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
AHC
51
Anderson Hoagland & Co
Missouri
$1.96M +$205K +7,657 +12%
KLCM
52
KG&L Capital Management
Louisiana
$1.86M -$67K -2,508 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.82M +$748 +28 +0%
SFB
54
STAR Financial Bank
Indiana
$1.75M +$117K +4,389 +7%
PI
55
PFG Investments
New York
$1.72M +$48.4K +1,809 +3%
P
56
&Partners
Tennessee
$1.51M +$413K +15,452 +39%
PFA
57
Petra Financial Advisors
Colorado
$1.49M +$107 +4 +0%
AA
58
Advisory Alpha
Michigan
$1.48M -$440K -16,478 -23%
NA
59
NewEdge Advisors
Louisiana
$1.47M -$106K -3,974 -7%
SSA
60
SSA Swiss Advisors
$1.38M +$148K +5,533 +12%
RGC
61
Roberts, Glore & Co
Illinois
$1.29M -$20K -750 -2%
KAS
62
Kestra Advisory Services
Texas
$1.28M -$55.5K -2,077 -4%
JP Morgan Chase
63
JP Morgan Chase
New York
$1.28M -$304K -11,360 -19%
EBWM
64
Eagle Bluffs Wealth Management
Missouri
$1.21M -$2.41K -90 -0.2%
TI
65
Tidal Investments
Wisconsin
$1.21M +$39K +1,458 +3%
FLI
66
Family Legacy Inc
South Carolina
$1.17M -$5.56K -208 -0.5%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.11M -$98K -3,665 -8%
MWM
68
Modern Wealth Management
Kansas
$1.08M -$24.7K -923 -2%
SAI
69
Savvy Advisors Inc
New York
$902K -$77.5K -2,898 -8%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$847K -$29.1K -1,088 -3%
SA
71
Sanctuary Advisors
Indiana
$839K +$35.5K +1,327 +5%
WA
72
Whipplewood Advisors
Colorado
$812K +$6.82K +255 +0.9%
MOS
73
MGO One Seven
Ohio
$755K +$11.6K +435 +2%
WIA
74
World Investment Advisors
California
$750K +$11.8K +440 +2%
OBWG
75
Onyx Bridge Wealth Group
New York
$722K -$331K -12,376 -32%

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.