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Invesco Taxable Municipal Bond ETF

184 hedge funds and large institutions have $577M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

15% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 60

2% more funds holding

Funds holding: 181184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.21% less ownership

Funds ownership: 62.31%62.1% (-0.21%)

5% less capital invested

Capital invested by funds: $606M → $577M (-$29M)

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
69
Reduced
60
Closed
16
Calls
$950K
Puts
Net Calls
+$950K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Change in
Stake
NW
26
NewEdge Wealth
Pennsylvania
$5.43M +$352K +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 -$118K -4,520 -2%
Truist Financial
30
Truist Financial
North Carolina
$5.13M -$340K -12,973 -6%
KeyBank National Association
31
KeyBank National Association
Ohio
$4.79M -$22.5K -860 -0.5%
FIM
32
Freedom Investment Management
Connecticut
$4.56M -$316K -12,073 -7%
HGA
33
Hobbs Group Advisors
South Carolina
$4.53M +$1.14M +43,466 +34%
RA
34
Rational Advisors
New York
$4.19M -$8.55M -326,123 -67%
CTB
35
Country Trust Bank
Illinois
$3.71M
HFA
36
Hershey Financial Advisers
Pennsylvania
$3.54M +$3.5M +133,502 New
LCG
37
Lakeshore Capital Group
Illinois
$3.28M -$8.39K -320 -0.3%
Corient Private Wealth
38
Corient Private Wealth
Florida
$3.18M -$174K -6,636 -5%
MCC
39
Money Concepts Capital
Florida
$3.11M +$32.9K +1,255 +1%
WI
40
WrapManager Inc
California
$3.05M +$358K +13,673 +14%
HCM
41
Hudson Capital Management
New Jersey
$2.94M -$79.6K -3,038 -3%
OA
42
Oceanside Advisors
South Carolina
$2.84M +$108K +4,131 +4%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.81M +$431K +16,430 +18%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.75M -$214K -8,169 -7%
APA
45
Astoria Portfolio Advisors
New York
$2.59M +$116K +4,426 +5%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$2.57M +$392K +14,960 +18%
PG
47
Patten Group
Tennessee
$2.29M -$111K -4,232 -5%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.18M -$603 -23 -0%
SWMG
49
Signature Wealth Management Group
Georgia
$2.09M +$87.5K +3,338 +4%
TT
50
TI-Trust
Illinois
$1.95M +$446K +17,006 +30%

BAB Hedge Fund Activity: Q2 2025 in Review

184 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q2 2025, worth a combined $577M — down 4.8% from $606M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAB positions and 16 closed out — a net gain of 4 holders — while 69 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $4.56M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $9.02M.

  • 184 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q2 2025, up from 181 in Q1 2025.
  • Funds reported $577M of Invesco Taxable Municipal Bond ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 20 funds opened new Invesco Taxable Municipal Bond ETF positions in Q2 2025 and 16 closed out, a net change of +4 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $4.56M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q2 2025 was Onyx Bridge Wealth Group, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.