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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.4B invested in Invesco Taxable Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
82
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$45.4M
2
Invesco
Invesco
Georgia
$421M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.7M
5
Wells Fargo
Wells Fargo
California
$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.8M
2
MA
Mutual Advisors
Nebraska
$0
3
BPB
Badgley, Phelps & Bell
Washington
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$182K
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
76
Range Financial Group
Oregon
$969K +$969K +30,262 New
TWM
77
TriaGen Wealth Management
California
$962K -$21.9K -684 -2%
CTB
78
Country Trust Bank
Illinois
$961K +$961K +30,000 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$955K +$827K +25,838 +646%
DAS
80
Dynamic Advisor Solutions
Arizona
$890K +$15.6K +488 +2%
BFO
81
Biltmore Family Office
North Carolina
$835K +$32.1K +1,002 +4%
MCC
82
Money Concepts Capital
Florida
$830K +$81.6K +2,548 +11%
RHBC
83
R.H. Bluestein & Co
Michigan
$806K -$10.6K -330 -1%
SPIA
84
Steward Partners Investment Advisory
New York
$791K +$134K +4,182 +20%
ACA
85
Anchor Capital Advisors
Massachusetts
$788K +$9.61K +300 +1%
UAS
86
United Asset Strategies
New York
$763K -$51.8K -1,616 -6%
FF
87
Fluent Financial
Texas
$757K – – –
WA
88
Winfield Associates
Ohio
$741K -$158K -4,935 -18%
AFG
89
Alterity Financial Group
Maine
$733K +$733K +24,704 New
FHA
90
Flagship Harbor Advisors
Massachusetts
$685K +$28.5K +888 +4%
FUBT
91
First United Bank & Trust
Maryland
$666K -$189K -5,895 -22%
HWA
92
HCR Wealth Advisors
California
$659K +$659K +20,565 New
MIAN
93
Mariner Independent Advisor Network
Kansas
$600K +$68.5K +2,137 +13%
Citigroup
94
Citigroup
New York
$565K -$20.2K -632 -3%
HIS
95
Harvest Investment Services
Illinois
$526K +$286K +8,941 +119%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$511K -$418K -13,040 -45%
OC
97
Oppenheimer & Co
New York
$504K +$33K +1,031 +7%
CWM
98
Concentric Wealth Management
California
$498K -$54.4K -1,700 -10%
PAG
99
Private Advisor Group
New Jersey
$495K +$88.9K +2,776 +22%
GEA
100
Glen Eagle Advisors
New Jersey
$477K +$205K +6,227 +76%
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4
5 6