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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 %
PG
51
Patten Group
Tennessee
$2.41M -$64.1K -2,402 -3%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.39M +$950K +35,596 +66%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.19M -$149K -5,585 -6%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$2.18M -$59.3K -2,231 -3%
SWMG
55
Signature Wealth Management Group
Georgia
$2.01M -$32.3K -1,210 -2%
UAS
56
United Asset Strategies
New York
$1.89M +$21.6K +810 +1%
KLCM
57
KG&L Capital Management
Louisiana
$1.84M +$48.9K +1,834 +3%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.74M -$390K -14,600 -18%
AHC
59
Anderson Hoagland & Co
Missouri
$1.7M -$177K -6,773 -9%
PI
60
PFG Investments
New York
$1.62M -$67.6K -2,532 -4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.54M +$89K +3,336 +6%
TT
62
TI-Trust
Illinois
$1.51M – – –
PFA
63
Petra Financial Advisors
Colorado
$1.49M -$11.6K -435 -0.8%
PAG
64
Private Advisor Group
New Jersey
$1.48M -$769K -28,818 -34%
NA
65
NewEdge Advisors
Louisiana
$1.44M +$105K +3,934 +8%
AA
66
Advisory Alpha
Michigan
$1.41M +$15K +563 +1%
EBWM
67
Eagle Bluffs Wealth Management
Missouri
$1.35M -$133 -5 -0%
SSA
68
SSA Swiss Advisors
$1.32M +$1.32M +49,367 New
RGC
69
Roberts, Glore & Co
Illinois
$1.28M -$201K -7,515 -14%
SAM
70
Smartleaf Asset Management
Massachusetts
$1.26M -$804K -30,277 -39%
DCM
71
Donaldson Capital Management
Indiana
$1.18M -$1.3M -48,657 -52%
KAS
72
Kestra Advisory Services
Texas
$1.17M -$126K -4,741 -10%
SFB
73
STAR Financial Bank
Indiana
$1.15M +$161K +6,049 +16%
FLI
74
Family Legacy Inc
South Carolina
$1.14M -$6.38K -239 -0.6%
CWM
75
CIBC World Markets
New York
$1.09M -$480 -18 -0%
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