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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $670M invested in Invesco Taxable Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
67
Reduced
73
Closed
18
Calls
$638K
Puts
$483K
Net Calls
+$155K
Net Calls Change
+$840K

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$5.84M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$30.7M
3
MAM
Milestone Asset Management
Pennsylvania
$4.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.71M
5
AWS
Atria Wealth Solutions
New York
$2.87M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$13.5M
2
PO
Private Ocean
California
$440K
3
Invesco
Invesco
Georgia
$8.56M
4
Goldman Sachs
Goldman Sachs
New York
$267K
5
RA
Rational Advisors
New York
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
Optimum Investment Advisors
Illinois
$68K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$60.7K – – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$57.3K – – –
IAIM
154
International Assets Investment Management
Florida
$56.8K +$56.8K +2,152 New
PBK
155
Peoples Bank (Kansas)
Kansas
$50.6K +$17.1K +650 +51%
ACA
156
Aptus Capital Advisors
Alabama
$46.5K – – –
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$45.4K – – –
1IA
158
1620 Investment Advisors
Massachusetts
$41.2K +$41.2K +1,560 New
US Bancorp
159
US Bancorp
Minnesota
$39.6K -$63.3K -2,400 -62%
TSMHT
160
Thurston Springer Miller Herd & Titak
Indiana
$38.5K -$13.8K -524 -26%
BWP
161
Baldwin Wealth Partners
Massachusetts
$30.6K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$30.2K -$2.95K -112 -9%
VCM
163
Versant Capital Management
Arizona
$27.6K +$290 +11 +1%
CA
164
CoreCap Advisors
Michigan
$25.9K +$25.9K +980 New
FRA
165
Front Row Advisors
California
$25.1K – – –
OWA
166
Opal Wealth Advisors
New York
$20.1K +$20.1K +762 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$20K +$8K +305 +67%
BWAM
168
Boyd Watterson Asset Management
Ohio
$19.4K +$19.4K +735 New
AF
169
Advisornet Financial
Minnesota
$16.9K – – –
HI
170
Harbour Investments
Wisconsin
$16.6K – – –
Franklin Resources
171
Franklin Resources
California
$15.6K +$15.6K +593 New
GRP
172
Global Retirement Partners
California
$14.6K -$6.38K -242 -30%
CA
173
Clearstead Advisors
Ohio
$14.1K – – –
GWSG
174
GPS Wealth Strategies Group
Colorado
$12.8K +$12.8K +486 New
CSC
175
Caldwell Sutter Capital
California
$11.9K – – –
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