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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

184 hedge funds and large institutions have $1.39B invested in Invesco Taxable Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
44
Increased
75
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$122M
2
Invesco
2
Invesco
Georgia
$417M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$10.6M
4
MWM
4
Merriman Wealth Management
Washington
$7.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.1M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
Truist Financial
4
Truist Financial
North Carolina
$34.3M
5
UBS Group
5
UBS Group
Switzerland
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FinTrust Capital Advisors
South Carolina
$11K +$11K +328 New
GRP
177
Global Retirement Partners
California
$11K +$11K +330 New
HFA
178
HC Financial Advisors
California
$10K – – –
PGAM
179
Princeton Global Asset Management
New Jersey
$10K – – –
CH
180
Canton Hathaway
Rhode Island
$9K +$9K +260 New
CYG
181
Clean Yield Group
Vermont
$9K +$9K +270 New
CCM
182
Covington Capital Management
California
$6K – – –
Fidelity Investments
183
Fidelity Investments
Massachusetts
$5K -$7.69K -246 -61%
D
184
Diversified
Delaware
$3K +$3K +100 New
3LCM
185
3D/L Capital Management
Connecticut
$3K +$3K +98,751 New
PA
186
Parallel Advisors
California
$1K – – –
OMC
187
Old Mission Capital
Illinois
– -$1.02M -30,537 Closed
AWA
188
Arkadios Wealth Advisors
Georgia
– -$667K -20,182 Closed
Jane Street
189
Jane Street
New York
– -$528K -15,832 Closed
AAS
190
Avantax Advisory Services
Texas
– -$405K -12,137 Closed
VWA
191
V Wealth Advisors
Kansas
– -$396K -11,861 Closed
WAS
192
Wealth Advisory Solutions
Indiana
– -$381K -11,421 Closed
CA
193
Calton & Associates
Florida
– -$339K -10,171 Closed
AllianceBernstein
194
AllianceBernstein
Tennessee
– -$327K -9,804 Closed
CA
195
Cetera Advisors
Colorado
– -$265K -7,955 Closed
WAM
196
Wolverine Asset Management
Illinois
– -$154K -4,633 Closed
WCG
197
Weaver Consulting Group
California
– -$114K -3,425 Closed
Bessemer Group
198
Bessemer Group
New Jersey
– -$103K -3,100 Closed
CFB
199
Cullen/Frost Bankers
Texas
– -$23K -676 Closed
BBL
200
Beck Bode LLC
Massachusetts
– -$13K -400 Closed
5 6 7
8
9