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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.13B invested in Invesco Taxable Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 27 closing their positions.

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$14.6M
5
RJA
5
Raymond James & Associates
Florida
$22.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$352M
2
PI
2
PFS Investments
Georgia
$11.9M
3
CFG
3
CNO Financial Group
Indiana
$0
4
RA
4
Rational Advisors
New York
$31.8M
5
DCM
5
Donaldson Capital Management
Indiana
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$119K +$119K +4,324 New
US Bancorp
152
US Bancorp
Minnesota
$114K – – –
GWM
153
Geneos Wealth Management
Colorado
$111K – – –
ACA
154
Atlas Capital Advisors
Wyoming
$81K -$826K -29,810 -91%
OIA
155
Optimum Investment Advisors
Illinois
$77K – – –
CI
156
CX Institutional
Indiana
$74K +$74K +2,687 New
SWM
157
Spire Wealth Management
Virginia
$68K +$974 +35 +1%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$64K – – –
First Manhattan
159
First Manhattan
New York
$55K – – –
CFGS
160
Concourse Financial Group Securities
Alabama
$48K +$15K +543 +45%
PCG
161
Private Capital Group
Connecticut
$47K -$113K -4,057 -71%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$36K +$32.3K +1,169 +879%
SWM
163
SeaCrest Wealth Management
New York
$34K +$34K +1,244 New
FRA
164
Front Row Advisors
California
$33K – – –
TAM
165
Townsend Asset Management
North Carolina
$33K – – –
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$30K – – –
VCM
167
Versant Capital Management
Arizona
$29K – – –
JIR
168
James Investment Research
Ohio
$28K +$28K +1,000 New
SFCL
169
Strengthening Families & Communities LLC
Massachusetts
$25K – – –
HI
170
Harbour Investments
Wisconsin
$19K +$19K +699 New
AA
171
AlphaMark Advisors
Kentucky
$17K – – –
WWM
172
Wolff Wiese Magana
California
$15K – – –
AIC
173
Archer Investment Corporation
Indiana
$11.1K – – –
GRP
174
Global Retirement Partners
California
$10K – – –
BCWM
175
Bartlett & Co Wealth Management
Ohio
$9.23K -$12.2K -441 -57%
5 6
7
8 9