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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

142 hedge funds and large institutions have $625M invested in Invesco Taxable Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
51
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.8M
2
WANY
Wealthspire Advisors (New York)
New York
$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.4M
4
KCM
Karp Capital Management
California
$6.11M
5
RJA
Raymond James & Associates
Florida
$18M

Top Sellers

1
Invesco
Invesco
Georgia
$77M
2
Morgan Stanley
Morgan Stanley
New York
$30.3M
3
WU
Wealthsimple US
New York
$1.11M
4
Truist Financial
Truist Financial
North Carolina
$34.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$186K +$33.2K +1,101 +22%
FNBOSM
102
First National Bank of South Miami
Florida
$176K – – –
RCM
103
Robinson Capital Management
Michigan
$173K +$57.5K +1,860 +50%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$173K +$173K +5,588 New
US Bancorp
105
US Bancorp
Minnesota
$166K -$4.66K -150 -3%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$157K +$157K +5,235 New
SFS
107
Sowell Financial Services
Arkansas
$156K -$2.38K -77 -2%
BWP
108
Baldwin Wealth Partners
Massachusetts
$155K – – –
GEA
109
Glen Eagle Advisors
New Jersey
$137K +$137K +4,427 New
CFGS
110
Concourse Financial Group Securities
Alabama
$133K -$30K -973 -18%
GWM
111
Geneos Wealth Management
Colorado
$120K – – –
PB
112
Pinnacle Bancorp
Nebraska
$117K – – –
WCG
113
Weaver Consulting Group
California
$106K – – –
WAM
114
Wolverine Asset Management
Illinois
$103K +$103K +3,341 New
CFA
115
Carroll Financial Associates
North Carolina
$83K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
FHA
117
First Horizon Advisors
Tennessee
$74K -$9.18K -297 -11%
LWM
118
Liberty Wealth Management
California
$59K +$8.85K +287 +18%
SPIA
119
Steward Partners Investment Advisory
New York
$46K -$3.56K -116 -7%
WQ
120
Wealth Quarterback
New Jersey
$40.5K +$124 +4 +0.3%
CTC
121
Central Trust Company
Missouri
$39K -$1.81K -58 -4%
FRA
122
Front Row Advisors
California
$38K – – –
ASN
123
Advisory Services Network
Georgia
$36K -$7.08K -232 -16%
NFG
124
Next Financial Group
Texas
$36K – – –
VCM
125
Versant Capital Management
Arizona
$31K – – –
3 4
5
6 7