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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

180 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, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.41%
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
60
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
Jane Street
New York
$15M
2
HighTower Advisors
HighTower Advisors
Illinois
$35M
3
HGA
Hobbs Group Advisors
South Carolina
$4.53M
4
TI
Tidal Investments
Wisconsin
$1.14M
5
Ameriprise
Ameriprise
Minnesota
$32.1M

Top Sellers

1
OBWG
Onyx Bridge Wealth Group
New York
$1.03M
2
RA
Rational Advisors
New York
$4.19M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
4
LPL Financial
LPL Financial
California
$10.3M
5
WPIC
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
26
NewEdge Wealth
Pennsylvania
$5.43M +$359K +13,439 +7%
Barclays
27
Barclays
United Kingdom
$5.31M – – –
SMI
28
Shelter Mutual Insurance
Missouri
$5.27M – – –
Stifel Financial
29
Stifel Financial
Missouri
$5.22M -$120K -4,520 -2%
Truist Financial
30
Truist Financial
North Carolina
$5.13M -$344K -12,973 -6%
KeyBank National Association
31
KeyBank National Association
Ohio
$4.79M -$22.8K -860 -0.5%
FIM
32
Freedom Investment Management
Connecticut
$4.56M -$320K -12,073 -7%
HGA
33
Hobbs Group Advisors
South Carolina
$4.53M +$1.15M +43,466 +34%
RA
34
Rational Advisors
New York
$4.19M -$8.65M -326,123 -67%
CTB
35
Country Trust Bank
Illinois
$3.71M – – –
HFA
36
Hershey Financial Advisers
Pennsylvania
$3.54M +$3.54M +133,502 New
LCG
37
Lakeshore Capital Group
Illinois
$3.28M -$8.49K -320 -0.3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$3.2M -$157K -5,936 -5%
MCC
39
Money Concepts Capital
Florida
$3.11M +$33.3K +1,255 +1%
WI
40
WrapManager Inc
California
$3.05M +$363K +13,673 +14%
HCM
41
Hudson Capital Management
New Jersey
$2.94M -$80.6K -3,038 -3%
OA
42
Oceanside Advisors
South Carolina
$2.84M +$110K +4,131 +4%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2.75M -$216K -8,169 -7%
APA
44
Astoria Portfolio Advisors
New York
$2.59M +$116K +4,426 +5%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$2.57M +$397K +14,960 +18%
PG
46
Patten Group
Tennessee
$2.29M -$112K -4,232 -5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.18M -$610 -23 -0%
SWMG
48
Signature Wealth Management Group
Georgia
$2.09M +$88.6K +3,338 +4%
TT
49
TI-Trust
Illinois
$1.95M +$451K +17,006 +30%
KLCM
50
KG&L Capital Management
Louisiana
$1.88M +$52.6K +1,984 +3%
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