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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 %
GMA
76
Glassy Mountain Advisors
Maryland
$947K -$5.82K -218 -0.6%
BSB
77
Bangor Savings Bank
Maine
$916K -$12.7M -475,046 -93%
SAI
78
Savvy Advisors Inc
New York
$913K +$63.9K +2,395 +8%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$891K -$23.1K -864 -3%
Cerity Partners
80
Cerity Partners
New York
$817K +$14.6K +546 +2%
MOS
81
MGO One Seven
Ohio
$784K +$9.93K +372 +1%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$774K +$774K +28,997 New
WA
83
Whipplewood Advisors
Colorado
$764K -$3.71M -22,960 -83%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$708K +$23.1K +864 +3%
CC
85
Capstone Capital
Nevada
$701K -$9.13K -342 -1%
WIA
86
World Investment Advisors
California
$683K +$46.9K +1,759 +7%
CWM
87
Centric Wealth Management
Illinois
$623K +$17.7K +665 +3%
HH
88
Hilltop Holdings
Texas
$612K -$46.9K -1,759 -7%
FTUS
89
Flow Traders U.S.
New York
$582K -$1.2M -45,025 -67%
OC
90
Oppenheimer & Co
New York
$544K – – –
Goldman Sachs
91
Goldman Sachs
New York
$521K – – –
FA
92
Fagan Associates
New York
$509K -$22.5K -844 -4%
PAS
93
Park Avenue Securities
New York
$505K -$23K -863 -4%
RIL
94
Rothschild Investment LLC
Illinois
$470K -$10.7K -400 -2%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$432K +$9.31K +349 +2%
JPLA
96
Joseph P. Lucia & Associates
New York
$424K -$66.5K -2,493 -14%
CFB
97
Cullen/Frost Bankers
Texas
$421K -$6.78K -254 -2%
OPS
98
Orion Portfolio Solutions
Nebraska
$408K +$408K +15,299 New
BCI
99
Brinker Capital Investments
Pennsylvania
$408K +$408K +15,299 New
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$406K -$100K -3,757 -20%
2 3
4
5 6