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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

143 hedge funds and large institutions have $635M invested in Invesco Taxable Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
57
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$42.1M
2
Invesco
2
Invesco
Georgia
$97.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.11M
5
DCM
5
Donaldson Capital Management
Indiana
$34.9M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BWCS
3
Beirne Wealth Consulting Services
Connecticut
$698K
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$898K 28,360 -2,211 -7%
KLCM
52
KG&L Capital Management
Louisiana
$893K 28,227 +3,579 +15%
ACA
53
Anchor Capital Advisors
Massachusetts
$890K 28,115 – –
CA
54
Cetera Advisors
Colorado
$884K 27,919 +5,939 +27%
AWA
55
Arkadios Wealth Advisors
Georgia
$881K 26,976 +26,976 New
SIC
56
Samalin Investment Counsel
New York
$879K 27,785 +27,785 New
SPC
57
Sigma Planning Corp
Michigan
$843K 26,628 +1,260 +5%
ACP
58
Ashfield Capital Partners
California
$817K 25,794 – –
WTC
59
WhitTier Trust Company
Nevada
$726K 22,929 -1,621 -7%
AFP
60
Ausdal Financial Partners
Iowa
$726K 22,191 +3,805 +21%
RA
61
Rational Advisors
New York
$723K 22,815 -4,793 -17%
BWCS
62
Beirne Wealth Consulting Services
Connecticut
$698K 22,054 -71,623 -76%
CWM
63
Concentric Wealth Management
California
$692K 21,850 +21,850 New
PAG
64
Private Advisor Group
New Jersey
$582K 18,371 +2,831 +18%
PBF
65
Petix & Botte Financial
California
$556K 17,581 +17,581 New
WT
66
Whittier Trust
California
$554K 17,510 -139 -0.8%
IFA
67
Interactive Financial Advisors
Illinois
$520K 16,424 +3,893 +31%
AC
68
Alexandria Capital
Virginia
$507K 16,007 -1,684 -10%
LWAC
69
Laurel Wealth Advisors (California)
California
$488K 15,401 +1,256 +9%
G
70
GenTrust
Florida
$482K 15,220 – –
Citigroup
71
Citigroup
New York
$481K 15,202 +2,647 +21%
Stifel Financial
72
Stifel Financial
Missouri
$474K 14,829 -494 -3%
FHA
73
Flagship Harbor Advisors
Massachusetts
$474K 14,977 +5,317 +55%
OC
74
Oppenheimer & Co
New York
$469K 14,798 +4,204 +40%
UR
75
USCA RIA
Texas
$453K 14,317 -335 -2%
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