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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

181 hedge funds and large institutions have $1.05B invested in Invesco Taxable Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
27
Increased
54
Reduced
58
Closed
20
Calls
$454K
Puts
$196K
Net Calls
+$258K
Net Calls Change
+$258K

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$25.5M
2
PI
2
PFS Investments
Georgia
$33.6M
3
HCM
3
Hudson Capital Management
New Jersey
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$72M
5
WANY
5
Wealthspire Advisors (New York)
New York
$63M

Top Sellers

1
Invesco
1
Invesco
Georgia
$279M
2
RA
2
Rational Advisors
New York
$12.6M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$0
4
PJSIMP
4
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Axxcess Wealth Management
California
$470K +$1.48K +55 +0.3%
KAS
102
Kestra Advisory Services
Texas
$442K -$13.7K -509 -3%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$424K +$316K +11,776 +294%
JFG
104
Jefferies Financial Group
New York
$417K +$3.68K +137 +0.9%
FWM
105
Focused Wealth Management
New York
$405K -$567K -21,087 -58%
Citadel Advisors
106
Citadel Advisors
Florida
$400K +$400K +14,873 New
AWS
107
Aspen Wealth Strategies
Colorado
$391K – – –
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$390K +$390K +14,502 New
HNB
109
Huntington National Bank
Ohio
$375K -$340K – –
AWS
110
Atria Wealth Solutions
New York
$373K +$15.8K +586 +4%
MWM
111
Maltin Wealth Management
New Jersey
$359K +$359K +13,348 New
Creative Planning
112
Creative Planning
Kansas
$357K -$513K -19,070 -59%
SFS
113
Sowell Financial Services
Arkansas
$345K -$1.61K -60 -0.5%
SWP
114
Stratos Wealth Partners
Ohio
$338K +$457 +17 +0.1%
IFA
115
Interactive Financial Advisors
Illinois
$324K -$29.6K -1,103 -8%
BPA
116
Beacon Pointe Advisors
California
$323K +$323K +12,014 New
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$313K +$313K +11,866 New
PIM
118
Progressive Investment Management
Oregon
$291K +$291K +10,834 New
MFA
119
Millington Financial Advisors
Illinois
$286K +$11.6K +433 +4%
AAP
120
Arax Advisory Partners
Colorado
$285K +$54 +2 +0%
Goldman Sachs
121
Goldman Sachs
New York
$272K – – –
CAM
122
Cresset Asset Management
Illinois
$272K – – –
SI
123
Stephens Inc
Arkansas
$258K -$10.8K -400 -4%
M&T Bank
124
M&T Bank
New York
$235K – – –
GSIAS
125
Garden State Investment Advisory Services
New Jersey
$233K – – –
3 4
5
6 7