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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.

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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$9.55M
2
BSB
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
Jane Street
New York
$10.4M
5
Morgan Stanley
Morgan Stanley
New York
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$247K -$67.3K -2,523 -21%
P
127
&Partners
Tennessee
$239K +$2.13K +80 +0.9%
GSIAS
128
Garden State Investment Advisory Services
New Jersey
$231K – – –
LWM
129
Lionshead Wealth Management
New York
$223K -$158K -5,929 -41%
FF
130
Farrell Financial
New York
$219K +$240 +9 +0.1%
SFC
131
Strategic Financial Concepts
Texas
$216K -$237K -8,899 -52%
QP
132
Quartz Partners
New York
$215K -$24.1K -904 -10%
Lazard Asset Management
133
Lazard Asset Management
New York
$213K -$209K – –
ACA
134
Atlas Capital Advisors
Wyoming
$191K +$293 +11 +0.2%
William Blair & Company
135
William Blair & Company
Illinois
$170K – – –
HI
136
Harbour Investments
Wisconsin
$124K -$59.9K -2,245 -33%
HFS
137
Horizon Financial Services
North Carolina
$114K +$4.51K +169 +4%
WT
138
Whittier Trust
California
$108K -$274K -10,265 -72%
CIAS
139
Capital Investment Advisory Services
North Carolina
$80.8K -$35.2K -1,320 -30%
IA
140
IFP Advisors
Florida
$77.6K +$293 +11 +0.4%
AAP
141
Arax Advisory Partners
Colorado
$63.4K -$15K -564 -19%
SPIA
142
Steward Partners Investment Advisory
New York
$61.4K – – –
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$56.2K – – –
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$48.1K +$6.54K +245 +16%
SWM
145
Spire Wealth Management
Virginia
$44K -$2.21K -83 -5%
AA
146
Ancora Advisors
Ohio
$40K -$267K -10,000 -87%
TSMHT
147
Thurston Springer Miller Herd & Titak
Indiana
$39K – – –
OWA
148
Opal Wealth Advisors
New York
$38.1K +$38.1K +1,428 New
MCM
149
MAI Capital Management
Ohio
$36.6K – – –
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$34.5K – – –
4 5
6
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