Invesco Taxable Municipal Bond ETF
BAB
200 hedge funds and large institutions have $1.53B invested in Invesco Taxable Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more funds holding
Funds holding: 187 → 200 (+13)
6% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 65
3% less capital invested
Capital invested by funds: $1.58B → $1.53B (-$45M)
6.01% less ownership
Funds ownership: 67.98% → 61.97% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$32.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.5M |
| 3 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
+$11.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$9.5M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$107M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$11.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.38M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.76M |
| 5 |
Barclays
London,
United Kingdom
|
-$5.32M |
BAB Hedge Fund Activity: Q4 2021 in Review
200 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q4 2021, worth a combined $1.53B — down 2.9% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BAB positions and 17 closed out — a net gain of 14 holders — while 69 added to existing stakes and 65 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $32.9M. The largest seller was Jane Street, exiting entirely with an estimated $107M sold.
- 200 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q4 2021, up from 187 in Q3 2021.
- Funds reported $1.53B of Invesco Taxable Municipal Bond ETF stock for Q4 2021, down 2.9% quarter-over-quarter.
- 31 funds opened new Invesco Taxable Municipal Bond ETF positions in Q4 2021 and 17 closed out, a net change of +14 holders.
- The largest Invesco Taxable Municipal Bond ETF buyer in Q4 2021 was Integrated Wealth Concepts, an estimated $32.9M added.
- The largest Invesco Taxable Municipal Bond ETF seller in Q4 2021 was Jane Street, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2021.