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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

178 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
66
Reduced
59
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15M
2
HFA
2
Hershey Financial Advisers
Pennsylvania
$3.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$35M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.53M
5
TI
5
Tidal Investments
Wisconsin
$1.14M

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$1.03M
2
RA
2
Rational Advisors
New York
$4.19M
3
PJSIMP
3
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$10.3M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$40.8M 1,537,781 +4,693 +0.3%
HighTower Advisors
2
HighTower Advisors
Illinois
$35M 1,319,358 +48,623 +4%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$35M 1,318,800 – –
Ameriprise
4
Ameriprise
Minnesota
$32.1M 1,210,388 +41,295 +4%
Bank of America
5
Bank of America
North Carolina
$29.2M 1,101,433 +14,485 +1%
UBS Group
6
UBS Group
Switzerland
$20.5M 774,495 +14,743 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.3M 765,010 -72,546 -9%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$19.5M 735,554 +34,712 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$19.5M 735,073 -117,081 -14%
SMFG
10
Sumitomo Mitsui Financial Group
Japan
$18.1M 681,581 -59,376 -8%
Wells Fargo
11
Wells Fargo
California
$17.7M 665,889 +15,792 +2%
GAM
12
Gould Asset Management
California
$15.9M 600,486 +40,588 +7%
Jane Street
13
Jane Street
New York
$15M 565,488 +173,932 +44%
Morgan Stanley
14
Morgan Stanley
New York
$13.2M 497,211 -13,757 -3%
CI
15
Conning Inc
Connecticut
$13M 490,000 – –
LPL Financial
16
LPL Financial
California
$10.3M 388,146 -153,038 -28%
TIM
17
Tortoise Investment Management
New York
$10.3M 386,850 -2,940 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.75M 367,643 +9,687 +3%
KWM
19
Kingsview Wealth Management
Oregon
$9.04M 340,868 +13,299 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$7.28M 274,268 +8,095 +3%
MWM
21
Maltin Wealth Management
New Jersey
$6.88M 259,337 +23,898 +10%
GC
22
Guggenheim Capital
Illinois
$6.55M 246,847 +24,409 +11%
Invesco
23
Invesco
Georgia
$6.5M 244,987 -2,767 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.06M 228,542 -23,047 -9%
WANY
25
Wealthspire Advisors (New York)
New York
$5.73M 216,111 -28,197 -12%
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