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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

138 hedge funds and large institutions have $618M invested in Invesco Taxable Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
52
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$36M
2
DCM
2
Donaldson Capital Management
Indiana
$33.2M
3
BTS
3
BB&T Securities
Virginia
$35.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$21.4M

Top Sellers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.51M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$5.71M
Name Market Value Shares Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$992K 30,620 -224 -0.7%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$991K 30,571 +1,114 +4%
WPIC
53
White Pine Investment Company
Michigan
$918K 28,347 +3,150 +13%
ACA
54
Anchor Capital Advisors
Massachusetts
$911K 28,115 – –
RA
55
Rational Advisors
New York
$895K 27,608 +440 +2%
ACP
56
Ashfield Capital Partners
California
$836K 25,794 +25,794 New
SPC
57
Sigma Planning Corp
Michigan
$822K 25,368 +2,432 +11%
KLCM
58
KG&L Capital Management
Louisiana
$798K 24,648 +7,119 +41%
WTC
59
WhitTier Trust Company
Nevada
$795K 24,550 +1,250 +5%
SB
60
Suntrust Banks
Georgia
$783K 24,182 +495 +2%
CA
61
Cetera Advisors
Colorado
$713K 21,980 +21,980 New
GTAM
62
Global Trust Asset Management
Florida
$638K 19,690 +4,682 +31%
AFP
63
Ausdal Financial Partners
Iowa
$596K 18,386 -11,550 -39%
AC
64
Alexandria Capital
Virginia
$573K 17,691 -1,487 -8%
WT
65
Whittier Trust
California
$572K 17,649 +1,329 +8%
PAG
66
Private Advisory Group
Washington
$516K 15,926 +15,926 New
PAG
67
Private Advisor Group
New Jersey
$504K 15,540 +2,371 +18%
Stifel Financial
68
Stifel Financial
Missouri
$496K 15,323 -19,174 -56%
G
69
GenTrust
Florida
$493K 15,220 – –
UR
70
USCA RIA
Texas
$475K 14,652 +225 +2%
LWAC
71
Laurel Wealth Advisors (California)
California
$458K 14,145 +1,934 +16%
FWM
72
Focused Wealth Management
New York
$426K 13,155 – –
Citigroup
73
Citigroup
New York
$407K 12,555 -7,571 -38%
IFA
74
Interactive Financial Advisors
Illinois
$406K 12,531 -270 -2%
APA
75
American Portfolios Advisors
New York
$405K 12,485 +879 +8%
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3
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