BAB icon

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.

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 %
TRCT
176
Tower Research Capital (TRC)
New York
$1K -$333 -10 -25%
ADL
177
Asset Dedication LLC
California
$1K – – –
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$514 +$514 +20 New
KMWM
179
Keudell/Morrison Wealth Management
Oregon
– -$7.76M -302,331 Closed
Baird Financial Group
180
Baird Financial Group
Wisconsin
– -$1.66M -64,779 Closed
Citadel Advisors
181
Citadel Advisors
Florida
– -$789K -30,765 Closed
PCM
182
Penserra Capital Management
California
– -$655K -25,566 Closed
ACM
183
Ascendant Capital Management
California
– -$513K -20,000 Closed
Mariner
184
Mariner
Kansas
– -$361K -14,082 Closed
APWA
185
Atlas Private Wealth Advisors
New Jersey
– -$361K -14,057 Closed
IA
186
Insight Advisors
Pennsylvania
– -$322K -12,557 Closed
RIA
187
Regal Investment Advisors
Michigan
– -$304K -11,863 Closed
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
– -$230K -8,979 Closed
1WM
189
1900 Wealth Management
Texas
– -$229K -8,931 Closed
WWM
190
Western Wealth Management
Colorado
– -$224K -8,750 Closed
WS
191
Wedbush Securities
California
– -$216K -8,410 Closed
FAT
192
First American Trust
California
– -$207K -8,065 Closed
HGERS
193
Householder Group Estate & Retirement Specialist
Arizona
– -$56K -2,204 Closed
AIP
194
Almanack Investment Partners
Pennsylvania
– -$30K -1,160 Closed
JIR
195
James Investment Research
Ohio
– -$26K -1,000 Closed
AA
196
AlphaMark Advisors
Kentucky
– -$13K -515 Closed
PGAM
197
Princeton Global Asset Management
New Jersey
– -$8K -300 Closed
GI
198
Gradient Investments
Minnesota
– -$4K -155 Closed
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
– -$1K -45 Closed
4 5 6 7
8