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Invesco Taxable Municipal Bond ETF
BAB

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: 181 → 184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.56M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.27M
3
HGA
Hobbs Group Advisors
South Carolina
+$1.14M
4
TI
Tidal Investments
Wisconsin
+$1.12M
5
Ameriprise
Ameriprise
Minnesota
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
OBWG
Onyx Bridge Wealth Group
New York
-$9.02M
2
RA
Rational Advisors
New York
-$8.55M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$5.68M
4
LPL Financial
LPL Financial
California
-$4.01M
5
WPIC
White Pine Investment Company
Michigan
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
126
Gilliland Jeter Wealth Management
Arkansas
$255K -$1.52K -58 -0.6%
SIC
127
Samalin Investment Counsel
New York
$248K +$210 +8 +0.1%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$246K -$22.5K -857 -8%
WTC
129
WhitTier Trust Company
Nevada
$241K -$59.1K -2,255 -20%
CW
130
CreativeOne Wealth
Kansas
$233K -$12.7K -484 -5%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$230K – – –
CT
132
Caldwell Trust
Florida
$227K -$139K -5,289 -38%
SF
133
Summit Financial
New Jersey
$225K +$222K +8,474 New
FF
134
Farrell Financial
New York
$219K +$1.97K +75 +0.9%
LWM
135
Lionshead Wealth Management
New York
$217K -$4.35K -166 -2%
Creative Planning
136
Creative Planning
Kansas
$215K +$212K +8,093 New
Lazard Asset Management
137
Lazard Asset Management
New York
$212K – – –
AI
138
Atria Investments
North Carolina
$212K +$209K +7,980 New
AWM
139
Apollon Wealth Management
South Carolina
$210K +$208K +7,926 New
HFS
140
Horizon Financial Services
North Carolina
$186K +$72K +2,747 +64%
HI
141
Harbour Investments
Wisconsin
$155K +$31.2K +1,189 +26%
GRP
142
Global Retirement Partners
California
$115K +$114K +4,334 New
WT
143
Whittier Trust
California
$107K – – –
OWA
144
Opal Wealth Advisors
New York
$82.1K +$43.6K +1,665 +117%
CIAS
145
Capital Investment Advisory Services
North Carolina
$80.3K – – –
William Blair & Company
146
William Blair & Company
Illinois
$77.1K -$90.7K -3,461 -54%
IA
147
IFP Advisors
Florida
$75.9K -$1.21K -46 -2%
AAP
148
Arax Advisory Partners
Colorado
$63K – – –
SPIA
149
Steward Partners Investment Advisory
New York
$61K – – –
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$57.2K – – –
4 5
6
7 8

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.