BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.13B invested in Invesco Taxable Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 27 closing their positions.

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$14.6M
5
RJA
5
Raymond James & Associates
Florida
$22.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$352M
2
PI
2
PFS Investments
Georgia
$11.9M
3
CFG
3
CNO Financial Group
Indiana
$0
4
RA
4
Rational Advisors
New York
$31.8M
5
DCM
5
Donaldson Capital Management
Indiana
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
101
Penserra Capital Management
California
$494K 17,839 +17,839 New
SWP
102
Stratos Wealth Partners
Ohio
$488K 17,586 +501 +3%
SAM
103
Stringer Asset Management
Tennessee
$469K 16,921 +16,921 New
AWM
104
Axxcess Wealth Management
California
$468K 16,892 +102 +0.6%
MC
105
Moors & Cabot
Massachusetts
$457K 16,500 +500 +3%
KAS
106
Kestra Advisory Services
Texas
$438K 15,818 +1,060 +7%
JG
107
Jefferies Group
New York
$419K 15,116 +7,616 +102%
IFA
108
Interactive Financial Advisors
Illinois
$402K 14,495 +814 +6%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$394K 14,200 -12,041 -46%
FWM
110
Focused Wealth Management
New York
$390K 14,086 +105 +0.8%
TWM
111
TriaGen Wealth Management
California
$390K 14,078 +513 +4%
AFWM
112
AMJ Financial Wealth Management
Virginia
$373K 13,447 +13,447 New
HNB
113
Huntington National Bank
Ohio
– – – –
IA
114
Insight Advisors
Pennsylvania
$353K 12,518 +12,518 New
IA
115
IFG Advisory
Georgia
$350K 12,645 -50 -0.4%
VVP
116
Venture Visionary Partners
Ohio
$350K 12,625 -13,708 -52%
HWA
117
HCR Wealth Advisors
California
$334K 12,050 – –
SWA
118
Sax Wealth Advisors
New Jersey
$304K 10,973 -150 -1%
MSL
119
Mackay Shields LLC
New York
$293K 10,580 – –
IA
120
IFP Advisors
Florida
$292K 9,882 – –
Goldman Sachs
121
Goldman Sachs
New York
$281K 10,130 -709 -7%
SI
122
Stephens Inc
Arkansas
$280K 10,090 – –
CAM
123
Cresset Asset Management
Illinois
$278K 10,030 +10,030 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$277K 10,000 +6,000 +150%
AA
125
Ancora Advisors
Ohio
$277K 10,000 +10,000 New
3 4
5
6 7