boston Private Bank & Trust
Massachusetts
$130K +$139K +4,620 New
MFS
64
MSI Financial Services
Massachusetts
$117K +$124K +4,135 New
AIG
65
American International Group
New York
$111K +$119K +3,953 New
US Bancorp
66
US Bancorp
Minnesota
$109K +$116K +3,854 New
NES
67
New England Securities
New York
$76K +$80.7K +2,685 New
Citigroup
68
Citigroup
New York
$68K +$73K +2,429 New
TWA
69
TCI Wealth Advisors
Arizona
$63K +$67.6K +2,248 New
FNBT
70
FineMark National Bank & Trust
Florida
$57K +$61.1K +2,033 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$52K +$55.2K +1,836 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$42K +$45.1K +1,500 New
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$23.7K +787 New
PSI
74
Pinnacle Summer Investments
Virginia
$17K +$18K +600 New
RIA
75
Regal Investment Advisors
Michigan
$17K +$18.3K +609 New
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BAB Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q2 2013, worth a combined $340M.

Buyers outnumbered sellers: 78 funds opened new BAB positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $340M of Invesco Taxable Municipal Bond ETF stock for Q2 2013.
  • 78 funds opened new Invesco Taxable Municipal Bond ETF positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.