BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

161 hedge funds and large institutions have $1.27B invested in Invesco Taxable Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
84
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$387M
2
Wells Fargo
2
Wells Fargo
California
$89.3M
3
Bank of America
3
Bank of America
North Carolina
$81.3M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.7M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$24.2M
2
ACA
2
Atlas Capital Advisors
Wyoming
$0
3
FTUS
3
Flow Traders U.S.
New York
$224K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.46M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$315K 9,446 +1,723 +22%
IFA
102
Interactive Financial Advisors
Illinois
$314K 9,417 +151 +2%
BC
103
Barnett & Company
Tennessee
$303K 9,075 – –
GW
104
GW & Wade
Massachusetts
$289K 8,655 – –
22CM
105
20/20 Capital Management
California
$275K 8,245 -495 -6%
Lazard Asset Management
106
Lazard Asset Management
New York
– – – –
CA
107
Cetera Advisors
Colorado
$265K 7,955 -2,360 -23%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$256K 7,683 -1,048 -12%
SFS
109
Sowell Financial Services
Arkansas
$246K 7,364 +1,809 +33%
FLI
110
Family Legacy Inc
South Carolina
$227K 6,819 +458 +7%
FTUS
111
Flow Traders U.S.
New York
$224K 6,727 -48,942 -88%
TIA
112
Traphagen Investment Advisors
New Jersey
$221K 6,627 -2,921 -31%
FFA
113
First Foundation Advisors
California
$217K 6,508 +6,508 New
FA
114
FMA Advisory
Pennsylvania
$207K 6,221 +25 +0.4%
William Blair & Company
115
William Blair & Company
Illinois
$201K 6,036 – –
RCM
116
Robinson Capital Management
Michigan
$192K 5,750 +150 +3%
CAM
117
Caprin Asset Management
Virginia
$191K 5,732 -277 -5%
FNBOSM
118
First National Bank of South Miami
Florida
$190K 5,700 – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$184K 5,535 +300 +6%
IA
120
IFP Advisors
Florida
$170K 5,104 -785 -13%
US Bancorp
121
US Bancorp
Minnesota
$159K 4,774 +674 +16%
WAM
122
Wolverine Asset Management
Illinois
$154K 4,633 +2,962 +177%
GEA
123
Glen Eagle Advisors
New Jersey
$153K 4,583 +153 +3%
BWP
124
Baldwin Wealth Partners
Massachusetts
$151K 4,520 -511 -10%
CFGS
125
Concourse Financial Group Securities
Alabama
$147K 4,404 +62 +1%
3 4
5
6 7