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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
1
Onyx Bridge Wealth Group
New York
$10.2M
2
TIM
2
Tortoise Investment Management
New York
$10.4M
3
LCG
3
Lakeshore Capital Group
Illinois
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$33.9M
5
Ameriprise
5
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.55M
2
BSB
2
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
4
Jane Street
New York
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
151
1620 Investment Advisors
Massachusetts
$31.1K – – –
PBK
152
Peoples Bank (Kansas)
Kansas
$29.2K – – –
VCM
153
Versant Capital Management
Arizona
$28.8K +$294 +11 +1%
ACA
154
Aptus Capital Advisors
Alabama
$28K – – –
FRA
155
Front Row Advisors
California
$25.3K – – –
AWM
156
AE Wealth Management
Kansas
$18.7K +$2.3K +86 +14%
GBT
157
Grove Bank & Trust
Florida
$18.7K +$18.7K +700 New
CA
158
Clearstead Advisors
Ohio
$14.3K – – –
CSC
159
Caldwell Sutter Capital
California
$12K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$12K -$7.78K -300 -39%
PS
161
Principal Securities
Iowa
$11.4K – – –
AIC
162
Archer Investment Corporation
Indiana
$10.7K – – –
RFS
163
Richardson Financial Services
Massachusetts
$10.3K – – –
WCM
164
Winthrop Capital Management
Indiana
$10K – – –
CHC
165
City Holding Co
West Virginia
$9.84K +$4.8K +180 +95%
WWM
166
Wolff Wiese Magana
California
$9.34K – – –
TFGT
167
TS Financial Group (TSFG)
Illinois
$8K – – –
FHA
168
First Horizon Advisors
Tennessee
$6.78K +$80 +3 +1%
CTC
169
Central Trust Company
Missouri
$6.67K – – –
AW
170
Avion Wealth
Texas
$6K – – –
Simplex Trading
171
Simplex Trading
Illinois
$6K +$2.25K +86 +60%
TF
172
Tompkins Financial
New York
$5.9K +$5.9K +221 New
Q1WB
173
Quest 10 Wealth Builders
Virginia
$5.6K – – –
NEAM
174
New England Asset Management
Connecticut
$5.34K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$2.03K +$2.03K +76 New
4 5 6
7
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