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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 %
GW
151
GW & Wade
Massachusetts
$207K – – –
FNBOSM
152
First National Bank of South Miami
Florida
$188K – – –
CAM
153
Caprin Asset Management
Virginia
$182K +$2.67K +81 +1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$166K +$155K +4,700 +1,446%
BWP
155
Baldwin Wealth Partners
Massachusetts
$149K – – –
FHA
156
First Horizon Advisors
Tennessee
$141K +$361 +11 +0.3%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$137K -$66.1K -2,010 -33%
US Bancorp
158
US Bancorp
Minnesota
$135K – – –
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$131K – – –
GWM
160
Geneos Wealth Management
Colorado
$131K – – –
CFGS
161
Concourse Financial Group Securities
Alabama
$128K +$755 +23 +0.6%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$3.1K +94 +3%
IA
163
IFP Advisors
Florida
$111K +$363 +11 +0.3%
OIA
164
Optimum Investment Advisors
Illinois
$92K -$33 -1 -0%
BEI
165
Benjamin Edwards Inc
Missouri
$83K -$7.52K -229 -8%
SWM
166
Spire Wealth Management
Virginia
$80K +$1.32K +40 +2%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$76K +$76K +2,298 New
RIM
168
Rockbridge Investment Management
New York
$70K – – –
AHIA
169
Andrew Hill Investment Advisors
Florida
$48K +$48K +1,470 New
NFG
170
Next Financial Group
Texas
$47K +$8.83K +266 +23%
RDIA
171
RE Dickinson Investment Advisors
Iowa
$45K +$45K +1,370 New
VC
172
Vestor Capital
Illinois
$43K – – –
CTC
173
Central Trust Company
Missouri
$41K -$69.5K -2,120 -63%
TAM
174
Townsend Asset Management
North Carolina
$40K – – –
FRA
175
Front Row Advisors
California
$40K – – –
5 6
7
8 9