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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
WWMSC
151
Wagner Wealth Management (South Carolina)
South Carolina
$73.6K +$750 +28 +1%
CFG
152
Chapman Financial Group
Hawaii
$70.6K +$72.3K +2,700 New
FFA
153
Farther Finance Advisors
California
$66.9K -$852K -31,811 -93%
SPIA
154
Steward Partners Investment Advisory
New York
$60.1K – – –
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$56.2K – – –
SWM
156
Spire Wealth Management
Virginia
$45.3K +$46.4K +1,732 New
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$40.7K -$19K -708 -31%
US Bancorp
158
US Bancorp
Minnesota
$39.2K – – –
TSMHT
159
Thurston Springer Miller Herd & Titak
Indiana
$38.2K – – –
MCM
160
MAI Capital Management
Ohio
$35.8K +$36.7K +1,370 New
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$33.9K -$11.9K -444 -26%
1IA
162
1620 Investment Advisors
Massachusetts
$30.5K -$10.6K -395 -25%
PBK
163
Peoples Bank (Kansas)
Kansas
$28.6K -$202K -7,550 -87%
VCM
164
Versant Capital Management
Arizona
$27.9K +$268 +10 +0.9%
ACA
165
Aptus Capital Advisors
Alabama
$27.5K – – –
FRA
166
Front Row Advisors
California
$24.8K – – –
AF
167
Allworth Financial
California
$23.4K +$24K +896 New
CFGS
168
Concourse Financial Group Securities
Alabama
$22.5K -$6.7K -250 -23%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
SC
170
SouthState Corp
Florida
$17.2K +$17.6K +659 New
AWM
171
AE Wealth Management
Kansas
$16.1K +$16.5K +616 New
GRP
172
Global Retirement Partners
California
$15.4K +$1.02K +38 +7%
MWA
173
Medallion Wealth Advisors
Connecticut
$14.2K +$14.5K +543 New
CA
174
Clearstead Advisors
Ohio
$14K – – –
RA
175
Ransom Advisory
Rhode Island
$13.1K – – –
5 6
7
8 9

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.