Institutional Ownership Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
89,058
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
88,981
shares
|
$2.33 Million
1.83% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
87,772
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
87,047
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
86,802
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
86,000
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
84,064
shares
|
$2.2 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
81,248
shares
|
$2.13 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
80,662
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 95.74%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
79,364
shares
|
$2.08 Million
0.57% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
78,807
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,864
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
77,032
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
76,310
shares
|
$2 Million
0.86% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
72,119
shares
|
$1.89 Million
0.2% of portfolio
|
Q4 2024
Reduced 46.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
70,740
shares
|
$1.85 Million
0.29% of portfolio
|
Q2 2023
Reduced 2.1%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
66,051
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
65,150
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
64,171
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
63,809
shares
|
$1.67 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,331
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.07%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
60,124
shares
|
$1.58 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
58,356
shares
|
$1.53 Million
1.06% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
56,456
shares
|
$1.48 Million
1.11% of portfolio
|
Q2 2022
Reduced 37.27%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
52,268
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 6.91%
|