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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

180 hedge funds and large institutions have $1.01B invested in Invesco Taxable Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
64
Reduced
56
Closed
17
Calls
$8K
Puts
$5K
Net Calls
+$3K
Net Calls Change
-$387K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$31.7M
2
PO
2
Private Ocean
California
$15.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.8M
4
RJA
4
Raymond James & Associates
Florida
$21.9M
5
WANY
5
Wealthspire Advisors (New York)
New York
$69.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.3M
2
Bank of America
2
Bank of America
North Carolina
$47.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$29.7M
4
IA
4
IFG Advisory
Georgia
$0
5
PL
5
Protective Life
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$3.29K +$3.29K +130 New
SS
177
Sunbelt Securities
Texas
$3.04K -$30.4K -1,200 -91%
TAM
178
Tucker Asset Management
Colorado
$1.24K +$1.24K +49 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
TRCT
180
Tower Research Capital (TRC)
New York
$835 +$810 +32 +3,200%
HGERS
181
Householder Group Estate & Retirement Specialist
Arizona
$759 +$759 +30 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$51 -$15.5K -609 -100%
IA
183
IFG Advisory
Georgia
– -$4.79M -180,478 Closed
PL
184
Protective Life
Alabama
– -$4.25M -160,000 Closed
PCP
185
Proficio Capital Partners
Massachusetts
– -$1.3M -48,800 Closed
CW
186
CreativeOne Wealth
Kansas
– -$712K -26,809 Closed
AWA
187
Arete Wealth Advisors
Illinois
– -$647K -24,370 Closed
Renaissance Technologies
188
Renaissance Technologies
New York
– -$539K -20,300 Closed
ACA
189
Atlas Capital Advisors
Wyoming
– -$428K -16,136 Closed
JFG
190
Jefferies Financial Group
New York
– -$416K -15,654 Closed
M&T Bank
191
M&T Bank
New York
– -$232K -8,750 Closed
HTC
192
Haverford Trust Company
Pennsylvania
– -$232K -8,745 Closed
SWA
193
Sax Wealth Advisors
New Jersey
– -$218K -8,223 Closed
HWA
194
HCR Wealth Advisors
California
– -$214K -8,050 Closed
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
– -$68.1K -2,564 Closed
CFB
196
Cullen/Frost Bankers
Texas
– -$26.6K -1,000 Closed
BCWM
197
Bartlett & Co Wealth Management
Ohio
– -$8.84K -333 Closed
BC
198
Bartlett & Co
Ohio
– -$9K -333 Closed
VWM
199
Venturi Wealth Management
Texas
– -$1.17K -44 Closed
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