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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.13B invested in Invesco Taxable Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 27 closing their positions.

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$14.6M
5
RJA
5
Raymond James & Associates
Florida
$22.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$352M
2
PI
2
PFS Investments
Georgia
$11.9M
3
CFG
3
CNO Financial Group
Indiana
$0
4
RA
4
Rational Advisors
New York
$31.8M
5
DCM
5
Donaldson Capital Management
Indiana
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$1.29M 46,408 +9,335 +25%
KWA
77
KCS Wealth Advisory
California
$1.28M 46,117 -32 -0.1%
KLCM
78
KG&L Capital Management
Louisiana
$1.27M 45,862 +3,027 +7%
KC
79
Kingfisher Capital
North Carolina
$1.03M 37,301 -5,324 -12%
SIC
80
Samalin Investment Counsel
New York
$1.03M 37,164 +4,313 +13%
BlackRock
81
BlackRock
New York
$972K 35,075 +35,075 New
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$936K 33,779 +25,482 +307%
ACP
83
Ashfield Capital Partners
California
$856K 30,875 -1,756 -5%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$848K 30,600 – –
RHBC
85
R.H. Bluestein & Co
Michigan
$819K 29,561 -8,991 -23%
SYBT
86
Stock Yards Bank & Trust
Kentucky
$789K 28,475 +28,475 New
CW
87
CreativeOne Wealth
Kansas
$754K 27,202 -1,473 -5%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$692K 24,983 -21,275 -46%
DAS
89
Dynamic Advisor Solutions
Arizona
$687K 24,767 -1,327 -5%
AWS
90
Atria Wealth Solutions
New York
$685K 24,711 -268 -1%
AFG
91
Alterity Financial Group
Maine
$680K 24,546 +24,546 New
SFO
92
Stokes Family Office
Louisiana
$669K 24,140 -346 -1%
FA
93
Fagan Associates
New York
$628K 22,650 -7,845 -26%
IWM
94
IHT Wealth Management
Illinois
$612K 22,075 +638 +3%
ACA
95
Anchor Capital Advisors
Massachusetts
$598K 21,560 – –
CHAM
96
Clear Harbor Asset Management
Connecticut
$577K 20,817 +37 +0.2%
OC
97
Oppenheimer & Co
New York
$570K 20,547 +1,777 +9%
FLI
98
Family Legacy Inc
South Carolina
$540K 19,471 +4,201 +28%
Mariner
99
Mariner
Kansas
$510K 18,392 +12 +0.1%
APA
100
American Portfolios Advisors
New York
$494K 17,830 -1,199 -6%
2 3
4
5 6