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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
Creative Planning
Kansas
$9.49M
5
WANY
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
126
Laurel Wealth Advisors (California)
California
$400K -$19.5K -590 -5%
HWA
127
HCR Wealth Advisors
California
$397K -$35.1K -1,065 -8%
PIM
128
Progressive Investment Management
Oregon
$382K +$8.85K +268 +2%
SWA
129
Sax Wealth Advisors
New Jersey
$367K -$7.92K -240 -2%
KWA
130
KCS Wealth Advisory
California
$360K +$42.2K +1,280 +13%
Goldman Sachs
131
Goldman Sachs
New York
$357K +$23.4K +709 +7%
SI
132
Stephens Inc
Arkansas
$337K +$337K +10,212 New
SW
133
Simplicity Wealth
New Jersey
$334K +$334K +10,123 New
NA
134
Nottingham Advisors
New York
$326K +$326K +9,885 New
Citigroup
135
Citigroup
New York
$304K -$127K -3,861 -29%
SWP
136
Summit Wealth Partners
Florida
$270K – – –
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$266K – – –
WS
138
Wedbush Securities
California
$266K -$27.2K -823 -9%
Lazard Asset Management
139
Lazard Asset Management
New York
$263K -$263K – –
LNC
140
Lincoln National Corp
Pennsylvania
$259K +$494 +15 +0.2%
BFO
141
Biltmore Family Office
North Carolina
$251K -$136K -4,122 -35%
WB
142
WesBanco Bank
West Virginia
$247K – – –
CWM
143
Concentric Wealth Management
California
$241K -$26.4K -800 -10%
MOS
144
MGO One Seven
Ohio
$233K -$4.03K -122 -2%
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$231K – – –
HIS
146
Harvest Investment Services
Illinois
$225K -$387K -11,763 -63%
William Blair & Company
147
William Blair & Company
Illinois
$224K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$220K -$85.8K -2,607 -28%
PBF
149
Petix & Botte Financial
California
$213K -$598K -18,107 -74%
PAS
150
Park Avenue Securities
New York
$212K +$212K +6,447 New
4 5
6
7 8