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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

91 hedge funds and large institutions have $283M invested in Invesco Taxable Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$16.5M
2
Wells Fargo
2
Wells Fargo
California
$20M
3
JHIU
3
Janus Henderson Investors US
Colorado
$3.04M
4
BTS
4
BB&T Securities
Virginia
$14.5M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$14.9M

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$3.25M
2
Bank of America
2
Bank of America
North Carolina
$22M
3
SCA
3
Strategic Capital Alternatives
United States
$0
4
GEM
4
Global Endowment Management
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$61K 2,018 -1,809 -47%
TWA
77
TCI Wealth Advisors
Arizona
$59K 1,926 +1,926 New
NPC
78
National Planning Corporation
California
$48.1K 1,557 +1,557 New
DADC
79
D.A. Davidson & Co
Montana
$36K 1,200 – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$30K 1,000 +500 +100%
PSI
81
Pinnacle Summer Investments
Virginia
$18K 600 – –
PWM
82
ParenteBeard Wealth Management
Pennsylvania
$18K 547 -19,347 -97%
CP
83
Corbenic Partners
Pennsylvania
$17K 547 +547 New
AIP
84
Ameritas Investment Partners
Nebraska
$17K 577 +577 New
TFA
85
Transamerica Financial Advisors
Florida
$10K 317 -88 -22%
FANJ
86
Financial Architects (New Jersey)
New Jersey
$10K 323 +323 New
LIA
87
LS Investment Advisors
Michigan
$8K 266 +266 New
RIA
88
Regal Investment Advisors
Michigan
$6K 188 +188 New
NFG
89
Next Financial Group
Texas
$5K 150 – –
FCCM
90
First City Capital Management
Georgia
$3.04K 100 +100 New
KCM
91
Karp Capital Management
California
$2K 55 +55 New
SCA
92
Strategic Capital Alternatives
United States
– – -39,395 Closed
GEM
93
Global Endowment Management
North Carolina
– – -25,100 Closed
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
– – -16,910 Closed
PMFA
95
Plante Moran Financial Advisors
Michigan
– – -2,500 Closed
GGPS
96
Gary Goldberg Planning Services
New York
– – -170 Closed
MAA
97
Managed Account Advisors
New Jersey
– – -1 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1 +1 New
1 2 3
4