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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

143 hedge funds and large institutions have $635M invested in Invesco Taxable Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
57
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$42.1M
2
Invesco
2
Invesco
Georgia
$97.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.11M
5
DCM
5
Donaldson Capital Management
Indiana
$34.9M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BWCS
3
Beirne Wealth Consulting Services
Connecticut
$698K
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
76
Focused Wealth Management
New York
$417K 13,155 – –
WS
77
Wedbush Securities
California
$403K 12,735 +2,730 +27%
APA
78
American Portfolios Advisors
New York
$393K 12,411 -74 -0.6%
SAM
79
Stringer Asset Management
Tennessee
$382K 12,058 +1,029 +9%
PAG
80
Private Advisory Group
Washington
$364K 11,509 -4,417 -28%
WAS
81
Wealth Advisory Solutions
Indiana
$357K 11,271 +11,271 New
MIAN
82
Mariner Independent Advisor Network
Kansas
$352K 11,125 +750 +7%
CRC
83
Curi RMB Capital
Illinois
$350K 11,059 +11,059 New
Mariner
84
Mariner
Kansas
$349K 11,022 – –
OIA
85
Optimum Investment Advisors
Illinois
$338K 10,679 – –
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$336K 10,597 -1,450 -12%
GW
87
GW & Wade
Massachusetts
$322K 10,182 +14 +0.1%
LNC
88
Lincoln National Corp
Pennsylvania
$314K 9,901 +44 +0.4%
NA
89
NewEdge Advisors
Louisiana
$288K 9,102 +9,102 New
HighTower Advisors
90
HighTower Advisors
Illinois
$269K 8,458 – –
SWP
91
Stratos Wealth Partners
Ohio
$265K 8,353 -1,166 -12%
Jane Street
92
Jane Street
New York
$257K 8,123 -27,745 -77%
Lazard Asset Management
93
Lazard Asset Management
New York
– – – –
CAM
94
Caprin Asset Management
Virginia
$235K 7,434 +66 +0.9%
FFG
95
Ford Financial Group
California
$233K 7,371 +7,371 New
William Blair & Company
96
William Blair & Company
Illinois
$228K 7,193 – –
Millennium Management
97
Millennium Management
New York
$224K 7,087 +7,087 New
FLI
98
Family Legacy Inc
South Carolina
$221K 6,939 +100 +1%
RFC
99
Regions Financial Corp
Alabama
$214K 6,751 -400 -6%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$212K 6,675 +6,675 New
2 3
4
5 6