BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

142 hedge funds and large institutions have $625M invested in Invesco Taxable Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
51
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.8M
2
WANY
Wealthspire Advisors (New York)
New York
$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.4M
4
KCM
Karp Capital Management
California
$6.11M
5
RJA
Raymond James & Associates
Florida
$18M

Top Sellers

1
Invesco
Invesco
Georgia
$77M
2
Morgan Stanley
Morgan Stanley
New York
$30.3M
3
WU
Wealthsimple US
New York
$1.11M
4
Truist Financial
Truist Financial
North Carolina
$34.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
51
White Pine Investment Company
Michigan
$955K +$76K +2,460 +9%
ACP
52
Ashfield Capital Partners
California
$942K +$145K +4,700 +18%
BWM
53
BerganKDV Wealth Management
Minnesota
$939K -$140K -4,544 -13%
KLCM
54
KG&L Capital Management
Louisiana
$931K +$59K +1,909 +7%
WAM
55
Wealthspire Advisors (Maryland)
Maryland
$889K +$889K +28,757 New
ACA
56
Anchor Capital Advisors
Massachusetts
$869K – – –
RA
57
Rational Advisors
New York
$863K +$158K +5,115 +22%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$844K -$31.9K -1,033 -4%
SIC
59
Samalin Investment Counsel
New York
$812K -$45.9K -1,487 -5%
SPC
60
Sigma Planning Corp
Michigan
$802K -$21.1K -684 -3%
WA
61
Winfield Associates
Ohio
$793K +$793K +25,650 New
FA
62
Fagan Associates
New York
$744K +$744K +24,062 New
AWA
63
Arkadios Wealth Advisors
Georgia
$713K -$121K -3,904 -14%
CWM
64
Concentric Wealth Management
California
$644K -$30.9K -1,000 -5%
WTC
65
WhitTier Trust Company
Nevada
$631K -$77.7K -2,513 -11%
Citigroup
66
Citigroup
New York
$589K +$119K +3,850 +25%
LWAC
67
Laurel Wealth Advisors (California)
California
$564K +$88.4K +2,864 +19%
CA
68
Cetera Advisors
Colorado
$543K -$320K -10,348 -37%
WC
69
Waterloo Capital
Texas
$508K +$508K +16,425 New
WT
70
Whittier Trust
California
$500K -$40.7K -1,318 -8%
FHA
71
Flagship Harbor Advisors
Massachusetts
$483K +$20.7K +669 +4%
AC
72
Alexandria Capital
Virginia
$474K -$20.4K -662 -4%
OC
73
Oppenheimer & Co
New York
$472K +$15K +486 +3%
UR
74
USCA RIA
Texas
$442K – – –
WS
75
Wedbush Securities
California
$438K +$44.2K +1,430 +11%
1 2
3
4 5