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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

180 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
Jane Street
New York
+$4.61M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.29M
3
HGA
Hobbs Group Advisors
South Carolina
+$1.15M
4
TI
Tidal Investments
Wisconsin
+$1.14M
5
Ameriprise
Ameriprise
Minnesota
+$1.1M

Top Sellers

1
OBWG
Onyx Bridge Wealth Group
New York
-$9.13M
2
RA
Rational Advisors
New York
-$8.65M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$5.68M
4
LPL Financial
LPL Financial
California
-$4.06M
5
WPIC
White Pine Investment Company
Michigan
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GMA
76
Glassy Mountain Advisors
Maryland
$962K +$20.2K +760 +2%
SAI
77
Savvy Advisors Inc
New York
$954K +$45.6K +1,720 +5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$852K -$33.5K -1,262 -4%
Citadel Advisors
79
Citadel Advisors
Florida
$826K +$450K +16,968 +120%
Cerity Partners
80
Cerity Partners
New York
$800K -$12.2K -461 -2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$786K +$17.1K +644 +2%
WA
82
Whipplewood Advisors
Colorado
$782K +$657K +24,762 +525%
HH
83
Hilltop Holdings
Texas
$748K +$139K +5,239 +23%
BSB
84
Bangor Savings Bank
Maine
$730K -$180K -6,787 -20%
MOS
85
MGO One Seven
Ohio
$723K -$57.1K -2,154 -7%
WIA
86
World Investment Advisors
California
$717K +$38.2K +1,438 +6%
CC
87
Capstone Capital
Nevada
$697K – – –
CWM
88
Centric Wealth Management
Illinois
$619K -$3.33K -125 -0.5%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$598K +$598K +22,545 New
UAS
90
United Asset Strategies
New York
$592K -$1.29M -48,445 -68%
ACA
91
Atlas Capital Advisors
Wyoming
$562K +$372K +14,032 +196%
OC
92
Oppenheimer & Co
New York
$530K -$10.6K -400 -2%
PAS
93
Park Avenue Securities
New York
$500K -$2.23K -84 -0.4%
FA
94
Fagan Associates
New York
$499K -$6.58K -248 -1%
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$471K -$233K -8,791 -33%
RIL
96
Rothschild Investment LLC
Illinois
$468K – – –
CFB
97
Cullen/Frost Bankers
Texas
$453K +$33.8K +1,274 +8%
DC
98
Davenport & Co
Virginia
$437K +$437K +16,485 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$434K +$3.79K +143 +0.9%
MFA
100
Millington Financial Advisors
Illinois
$406K +$59.8K +2,272 +17%
2 3
4
5 6