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Invesco Taxable Municipal Bond ETF
BAB

196 hedge funds and large institutions have $1.16B invested in Invesco Taxable Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,245% more call options, than puts

Call options by funds: $727K | Put options by funds: $31K

71% more capital invested

Capital invested by funds: $677M → $1.16B (+$483M)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

7.05% more ownership

Funds ownership: 56.58% → 63.63% (+7%)

3% more funds holding

Funds holding: 191 → 196 (+5)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
67
Reduced
66
Closed
16
Calls
$727K
Puts
$31K
Net Calls
+$696K
Net Calls Change
-$1.18M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$19.4M
2
Jane Street
Jane Street
New York
+$16.9M
3
NW
NewEdge Wealth
Pennsylvania
+$4.82M
4
RA
Rational Advisors
New York
+$4.55M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.53M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.81M
2
MWM
Merriman Wealth Management
Washington
-$5.69M
3
ECA
Elevation Capital Advisory
Oregon
-$5.08M
4
KWM
Kingsview Wealth Management
Oregon
-$4.62M
5
OBWG
Onyx Bridge Wealth Group
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
101
Strategic Financial Concepts
Texas
$445K +$456K +17,008 New
BW
102
Bison Wealth
Georgia
$421K +$3.16K +118 +0.7%
CFB
103
Cullen/Frost Bankers
Texas
$420K +$140K +5,243 +49%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$414K +$214 +8 +0.1%
SPC
105
Sigma Planning Corp
Michigan
$408K -$804K -30,021 -66%
AWM
106
Axxcess Wealth Management
California
$399K +$2.49K +93 +0.6%
ECM
107
Exchange Capital Management
Michigan
$397K -$1.31M -49,005 -76%
AWS
108
Atria Wealth Solutions
New York
$393K +$1.02K +38 +0.3%
WT
109
Whittier Trust
California
$374K -$9.75K -364 -2%
LWM
110
Lionshead Wealth Management
New York
$374K +$383K +14,288 New
CC
111
Commons Capital
Massachusetts
$359K +$368K +13,734 New
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$354K +$63.7K +2,378 +21%
WTC
113
WhitTier Trust Company
Nevada
$352K -$37.6K -1,404 -9%
SI
114
Stephens Inc
Arkansas
$346K +$1.58K +59 +0.4%
GM
115
GeoWealth Management
Illinois
$342K -$7.81M -291,567 -96%
SFO
116
Stokes Family Office
Louisiana
$335K – – –
HNB
117
Huntington National Bank
Ohio
$329K – – –
NFG
118
Nations Financial Group
Iowa
$326K +$455 +17 +0.1%
PIM
119
Progressive Investment Management
Oregon
$319K +$104K +3,894 +47%
MFA
120
Millington Financial Advisors
Illinois
$316K +$51.9K +1,939 +19%
KA
121
Kovack Advisors
Florida
$312K +$62.2K +2,323 +24%
CPRC
122
Consolidated Portfolio Review Corp
New York
$309K +$12.1K +450 +4%
CW
123
CreativeOne Wealth
Kansas
$308K -$34.4K -1,286 -10%
AA
124
Ancora Advisors
Ohio
$301K – – –
UB
125
UMB Bank
Missouri
$300K -$308K -11,484 -50%
3 4
5
6 7

BAB Hedge Fund Activity: Q4 2024 in Review

196 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q4 2024, worth a combined $1.16B — up 71% from $677M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BAB positions and 16 closed out — a net gain of 8 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.4M. The largest seller was GeoWealth Management, cutting an estimated $7.81M.

  • 196 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.16B of Invesco Taxable Municipal Bond ETF stock for Q4 2024, up 71% quarter-over-quarter.
  • 24 funds opened new Invesco Taxable Municipal Bond ETF positions in Q4 2024 and 16 closed out, a net change of +8 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q4 2024 was Ameriprise, an estimated $19.4M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q4 2024 was GeoWealth Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2024.