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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

143 hedge funds and large institutions have $635M invested in Invesco Taxable Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 18 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
57
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$42.1M
2
Invesco
2
Invesco
Georgia
$97.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$3.11M
5
DCM
5
Donaldson Capital Management
Indiana
$34.9M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BWCS
3
Beirne Wealth Consulting Services
Connecticut
$698K
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOSM
101
First National Bank of South Miami
Florida
$181K 5,700 – –
US Bancorp
102
US Bancorp
Minnesota
$174K 5,498 – –
CFGS
103
Concourse Financial Group Securities
Alabama
$167K 5,284 +4,443 +528%
SFS
104
Sowell Financial Services
Arkansas
$163K 5,133 -262 -5%
IA
105
IFP Advisors
Florida
$160K 5,063 -381 -7%
BWP
106
Baldwin Wealth Partners
Massachusetts
$159K 5,031 – –
RWB
107
RMR Wealth Builders
New Jersey
$135K 4,263 +4,263 New
GWM
108
Geneos Wealth Management
Colorado
$127K 4,000 – –
PB
109
Pinnacle Bancorp
Nebraska
$120K 3,800 – –
RCM
110
Robinson Capital Management
Michigan
$118K 3,740 +3,740 New
WCG
111
Weaver Consulting Group
California
$111K 3,425 – –
PWP
112
Personal Wealth Partners
Minnesota
$85K 2,687 – –
CFA
113
Carroll Financial Associates
North Carolina
$85K 2,700 – –
FHA
114
First Horizon Advisors
Tennessee
$85K 2,692 +8 +0.3%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$76K 2,298 – –
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$72K 2,272 – –
TAM
117
Townsend Asset Management
North Carolina
$57K 1,815 +1,815 New
LWM
118
Liberty Wealth Management
California
$52K 1,626 +7 +0.4%
SPIA
119
Steward Partners Investment Advisory
New York
$51K 1,616 – –
ASN
120
Advisory Services Network
Georgia
$45K 1,411 +25 +2%
WQ
121
Wealth Quarterback
New Jersey
$41.3K 1,305 +1,305 New
CTC
122
Central Trust Company
Missouri
$41K 1,308 – –
FRA
123
Front Row Advisors
California
$38K 1,200 – –
NFG
124
Next Financial Group
Texas
$37K 1,158 +161 +16%
IFWM
125
Institute for Wealth Management
Colorado
$35K 1,110 +1,110 New
3 4
5
6 7