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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

138 hedge funds and large institutions have $618M invested in Invesco Taxable Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
52
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$36M
2
DCM
2
Donaldson Capital Management
Indiana
$33.2M
3
BTS
3
BB&T Securities
Virginia
$35.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$21.4M

Top Sellers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$3.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.51M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$5.71M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$175K 5,395 +5,395 New
IA
102
IFP Advisors
Florida
$175K 5,444 +5,444 New
BWP
103
Baldwin Wealth Partners
Massachusetts
$163K 5,031 – –
GWM
104
Geneos Wealth Management
Colorado
$129K 4,000 -220 -5%
PB
105
Pinnacle Bancorp
Nebraska
$123K 3,800 – –
WCG
106
Weaver Consulting Group
California
$107K 3,425 – –
PWP
107
Personal Wealth Partners
Minnesota
$87K 2,687 – –
CFA
108
Carroll Financial Associates
North Carolina
$87K 2,700 +2,700 New
FHA
109
First Horizon Advisors
Tennessee
$86K 2,684 +408 +18%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$76K 2,298 – –
FAAS
111
First Allied Advisory Services
California
$75K 2,322 +2,322 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$74K 2,272 – –
WAM
113
Wolverine Asset Management
Illinois
$64K 1,980 -13,007 -87%
SPIA
114
Steward Partners Investment Advisory
New York
$52K 1,616 – –
LWM
115
Liberty Wealth Management
California
$52K 1,619 +779 +93%
ASN
116
Advisory Services Network
Georgia
$44K 1,386 – –
CTC
117
Central Trust Company
Missouri
$42K 1,308 -50 -4%
FRA
118
Front Row Advisors
California
$39K 1,200 – –
VCM
119
Versant Capital Management
Arizona
$33K 1,035 – –
NFG
120
Next Financial Group
Texas
$32K 997 – –
QCIG
121
Quad-Cities Investment Group
Iowa
$32K 1,000 – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$32K 999 +998 +99,800%
CFGS
123
Concourse Financial Group Securities
Alabama
$27K 841 -4,344 -84%
CCM
124
Cribstone Capital Management
Maine
$26K 816 +816 New
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$23K 710 – –
2 3 4
5
6