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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

161 hedge funds and large institutions have $1.27B invested in Invesco Taxable Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
84
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$387M
2
Wells Fargo
2
Wells Fargo
California
$89.3M
3
Bank of America
3
Bank of America
North Carolina
$81.3M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.7M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$24.2M
2
ACA
2
Atlas Capital Advisors
Wyoming
$0
3
FTUS
3
Flow Traders U.S.
New York
$224K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.46M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$137K +$137K +4,083 New
GWM
127
Geneos Wealth Management
Colorado
$134K – – –
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$133K -$52.8K -1,588 -28%
Deutsche Bank
129
Deutsche Bank
Germany
$128K +$128K +3,826 New
PB
130
Pinnacle Bancorp
Nebraska
$127K – – –
WCG
131
Weaver Consulting Group
California
$114K – – –
Bessemer Group
132
Bessemer Group
New Jersey
$103K +$103K +3,100 New
CFA
133
Carroll Financial Associates
North Carolina
$90K – – –
FHA
134
First Horizon Advisors
Tennessee
$80K +$166 +5 +0.2%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
RIM
136
Rockbridge Investment Management
New York
$76K – – –
TAM
137
Townsend Asset Management
North Carolina
$61K – – –
LWM
138
Liberty Wealth Management
California
$55K +$167 +5 +0.3%
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$50K – – –
CTC
140
Central Trust Company
Missouri
$42K – – –
FRA
141
Front Row Advisors
California
$40K – – –
AW
142
Avion Wealth
Texas
$35K +$35K +1,050 New
VCM
143
Versant Capital Management
Arizona
$34K +$66 +2 +0.2%
ASN
144
Advisory Services Network
Georgia
$32K +$32K +971 New
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
CFB
146
Cullen/Frost Bankers
Texas
$23K +$9.39K +276 +69%
MF
147
Manchester Financial
California
$22K – – –
AA
148
AlphaMark Advisors
Kentucky
$18K -$4.46K -130 -20%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$14K +$12.9K +375 +1,210%
AIC
150
Archer Investment Corporation
Indiana
$13.3K – – –
3 4 5
6
7