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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.15B invested in Invesco Taxable Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
19
Increased
56
Reduced
72
Closed
14
Calls
$454K
Puts
$64K
Net Calls
+$390K
Net Calls Change
+$132K

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$47M
3
PO
3
Private Ocean
California
$10.6M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$8.32M
5
WANY
5
Wealthspire Advisors (New York)
New York
$68.5M

Top Sellers

1
HTC
1
Haverford Trust Company
Pennsylvania
$232K
2
Bank of America
2
Bank of America
North Carolina
$57.3M
3
HCM
3
Hudson Capital Management
New Jersey
$0
4
TIM
4
Tortoise Investment Management
New York
$9.44M
5
Invesco
5
Invesco
Georgia
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
101
Strategic Financial Concepts
Texas
$528K – – –
KPWS
102
Kestra Private Wealth Services
Texas
$467K +$2.55K +96 +0.5%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$449K +$449K +16,930 New
IWA
104
Intercontinental Wealth Advisors
Texas
$439K -$48.6K -1,831 -10%
ACA
105
Atlas Capital Advisors
Wyoming
$428K +$345K +13,003 +415%
AWM
106
Axxcess Wealth Management
California
$425K -$39.8K -1,498 -9%
JFG
107
Jefferies Financial Group
New York
$416K +$3.74K +141 +0.9%
AWS
108
Atria Wealth Solutions
New York
$403K +$35.2K +1,326 +10%
KAS
109
Kestra Advisory Services
Texas
$388K -$49.5K -1,863 -11%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$383K -$35.4K -1,335 -8%
UB
111
UMB Bank
Missouri
$382K +$281K +10,569 +277%
Citigroup
112
Citigroup
New York
$362K -$146K -5,490 -29%
HNB
113
Huntington National Bank
Ohio
$351K -$375K – –
PBF
114
Petix & Botte Financial
California
$346K +$346K +13,030 New
FWM
115
Focused Wealth Management
New York
$343K -$57.9K -2,180 -14%
SFO
116
Stokes Family Office
Louisiana
$340K -$151K -5,695 -31%
MWM
117
Maltin Wealth Management
New Jersey
$338K -$16K -601 -5%
SWP
118
Stratos Wealth Partners
Ohio
$334K +$451 +17 +0.1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$333K +$333K +12,528 New
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$332K -$53.3K -2,006 -14%
Creative Planning
121
Creative Planning
Kansas
$322K -$30.6K -1,154 -9%
SFS
122
Sowell Financial Services
Arkansas
$317K -$23.8K -897 -7%
NFG
123
Nations Financial Group
Iowa
$307K +$307K +11,571 New
CPRC
124
Consolidated Portfolio Review Corp
New York
$307K +$307K +11,566 New
DAS
125
Dynamic Advisor Solutions
Arizona
$305K -$191K -7,175 -38%
3 4
5
6 7