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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

177 hedge funds and large institutions have $605M invested in Invesco Taxable Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
177
Holders Change
-15
Holders Change %
-7.81%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
55
Reduced
76
Closed
20
Calls
$614K
Puts
$245K
Net Calls
+$369K
Net Calls Change
-$327K

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$10.2M
2
TIM
2
Tortoise Investment Management
New York
$10.4M
3
LCG
3
Lakeshore Capital Group
Illinois
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$33.9M
5
Ameriprise
5
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.55M
2
BSB
2
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
4
Jane Street
New York
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Axxcess Wealth Management
California
$389K -$18.1K -679 -4%
NS
102
NBC Securities
Alabama
$388K +$387K +14,534 +58,136%
QFW
103
QTR Family Wealth
Florida
$381K +$381K +14,275 New
Citadel Advisors
104
Citadel Advisors
Florida
$378K -$577K -21,630 -60%
SPC
105
Sigma Planning Corp
Michigan
$370K -$46.4K -1,739 -11%
AWS
106
Atria Wealth Solutions
New York
$368K -$32.4K -1,216 -8%
PCIA
107
Prime Capital Investment Advisors
Kansas
$362K +$93.1K +3,490 +35%
PIM
108
Progressive Investment Management
Oregon
$360K +$35.4K +1,325 +11%
SI
109
Stephens Inc
Arkansas
$354K +$907 +34 +0.3%
SFO
110
Stokes Family Office
Louisiana
$342K – – –
MFA
111
Millington Financial Advisors
Illinois
$340K +$29.5K +1,140 +9%
HNB
112
Huntington National Bank
Ohio
$336K -$329K – –
NFG
113
Nations Financial Group
Iowa
$319K -$13.6K -508 -4%
UB
114
UMB Bank
Missouri
$307K +$240 +9 +0.1%
WTC
115
WhitTier Trust Company
Nevada
$303K -$57K -2,135 -16%
CPRC
116
Consolidated Portfolio Review Corp
New York
$299K -$15.8K -593 -5%
Comerica Bank
117
Comerica Bank
Texas
$299K – – –
SG
118
StoneX Group
New York
$283K +$283K +10,620 New
ECM
119
Exchange Capital Management
Michigan
$283K -$122K -4,571 -30%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$270K -$279K -10,463 -51%
PTC
121
Private Trust Company
Ohio
$269K -$3.84K -144 -1%
CAM
122
Cresset Asset Management
Illinois
$268K – – –
GJWM
123
Gilliland Jeter Wealth Management
Arkansas
$258K +$52.8K +1,980 +26%
FWA
124
FORM Wealth Advisors
Wisconsin
$258K +$258K +9,653 New
SIC
125
Samalin Investment Counsel
New York
$249K -$24.2K -907 -9%
3 4
5
6 7