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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
4
Creative Planning
Kansas
$9.49M
5
WANY
5
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
5
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLCM
76
KG&L Capital Management
Louisiana
$1.39M +$73.7K +2,236 +6%
ACA
77
Atlas Capital Advisors
Wyoming
$1.38M -$359K -10,898 -21%
NA
78
NewEdge Advisors
Louisiana
$1.35M +$1.35M +40,807 New
MCC
79
Money Concepts Capital
Florida
$1.3M +$1.3M +39,457 New
RHBC
80
R.H. Bluestein & Co
Michigan
$1.28M +$100K +3,035 +8%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$1.26M -$5.76M -174,616 -82%
VVP
82
Venture Visionary Partners
Ohio
$1.25M -$1.86M -56,429 -60%
CAN
83
Cetera Advisor Networks
California
$1.2M -$53.5K -1,623 -4%
ACP
84
Ashfield Capital Partners
California
$1.07M +$16.1K +490 +2%
SIC
85
Samalin Investment Counsel
New York
$1.02M +$19.1K +580 +2%
FA
86
Fagan Associates
New York
$1.01M +$1.01M +30,641 New
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$1.01M +$1.01M +30,600 New
SEIA
88
Signature Estate & Investment Advisors
California
$990K +$990K +30,047 New
DAS
89
Dynamic Advisor Solutions
Arizona
$973K +$56.5K +1,715 +6%
CW
90
CreativeOne Wealth
Kansas
$944K -$4.32K -131 -0.5%
SFO
91
Stokes Family Office
Louisiana
$807K -$348K -10,556 -30%
Renaissance Technologies
92
Renaissance Technologies
New York
$802K +$802K +24,325 New
GEA
93
Glen Eagle Advisors
New Jersey
$785K +$75.6K +2,295 +11%
MIAN
94
Mariner Independent Advisor Network
Kansas
$771K -$14.1K -433 -2%
WA
95
Winfield Associates
Ohio
$763K – – –
1WM
96
1900 Wealth Management
Texas
$762K -$4.28M -129,622 -85%
IWM
97
IHT Wealth Management
Illinois
$762K +$83.4K +2,530 +12%
KWM
98
Kingsview Wealth Management
Oregon
$759K -$79.7K -2,420 -10%
CHAM
99
Clear Harbor Asset Management
Connecticut
$741K -$127K -3,859 -15%
ACA
100
Anchor Capital Advisors
Massachusetts
$711K -$107K -3,235 -13%
2 3
4
5 6