Invesco Taxable Municipal Bond ETF
191 hedge funds and large institutions have $677M invested in Invesco Taxable Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 18 closing their positions.
434% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $433K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 61
1% more capital invested
Capital invested by funds: $672M → $677M (+$4.99M)
1.36% less ownership
Funds ownership: 57.94% → 56.58% (-1.4%)
5% less funds holding
Funds holding: 202 → 191 (-11)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
201
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$19.4K | -735 | Closed |
|
|
AF
202
Advisornet Financial
Minnetonka,
Minnesota
| – | -$16.9K | -640 | Closed |
|
203
Franklin Resources
San Mateo,
California
| – | -$15.6K | -593 | Closed |
|
|
GWSG
204
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$12.8K | -486 | Closed |
|
|
ACA
205
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$10.3K | -389 | Closed |
|
|
PS
206
Principal Securities
Des Moines,
Iowa
| – | -$5.25K | -199 | Closed |
|
|
HBW
207
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$4K | -170 | Closed |
|
|
GWM
208
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.43K | -130 | Closed |
|
|
PA
209
PSI Advisors
Tampa,
Florida
| – | -$660 | -25 | Closed |
|
210
Citigroup
New York
| – | -$79 | -3 | Closed |
|
|
HGERS
211
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$817 | +30 | New |
|
BAB Hedge Fund Activity: Q3 2024 in Review
191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q3 2024, worth a combined $677M — up 0.74% from $672M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BAB and 8 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 73 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $7.02M. The largest seller was Royal Bank of Canada, cutting an estimated $21.4M.
- 191 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q3 2024, down from 202 in Q2 2024.
- Funds reported $677M of Invesco Taxable Municipal Bond ETF stock for Q3 2024, up 0.74% quarter-over-quarter.
- 8 funds opened new Invesco Taxable Municipal Bond ETF positions in Q3 2024 and 18 closed out, a net change of -10 holders.
- The largest Invesco Taxable Municipal Bond ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $7.02M added.
- The largest Invesco Taxable Municipal Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2024.