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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.39B invested in Invesco Taxable Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
44
Increased
75
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$122M
2
Invesco
2
Invesco
Georgia
$417M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$10.6M
4
MWM
4
Merriman Wealth Management
Washington
$7.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.3M
5
UBS Group
5
UBS Group
Switzerland
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
76
TriaGen Wealth Management
California
$1.03M 30,728 +30,728 New
CW
77
CreativeOne Wealth
Kansas
$1.02M 30,504 +30,504 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$971K 28,988 -1,026 -3%
SIC
79
Samalin Investment Counsel
New York
$965K 28,798 +3,434 +14%
WA
80
Winfield Associates
Ohio
$941K 28,080 -1,300 -4%
VVP
81
Venture Visionary Partners
Ohio
$920K 27,487 +27,487 New
DAS
82
Dynamic Advisor Solutions
Arizona
$914K 27,291 +3,065 +13%
Stifel Financial
83
Stifel Financial
Missouri
$908K 27,095 +27,095 New
FUBT
84
First United Bank & Trust
Maryland
$894K 26,690 +26,690 New
RHBC
85
R.H. Bluestein & Co
Michigan
$854K 25,484 +4,860 +24%
UAS
86
United Asset Strategies
New York
$852K 25,424 +14,650 +136%
BFO
87
Biltmore Family Office
North Carolina
$840K 25,080 +25,080 New
Renaissance Technologies
88
Renaissance Technologies
New York
$838K 25,009 +6,109 +32%
ACA
89
Anchor Capital Advisors
Massachusetts
$814K 24,295 -3,065 -11%
MCC
90
Money Concepts Capital
Florida
$783K 23,368 +23,368 New
FF
91
Fluent Financial
Texas
$757K 22,605 +22,605 New
SPIA
92
Steward Partners Investment Advisory
New York
$687K 20,506 +8,499 +71%
FHA
93
Flagship Harbor Advisors
Massachusetts
$686K 20,486 +3,617 +21%
FTUS
94
Flow Traders U.S.
New York
$685K 20,453 +13,726 +204%
Citigroup
95
Citigroup
New York
$612K 18,277 -63,418 -78%
CWM
96
Concentric Wealth Management
California
$578K 17,250 -1,000 -5%
MIAN
97
Mariner Independent Advisor Network
Kansas
$556K 16,590 +2,700 +19%
OC
98
Oppenheimer & Co
New York
$493K 14,702 +33 +0.2%
APA
99
American Portfolios Advisors
New York
$487K 14,525 +244 +2%
LWAC
100
Laurel Wealth Advisors (California)
California
$458K 13,662 -114 -0.8%
2 3
4
5 6