Invesco Taxable Municipal Bond ETF
188 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.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
2.24% less ownership
Funds ownership: 64.49% → 62.25% (-2.2%)
3% less funds holding
Funds holding: 193 → 188 (-5)
12% less capital invested
Capital invested by funds: $1.27B → $1.13B (-$148M)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 2 |
DPRC
Deer Park Road Corp
Steamboat Springs,
Colorado
|
+$11.2M |
| 3 |
Morgan Stanley
New York
|
+$11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.55M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$79.3M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$26.9M |
| 3 |
CFG
CNO Financial Group
Carmel,
Indiana
|
-$18.4M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
-$8.86M |
| 5 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$8.46M |
BAB Hedge Fund Activity: Q2 2022 in Review
188 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q2 2022, worth a combined $1.13B — down 12% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of BAB and 25 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 60 added.
The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $79.3M.
- 188 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q2 2022, down from 193 in Q1 2022.
- Funds reported $1.13B of Invesco Taxable Municipal Bond ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 25 funds opened new Invesco Taxable Municipal Bond ETF positions in Q2 2022 and 27 closed out, a net change of -2 holders.
- The largest Invesco Taxable Municipal Bond ETF buyer in Q2 2022 was LPL Financial, an estimated $13.6M added.
- The largest Invesco Taxable Municipal Bond ETF seller in Q2 2022 was Invesco, an estimated $79.3M sold.
Based on aggregated 13F filings for Q2 2022.