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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

189 hedge funds and large institutions have $1.52B invested in Invesco Taxable Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
78
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$509M
2
RA
2
Rational Advisors
New York
$24.7M
3
MWM
3
Merriman Wealth Management
Washington
$8.61M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$11.2M
5
PWM
5
PRW Wealth Management
Massachusetts
$5.01M

Top Sellers

1
OSNBOA
1
Old Second National Bank of Aurora
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$122M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
4
Truist Financial
4
Truist Financial
North Carolina
$29M
5
PI
5
PFS Investments
Georgia
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
51
Venture Visionary Partners
Ohio
$3.4M +$603K +18,185 +22%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$3.22M -$187K -5,647 -6%
3LCM
53
3D/L Capital Management
Connecticut
$3.19M +$6.27K +189 +0.2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.16M +$74.4K +2,242 +2%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$2.98M +$110K +3,327 +4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.83M +$496K +14,964 +21%
TI
57
Tidal Investments
Wisconsin
$2.68M +$442K +13,314 +20%
1WM
58
1900 Wealth Management
Texas
$2.52M -$635K -19,128 -20%
WT
59
Whittier Trust
California
$2.39M +$306K +9,228 +15%
SWMG
60
Signature Wealth Management Group
Georgia
$2.26M -$21K -632 -0.9%
WI
61
WrapManager Inc
California
$2.11M +$147K +4,416 +7%
PP
62
Palladium Partners
Virginia
$2.05M +$147K +4,425 +8%
WPIC
63
White Pine Investment Company
Michigan
$2.02M +$158K +4,750 +8%
UAS
64
United Asset Strategies
New York
$1.98M +$1.19M +35,714 +150%
WTC
65
WhitTier Trust Company
Nevada
$1.97M +$529K +15,957 +37%
AWE
66
Avidian Wealth Enterprises
Texas
$1.83M -$1.5M -45,123 -45%
BWM
67
BerganKDV Wealth Management
Minnesota
$1.74M +$136K +4,088 +8%
FF
68
Fluent Financial
Texas
$1.69M +$942K +28,398 +126%
SPC
69
Sigma Planning Corp
Michigan
$1.66M -$4.81K -145 -0.3%
PCP
70
Proficio Capital Partners
Massachusetts
$1.62M – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.55M +$14.4K +435 +0.9%
Citadel Advisors
72
Citadel Advisors
Florida
$1.48M -$2.67M -80,395 -64%
SPIA
73
Steward Partners Investment Advisory
New York
$1.39M +$572K +17,234 +70%
SWMG
74
Strategic Wealth Management Group
Maryland
$1.36M +$1.01M +30,373 +286%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.3M +$1.11M +33,649 +599%
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