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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 %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$404K – – –
JPLA
102
Joseph P. Lucia & Associates
New York
$394K -$28.3K -1,067 -7%
BI
103
Ballast Inc
Kentucky
$394K +$394K +14,840 New
AWM
104
Axxcess Wealth Management
California
$389K +$2.31K +87 +0.6%
MC
105
Moors & Cabot
Massachusetts
$382K +$382K +14,417 New
AWS
106
Atria Wealth Solutions
New York
$381K +$14.6K +549 +4%
QFW
107
QTR Family Wealth
Florida
$377K -$2.2K -83 -0.6%
CWM
108
CIBC World Markets
New York
$370K -$712K -26,848 -66%
NS
109
NBC Securities
Alabama
$368K -$17.3K -652 -4%
PIM
110
Progressive Investment Management
Oregon
$366K +$7.69K +290 +2%
EGM
111
Engineers Gate Manager
New York
$360K +$360K +13,554 New
SI
112
Stephens Inc
Arkansas
$356K +$4.4K +166 +1%
SFO
113
Stokes Family Office
Louisiana
$340K – – –
HNB
114
Huntington National Bank
Ohio
$334K -$336K – –
TCM
115
Traub Capital Management
Massachusetts
$330K +$330K +12,440 New
NFG
116
Nations Financial Group
Iowa
$328K +$11.4K +430 +4%
UB
117
UMB Bank
Missouri
$307K +$2.18K +82 +0.7%
Comerica Bank
118
Comerica Bank
Texas
$298K +$584 +22 +0.2%
CPRC
119
Consolidated Portfolio Review Corp
New York
$291K -$6.63K -250 -2%
PTC
120
Private Trust Company
Ohio
$273K +$5.68K +214 +2%
CAM
121
Cresset Asset Management
Illinois
$266K +$53 +2 +0%
Millennium Management
122
Millennium Management
New York
$264K +$264K +9,945 New
PCIA
123
Prime Capital Investment Advisors
Kansas
$262K -$97.5K -3,675 -27%
FWA
124
FORM Wealth Advisors
Wisconsin
$259K +$2.63K +99 +1%
GJWM
125
Gilliland Jeter Wealth Management
Arkansas
$255K -$1.54K -58 -0.6%
3 4
5
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