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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
GMA
76
Glassy Mountain Advisors
Maryland
$962K +$19.9K +760 +2%
SAI
77
Savvy Advisors Inc
New York
$954K +$45.1K +1,720 +5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$852K -$33.1K -1,262 -4%
Citadel Advisors
79
Citadel Advisors
Florida
$826K +$445K +16,968 +120%
Cerity Partners
80
Cerity Partners
New York
$800K -$12.1K -461 -2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$786K +$16.9K +644 +2%
WA
82
Whipplewood Advisors
Colorado
$782K +$649K +24,762 +525%
SA
83
Sanctuary Advisors
Indiana
$781K +$9.7K +370 +1%
HH
84
Hilltop Holdings
Texas
$748K +$137K +5,239 +23%
BSB
85
Bangor Savings Bank
Maine
$730K -$178K -6,787 -20%
MOS
86
MGO One Seven
Ohio
$723K -$56.5K -2,154 -7%
WIA
87
World Investment Advisors
California
$717K +$37.7K +1,438 +6%
CC
88
Capstone Capital
Nevada
$697K
CWM
89
Centric Wealth Management
Illinois
$619K -$3.28K -125 -0.5%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$598K +$591K +22,545 New
UAS
91
United Asset Strategies
New York
$592K -$1.27M -48,445 -68%
ACA
92
Atlas Capital Advisors
Wyoming
$562K +$368K +14,032 +196%
OC
93
Oppenheimer & Co
New York
$530K -$10.5K -400 -2%
PAS
94
Park Avenue Securities
New York
$500K -$2.2K -84 -0.4%
FA
95
Fagan Associates
New York
$499K -$6.5K -248 -1%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$471K -$230K -8,791 -33%
RIL
97
Rothschild Investment LLC
Illinois
$468K
CFB
98
Cullen/Frost Bankers
Texas
$453K +$33.4K +1,274 +8%
DC
99
Davenport & Co
Virginia
$437K +$432K +16,485 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$434K +$3.75K +143 +0.9%

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.