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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

176 hedge funds and large institutions have $989M invested in Invesco Taxable Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 80 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
42
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.4M
2
RA
2
Rational Advisors
New York
$33.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.79M
5
WANY
5
Wealthspire Advisors (New York)
New York
$51.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.83M
2
Invesco
2
Invesco
Georgia
$313M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$277K
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$0
5
DCM
5
Donaldson Capital Management
Indiana
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.93M -$190K -7,395 -9%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.89M -$885K -34,450 -32%
WTC
53
WhitTier Trust Company
Nevada
$1.77M -$617K -24,010 -26%
WT
54
Whittier Trust
California
$1.77M -$183K -7,122 -9%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$1.77M +$306K +11,900 +21%
OBWG
56
Onyx Bridge Wealth Group
New York
$1.76M -$543K -20,539 -24%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.75M -$2.81M -109,276 -62%
RGC
58
Roberts, Glore & Co
Illinois
$1.72M -$695K -27,016 -29%
AA
59
Advisory Alpha
Michigan
$1.68M +$340K +13,221 +25%
WPIC
60
White Pine Investment Company
Michigan
$1.67M +$29.2K +1,137 +2%
UAS
61
United Asset Strategies
New York
$1.65M +$161K +6,262 +11%
PFA
62
Petra Financial Advisors
Colorado
$1.62M +$1.62M +63,049 New
KLCM
63
KG&L Capital Management
Louisiana
$1.46M +$53.6K +2,085 +4%
TT
64
TI-Trust
Illinois
$1.45M – – –
CAN
65
Cetera Advisor Networks
California
$1.44M -$45.4K -1,766 -3%
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.36M +$1.36M +52,953 New
MCC
67
Money Concepts Capital
Florida
$1.36M +$77.4K +3,009 +6%
BFO
68
Biltmore Family Office
North Carolina
$1.32M +$1M +39,000 +313%
WI
69
WrapManager Inc
California
$1.32M -$110K -4,280 -8%
JPLA
70
Joseph P. Lucia & Associates
New York
$1.32M -$136K -5,304 -9%
PCP
71
Proficio Capital Partners
Massachusetts
$1.25M – – –
BAAM
72
Baker Avenue Asset Management
California
$1.15M +$265K +10,306 +30%
FWM
73
Forza Wealth Management
Florida
$1.07M +$1.07M +41,798 New
SPC
74
Sigma Planning Corp
Michigan
$1.02M -$89.1K -3,464 -8%
PAG
75
Private Advisor Group
New Jersey
$987K +$7.39K +449 +0.8%
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