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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
HighTower Advisors
2
HighTower Advisors
Illinois
$35M
3
HGA
3
Hobbs Group Advisors
South Carolina
$4.53M
4
TI
4
Tidal Investments
Wisconsin
$1.14M
5
Ameriprise
5
Ameriprise
Minnesota
$32.1M

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 %
NW
26
NewEdge Wealth
Pennsylvania
$5.43M 203,271 +13,439 +7%
Barclays
27
Barclays
United Kingdom
$5.31M 200,000 – –
SMI
28
Shelter Mutual Insurance
Missouri
$5.27M 198,589 – –
Stifel Financial
29
Stifel Financial
Missouri
$5.22M 196,609 -4,520 -2%
Truist Financial
30
Truist Financial
North Carolina
$5.13M 193,361 -12,973 -6%
KeyBank National Association
31
KeyBank National Association
Ohio
$4.79M 180,630 -860 -0.5%
FIM
32
Freedom Investment Management
Connecticut
$4.56M 171,698 -12,073 -7%
HGA
33
Hobbs Group Advisors
South Carolina
$4.53M 170,650 +43,466 +34%
RA
34
Rational Advisors
New York
$4.19M 157,852 -326,123 -67%
CTB
35
Country Trust Bank
Illinois
$3.71M 140,000 – –
HFA
36
Hershey Financial Advisers
Pennsylvania
$3.54M 133,502 +133,502 New
LCG
37
Lakeshore Capital Group
Illinois
$3.28M 123,505 -320 -0.3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$3.2M 120,685 -5,936 -5%
MCC
39
Money Concepts Capital
Florida
$3.11M 117,281 +1,255 +1%
WI
40
WrapManager Inc
California
$3.05M 114,938 +13,673 +14%
HCM
41
Hudson Capital Management
New Jersey
$2.94M 110,915 -3,038 -3%
OA
42
Oceanside Advisors
South Carolina
$2.84M 107,036 +4,131 +4%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2.75M 104,132 -8,169 -7%
APA
44
Astoria Portfolio Advisors
New York
$2.59M 98,626 +4,426 +5%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$2.57M 96,940 +14,960 +18%
PG
46
Patten Group
Tennessee
$2.29M 86,140 -4,232 -5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.18M 81,990 -23 -0%
SWMG
48
Signature Wealth Management Group
Georgia
$2.09M 78,800 +3,338 +4%
TT
49
TI-Trust
Illinois
$1.95M 73,462 +17,006 +30%
KLCM
50
KG&L Capital Management
Louisiana
$1.88M 70,765 +1,984 +3%
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