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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

176 hedge funds and large institutions have $989M invested in Invesco Taxable Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 80 reducing their positions, and 22 closing their positions.

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
42
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.4M
2
RA
2
Rational Advisors
New York
$33.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.79M
5
WANY
5
Wealthspire Advisors (New York)
New York
$51.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.83M
2
Invesco
2
Invesco
Georgia
$313M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$277K
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$0
5
DCM
5
Donaldson Capital Management
Indiana
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
Focused Wealth Management
New York
$930K +$564K +21,934 +154%
Cerity Partners
77
Cerity Partners
New York
$864K -$39.1K -1,522 -4%
Creative Planning
78
Creative Planning
Kansas
$831K -$1.09M -42,362 -57%
Renaissance Technologies
79
Renaissance Technologies
New York
$816K +$816K +31,747 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$810K -$73.6K -2,862 -8%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$787K – – –
IWM
82
IHT Wealth Management
Illinois
$738K +$1K +39 +0.1%
OC
83
Oppenheimer & Co
New York
$734K +$95.3K +3,707 +15%
NA
84
NewEdge Advisors
Louisiana
$721K +$113K +4,927 +19%
AHC
85
Anderson Hoagland & Co
Missouri
$696K +$696K +25,656 New
KC
86
Kingfisher Capital
North Carolina
$682K -$282K -10,968 -29%
FLI
87
Family Legacy Inc
South Carolina
$674K +$94K +3,482 +16%
CW
88
CreativeOne Wealth
Kansas
$645K -$10.7K -418 -2%
DAS
89
Dynamic Advisor Solutions
Arizona
$635K +$3.01K +117 +0.5%
SFO
90
Stokes Family Office
Louisiana
$621K – – –
SIC
91
Samalin Investment Counsel
New York
$620K -$346K -13,467 -36%
AFG
92
Alterity Financial Group
Maine
$610K -$12.1K -472 -2%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$608K +$608K +23,640 New
FA
94
Fagan Associates
New York
$583K +$129 +5 +0%
ACA
95
Anchor Capital Advisors
Massachusetts
$554K – – –
AA
96
Ancora Advisors
Ohio
$542K +$4.35K +169 +0.8%
AWM
97
Axxcess Wealth Management
California
$448K +$15.7K +611 +4%
KAS
98
Kestra Advisory Services
Texas
$436K -$124K -4,841 -22%
CHAM
99
Clear Harbor Asset Management
Connecticut
$420K -$84.5K -3,286 -17%
JFG
100
Jefferies Financial Group
New York
$395K +$395K +15,376 New
2 3
4
5 6