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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

192 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+3
Holders Change %
+1.59%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
67
Reduced
64
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28.9M
2
Jane Street
2
Jane Street
New York
$16.9M
3
NW
3
NewEdge Wealth
Pennsylvania
$4.71M
4
RA
4
Rational Advisors
New York
$13.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$342K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$7.77M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
176
Wolff Wiese Magana
California
$9.15K – – –
WCM
177
Winthrop Capital Management
Indiana
$9K – – –
TFGT
178
TS Financial Group (TSFG)
Illinois
$8K – – –
CJ
179
Caitlin John
Michigan
$7.85K – – –
FHA
180
First Horizon Advisors
Tennessee
$6.58K +$52 +2 +0.8%
CTC
181
Central Trust Company
Missouri
$6.54K – – –
AW
182
Avion Wealth
Texas
$6K – – –
Q1WB
183
Quest 10 Wealth Builders
Virginia
$5.49K +$5.49K +210 New
FUBT
184
First United Bank & Trust
Maryland
$5.23K – – –
NEAM
185
New England Asset Management
Connecticut
$5.23K – – –
AA
186
AlphaMark Advisors
Kentucky
$5K – – –
CHC
187
City Holding Co
West Virginia
$4.94K – – –
CFD
188
Creative Financial Designs
Indiana
$3.27K – – –
Simplex Trading
189
Simplex Trading
Illinois
$3K -$3.55K -169 -54%
TAM
190
Tucker Asset Management
Colorado
$1.28K – – –
CIA
191
Cape Investment Advisory
Georgia
$1.05K +$1.05K +40 New
NS
192
NBC Securities
Alabama
$654 -$672K -25,670 -100%
Citigroup
193
Citigroup
New York
$157 +$157 +6 New
TRCT
194
Tower Research Capital (TRC)
New York
$78 -$130 -5 -63%
MWM
195
Merriman Wealth Management
Washington
– -$5.69M -206,334 Closed
ECA
196
Elevation Capital Advisory
Oregon
– -$5.08M -184,250 Closed
BFO
197
Biltmore Family Office
North Carolina
– -$1.82M -66,051 Closed
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
– -$1.52M -54,986 Closed
KPWS
199
Kestra Private Wealth Services
Texas
– -$359K -13,020 Closed
IWC
200
Integrated Wealth Concepts
Massachusetts
– -$324K -11,755 Closed
5 6 7
8
9