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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
Comerica Bank
126
Comerica Bank
Texas
$293K – – –
WC
127
Waterloo Capital
Texas
$287K -$80.3K -2,998 -21%
GVAG
128
Great Valley Advisor Group
Delaware
$277K -$276K -10,297 -49%
SIC
129
Samalin Investment Counsel
New York
$268K -$2.73K -102 -1%
PTC
130
Private Trust Company
Ohio
$267K -$29.7K -1,109 -10%
PCIA
131
Prime Capital Investment Advisors
Kansas
$263K +$13.2K +491 +5%
CAM
132
Cresset Asset Management
Illinois
$262K -$269K -10,030 -50%
Renaissance Technologies
133
Renaissance Technologies
New York
$262K -$2.04M -76,000 -88%
AWM
134
Apollon Wealth Management
South Carolina
$238K -$13.5K -505 -5%
QP
135
Quartz Partners
New York
$234K -$20K -746 -8%
P
136
&Partners
Tennessee
$233K +$239K +8,919 New
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$227K – – –
SP
138
Sequent Planning
Nebraska
$215K -$12.1K -452 -5%
FF
139
Farrell Financial
New York
$214K -$10.5K -392 -5%
GS
140
GWN Securities
Florida
$213K +$218K +8,127 New
Lazard Asset Management
141
Lazard Asset Management
New York
$209K – – –
GJWM
142
Gilliland Jeter Wealth Management
Arkansas
$201K – – –
ACA
143
Atlas Capital Advisors
Wyoming
$187K +$191K +7,133 New
HI
144
Harbour Investments
Wisconsin
$180K +$9.48K +354 +5%
William Blair & Company
145
William Blair & Company
Illinois
$166K – – –
VWWMG
146
Vermillion & White Wealth Management Group
Pennsylvania
$162K +$9.13K +341 +6%
CIAS
147
Capital Investment Advisory Services
North Carolina
$114K -$40.1K -1,498 -26%
HFS
148
Horizon Financial Services
North Carolina
$107K -$25.3K -943 -19%
AAP
149
Arax Advisory Partners
Colorado
$76.9K – – –
IA
150
IFP Advisors
Florida
$75.7K +$295 +11 +0.4%
4 5
6
7 8

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.