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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

186 hedge funds and large institutions have $1.58B invested in Invesco Taxable Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
83
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
CI
2
Conning Inc
Connecticut
$15.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.2M
4
PI
4
PFS Investments
Georgia
$43.2M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$4.04M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$11.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M
3
RJA
3
Raymond James & Associates
Florida
$11.9M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
RA
5
Rational Advisors
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$3.48M +$526K +15,985 +18%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.38M +$240K +7,290 +8%
3LCM
53
3D/L Capital Management
Connecticut
$3.12M -$37.4K -1,136 -1%
VVP
54
Venture Visionary Partners
Ohio
$3.1M -$272K -8,277 -8%
CTB
55
Country Trust Bank
Illinois
$3.09M -$987K -30,000 -24%
AWE
56
Avidian Wealth Enterprises
Texas
$2.87M +$1.06M +32,206 +59%
AWM
57
AE Wealth Management
Kansas
$2.79M -$1.03M -31,240 -27%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.68M -$125K -3,812 -4%
TI
59
Tidal Investments
Wisconsin
$2.66M +$1.25K +38 +0%
WT
60
Whittier Trust
California
$2.45M +$86K +2,613 +4%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$2.42M -$769K -23,373 -24%
SWMG
62
Signature Wealth Management Group
Georgia
$2.27M +$27.9K +847 +1%
WI
63
WrapManager Inc
California
$2.06M -$31.3K -950 -1%
FF
64
Fluent Financial
Texas
$2.05M +$376K +11,424 +22%
WTC
65
WhitTier Trust Company
Nevada
$2.03M +$74.8K +2,273 +4%
PP
66
Palladium Partners
Virginia
$1.98M -$52.5K -1,597 -3%
BWM
67
BerganKDV Wealth Management
Minnesota
$1.97M +$244K +7,408 +14%
UAS
68
United Asset Strategies
New York
$1.96M -$823 -25 -0%
WPIC
69
White Pine Investment Company
Michigan
$1.95M -$53.8K -1,635 -3%
ACA
70
Atlas Capital Advisors
Wyoming
$1.73M -$2.2M -66,968 -56%
SPC
71
Sigma Planning Corp
Michigan
$1.71M +$65K +1,976 +4%
PCP
72
Proficio Capital Partners
Massachusetts
$1.61M – – –
SPIA
73
Steward Partners Investment Advisory
New York
$1.58M +$204K +6,191 +15%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.55M +$11.3K +344 +0.7%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.46M +$168K +5,113 +13%
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