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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

199 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
69
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$32.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$51.5M
3
OSNBOA
Old Second National Bank of Aurora
Illinois
$11.7M
4
Creative Planning
Creative Planning
Kansas
$9.49M
5
WANY
Wealthspire Advisors (New York)
New York
$48.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.83M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$14.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.26M
5
Barclays
Barclays
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$36K +$36K +1,100 New
CA
177
Clearstead Advisors
Ohio
$35K -$66.8K -2,037 -66%
VCM
178
Versant Capital Management
Arizona
$34K – – –
AWA
179
Amplius Wealth Advisors
Pennsylvania
$34K +$34K +1,050 New
CH
180
Canton Hathaway
Rhode Island
$25K – – –
HI
181
Harbour Investments
Wisconsin
$23K -$23K -700 -50%
AA
182
AlphaMark Advisors
Kentucky
$21K – – –
WWM
183
Wolff Wiese Magana
California
$18K – – –
IRC
184
Investors Research Corp
Georgia
$17K – – –
AW
185
Avion Wealth
Texas
$14K – – –
AIC
186
Archer Investment Corporation
Indiana
$13.2K – – –
MAM
187
Mystic Asset Management
Rhode Island
$12K +$12K +375 New
PGAM
188
Princeton Global Asset Management
New Jersey
$10K – – –
Fidelity Investments
189
Fidelity Investments
Massachusetts
$9K -$2.98K -93 -25%
MAM
190
Meeder Asset Management
Ohio
$9K +$9K +284 New
CHC
191
City Holding Co
West Virginia
$6K – – –
CA
192
CoreCap Advisors
Michigan
$5K +$5K +150 New
FAG
193
Fortitude Advisory Group
Washington
$5K +$5K +150 New
CFCI
194
Comprehensive Financial Consultants Institutional
Indiana
$3K +$3K +105 New
TCWM
195
Total Clarity Wealth Management
Illinois
$2K – – –
OAJ
196
Ogorek Anthony Joseph
New York
$2K +$2K +84 New
EVM
197
Eaton Vance Management
Massachusetts
$1K – – –
ADL
198
Asset Dedication LLC
California
$1K – – –
PA
199
Parallel Advisors
California
$1K – – –
PCG
200
Private Capital Group
Connecticut
$1K +$1K +20 New
5 6 7
8
9