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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.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% 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
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
1
Jane Street
New York
$15M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$35M
3
HGA
3
Hobbs Group Advisors
South Carolina
$4.53M
4
TI
4
Tidal Investments
Wisconsin
$1.14M
5
Ameriprise
5
Ameriprise
Minnesota
$32.1M

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$1.03M
2
RA
2
Rational Advisors
New York
$4.19M
3
PJSIMP
3
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
4
LPL Financial
4
LPL Financial
California
$10.3M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSMHT
151
Thurston Springer Miller Herd & Titak
Indiana
$38.8K – – –
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$38.5K +$4.11K +155 +12%
SWM
153
Spire Wealth Management
Virginia
$36.5K -$7.27K -274 -17%
MCM
154
MAI Capital Management
Ohio
$36.3K – – –
AC
155
AlphaCore Capital
California
$33.2K +$33.2K +1,250 New
1IA
156
1620 Investment Advisors
Massachusetts
$30.9K – – –
VCM
157
Versant Capital Management
Arizona
$28.9K +$292 +11 +1%
ACA
158
Aptus Capital Advisors
Alabama
$27.9K – – –
FRA
159
Front Row Advisors
California
$25.2K – – –
TCOT
160
Trust Company of Toledo
Ohio
$22.5K +$22.5K +849 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.92K +342 +74%
GBT
162
Grove Bank & Trust
Florida
$18.6K – – –
CSC
163
Caldwell Sutter Capital
California
$11.9K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$11.4K +$9.38K +353 +464%
AIC
165
Archer Investment Corporation
Indiana
$10.6K – – –
AAS
166
Ameritas Advisory Services
Nebraska
$10.1K +$10.1K +380 New
WCM
167
Winthrop Capital Management
Indiana
$10K – – –
WWM
168
Wolff Wiese Magana
California
$9.29K – – –
TFGT
169
TS Financial Group (TSFG)
Illinois
$8K +$157 +6 +2%
RFS
170
Richardson Financial Services
Massachusetts
$6.93K -$3.32K -125 -32%
CTC
171
Central Trust Company
Missouri
$6.63K – – –
AW
172
Avion Wealth
Texas
$6K – – –
TF
173
Tompkins Financial
New York
$5.86K – – –
NEAM
174
New England Asset Management
Connecticut
$5.31K – – –
CHC
175
City Holding Co
West Virginia
$4.77K -$5.01K -189 -51%
4 5 6
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