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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

142 hedge funds and large institutions have $625M invested in Invesco Taxable Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
51
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.8M
2
WANY
Wealthspire Advisors (New York)
New York
$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.4M
4
KCM
Karp Capital Management
California
$6.11M
5
RJA
Raymond James & Associates
Florida
$18M

Top Sellers

1
Invesco
Invesco
Georgia
$77M
2
Morgan Stanley
Morgan Stanley
New York
$30.3M
3
WU
Wealthsimple US
New York
$1.11M
4
Truist Financial
Truist Financial
North Carolina
$34.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
76
Beirne Wealth Consulting Services
Connecticut
$420K -$261K -8,462 -38%
APA
77
American Portfolios Advisors
New York
$413K +$29.5K +956 +8%
PBF
78
Petix & Botte Financial
California
$412K -$131K -4,233 -24%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$410K +$82.6K +2,672 +25%
FWM
80
Focused Wealth Management
New York
$409K +$2.26K +73 +0.6%
MIAN
81
Mariner Independent Advisor Network
Kansas
$388K +$55.6K +1,859 +17%
WAS
82
Wealth Advisory Solutions
Indiana
$384K +$35.5K +1,149 +10%
Mariner
83
Mariner
Kansas
$370K +$29.9K +968 +9%
OIA
84
Optimum Investment Advisors
Illinois
$330K – – –
TIA
85
Traphagen Investment Advisors
New Jersey
$313K +$313K +10,141 New
Goldman Sachs
86
Goldman Sachs
New York
$313K -$1.63M -52,757 -84%
G
87
GenTrust
Florida
$309K -$162K -5,235 -34%
PAG
88
Private Advisor Group
New Jersey
$305K -$263K -8,507 -46%
HighTower Advisors
89
HighTower Advisors
Illinois
$274K +$12.9K +419 +5%
GW
90
GW & Wade
Massachusetts
$267K -$47.1K -1,527 -15%
NA
91
NewEdge Advisors
Louisiana
$247K -$34.5K -1,115 -12%
Lazard Asset Management
92
Lazard Asset Management
New York
$247K -$253K – –
CAM
93
Caprin Asset Management
Virginia
$244K +$14.4K +466 +6%
LNC
94
Lincoln National Corp
Pennsylvania
$238K -$68.1K -2,202 -22%
NA
95
Nottingham Advisors
New York
$236K +$236K +7,625 New
BC
96
Barnett & Company
Tennessee
$229K +$229K +7,425 New
FLI
97
Family Legacy Inc
South Carolina
$211K -$2.96K -96 -1%
SWP
98
Stratos Wealth Partners
Ohio
$202K -$56K -1,813 -22%
FFG
99
Ford Financial Group
California
$202K -$24.8K -806 -11%
William Blair & Company
100
William Blair & Company
Illinois
$187K -$35.8K -1,157 -16%
2 3
4
5 6