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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.9M
2
Jane Street
2
Jane Street
New York
$16.9M
3
NW
3
NewEdge Wealth
Pennsylvania
$4.71M
4
RA
4
Rational Advisors
New York
$13.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$342K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$7.77M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
101
Cullen/Frost Bankers
Texas
$420K +$137K +5,243 +49%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$414K +$209 +8 +0.1%
SPC
103
Sigma Planning Corp
Michigan
$408K -$785K -30,021 -66%
AWM
104
Axxcess Wealth Management
California
$399K +$2.43K +93 +0.6%
ECM
105
Exchange Capital Management
Michigan
$397K -$1.28M -49,005 -76%
AWS
106
Atria Wealth Solutions
New York
$393K +$994 +38 +0.3%
WT
107
Whittier Trust
California
$374K -$9.52K -364 -2%
LWM
108
Lionshead Wealth Management
New York
$374K +$374K +14,288 New
CC
109
Commons Capital
Massachusetts
$359K +$359K +13,734 New
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$354K +$62.2K +2,378 +21%
WTC
111
WhitTier Trust Company
Nevada
$352K -$36.7K -1,404 -9%
SI
112
Stephens Inc
Arkansas
$346K +$1.54K +59 +0.4%
GM
113
GeoWealth Management
Illinois
$342K -$7.62M -291,567 -96%
SFO
114
Stokes Family Office
Louisiana
$335K – – –
HNB
115
Huntington National Bank
Ohio
$329K -$347K – –
NFG
116
Nations Financial Group
Iowa
$326K +$445 +17 +0.1%
PIM
117
Progressive Investment Management
Oregon
$319K +$102K +3,894 +47%
MFA
118
Millington Financial Advisors
Illinois
$316K +$51.1K +1,939 +19%
KA
119
Kovack Advisors
Florida
$312K +$60.7K +2,323 +24%
CPRC
120
Consolidated Portfolio Review Corp
New York
$309K +$11.8K +450 +4%
CW
121
CreativeOne Wealth
Kansas
$308K -$33.6K -1,286 -10%
AA
122
Ancora Advisors
Ohio
$301K – – –
UB
123
UMB Bank
Missouri
$300K -$300K -11,484 -50%
Comerica Bank
124
Comerica Bank
Texas
$293K – – –
WC
125
Waterloo Capital
Texas
$287K -$78.4K -2,998 -21%
3 4
5
6 7