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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

122 hedge funds and large institutions have $316M invested in Invesco Taxable Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 20 closing their positions.

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
26
Increased
37
Reduced
35
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$4.37M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$33.3M
3
CIAS
3
Capital Investment Advisory Services
North Carolina
$5.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.44M
5
SG Americas Securities
5
SG Americas Securities
New York
$900K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.54M
2
Bank of America
2
Bank of America
North Carolina
$36.1M
3
DF
3
Donoghue Forlines
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$30.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Advisory Alpha
Michigan
– -$2.12M -73,702 Closed
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
– -$2.11M -72,555 Closed
OMC
128
Old Mission Capital
Illinois
– -$1.23M -42,147 Closed
APP
129
Avantax Planning Partners
Iowa
– -$899K -30,926 Closed
CAM
130
Claret Asset Management
Quebec, Canada
– -$411K -22,885 Closed
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
– -$448K -15,418 Closed
AF
132
Advisornet Financial
Minnesota
– -$338K -11,615 Closed
Bank of New York Mellon
133
Bank of New York Mellon
New York
– -$332K -11,404 Closed
PAG
134
Private Advisor Group
New Jersey
– -$305K -10,484 Closed
FAIM
135
Financial Advocates Investment Management
Washington
– -$229K -7,863 Closed
VC
136
Vicus Capital
Pennsylvania
– -$221K -7,606 Closed
DADC
137
D.A. Davidson & Co
Montana
– -$209K -7,190 Closed
LWAC
138
Laurel Wealth Advisors (California)
California
– -$205K -7,072 Closed
SWP
139
Stratos Wealth Partners
Ohio
– -$106K -3,650 Closed
PSC
140
Prentiss Smith & Co
Vermont
– -$43K -1,475 Closed
GRP
141
Global Retirement Partners
California
– -$20K -689 Closed
SPIA
142
Steward Partners Investment Advisory
New York
– -$15K -500 Closed
PCM
143
Peak Capital Management
Colorado
– -$10K -362 Closed
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