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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

129 hedge funds and large institutions have $348M invested in Invesco Taxable Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
38
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$8.32M
2
AA
2
Advisory Alpha
Michigan
$1.8M
3
Mariner
3
Mariner
Kansas
$1.93M
4
HH
4
Hilltop Holdings
Texas
$1.2M
5
ACA
5
Atlas Capital Advisors
Wyoming
$679K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.6M
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.8M
4
SI
4
SII Investments
Wisconsin
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$34.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$580K 19,263 -895 -4%
PAS
52
Partnervest Advisory Services
California
$572K 18,989 +3,333 +21%
BA
53
Boston Advisors
Massachusetts
$540K 17,915 – –
SI
54
Scharf Investments
California
$532K 17,650 – –
WTC
55
WhitTier Trust Company
Nevada
$523K 17,370 +3,170 +22%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$472K 15,656 -4,801 -23%
Renaissance Technologies
57
Renaissance Technologies
New York
$467K 15,500 +6,700 +76%
Stifel Financial
58
Stifel Financial
Missouri
$448K 14,775 +100 +0.7%
APA
59
American Portfolios Advisors
New York
$433K 14,360 +737 +5%
OIA
60
Optimum Investment Advisors
Illinois
$421K 13,959 – –
WS
61
Wedbush Securities
California
$401K 13,295 -240 -2%
IFA
62
Interactive Financial Advisors
Illinois
$383K 12,719 +1,728 +16%
SPC
63
Sigma Planning Corp
Michigan
$359K 11,906 +145 +1%
KA
64
Kovack Advisors
Florida
$357K 11,845 -1,384 -10%
KWM
65
Kingsview Wealth Management
Oregon
$356K 11,808 +3,902 +49%
CA
66
Calton & Associates
Florida
$352K 11,693 -84 -0.7%
AW
67
ACG Wealth
Georgia
$329K 10,915 -194 -2%
WT
68
Whittier Trust
California
$324K 10,751 +1,752 +19%
LNC
69
Lincoln National Corp
Pennsylvania
$308K 10,217 -2,796 -21%
GW
70
GW & Wade
Massachusetts
$304K 10,078 +15 +0.1%
PAG
71
Private Advisor Group
New Jersey
$288K 9,572 +9,572 New
ASN
72
Advisory Services Network
Georgia
$277K 9,203 +7,870 +590%
First Trust Advisors
73
First Trust Advisors
Illinois
$272K 9,039 +1,066 +13%
SBWM
74
Sunflower Bank Wealth Management
Arizona
$271K 8,980 – –
LWAC
75
Laurel Wealth Advisors (California)
California
$270K 8,994 -96 -1%
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3
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