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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

177 hedge funds and large institutions have $605M invested in Invesco Taxable Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-15
Holders Change %
-7.81%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
55
Reduced
76
Closed
20
Calls
$614K
Puts
$245K
Net Calls
+$369K
Net Calls Change
-$327K

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$10.2M
2
TIM
2
Tortoise Investment Management
New York
$10.4M
3
LCG
3
Lakeshore Capital Group
Illinois
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$33.9M
5
Ameriprise
5
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.55M
2
BSB
2
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
4
Jane Street
New York
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Maltin Wealth Management
New Jersey
$6.28M +$692K +25,921 +12%
GC
27
Guggenheim Capital
Illinois
$5.93M +$327K +12,239 +6%
PJSIMP
28
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.68M -$529K -19,840 -9%
Truist Financial
29
Truist Financial
North Carolina
$5.5M -$1.09M -40,765 -16%
Stifel Financial
30
Stifel Financial
Missouri
$5.37M -$347 -13 -0%
Barclays
31
Barclays
United Kingdom
$5.34M – – –
SMI
32
Shelter Mutual Insurance
Missouri
$5.3M – – –
NW
33
NewEdge Wealth
Pennsylvania
$5.06M +$259K +9,702 +5%
FIM
34
Freedom Investment Management
Connecticut
$4.9M -$72.8K -2,730 -1%
KeyBank National Association
35
KeyBank National Association
Ohio
$4.84M -$924K -34,632 -16%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$3.89M -$296K -11,085 -7%
CTB
37
Country Trust Bank
Illinois
$3.74M – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$3.59M -$2.62M -98,133 -42%
HGA
39
Hobbs Group Advisors
South Carolina
$3.39M -$592K -22,176 -15%
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.38M +$465K +17,434 +16%
LCG
41
Lakeshore Capital Group
Illinois
$3.3M +$3.3M +123,825 New
WPIC
42
White Pine Investment Company
Michigan
$3.23M +$242K +9,063 +8%
MCC
43
Money Concepts Capital
Florida
$3.1M +$88.2K +3,305 +3%
HCM
44
Hudson Capital Management
New Jersey
$3.04M +$123K +4,603 +4%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$2.98M -$210K -7,916 -7%
OA
46
Oceanside Advisors
South Carolina
$2.75M +$278K +10,433 +11%
BAAM
47
Baker Avenue Asset Management
California
$2.71M +$113K +4,235 +4%
WI
48
WrapManager Inc
California
$2.7M +$389K +14,562 +17%
DLCIG
49
D.L. Carlson Investment Group
New Hampshire
$2.59M -$44K -1,651 -2%
APA
50
Astoria Portfolio Advisors
New York
$2.47M +$266K +10,136 +12%
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