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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

186 hedge funds and large institutions have $1.58B invested in Invesco Taxable Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
3.27%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
11
Increased
83
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
CI
2
Conning Inc
Connecticut
$15.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.2M
4
PI
4
PFS Investments
Georgia
$43.2M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$4.04M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$11.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M
3
RJA
3
Raymond James & Associates
Florida
$11.9M
4
PWM
4
PRW Wealth Management
Massachusetts
$0
5
RA
5
Rational Advisors
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$573K +$8.32K +253 +1%
FFA
102
First Foundation Advisors
California
$559K -$15.9K -483 -3%
SWP
103
Stratos Wealth Partners
Ohio
$551K +$49.4K +1,500 +10%
FUBT
104
First United Bank & Trust
Maryland
$549K +$43.6K +1,325 +9%
MC
105
Moors & Cabot
Massachusetts
$532K – – –
KAS
106
Kestra Advisory Services
Texas
$531K +$51.9K +1,576 +11%
PAG
107
Private Advisor Group
New Jersey
$523K +$10K +304 +2%
IA
108
IFG Advisory
Georgia
$509K -$5.98K -182 -1%
FLI
109
Family Legacy Inc
South Carolina
$494K +$22.2K +676 +5%
FTUS
110
Flow Traders U.S.
New York
$489K +$212K +6,429 +76%
M&T Bank
111
M&T Bank
New York
$463K +$142K +4,306 +44%
FWM
112
Focused Wealth Management
New York
$454K +$2.9K +88 +0.6%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$449K -$40.8K -1,240 -8%
SFS
114
Sowell Financial Services
Arkansas
$444K +$46K +1,398 +12%
TWM
115
TriaGen Wealth Management
California
$434K +$14.5K +439 +3%
HWA
116
HCR Wealth Advisors
California
$432K – – –
Citigroup
117
Citigroup
New York
$431K -$130K -3,942 -23%
IFA
118
Interactive Financial Advisors
Illinois
$427K +$44.1K +1,339 +12%
HNB
119
Huntington National Bank
Ohio
$424K +$161K +4,500 +61%
LWAC
120
Laurel Wealth Advisors (California)
California
$419K -$13.9K -422 -3%
BFO
121
Biltmore Family Office
North Carolina
$387K -$178K -5,410 -32%
SWA
122
Sax Wealth Advisors
New Jersey
$374K +$103K +3,133 +38%
PIM
123
Progressive Investment Management
Oregon
$372K +$372K +11,307 New
Goldman Sachs
124
Goldman Sachs
New York
$333K – – –
KWA
125
KCS Wealth Advisory
California
$317K -$65K -1,978 -17%
3 4
5
6 7