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 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $634 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
86,802
shares
|
$2.29 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
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
84,211
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
84,145
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
84,064
shares
|
$2.21 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
80,662
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 95.74%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
79,364
shares
|
$2.09 Million
0.57% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
78,807
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,864
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
77,032
shares
|
$2.03 Million
0.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
76,310
shares
|
$2.01 Million
0.86% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
72,119
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 46.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
70,740
shares
|
$1.86 Million
0.29% of portfolio
|
Q2 2023
Reduced 2.1%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
69,965
shares
|
$1.84 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
66,947
shares
|
$1.76 Million
0.58% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
66,051
shares
|
$1.74 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
64,171
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
63,622
shares
|
$1.68 Million
0.25% of portfolio
|
Q4 2024
Reduced 65.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
63,320
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,331
shares
|
$1.64 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
|
$1.54 Million
1.06% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
56,456
shares
|
$1.49 Million
0.99% of portfolio
|
Q2 2022
Reduced 37.27%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
52,268
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
50,735
shares
|
$1.34 Million
0.71% of portfolio
|
Q4 2024
Reduced 57.64%
|