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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $670M invested in Invesco Taxable Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
67
Reduced
73
Closed
18
Calls
$638K
Puts
$483K
Net Calls
+$155K
Net Calls Change
+$840K

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$5.84M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.7M
3
MAM
3
Milestone Asset Management
Pennsylvania
$4.38M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.71M
5
AWS
5
Atria Wealth Solutions
New York
$2.87M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$13.5M
2
PO
2
Private Ocean
California
$440K
3
Invesco
3
Invesco
Georgia
$8.56M
4
Goldman Sachs
4
Goldman Sachs
New York
$267K
5
RA
5
Rational Advisors
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$1.44M -$452K -17,121 -24%
AA
77
Advisory Alpha
Michigan
$1.28M -$37.2K -1,411 -3%
KAS
78
Kestra Advisory Services
Texas
$1.18M +$370K +14,037 +46%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$1.09M +$715K +27,120 +192%
FLI
80
Family Legacy Inc
South Carolina
$982K +$26.9K +1,018 +3%
AWM
81
Apollon Wealth Management
South Carolina
$962K -$308K -11,685 -24%
TI
82
Tidal Investments
Wisconsin
$898K +$4.27K +162 +0.5%
Cerity Partners
83
Cerity Partners
New York
$873K -$3.46M -131,130 -80%
MOS
84
MGO One Seven
Ohio
$869K +$20.2K +765 +2%
FFA
85
Farther Finance Advisors
California
$852K -$915 -35 -0.1%
WTC
86
WhitTier Trust Company
Nevada
$850K -$384K -14,573 -31%
CC
87
Capstone Capital
Nevada
$797K -$50.9K -1,928 -6%
NS
88
NBC Securities
Alabama
$775K -$368K -13,949 -32%
SP
89
Sequent Planning
Nebraska
$741K -$60.9K -2,329 -8%
SPC
90
Sigma Planning Corp
Michigan
$682K +$4.49K +170 +0.7%
HPM
91
Hoxton Planning & Management
West Virginia
$676K +$263K +9,984 +64%
JPLA
92
Joseph P. Lucia & Associates
New York
$663K -$1.72K -65 -0.3%
GMA
93
Glassy Mountain Advisors
Maryland
$662K -$7.41K -281 -1%
WIA
94
World Investment Advisors
California
$658K +$420K +15,906 +176%
KC
95
Kingfisher Capital
North Carolina
$626K +$20.6K +781 +3%
Comerica Bank
96
Comerica Bank
Texas
$567K -$19.4K -736 -3%
FA
97
Fagan Associates
New York
$539K -$5.09K -193 -0.9%
OC
98
Oppenheimer & Co
New York
$537K -$486K -18,421 -47%
CAM
99
Cresset Asset Management
Illinois
$529K +$265K +10,030 +100%
CWM
100
Centric Wealth Management
Illinois
$524K +$10.4K +389 +2%
2 3
4
5 6