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Invesco Taxable Municipal Bond ETF

182 hedge funds and large institutions have $1.08B invested in Invesco Taxable Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.38% more ownership

Funds ownership: 62.25%68.63% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $1.13B → $1.08B (-$48.3M)

3% less funds holding

Funds holding: 188182 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

29% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 68

Holders
182
Holders Change
-6
Holders Change %
-3.19%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
48
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$326M +$482K +17,635 +0.1%
Jane Street
2
Jane Street
New York
$110M +$89M +3,257,156 +312%
Bank of America
3
Bank of America
North Carolina
$63.5M +$13.1M +479,812 +24%
WANY
4
Wealthspire Advisors (New York)
New York
$44.8M +$8.32M +304,690 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.5M -$7.37M -269,606 -17%
Wells Fargo
6
Wells Fargo
California
$29.2M +$8.79M +321,902 +39%
Morgan Stanley
7
Morgan Stanley
New York
$25M -$5.18M -189,497 -16%
RJA
8
Raymond James & Associates
Florida
$22.8M +$1.74M +63,527 +8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$21.9M -$5.73M -209,889 -20%
RA
10
Rational Advisors
New York
$20.9M -$9.11M -333,487 -29%
SMFG
11
Sumitomo Mitsui Financial Group
Japan
$19.8M -$1.91M -70,066 -8%
DCM
12
Donaldson Capital Management
Indiana
$19.4M -$7.67M -280,562 -27%
TIM
13
Tortoise Investment Management
New York
$15.3M -$142K -5,188 -0.9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.1M +$3.8M +139,032 +31%
HTC
15
Haverford Trust Company
Pennsylvania
$15.1M -$12K -439 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.8M +$654K +23,948 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$12.9M -$5.33M -195,061 -28%
UBS Group
18
UBS Group
Switzerland
$12.2M -$5.52M -201,988 -30%
BSB
19
Bangor Savings Bank
Maine
$12.2M -$103K -3,772 -0.8%
CI
20
Conning Inc
Connecticut
$12.1M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$11.8M +$9.46M +346,352 +308%
LPL Financial
22
LPL Financial
California
$10.8M -$12.9M -473,641 -53%
GAM
23
Gould Asset Management
California
$10.7M +$148K +5,405 +1%
KeyBank National Association
24
KeyBank National Association
Ohio
$10.5M -$1.67M -61,125 -13%
Ameriprise
25
Ameriprise
Minnesota
$9.59M -$3.81M -139,368 -27%

BAB Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q3 2022, worth a combined $1.08B — down 4.3% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BAB and 18 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 48 added.

The largest buyer was Jane Street, adding an estimated $89M. The largest seller was LPL Financial, cutting an estimated $12.9M.

  • 182 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q3 2022, down from 188 in Q2 2022.
  • Funds reported $1.08B of Invesco Taxable Municipal Bond ETF stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 18 funds opened new Invesco Taxable Municipal Bond ETF positions in Q3 2022 and 23 closed out, a net change of -5 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q3 2022 was Jane Street, an estimated $89M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q3 2022 was LPL Financial, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2022.