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
GMA
76
Glassy Mountain Advisors
Maryland
$683K -$300K -11,221 -31%
CC
77
Capstone Capital
Nevada
$682K -$648K -24,248 -92%
HH
78
Hilltop Holdings
Texas
$681K -$85.9K -3,212 -11%
FCH
79
Freestone Capital Holdings
Washington
$680K +$666K +24,911 New
BSB
80
Bangor Savings Bank
Maine
$680K -$70.2K -2,626 -10%
CWM
81
Centric Wealth Management
Illinois
$633K -$3.07K -115 -0.5%
UAS
82
United Asset Strategies
New York
$607K -$2.43K -91 -0.4%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$604K -$11.4K -425 -2%
CFG
84
Chapman Financial Group
Hawaii
$573K +$519K +19,400 +1,213%
Cerity Partners
85
Cerity Partners
New York
$558K -$259K -9,698 -32%
OC
86
Oppenheimer & Co
New York
$545K
Goldman Sachs
87
Goldman Sachs
New York
$533K -$743K -27,806 -59%
PAS
88
Park Avenue Securities
New York
$517K +$3.42K +128 +0.7%
FA
89
Fagan Associates
New York
$499K -$13.9K -521 -3%
RIL
90
Rothschild Investment LLC
Illinois
$481K
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$479K -$5.8K -217 -1%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$454K +$8.26K +309 +2%
MFA
93
Millington Financial Advisors
Illinois
$439K +$16.6K +622 +4%
MC
94
Moors & Cabot
Massachusetts
$421K +$26.9K +1,006 +7%
CFB
95
Cullen/Frost Bankers
Texas
$416K -$48.9K -1,831 -11%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$415K
PIM
97
Progressive Investment Management
Oregon
$408K +$31.3K +1,172 +8%
AWM
98
Axxcess Wealth Management
California
$403K +$2.14K +80 +0.5%
CBU
99
CIBC Bancorp USA
Illinois
$391K +$383K +14,312 New
JPLA
100
Joseph P. Lucia & Associates
New York
$374K -$30.3K -1,135 -8%

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.