BAB icon

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 Market Value Shares Shares
Change 		Shares
Change %
JCM
151
Jacobi Capital Management
Pennsylvania
$13K 400 – –
BBL
152
Beck Bode LLC
Massachusetts
$13K 400 +400 New
PWM
153
Provident Wealth Management
Tennessee
$12K 365 +365 New
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$11K 325 – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$11K 319 +319 New
HFA
156
HC Financial Advisors
California
$10K 301 – –
PGAM
157
Princeton Global Asset Management
New Jersey
$10K 300 – –
CCM
158
Covington Capital Management
California
$6K 175 +175 New
FFA
159
Founders Financial Alliance
North Carolina
$5K 158 +158 New
LFG
160
LifePlan Financial Group
Ohio
$4K 110 – –
PA
161
Parallel Advisors
California
$1K 16 +1 +7%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$231 7,017 +44 +0.6%
ACA
163
Atlas Capital Advisors
Wyoming
– – -103,292 Closed
WU
164
Wealthsimple US
New York
– – -17,306 Closed
UR
165
USCA RIA
Texas
– – -14,437 Closed
G
166
GenTrust
Florida
– – -9,985 Closed
OPS
167
Orion Portfolio Solutions
Nebraska
– – -1,351 Closed
CFG
168
Citizens Financial Group
Rhode Island
– – -430 Closed
BlackRock
169
BlackRock
New York
– – -78 Closed
VFA
170
Valeo Financial Advisors
Indiana
– – – –
3 4 5 6
7