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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

176 hedge funds and large institutions have $989M invested in Invesco Taxable Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
42
Reduced
80
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.4M
2
RA
2
Rational Advisors
New York
$33.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.79M
5
WANY
5
Wealthspire Advisors (New York)
New York
$51.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.83M
2
Invesco
2
Invesco
Georgia
$313M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$277K
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$0
5
DCM
5
Donaldson Capital Management
Indiana
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
151
UMB Bank
Missouri
$30K -$5.25K -204 -15%
BWP
152
Baldwin Wealth Partners
Massachusetts
$29.8K -$86.4K -3,360 -74%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$28.2K – – –
VCM
154
Versant Capital Management
Arizona
$26.7K – – –
EE
155
EWG Elevate
California
$25.7K +$25.7K +1,000 New
MPCL
156
My Personal CFO LLC
Washington
$24.4K +$24.4K +950 New
GEA
157
Glen Eagle Advisors
New Jersey
$22.5K -$37.4K -1,455 -62%
HI
158
Harbour Investments
Wisconsin
$18K – – –
TAM
159
Townsend Asset Management
North Carolina
$15.4K -$15.4K -600 -50%
GRP
160
Global Retirement Partners
California
$14.9K +$5.86K +228 +65%
RBC
161
Romano Brothers & Co
Illinois
$10.9K +$10.9K +422 New
AIC
162
Archer Investment Corporation
Indiana
$10.3K – – –
BC
163
Bartlett & Co
Ohio
$9K – – –
WWM
164
Wolff Wiese Magana
California
$9K -$4.76K -185 -35%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$8.56K – – –
CA
166
Corrado Advisors
New Jersey
$6.94K +$6.94K +270 New
CTC
167
Central Trust Company
Missouri
$6.43K – – –
AF
168
Advisornet Financial
Minnesota
$6.38K – – –
HCM
169
Hollencrest Capital Management
California
$5.94K +$5.94K +231 New
ASN
170
Advisory Services Network
Georgia
$5.14K +$5.14K +200 New
AW
171
Avion Wealth
Texas
$5K – – –
CHC
172
City Holding Co
West Virginia
$4.86K – – –
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$2.65K +$2.65K +103 New
CAM
174
Cresset Asset Management
Illinois
$2.57K +$23 +90 +0.9%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$1K -$38.6K -2,240 -97%
4 5 6
7
8