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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.4B invested in Invesco Taxable Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
82
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$45.4M
2
Invesco
Invesco
Georgia
$421M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.7M
5
Wells Fargo
Wells Fargo
California
$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.8M
2
MA
Mutual Advisors
Nebraska
$0
3
BPB
Badgley, Phelps & Bell
Washington
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$182K
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$2.77M +$23.9K +745 +0.9%
VVP
52
Venture Visionary Partners
Ohio
$2.7M +$1.82M +56,850 +207%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.25M +$56.7K +1,770 +3%
SWMG
54
Signature Wealth Management Group
Georgia
$2.2M -$51.1K -1,596 -2%
TI
55
Tidal Investments
Wisconsin
$2.16M -$100K -3,132 -4%
HH
56
Hilltop Holdings
Texas
$2.15M -$15.2K -476 -0.7%
WT
57
Whittier Trust
California
$2.01M +$313K +9,786 +19%
AHC
58
Anderson Hoagland & Co
Missouri
$1.92M -$4.21M -131,550 -69%
WI
59
WrapManager Inc
California
$1.89M +$388K +12,112 +26%
PP
60
Palladium Partners
Virginia
$1.84M +$1.84M +57,381 New
WPIC
61
White Pine Investment Company
Michigan
$1.8M +$17K +530 +1%
KWM
62
Kingsview Wealth Management
Oregon
$1.7M +$363K +11,261 +27%
FTUS
63
Flow Traders U.S.
New York
$1.62M +$964K +30,107 +147%
SPC
64
Sigma Planning Corp
Michigan
$1.61M +$111K +3,480 +7%
PCP
65
Proficio Capital Partners
Massachusetts
$1.56M – – –
SFO
66
Stokes Family Office
Louisiana
$1.55M -$6.36M -198,408 -80%
BWM
67
BerganKDV Wealth Management
Minnesota
$1.54M +$233K +7,258 +18%
CAN
68
Cetera Advisor Networks
California
$1.53M -$12.1K -379 -0.8%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.48M -$226K -7,060 -13%
WTC
70
WhitTier Trust Company
Nevada
$1.39M +$253K +7,886 +22%
CW
71
CreativeOne Wealth
Kansas
$1.15M +$173K +5,401 +18%
Stifel Financial
72
Stifel Financial
Missouri
$1.12M +$254K +7,946 +29%
KLCM
73
KG&L Capital Management
Louisiana
$1.11M +$112K +3,481 +11%
ACP
74
Ashfield Capital Partners
California
$1.06M -$39.7K -1,239 -4%
SIC
75
Samalin Investment Counsel
New York
$990K +$67.7K +2,115 +7%
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