BAB icon

Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

187 hedge funds and large institutions have $1.4B invested in Invesco Taxable Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
82
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$45.4M
2
Invesco
Invesco
Georgia
$421M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$32.6M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.7M
5
Wells Fargo
Wells Fargo
California
$127M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.8M
2
MA
Mutual Advisors
Nebraska
$0
3
BPB
Badgley, Phelps & Bell
Washington
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$182K
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
201
Safeguard Investment Advisory Group
California
– -$28K -865 Closed
BSSFA
202
Baron Silver Stevens Financial Advisors
Florida
– -$26K -786 Closed
TIAM2
203
Tru Independence Asset Management 2
Oregon
– -$25K -744 Closed
ASN
204
Advisory Services Network
Georgia
– -$22K -669 Closed
CPFP
205
Clear Perspectives Financial Planning
Ohio
– -$17K -500 Closed
BW
206
Bison Wealth
Georgia
– -$16K -469 Closed
FCA
207
FinTrust Capital Advisors
South Carolina
– -$11K -328 Closed
CYG
208
Clean Yield Group
Vermont
– -$9K -270 Closed
CCM
209
Covington Capital Management
California
– -$6K -175 Closed
D
210
Diversified
Delaware
– -$3K -100 Closed
5 6 7 8
9