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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.09B invested in Invesco Taxable Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 23 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
68
Reduced
56
Closed
23
Calls
$5K
Puts
$1.83M
Net Calls
-$1.83M
Net Calls Change
-$1.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$28.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$82.1M
4
PO
4
Private Ocean
California
$24.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$17.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$35.5M
3
Bank of America
3
Bank of America
North Carolina
$44.2M
4
Wells Fargo
4
Wells Fargo
California
$21.3M
5
TB
5
Treynor Bancshares
Iowa
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Centric Wealth Management
Illinois
$518K +$518K +19,477 New
Goldman Sachs
102
Goldman Sachs
New York
$502K +$230K +8,532 +84%
AWA
103
Arete Wealth Advisors
Illinois
$499K +$499K +18,540 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$497K +$344K +12,769 +224%
RIL
105
Rothschild Investment LLC
Illinois
$485K +$485K +18,025 New
SCM
106
Sollinda Capital Management
Florida
$475K +$475K +17,646 New
SFC
107
Strategic Financial Concepts
Texas
$451K -$107K -3,962 -19%
SEIA
108
Signature Estate & Investment Advisors
California
$446K +$446K +16,583 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$440K +$47.8K +1,778 +12%
UB
110
UMB Bank
Missouri
$435K +$3.23K +120 +0.7%
AWM
111
Axxcess Wealth Management
California
$433K +$54 +2 +0%
KAS
112
Kestra Advisory Services
Texas
$428K -$14K -521 -3%
AWS
113
Atria Wealth Solutions
New York
$419K +$2.15K +80 +0.5%
SPC
114
Sigma Planning Corp
Michigan
$417K -$430K -15,991 -51%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$396K +$7.27K +270 +2%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$393K +$19.6K +728 +5%
WC
117
Waterloo Capital
Texas
$385K +$2.88K +107 +0.8%
AWS
118
Aspen Wealth Strategies
Colorado
$368K +$592 +22 +0.2%
BW
119
Bison Wealth
Georgia
$360K +$139K +5,154 +63%
SFO
120
Stokes Family Office
Louisiana
$344K – – –
SIC
121
Samalin Investment Counsel
New York
$343K -$136K -5,068 -28%
HNB
122
Huntington National Bank
Ohio
$339K -$334K – –
AWM
123
Apollon Wealth Management
South Carolina
$329K +$329K +12,221 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$322K – – –
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$314K -$643K -23,876 -67%
3 4
5
6 7