BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

161 hedge funds and large institutions have $1.27B invested in Invesco Taxable Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
84
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$387M
2
Wells Fargo
2
Wells Fargo
California
$89.3M
3
Bank of America
3
Bank of America
North Carolina
$81.3M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.7M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$24.2M
2
ACA
2
Atlas Capital Advisors
Wyoming
$0
3
FTUS
3
Flow Traders U.S.
New York
$224K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.46M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.67M 50,153 -4,581 -8%
SS
52
Simplicity Solutions
Minnesota
$1.67M 50,009 +50,009 New
PCP
53
Proficio Capital Partners
Massachusetts
$1.63M 48,800 +48,800 New
SPC
54
Sigma Planning Corp
Michigan
$1.62M 48,587 +22,753 +88%
CAN
55
Cetera Advisor Networks
California
$1.52M 45,647 +1,344 +3%
WPIC
56
White Pine Investment Company
Michigan
$1.49M 44,577 +4,285 +11%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.43M 42,827 +4,266 +11%
KWM
58
Kingsview Wealth Management
Oregon
$1.37M 41,148 -23,822 -37%
BWM
59
BerganKDV Wealth Management
Minnesota
$1.36M 40,879 +2,710 +7%
WI
60
WrapManager Inc
California
$1.2M 35,896 +3,843 +12%
WT
61
Whittier Trust
California
$1.17M 35,212 +7,455 +27%
ACP
62
Ashfield Capital Partners
California
$1.09M 32,715 +2,221 +7%
WTC
63
WhitTier Trust Company
Nevada
$1.06M 31,781 +2,043 +7%
KLCM
64
KG&L Capital Management
Louisiana
$1.05M 31,397 +603 +2%
OMC
65
Old Mission Capital
Illinois
$1.02M 30,537 +2,618 +9%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$1M 30,014 +1,516 +5%
WA
67
Winfield Associates
Ohio
$980K 29,380 +1,800 +7%
ACA
68
Anchor Capital Advisors
Massachusetts
$912K 27,360 – –
PAS
69
Partnervest Advisory Services
California
$869K 26,071 -1,046 -4%
SIC
70
Samalin Investment Counsel
New York
$846K 25,364 +293 +1%
Goldman Sachs
71
Goldman Sachs
New York
$809K 24,264 +6,289 +35%
DAS
72
Dynamic Advisor Solutions
Arizona
$808K 24,226 +24,226 New
RWB
73
RMR Wealth Builders
New Jersey
$797K 23,890 +18,678 +358%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$782K 23,454 +9,210 +65%
AWE
75
Avidian Wealth Enterprises
Texas
$760K 22,787 +10,502 +85%
1 2
3
4 5