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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

142 hedge funds and large institutions have $756M invested in Invesco Taxable Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 20 closing their positions.

Holders
142
Holders Change
–
Holders Change %
0%
% of All Funds
2.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
21
Increased
60
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.9M
2
Wells Fargo
2
Wells Fargo
California
$34.8M
3
MA
3
Mutual Advisors
Nebraska
$11.2M
4
BPB
4
Badgley, Phelps & Bell
Washington
$10.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$7.65M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$2.14M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$287K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.11M
5
PI
5
PFS Investments
Georgia
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.27M 38,561 +38,561 New
BWM
52
BerganKDV Wealth Management
Minnesota
$1.26M 38,169 +7,775 +26%
WI
53
WrapManager Inc
California
$1.06M 32,053 +32,053 New
RA
54
Rational Advisors
New York
$1.05M 31,820 +3,890 +14%
KLCM
55
KG&L Capital Management
Louisiana
$1.01M 30,794 +658 +2%
ACP
56
Ashfield Capital Partners
California
$1M 30,494 – –
WTC
57
WhitTier Trust Company
Nevada
$978K 29,738 +9,322 +46%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$938K 28,498 +1,171 +4%
OMC
59
Old Mission Capital
Illinois
$919K 27,919 +27,919 New
WT
60
Whittier Trust
California
$913K 27,757 +11,565 +71%
WA
61
Winfield Associates
Ohio
$908K 27,580 +1,930 +8%
Renaissance Technologies
62
Renaissance Technologies
New York
$905K 27,500 +27,500 New
ACA
63
Anchor Capital Advisors
Massachusetts
$900K 27,360 -755 -3%
PAS
64
Partnervest Advisory Services
California
$892K 27,117 -5,919 -18%
SPC
65
Sigma Planning Corp
Michigan
$850K 25,834 -110 -0.4%
SIC
66
Samalin Investment Counsel
New York
$825K 25,071 -1,227 -5%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$799K 24,263 -4,494 -16%
AWA
68
Arkadios Wealth Advisors
Georgia
$667K 20,074 -2,998 -13%
CWM
69
Concentric Wealth Management
California
$650K 19,750 -1,100 -5%
LWAC
70
Laurel Wealth Advisors (California)
California
$627K 19,042 +777 +4%
Goldman Sachs
71
Goldman Sachs
New York
$592K 17,975 +7,845 +77%
WU
72
Wealthsimple US
New York
$570K 17,306 -18,618 -52%
FHA
73
Flagship Harbor Advisors
Massachusetts
$518K 15,759 +113 +0.7%
OC
74
Oppenheimer & Co
New York
$501K 15,224 -60 -0.4%
UR
75
USCA RIA
Texas
$475K 14,437 +120 +0.8%
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