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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

122 hedge funds and large institutions have $367M invested in Invesco Taxable Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$5.31M
2
Morgan Stanley
Morgan Stanley
New York
$37.1M
3
SI
SII Investments
Wisconsin
$1.81M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.05M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.27M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.8M
2
MIM
Marco Investment Management
Georgia
$0
3
ACA
Anchor Capital Advisors
Massachusetts
$938K
4
APP
Avantax Planning Partners
Iowa
$1.06M
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Boston Advisors
Massachusetts
$550K – – –
SI
52
Scharf Investments
California
$542K – – –
PI
53
PFS Investments
Georgia
$511K +$511K +17,061 New
PAS
54
Partnervest Advisory Services
California
$480K +$187K +6,113 +64%
Stifel Financial
55
Stifel Financial
Missouri
$450K +$26.2K +856 +6%
WTC
56
WhitTier Trust Company
Nevada
$436K +$129K +4,200 +42%
OIA
57
Optimum Investment Advisors
Illinois
$428K -$172K -5,600 -29%
APA
58
American Portfolios Advisors
New York
$418K +$418K +13,623 New
WS
59
Wedbush Securities
California
$415K -$76.3K -2,490 -16%
KA
60
Kovack Advisors
Florida
$406K +$406K +13,229 New
LNC
61
Lincoln National Corp
Pennsylvania
$399K +$399K +13,013 New
SPC
62
Sigma Planning Corp
Michigan
$361K +$43.4K +1,413 +14%
CA
63
Calton & Associates
Florida
$354K +$354K +11,777 New
AW
64
ACG Wealth
Georgia
$341K -$117K -3,813 -26%
IFA
65
Interactive Financial Advisors
Illinois
$337K +$44.3K +1,446 +15%
SG Americas Securities
66
SG Americas Securities
New York
$335K +$335K +10,900 New
GW
67
GW & Wade
Massachusetts
$309K +$399 +13 +0.1%
Citigroup
68
Citigroup
New York
$282K -$14.7K -480 -5%
LWAC
69
Laurel Wealth Advisors (California)
California
$278K -$5.9K -193 -2%
WT
70
Whittier Trust
California
$276K +$49K +1,599 +22%
SBWM
71
Sunflower Bank Wealth Management
Arizona
$276K +$276K +8,980 New
Renaissance Technologies
72
Renaissance Technologies
New York
$270K +$270K +8,800 New
FHC
73
First Heartland Consultants
Missouri
$260K -$15.4K -500 -6%
CWS
74
Cypress Wealth Services
California
$260K +$260K +8,484 New
DF
75
Donoghue Forlines
Massachusetts
$249K +$249K +8,129 New
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