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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

181 hedge funds and large institutions have $1.08B invested in Invesco Taxable Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
48
Reduced
68
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$110M
2
Bank of America
2
Bank of America
North Carolina
$63.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$11.8M
4
Wells Fargo
4
Wells Fargo
California
$29.2M
5
WANY
5
Wealthspire Advisors (New York)
New York
$44.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$0
3
RA
3
Rational Advisors
New York
$20.9M
4
DCM
4
Donaldson Capital Management
Indiana
$19.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$224K – – –
M&T Bank
127
M&T Bank
New York
$224K – – –
Citigroup
128
Citigroup
New York
$222K -$7.51K -293 -3%
WS
129
Wedbush Securities
California
$216K – – –
SWP
130
Summit Wealth Partners
Florida
$214K – – –
FAT
131
First American Trust
California
$207K +$207K +8,065 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$206K -$50.5K -1,968 -20%
Lazard Asset Management
133
Lazard Asset Management
New York
$205K -$221K – –
LNC
134
Lincoln National Corp
Pennsylvania
$205K +$513 +20 +0.3%
BWM
135
BerganKDV Wealth Management
Minnesota
$199K -$1.21M -47,036 -86%
William Blair & Company
136
William Blair & Company
Illinois
$179K – – –
BAM
137
Belpointe Asset Management
Nevada
$165K +$165K +6,450 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$161K +$19.1K +744 +13%
FNBOSM
139
First National Bank of South Miami
Florida
$146K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$129K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$118K -$99.1K -3,858 -46%
CAM
142
Caprin Asset Management
Virginia
$116K -$7.05K -275 -6%
BWP
143
Baldwin Wealth Partners
Massachusetts
$116K – – –
PTC
144
Private Trust Company
Ohio
$110K – – –
US Bancorp
145
US Bancorp
Minnesota
$105K – – –
FHA
146
First Horizon Advisors
Tennessee
$100K -$10.2K -401 -9%
OIA
147
Optimum Investment Advisors
Illinois
$71K – – –
GEA
148
Glen Eagle Advisors
New Jersey
$59.8K -$121K -4,735 -67%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
SWM
150
Spire Wealth Management
Virginia
$57K -$6.07K -235 -10%
4 5
6
7 8