We are live on ! Find out more
BAB icon

Invesco Taxable Municipal Bond ETF

180 hedge funds and large institutions have $564M invested in Invesco Taxable Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less capital invested

Capital invested by funds: $577M → $564M (-$13.5M)

1.09% less ownership

Funds ownership: 62.1%61.01% (-1.1%)

2% less funds holding

Funds holding: 184180 (-4)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
17
Increased
58
Reduced
65
Closed
17
Calls
$2.51M
Puts
Net Calls
+$2.51M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$5.46M
SMI
27
Shelter Mutual Insurance
Missouri
$5.42M
Stifel Financial
28
Stifel Financial
Missouri
$5.39M +$22.8K +853 +0.4%
Truist Financial
29
Truist Financial
North Carolina
$5.36M +$85.6K +3,204 +2%
HGA
30
Hobbs Group Advisors
South Carolina
$4.9M +$236K +8,836 +5%
RA
31
Rational Advisors
New York
$4.23M -$78.4K -2,934 -2%
HFA
32
Hershey Financial Advisers
Pennsylvania
$3.53M -$107K -4,004 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.44M -$2.74M -102,616 -45%
MCC
34
Money Concepts Capital
Florida
$3.26M +$62.4K +2,335 +2%
FIM
35
Freedom Investment Management
Connecticut
$3.2M -$1.46M -54,573 -32%
LCG
36
Lakeshore Capital Group
Illinois
$3.17M -$199K -7,440 -6%
OA
37
Oceanside Advisors
South Carolina
$3.05M +$128K +4,788 +4%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$3.04M +$212K +7,933 +8%
HCM
39
Hudson Capital Management
New Jersey
$2.9M -$128K -4,770 -4%
DCM
40
Donaldson Capital Management
Indiana
$2.81M +$1.58M +59,079 +135%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$2.76M +$1.19M +44,650 +79%
WI
42
WrapManager Inc
California
$2.71M -$417K -15,595 -14%
APA
43
Astoria Portfolio Advisors
New York
$2.71M +$18.1K +676 +0.7%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$2.6M -$40.9K -1,530 -2%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.52M -$341K -12,758 -12%
PG
46
Patten Group
Tennessee
$2.34M -$10.3K -385 -0.4%
SWMG
47
Signature Wealth Management Group
Georgia
$2.22M +$69K +2,580 +3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.22M -$18.5K -692 -0.8%
TT
49
TI-Trust
Illinois
$2M
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.99M +$209K +7,800 +12%

BAB Hedge Fund Activity: Q3 2025 in Review

180 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q3 2025, worth a combined $564M — down 2.3% from $577M a quarter earlier.

Fund positioning in BAB was balanced in Q3 2025: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 65 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $9.96M. The largest seller was Jane Street, exiting entirely with an estimated $15M sold.

  • 180 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q3 2025, down from 184 in Q2 2025.
  • Funds reported $564M of Invesco Taxable Municipal Bond ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 17 funds opened new Invesco Taxable Municipal Bond ETF positions in Q3 2025 and 17 closed out, a net change of 0 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $9.96M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2025.