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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
KLCM
51
KG&L Capital Management
Louisiana
$1.88M +$52K +1,984 +3%
AA
52
Advisory Alpha
Michigan
$1.87M +$468K +17,838 +34%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.77M -$1.78M -67,978 -51%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.73M +$198K +7,535 +13%
AHC
55
Anderson Hoagland & Co
Missouri
$1.71M -$28.3K -1,079 -2%
PI
56
PFG Investments
New York
$1.63M +$12.4K +472 +0.8%
SFB
57
STAR Financial Bank
Indiana
$1.59M +$442K +16,869 +39%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.55M -$178K -6,786 -10%
NA
59
NewEdge Advisors
Louisiana
$1.53M +$92.6K +3,533 +7%
DLCIG
60
D.L. Carlson Investment Group
New Hampshire
$1.5M -$1.06M -40,574 -42%
PAG
61
Private Advisor Group
New Jersey
$1.46M -$12.2K -466 -0.8%
PFA
62
Petra Financial Advisors
Colorado
$1.45M -$32.6K -1,243 -2%
KAS
63
Kestra Advisory Services
Texas
$1.3M +$141K +5,385 +12%
RGC
64
Roberts, Glore & Co
Illinois
$1.27M
Goldman Sachs
65
Goldman Sachs
New York
$1.26M +$729K +27,806 +142%
SAM
66
Smartleaf Asset Management
Massachusetts
$1.24M -$12.4K -472 -1%
SSA
67
SSA Swiss Advisors
$1.19M -$110K -4,181 -8%
EBWM
68
Eagle Bluffs Wealth Management
Missouri
$1.18M -$160K -6,119 -12%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.18M -$2.65M -101,151 -69%
DCM
70
Donaldson Capital Management
Indiana
$1.16M -$6.66K -254 -0.6%
FLI
71
Family Legacy Inc
South Carolina
$1.15M +$12K +458 +1%
TI
72
Tidal Investments
Wisconsin
$1.14M +$1.12M +42,818 New
MWM
73
Modern Wealth Management
Kansas
$1.08M +$1.06M +40,618 New
P
74
&Partners
Tennessee
$1.06M +$815K +31,073 +345%
OBWG
75
Onyx Bridge Wealth Group
New York
$1.03M -$9.02M -344,249 -90%

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.