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Invesco Taxable Municipal Bond ETF
BAB

196 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,245% more call options, than puts

Call options by funds: $727K | Put options by funds: $31K

71% more capital invested

Capital invested by funds: $677M → $1.16B (+$483M)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

7.05% more ownership

Funds ownership: 56.58% → 63.63% (+7%)

3% more funds holding

Funds holding: 191 → 196 (+5)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
67
Reduced
66
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$19.4M
2
Jane Street
Jane Street
New York
+$16.9M
3
NW
NewEdge Wealth
Pennsylvania
+$4.82M
4
RA
Rational Advisors
New York
+$4.55M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.53M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.81M
2
MWM
Merriman Wealth Management
Washington
-$5.69M
3
ECA
Elevation Capital Advisory
Oregon
-$5.08M
4
KWM
Kingsview Wealth Management
Oregon
-$4.62M
5
OBWG
Onyx Bridge Wealth Group
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$6.37M -$1.87M -69,717 -22%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.21M +$3.31M +123,706 +109%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.09M +$317K +11,823 +5%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.09M +$76.1K +2,841 +1%
KeyBank National Association
30
KeyBank National Association
Ohio
$5.65M -$73.4K -2,739 -1%
GC
31
Guggenheim Capital
Illinois
$5.5M +$459K +17,126 +9%
MWM
32
Maltin Wealth Management
New Jersey
$5.48M +$428K +15,965 +8%
Stifel Financial
33
Stifel Financial
Missouri
$5.26M +$70.1K +2,617 +1%
Barclays
34
Barclays
United Kingdom
$5.23M – – –
SMI
35
Shelter Mutual Insurance
Missouri
$5.19M – – –
FIM
36
Freedom Investment Management
Connecticut
$4.88M -$240K -8,971 -5%
NW
37
NewEdge Wealth
Pennsylvania
$4.71M +$4.82M +180,130 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$4.1M +$1.39M +51,918 +50%
HGA
39
Hobbs Group Advisors
South Carolina
$3.91M +$46.8K +1,748 +1%
CTB
40
Country Trust Bank
Illinois
$3.66M – – –
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.14M +$1.06M +39,555 +49%
MCC
42
Money Concepts Capital
Florida
$2.95M -$77.6K -2,899 -3%
WPIC
43
White Pine Investment Company
Michigan
$2.93M +$185K +6,890 +7%
HCM
44
Hudson Capital Management
New Jersey
$2.86M +$178K +6,631 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$2.86M +$51.5K +1,921 +2%
DLCIG
46
D.L. Carlson Investment Group
New Hampshire
$2.58M +$72.6K +2,712 +3%
BAAM
47
Baker Avenue Asset Management
California
$2.54M +$218K +8,141 +9%
DCM
48
Donaldson Capital Management
Indiana
$2.43M +$161K +5,997 +7%
PG
49
Patten Group
Tennessee
$2.43M -$456K -17,010 -15%
OA
50
Oceanside Advisors
South Carolina
$2.42M +$93.5K +3,491 +4%
1
2
3 4 5

BAB Hedge Fund Activity: Q4 2024 in Review

196 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q4 2024, worth a combined $1.16B — up 71% from $677M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BAB positions and 16 closed out — a net gain of 8 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.4M. The largest seller was GeoWealth Management, cutting an estimated $7.81M.

  • 196 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.16B of Invesco Taxable Municipal Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 24 funds opened new Invesco Taxable Municipal Bond ETF positions in Q4 2024 and 16 closed out, a net change of +8 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q4 2024 was Ameriprise, an estimated $19.4M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q4 2024 was GeoWealth Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2024.