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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.09B invested in Invesco Taxable Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 23 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
68
Reduced
56
Closed
23
Calls
$5K
Puts
$1.83M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$28.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$82.1M
4
PO
4
Private Ocean
California
$24.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$35.5M
3
Bank of America
3
Bank of America
North Carolina
$44.2M
4
Wells Fargo
4
Wells Fargo
California
$21.3M
5
TB
5
Treynor Bancshares
Iowa
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$1.25M -$1.9M -70,694 -60%
NS
77
NBC Securities
Alabama
$1.18M -$69K -2,566 -6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$1.15M -$830K -30,854 -42%
OC
79
Oppenheimer & Co
New York
$1.04M -$1.27K -47 -0.1%
AI
80
AXS Investments
New York
$1.02M +$646K +24,000 +171%
NA
81
NewEdge Advisors
Louisiana
$1.02M -$45.9K -1,733 -4%
FLI
82
Family Legacy Inc
South Carolina
$951K +$14.9K +554 +2%
TI
83
Tidal Investments
Wisconsin
$933K -$28.1K -1,046 -3%
Cerity Partners
84
Cerity Partners
New York
$925K -$915 -34 -0.1%
FFA
85
Farther Finance Advisors
California
$884K +$75.8K +2,816 +9%
CC
86
Capstone Capital
Nevada
$876K +$876K +32,537 New
JPLA
87
Joseph P. Lucia & Associates
New York
$744K -$150K -5,590 -17%
IWM
88
IHT Wealth Management
Illinois
$732K -$68.1K -2,529 -9%
GMA
89
Glassy Mountain Advisors
Maryland
$683K +$11.5K +426 +2%
KPWS
90
Kestra Private Wealth Services
Texas
$657K +$53.6K +1,992 +9%
KC
91
Kingfisher Capital
North Carolina
$635K +$20.5K +762 +3%
SW
92
Simplicity Wealth
New Jersey
$624K +$624K +23,180 New
MWM
93
Maltin Wealth Management
New Jersey
$616K +$282K +10,471 +84%
AFG
94
Alterity Financial Group
Maine
$592K -$14.7K -548 -2%
Comerica Bank
95
Comerica Bank
Texas
$591K -$3.2K -119 -0.5%
ACA
96
Anchor Capital Advisors
Massachusetts
$580K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$566K +$566K +21,042 New
WT
98
Whittier Trust
California
$565K -$173K -6,416 -23%
FA
99
Fagan Associates
New York
$558K -$26.7K -993 -5%
HH
100
Hilltop Holdings
Texas
$537K +$53.3K +1,979 +11%
2 3
4
5 6