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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.39B invested in Invesco Taxable Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
44
Increased
75
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$122M
2
Invesco
2
Invesco
Georgia
$417M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$10.6M
4
MWM
4
Merriman Wealth Management
Washington
$7.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.3M
5
UBS Group
5
UBS Group
Switzerland
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Focused Wealth Management
New York
$453K 13,530 +84 +0.6%
PAG
102
Private Advisor Group
New Jersey
$425K 12,689 +1,879 +17%
PBF
103
Petix & Botte Financial
California
$423K 12,632 -229 -2%
SA
104
Strategic Advisors
New York
$423K 12,701 +12,701 New
Mariner
105
Mariner
Kansas
$390K 11,628 – –
FFA
106
First Foundation Advisors
California
$385K 11,489 +4,981 +77%
SFS
107
Sowell Financial Services
Arkansas
$358K 10,699 +3,335 +45%
OIA
108
Optimum Investment Advisors
Illinois
$338K 10,079 – –
IFA
109
Interactive Financial Advisors
Illinois
$329K 9,807 +390 +4%
MC
110
Moors & Cabot
Massachusetts
$310K 9,213 -1,500 -14%
BC
111
Barnett & Company
Tennessee
$304K 9,075 – –
KWA
112
KCS Wealth Advisory
California
$302K 9,008 +9,008 New
WS
113
Wedbush Securities
California
$299K 8,934 -1,193 -12%
GW
114
GW & Wade
Massachusetts
$290K 8,655 – –
22CM
115
20/20 Capital Management
California
$288K 8,595 +350 +4%
SWP
116
Stratos Wealth Partners
Ohio
$282K 8,425 +8,425 New
SWA
117
Sax Wealth Advisors
New Jersey
$276K 8,230 +8,230 New
GEA
118
Glen Eagle Advisors
New Jersey
$276K 8,236 +3,653 +80%
SWP
119
Summit Wealth Partners
Florida
$274K 8,192 +8,192 New
FA
120
FMA Advisory
Pennsylvania
$270K 8,049 +1,828 +29%
Lazard Asset Management
121
Lazard Asset Management
New York
– – – –
LNC
122
Lincoln National Corp
Pennsylvania
$258K 7,712 -1,734 -18%
TNBTD
123
Trustmark National Bank Trust Department
Mississippi
$257K 7,683 – –
HIS
124
Harvest Investment Services
Illinois
$250K 7,485 +7,485 New
Charles Schwab
125
Charles Schwab
California
$233K 6,978 +6,978 New
3 4
5
6 7