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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
4
Creative Planning
Kansas
$9.49M
5
WANY
5
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
5
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$3.75M +$265K +8,030 +8%
ECM
52
Exchange Capital Management
Michigan
$3.7M -$13.9K -421 -0.4%
JPLA
53
Joseph P. Lucia & Associates
New York
$3.67M +$4.75K +144 +0.1%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$3.63M +$250K +7,577 +7%
AWM
55
AE Wealth Management
Kansas
$3.16M +$365K +11,067 +13%
3LCM
56
3D/L Capital Management
Connecticut
$3.12M -$5.57K -169 -0.2%
TT
57
TI-Trust
Illinois
$2.97M +$2.97M +90,000 New
MML Investors Services
58
MML Investors Services
Massachusetts
$2.8M -$5.15M -156,293 -65%
TI
59
Tidal Investments
Wisconsin
$2.74M +$78.7K +2,388 +3%
SWMG
60
Signature Wealth Management Group
Georgia
$2.27M +$3.56K +108 +0.2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$2.25M -$176K -5,340 -7%
WTC
62
WhitTier Trust Company
Nevada
$2.21M +$175K +5,321 +9%
WT
63
Whittier Trust
California
$2.15M -$304K -9,226 -12%
UAS
64
United Asset Strategies
New York
$2.01M +$47.6K +1,443 +2%
PP
65
Palladium Partners
Virginia
$1.97M -$10.7K -324 -0.5%
WPIC
66
White Pine Investment Company
Michigan
$1.97M +$12.5K +380 +0.6%
WI
67
WrapManager Inc
California
$1.87M -$193K -5,844 -9%
SPC
68
Sigma Planning Corp
Michigan
$1.66M -$49.2K -1,493 -3%
PCP
69
Proficio Capital Partners
Massachusetts
$1.61M – – –
SPIA
70
Steward Partners Investment Advisory
New York
$1.59M – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.54M -$10.6K -323 -0.7%
BWM
72
BerganKDV Wealth Management
Minnesota
$1.51M -$456K -13,843 -23%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.49M +$23.7K +715 +2%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$1.47M +$1.41M +42,860 +2,521%
RFG
75
Range Financial Group
Oregon
$1.42M +$159K +4,831 +13%
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