We are live on ! Find out more
BAB icon

Invesco Taxable Municipal Bond ETF

184 hedge funds and large institutions have $577M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

15% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 60

2% more funds holding

Funds holding: 181184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.21% less ownership

Funds ownership: 62.31%62.1% (-0.21%)

5% less capital invested

Capital invested by funds: $606M → $577M (-$29M)

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
69
Reduced
60
Closed
16
Calls
$950K
Puts
Net Calls
+$950K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
101
Millington Financial Advisors
Illinois
$406K +$59.6K +2,272 +17%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$404K
JPLA
103
Joseph P. Lucia & Associates
New York
$394K -$28K -1,067 -7%
AWM
104
Axxcess Wealth Management
California
$389K +$2.28K +87 +0.6%
MC
105
Moors & Cabot
Massachusetts
$382K +$378K +14,417 New
AWS
106
Atria Wealth Solutions
New York
$381K +$14.4K +549 +4%
QFW
107
QTR Family Wealth
Florida
$377K -$2.18K -83 -0.6%
CWM
108
CIBC World Markets
New York
$370K -$704K -26,848 -66%
NS
109
NBC Securities
Alabama
$368K -$17.1K -652 -4%
PIM
110
Progressive Investment Management
Oregon
$366K +$7.6K +290 +2%
EGM
111
Engineers Gate Manager
New York
$360K +$355K +13,554 New
SI
112
Stephens Inc
Arkansas
$356K +$4.35K +166 +1%
SFO
113
Stokes Family Office
Louisiana
$340K
HNB
114
Huntington National Bank
Ohio
$334K
TCM
115
Traub Capital Management
Massachusetts
$330K +$326K +12,440 New
NFG
116
Nations Financial Group
Iowa
$328K +$11.3K +430 +4%
UB
117
UMB Bank
Missouri
$307K +$2.15K +82 +0.7%
Comerica Bank
118
Comerica Bank
Texas
$298K +$577 +22 +0.2%
CPRC
119
Consolidated Portfolio Review Corp
New York
$291K -$6.55K -250 -2%
DWA
120
Delta Wealth Advisors
Indiana
$279K +$3.09K +118 +1%
PTC
121
Private Trust Company
Ohio
$273K +$5.61K +214 +2%
CAM
122
Cresset Asset Management
Illinois
$266K +$52 +2 +0%
Millennium Management
123
Millennium Management
New York
$264K +$261K +9,945 New
PCIA
124
Prime Capital Investment Advisors
Kansas
$262K -$96.3K -3,675 -27%
FWA
125
FORM Wealth Advisors
Wisconsin
$259K +$2.6K +99 +1%

BAB Hedge Fund Activity: Q2 2025 in Review

184 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q2 2025, worth a combined $577M — down 4.8% from $606M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BAB positions and 16 closed out — a net gain of 4 holders — while 69 added to existing stakes and 60 trimmed.

The largest buyer was Jane Street, adding an estimated $4.56M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $9.02M.

  • 184 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q2 2025, up from 181 in Q1 2025.
  • Funds reported $577M of Invesco Taxable Municipal Bond ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 20 funds opened new Invesco Taxable Municipal Bond ETF positions in Q2 2025 and 16 closed out, a net change of +4 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $4.56M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q2 2025 was Onyx Bridge Wealth Group, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2025.