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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

181 hedge funds and large institutions have $1.05B invested in Invesco Taxable Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
27
Increased
54
Reduced
58
Closed
20
Calls
$454K
Puts
$196K
Net Calls
+$258K
Net Calls Change
+$258K

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$25.5M
2
PI
2
PFS Investments
Georgia
$33.6M
3
HCM
3
Hudson Capital Management
New Jersey
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$72M
5
WANY
5
Wealthspire Advisors (New York)
New York
$63M

Top Sellers

1
Invesco
1
Invesco
Georgia
$279M
2
RA
2
Rational Advisors
New York
$12.6M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
PJSIMP
4
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
51
Signature Wealth Management Group
Georgia
$2.08M +$37.2K +1,384 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.05M +$27K +1,003 +1%
Osaic Holdings
53
Osaic Holdings
Arizona
$2.02M +$37.7K +1,404 +2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2M +$171K +6,377 +9%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$1.94M -$670K -24,920 -26%
WPIC
56
White Pine Investment Company
Michigan
$1.8M +$56.8K +2,115 +3%
RGC
57
Roberts, Glore & Co
Illinois
$1.72M -$76.4K -2,842 -4%
UAS
58
United Asset Strategies
New York
$1.71M -$19.9K -740 -1%
AA
59
Advisory Alpha
Michigan
$1.7M -$59.4K -2,209 -3%
WTC
60
WhitTier Trust Company
Nevada
$1.64M -$212K -7,896 -11%
PAG
61
Private Advisor Group
New Jersey
$1.61M -$7.12K -265 -0.4%
OBWG
62
Onyx Bridge Wealth Group
New York
$1.58M -$205K -7,635 -11%
Corient Private Wealth
63
Corient Private Wealth
Florida
$1.57M +$149K +5,533 +10%
TT
64
TI-Trust
Illinois
$1.52M – – –
KLCM
65
KG&L Capital Management
Louisiana
$1.49M -$43.9K -1,633 -3%
PI
66
PFG Investments
New York
$1.47M +$1.47M +54,839 New
WI
67
WrapManager Inc
California
$1.45M +$76.4K +2,842 +6%
WA
68
WESPAC Advisors
California
$1.39M +$1.39M +51,678 New
CAN
69
Cetera Advisor Networks
California
$1.39M -$122K -4,531 -8%
PCP
70
Proficio Capital Partners
Massachusetts
$1.31M – – –
JPLA
71
Joseph P. Lucia & Associates
New York
$1.21M -$165K -6,156 -12%
OC
72
Oppenheimer & Co
New York
$1.2M +$431K +16,028 +56%
MCC
73
Money Concepts Capital
Florida
$1.16M +$411K +29,161 +55%
BFO
74
Biltmore Family Office
North Carolina
$1.15M -$238K -8,853 -17%
FWM
75
Forza Wealth Management
Florida
$1.12M – – –
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3
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