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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

180 hedge funds and large institutions have $1.01B invested in Invesco Taxable Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
56
Closed
17
Calls
$8K
Puts
$5K
Net Calls
+$3K
Net Calls Change
-$387K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$31.7M
2
PO
2
Private Ocean
California
$15.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.8M
4
RJA
4
Raymond James & Associates
Florida
$21.9M
5
WANY
5
Wealthspire Advisors (New York)
New York
$69.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.3M
2
Bank of America
2
Bank of America
North Carolina
$47.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.7M
4
IA
4
IFG Advisory
Georgia
$0
5
PL
5
Protective Life
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$983K +$4.5K +178 +0.5%
TI
77
Tidal Investments
Wisconsin
$904K -$630K -24,913 -41%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$899K +$180K +7,133 +25%
FLI
79
Family Legacy Inc
South Carolina
$880K +$110K +4,337 +14%
Cerity Partners
80
Cerity Partners
New York
$871K -$26.9K -1,063 -3%
JPLA
81
Joseph P. Lucia & Associates
New York
$841K -$161K -6,355 -16%
SPC
82
Sigma Planning Corp
Michigan
$797K -$43.4K -1,718 -5%
FFA
83
Farther Finance Advisors
California
$760K +$553K +21,853 +267%
IWM
84
IHT Wealth Management
Illinois
$752K +$3.92K +155 +0.5%
AA
85
Ancora Advisors
Ohio
$701K – – –
WT
86
Whittier Trust
California
$693K -$123K -4,853 -15%
GMA
87
Glassy Mountain Advisors
Maryland
$624K +$17K +678 +3%
KC
88
Kingfisher Capital
North Carolina
$578K -$14.4K -569 -2%
AFG
89
Alterity Financial Group
Maine
$571K -$28.3K -1,120 -5%
KPWS
90
Kestra Private Wealth Services
Texas
$567K +$122K +4,843 +28%
Comerica Bank
91
Comerica Bank
Texas
$558K +$558K +22,080 New
FA
92
Fagan Associates
New York
$550K -$4.88K -193 -0.9%
ACA
93
Anchor Capital Advisors
Massachusetts
$545K – – –
SFC
94
Strategic Financial Concepts
Texas
$524K +$21.1K +835 +4%
OPS
95
Orion Portfolio Solutions
Nebraska
$514K – – –
BCI
96
Brinker Capital Investments
Pennsylvania
$514K – – –
Citadel Advisors
97
Citadel Advisors
Florida
$483K +$262K +10,372 +119%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$476K +$433K +17,116 +1,007%
HH
99
Hilltop Holdings
Texas
$455K +$455K +17,987 New
SIC
100
Samalin Investment Counsel
New York
$450K -$124K -4,887 -22%
2 3
4
5 6