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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

178 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, 59 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.39%
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
59
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15M
2
HFA
2
Hershey Financial Advisers
Pennsylvania
$3.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$35M
4
HGA
4
Hobbs Group Advisors
South Carolina
$4.53M
5
TI
5
Tidal Investments
Wisconsin
$1.14M

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$1.03M
2
RA
2
Rational Advisors
New York
$4.19M
3
PJSIMP
3
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$10.3M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$404K 15,213 – –
JPLA
102
Joseph P. Lucia & Associates
New York
$394K 14,840 -1,067 -7%
BI
103
Ballast Inc
Kentucky
$394K 14,840 +14,840 New
AWM
104
Axxcess Wealth Management
California
$389K 14,679 +87 +0.6%
MC
105
Moors & Cabot
Massachusetts
$382K 14,417 +14,417 New
AWS
106
Atria Wealth Solutions
New York
$381K 14,355 +549 +4%
QFW
107
QTR Family Wealth
Florida
$377K 14,192 -83 -0.6%
CWM
108
CIBC World Markets
New York
$370K 13,936 -26,848 -66%
NS
109
NBC Securities
Alabama
$368K 13,907 -652 -4%
PIM
110
Progressive Investment Management
Oregon
$366K 13,796 +290 +2%
EGM
111
Engineers Gate Manager
New York
$360K 13,554 +13,554 New
SI
112
Stephens Inc
Arkansas
$356K 13,435 +166 +1%
SFO
113
Stokes Family Office
Louisiana
$340K 12,800 – –
HNB
114
Huntington National Bank
Ohio
– – – –
TCM
115
Traub Capital Management
Massachusetts
$330K 12,440 +12,440 New
NFG
116
Nations Financial Group
Iowa
$328K 12,374 +430 +4%
UB
117
UMB Bank
Missouri
$307K 11,574 +82 +0.7%
Comerica Bank
118
Comerica Bank
Texas
$298K 11,220 +22 +0.2%
CPRC
119
Consolidated Portfolio Review Corp
New York
$291K 10,967 -250 -2%
PTC
120
Private Trust Company
Ohio
$273K 10,299 +214 +2%
CAM
121
Cresset Asset Management
Illinois
$266K 10,032 +2 +0%
Millennium Management
122
Millennium Management
New York
$264K 9,945 +9,945 New
PCIA
123
Prime Capital Investment Advisors
Kansas
$262K 9,890 -3,675 -27%
FWA
124
FORM Wealth Advisors
Wisconsin
$259K 9,752 +99 +1%
GJWM
125
Gilliland Jeter Wealth Management
Arkansas
$255K 9,604 -58 -0.6%
3 4
5
6 7