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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.9M
2
Jane Street
2
Jane Street
New York
$16.9M
3
NW
3
NewEdge Wealth
Pennsylvania
$4.71M
4
RA
4
Rational Advisors
New York
$13.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$342K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$7.77M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
CIBC World Markets
New York
$1.07M +$391K +14,941 +58%
SFB
77
STAR Financial Bank
Indiana
$967K +$67.4K +2,577 +7%
TI
78
Tidal Investments
Wisconsin
$959K +$25.8K +987 +3%
Citadel Advisors
79
Citadel Advisors
Florida
$936K +$696K +26,611 +289%
GMA
80
Glassy Mountain Advisors
Maryland
$934K +$240K +9,167 +35%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$896K +$3.85K +147 +0.4%
SAI
82
Savvy Advisors Inc
New York
$832K +$832K +31,828 New
SA
83
Sanctuary Advisors
Indiana
$788K +$216K +8,223 +38%
Cerity Partners
84
Cerity Partners
New York
$786K -$78.8K -3,015 -9%
MOS
85
MGO One Seven
Ohio
$759K -$44.8K -1,712 -6%
WA
86
Whipplewood Advisors
Colorado
$724K +$724K +27,681 New
CC
87
Capstone Capital
Nevada
$696K -$55.1K -2,108 -7%
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$671K -$10.1K -387 -1%
HH
89
Hilltop Holdings
Texas
$646K -$9.44K -361 -1%
WIA
90
World Investment Advisors
California
$623K -$97.9K -3,743 -14%
CWM
91
Centric Wealth Management
Illinois
$593K +$54.5K +2,086 +10%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$538K +$538K +20,575 New
OC
93
Oppenheimer & Co
New York
$533K – – –
FA
94
Fagan Associates
New York
$521K -$8.97K -343 -2%
PAS
95
Park Avenue Securities
New York
$517K +$18.5K +708 +4%
Goldman Sachs
96
Goldman Sachs
New York
$511K -$15.7K -602 -3%
JPLA
97
Joseph P. Lucia & Associates
New York
$481K -$52.4K -2,005 -10%
RIL
98
Rothschild Investment LLC
Illinois
$471K – – –
SFC
99
Strategic Financial Concepts
Texas
$445K +$445K +17,008 New
BW
100
Bison Wealth
Georgia
$421K +$3.09K +118 +0.7%
2 3
4
5 6