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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.

New
Increased
Maintained
Reduced
Closed
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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
OIM
152
Oder Investment Management
California
$71K +$71K +2,112 New
TAM
153
Townsend Asset Management
North Carolina
$61K – – –
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$57K +$6.71K +200 +13%
LWM
155
Liberty Wealth Management
California
$55K +$200 +6 +0.4%
VC
156
Vestor Capital
Illinois
$44K +$44K +1,318 New
CTC
157
Central Trust Company
Missouri
$42K – – –
FRA
158
Front Row Advisors
California
$40K – – –
NFG
159
Next Financial Group
Texas
$39K -$99.5K -2,933 -72%
AW
160
Avion Wealth
Texas
$35K – – –
VCM
161
Versant Capital Management
Arizona
$34K – – –
CWA
162
Clearview Wealth Advisors
Oregon
$31K +$31K +920 New
SIAG
163
Safeguard Investment Advisory Group
California
$28K +$28K +865 New
BSSFA
164
Baron Silver Stevens Financial Advisors
Florida
$26K +$26K +786 New
TIAM2
165
Tru Independence Asset Management 2
Oregon
$25K +$25K +744 New
ASN
166
Advisory Services Network
Georgia
$22K -$9.93K -302 -31%
MF
167
Manchester Financial
California
$22K – – –
AA
168
AlphaMark Advisors
Kentucky
$19K +$1.35K +40 +8%
WWM
169
Wolff Wiese Magana
California
$18K +$18K +535 New
CPFP
170
Clear Perspectives Financial Planning
Ohio
$17K +$17K +500 New
BW
171
Bison Wealth
Georgia
$16K +$16K +469 New
AIC
172
Archer Investment Corporation
Indiana
$13.4K – – –
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$10.8K -322 -45%
JCM
174
Jacobi Capital Management
Pennsylvania
$13K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$11K – – –
5 6
7
8 9