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Invesco Taxable Municipal Bond ETF
BAB

196 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,245% more call options, than puts

Call options by funds: $727K | Put options by funds: $31K

71% more capital invested

Capital invested by funds: $677M → $1.16B (+$483M)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

7.05% more ownership

Funds ownership: 56.58% → 63.63% (+7%)

3% more funds holding

Funds holding: 191 → 196 (+5)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
67
Reduced
66
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$19.4M
2
Jane Street
Jane Street
New York
+$16.9M
3
NW
NewEdge Wealth
Pennsylvania
+$4.82M
4
RA
Rational Advisors
New York
+$4.55M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.53M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.81M
2
MWM
Merriman Wealth Management
Washington
-$5.69M
3
ECA
Elevation Capital Advisory
Oregon
-$5.08M
4
KWM
Kingsview Wealth Management
Oregon
-$4.62M
5
OBWG
Onyx Bridge Wealth Group
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
CIBC World Markets
New York
$1.07M +$400K +14,941 +58%
SFB
77
STAR Financial Bank
Indiana
$967K +$69K +2,577 +7%
TI
78
Tidal Investments
Wisconsin
$959K +$26.4K +987 +3%
Citadel Advisors
79
Citadel Advisors
Florida
$936K +$713K +26,611 +289%
GMA
80
Glassy Mountain Advisors
Maryland
$934K +$246K +9,167 +35%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$896K +$3.94K +147 +0.4%
SAI
82
Savvy Advisors Inc
New York
$832K +$852K +31,828 New
SA
83
Sanctuary Advisors
Indiana
$788K +$220K +8,223 +38%
Cerity Partners
84
Cerity Partners
New York
$786K -$80.8K -3,015 -9%
MOS
85
MGO One Seven
Ohio
$759K -$45.9K -1,712 -6%
WA
86
Whipplewood Advisors
Colorado
$724K +$741K +27,681 New
CC
87
Capstone Capital
Nevada
$696K -$56.5K -2,108 -7%
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$671K -$10.4K -387 -1%
HH
89
Hilltop Holdings
Texas
$646K -$9.67K -361 -1%
WIA
90
World Investment Advisors
California
$623K -$100K -3,743 -14%
CWM
91
Centric Wealth Management
Illinois
$593K +$55.9K +2,086 +10%
CT
92
Caldwell Trust
Florida
$550K -$143K -5,333 -20%
HPM
93
Hoxton Planning & Management
West Virginia
$549K -$47K -1,753 -8%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$538K +$551K +20,575 New
OC
95
Oppenheimer & Co
New York
$533K – – –
FA
96
Fagan Associates
New York
$521K -$9.19K -343 -2%
PAS
97
Park Avenue Securities
New York
$517K +$19K +708 +4%
Goldman Sachs
98
Goldman Sachs
New York
$511K -$16.1K -602 -3%
JPLA
99
Joseph P. Lucia & Associates
New York
$481K -$53.7K -2,005 -10%
RIL
100
Rothschild Investment LLC
Illinois
$471K – – –
2 3
4
5 6

BAB Hedge Fund Activity: Q4 2024 in Review

196 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q4 2024, worth a combined $1.16B — up 71% from $677M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BAB positions and 16 closed out — a net gain of 8 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.4M. The largest seller was GeoWealth Management, cutting an estimated $7.81M.

  • 196 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.16B of Invesco Taxable Municipal Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 24 funds opened new Invesco Taxable Municipal Bond ETF positions in Q4 2024 and 16 closed out, a net change of +8 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q4 2024 was Ameriprise, an estimated $19.4M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q4 2024 was GeoWealth Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2024.