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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.15B invested in Invesco Taxable Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 14 closing their positions.

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
19
Increased
56
Reduced
72
Closed
14
Calls
$454K
Puts
$64K
Net Calls
+$390K
Net Calls Change
+$132K

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$47M
3
PO
3
Private Ocean
California
$10.6M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$8.32M
5
WANY
5
Wealthspire Advisors (New York)
New York
$68.5M

Top Sellers

1
HTC
1
Haverford Trust Company
Pennsylvania
$232K
2
Bank of America
2
Bank of America
North Carolina
$57.3M
3
HCM
3
Hudson Capital Management
New Jersey
$0
4
TIM
4
Tortoise Investment Management
New York
$9.44M
5
Invesco
5
Invesco
Georgia
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
AXS Investments
New York
$1.22M +$1.22M +46,000 New
FWM
77
Forza Wealth Management
Florida
$1.11M – – –
JPLA
78
Joseph P. Lucia & Associates
New York
$1.05M -$144K -5,410 -12%
OC
79
Oppenheimer & Co
New York
$1.03M -$157K -5,895 -13%
NA
80
NewEdge Advisors
Louisiana
$1.02M +$73.9K +2,785 +8%
Cerity Partners
81
Cerity Partners
New York
$942K +$57.9K +2,180 +7%
EBWM
82
Eagle Bluffs Wealth Management
Missouri
$915K +$247K +9,304 +37%
SPC
83
Sigma Planning Corp
Michigan
$882K -$45.9K -1,729 -5%
WT
84
Whittier Trust
California
$856K -$135K -5,075 -14%
FLI
85
Family Legacy Inc
South Carolina
$808K -$53.3K -2,009 -6%
IWM
86
IHT Wealth Management
Illinois
$786K +$48.7K +1,833 +7%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$754K +$130K +4,907 +21%
GVAG
88
Great Valley Advisor Group
Delaware
$751K +$171K +6,432 +29%
AA
89
Ancora Advisors
Ohio
$736K -$4.49K -169 -0.6%
CW
90
CreativeOne Wealth
Kansas
$712K +$79.5K +2,992 +13%
AWA
91
Arete Wealth Advisors
Illinois
$647K +$647K +24,370 New
GMA
92
Glassy Mountain Advisors
Maryland
$644K +$644K +24,270 New
AFG
93
Alterity Financial Group
Maine
$629K -$2.92K -110 -0.5%
KC
94
Kingfisher Capital
North Carolina
$622K -$52.4K -1,973 -8%
SIC
95
Samalin Investment Counsel
New York
$603K -$86.6K -3,262 -13%
FA
96
Fagan Associates
New York
$582K -$13.1K -495 -2%
ACA
97
Anchor Capital Advisors
Massachusetts
$572K – – –
OPS
98
Orion Portfolio Solutions
Nebraska
$540K +$540K +20,323 New
BCI
99
Brinker Capital Investments
Pennsylvania
$540K +$540K +20,323 New
Renaissance Technologies
100
Renaissance Technologies
New York
$539K -$377K -14,200 -41%
2 3
4
5 6