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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.39B invested in Invesco Taxable Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
44
Increased
75
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$122M
2
Invesco
2
Invesco
Georgia
$417M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$10.6M
4
MWM
4
Merriman Wealth Management
Washington
$7.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.3M
5
UBS Group
5
UBS Group
Switzerland
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLI
126
Family Legacy Inc
South Carolina
$231K +$2.15K +64 +0.9%
TIA
127
Traphagen Investment Advisors
New Jersey
$221K -$603 -18 -0.3%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$220K -$14.6K -438 -6%
Deutsche Bank
129
Deutsche Bank
Germany
$218K +$90K +2,692 +70%
KA
130
Kovack Advisors
Florida
$209K +$209K +6,245 New
William Blair & Company
131
William Blair & Company
Illinois
$202K – – –
RCM
132
Robinson Capital Management
Michigan
$201K +$8.38K +250 +4%
CAM
133
Caprin Asset Management
Virginia
$192K – – –
FNBOSM
134
First National Bank of South Miami
Florida
$191K – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$185K – – –
IA
136
IFP Advisors
Florida
$172K +$671 +20 +0.4%
BEI
137
Benjamin Edwards Inc
Missouri
$165K +$165K +4,920 New
US Bancorp
138
US Bancorp
Minnesota
$160K – – –
LGA
139
Lebenthal Global Advisors
New York
$153K +$153K +4,575 New
BWP
140
Baldwin Wealth Partners
Massachusetts
$151K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$148K +$869 +26 +0.6%
BAM
142
Belpointe Asset Management
Nevada
$146K +$146K +4,363 New
RWB
143
RMR Wealth Builders
New Jersey
$144K -$797K -23,890 Closed
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$134K – – –
GWM
145
Geneos Wealth Management
Colorado
$128K +$21.4K +802 +20%
PB
146
Pinnacle Bancorp
Nebraska
$127K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$123K +$112K +3,348 +1,050%
CFA
148
Carroll Financial Associates
North Carolina
$90K – – –
FHA
149
First Horizon Advisors
Tennessee
$80K +$166 +5 +0.2%
RIM
150
Rockbridge Investment Management
New York
$77K – – –
4 5
6
7 8