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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
4
Creative Planning
Kansas
$9.49M
5
WANY
5
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
5
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
101
Horizon Financial Services
North Carolina
$683K -$112K -3,413 -14%
SWP
102
Stratos Wealth Partners
Ohio
$664K +$112K +3,391 +20%
APA
103
American Portfolios Advisors
New York
$637K -$15.7K -475 -2%
FHA
104
Flagship Harbor Advisors
Massachusetts
$625K -$63.5K -1,926 -9%
OC
105
Oppenheimer & Co
New York
$617K +$42.7K +1,294 +7%
Mariner
106
Mariner
Kansas
$606K +$362 +11 +0.1%
SC
107
Seldon Capital
California
$606K +$606K +18,376 New
OIA
108
OneDigital Investment Advisors
Kansas
$603K -$35.5K -1,077 -6%
KAS
109
Kestra Advisory Services
Texas
$597K +$65.2K +1,976 +12%
MFW
110
Meristem Family Wealth
Minnesota
$578K -$97.9K -2,970 -14%
FAFN
111
First Affirmative Financial Network
Colorado
$570K -$92.9K -2,819 -14%
AWM
112
Axxcess Wealth Management
California
$563K +$563K +17,084 New
MC
113
Moors & Cabot
Massachusetts
$527K -$3.72K -113 -0.7%
FLI
114
Family Legacy Inc
South Carolina
$506K +$18.1K +558 +4%
FUBT
115
First United Bank & Trust
Maryland
$498K -$51.1K -1,553 -9%
IA
116
IFG Advisory
Georgia
$494K -$15.9K -482 -3%
PAG
117
Private Advisor Group
New Jersey
$487K -$36.9K -1,119 -7%
SFS
118
Sowell Financial Services
Arkansas
$475K +$30.8K +936 +7%
FFA
119
First Foundation Advisors
California
$474K -$85.7K -2,602 -15%
FWM
120
Focused Wealth Management
New York
$458K +$3K +91 +0.7%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$445K -$5.31K -161 -1%
TWM
122
TriaGen Wealth Management
California
$435K +$429 +13 +0.1%
IFA
123
Interactive Financial Advisors
Illinois
$430K +$2.47K +75 +0.6%
HNB
124
Huntington National Bank
Ohio
$424K -$424K -11,870 Closed
M&T Bank
125
M&T Bank
New York
$414K -$49.5K -1,500 -11%
3 4
5
6 7