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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.9M
2
Jane Street
2
Jane Street
New York
$16.9M
3
NW
3
NewEdge Wealth
Pennsylvania
$4.71M
4
RA
4
Rational Advisors
New York
$13.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$342K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$7.77M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$277K -$269K -10,297 -49%
SIC
127
Samalin Investment Counsel
New York
$268K -$2.67K -102 -1%
PTC
128
Private Trust Company
Ohio
$267K -$29K -1,109 -10%
PCIA
129
Prime Capital Investment Advisors
Kansas
$263K +$12.8K +491 +5%
CAM
130
Cresset Asset Management
Illinois
$262K -$262K -10,030 -50%
Renaissance Technologies
131
Renaissance Technologies
New York
$262K -$1.99M -76,000 -88%
AWM
132
Apollon Wealth Management
South Carolina
$238K -$13.2K -505 -5%
QP
133
Quartz Partners
New York
$234K -$19.5K -746 -8%
P
134
&Partners
Tennessee
$233K +$233K +8,919 New
GSIAS
135
Garden State Investment Advisory Services
New Jersey
$227K – – –
SP
136
Sequent Planning
Nebraska
$215K -$11.8K -452 -5%
FF
137
Farrell Financial
New York
$214K -$10.3K -392 -5%
GS
138
GWN Securities
Florida
$213K +$213K +8,127 New
Lazard Asset Management
139
Lazard Asset Management
New York
$209K -$220K – –
GJWM
140
Gilliland Jeter Wealth Management
Arkansas
$201K – – –
ACA
141
Atlas Capital Advisors
Wyoming
$187K +$187K +7,133 New
HI
142
Harbour Investments
Wisconsin
$180K +$9.26K +354 +5%
William Blair & Company
143
William Blair & Company
Illinois
$166K – – –
VWWMG
144
Vermillion & White Wealth Management Group
Pennsylvania
$162K +$8.92K +341 +6%
CIAS
145
Capital Investment Advisory Services
North Carolina
$114K -$39.2K -1,498 -26%
HFS
146
Horizon Financial Services
North Carolina
$107K -$24.7K -943 -19%
AAP
147
Arax Advisory Partners
Colorado
$76.9K – – –
IA
148
IFP Advisors
Florida
$75.7K +$288 +11 +0.4%
WWM
149
Wagner Wealth Management
South Carolina
$73.6K +$732 +28 +1%
CFG
150
Chapman Financial Group
Hawaii
$70.6K +$70.6K +2,700 New
4 5
6
7 8