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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 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.

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
60
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
DPRC
2
Deer Park Road Corp
Colorado
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.3M
4
Ameriprise
4
Ameriprise
Minnesota
$14.6M
5
RJA
5
Raymond James & Associates
Florida
$22.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$352M
2
PI
2
PFS Investments
Georgia
$11.9M
3
CFG
3
CNO Financial Group
Indiana
$0
4
RA
4
Rational Advisors
New York
$31.8M
5
DCM
5
Donaldson Capital Management
Indiana
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Bartlett & Co
Ohio
$9K -$11.9K -441 -57%
PGAM
177
Princeton Global Asset Management
New Jersey
$8K – – –
UB
178
UMB Bank
Missouri
$8K +$8K +297 New
CTC
179
Central Trust Company
Missouri
$7K -$28K -1,000 -80%
AF
180
Advisornet Financial
Minnesota
$7K – – –
AW
181
Avion Wealth
Texas
$6K – – –
CHC
182
City Holding Co
West Virginia
$5K – – –
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$1.22K -$243 -8,888 -17%
ADL
184
Asset Dedication LLC
California
$1K – – –
PMFA
185
Plante Moran Financial Advisors
Michigan
$1K +$1K +40 New
RDIA
186
RE Dickinson Investment Advisors
Iowa
$5 -$13 -475 -73%
CFG
187
CNO Financial Group
Indiana
– -$18.4M -619,700 Closed
KCM
188
Karp Capital Management
California
– -$7.12M -239,935 Closed
FANJ
189
Financial Architects (New Jersey)
New Jersey
– -$3.5M -118,077 Closed
RFG
190
Range Financial Group
Oregon
– -$1.19M -40,058 Closed
MIAN
191
Mariner Independent Advisor Network
Kansas
– -$633K -21,463 Closed
TSS
192
Two Sigma Securities
New York
– -$580K -19,538 Closed
FFA
193
First Foundation Advisors
California
– -$427K -14,387 Closed
PBF
194
Petix & Botte Financial
California
– -$383K -12,924 Closed
BPA
195
Beacon Pointe Advisors
California
– -$304K -10,238 Closed
FUBT
196
First United Bank & Trust
Maryland
– -$290K -9,762 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$279K -9,396 Closed
SC
198
Seldon Capital
California
– -$267K -9,000 Closed
OIA
199
OneDigital Investment Advisors
Kansas
– -$257K -8,656 Closed
PAS
200
Park Avenue Securities
New York
– -$243K -8,188 Closed
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