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Invesco Taxable Municipal Bond ETF

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: 181184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
151
Chapman Financial Group
Hawaii
$42.4K +$41.9K +1,600 New
AA
152
Ancora Advisors
Ohio
$39.8K
TSMHT
153
Thurston Springer Miller Herd & Titak
Indiana
$38.8K
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$38.5K +$4.06K +155 +12%
SWM
155
Spire Wealth Management
Virginia
$36.5K -$7.18K -274 -17%
MCM
156
MAI Capital Management
Ohio
$36.3K
AC
157
AlphaCore Capital
California
$33.2K +$32.8K +1,250 New
1IA
158
1620 Investment Advisors
Massachusetts
$30.9K
VCM
159
Versant Capital Management
Arizona
$28.9K +$288 +11 +1%
ACA
160
Aptus Capital Advisors
Alabama
$27.9K
FRA
161
Front Row Advisors
California
$25.2K
TCOT
162
Trust Company of Toledo
Ohio
$22.5K +$22.3K +849 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.96K +342 +74%
GBT
164
Grove Bank & Trust
Florida
$18.6K
MWA
165
Medallion Wealth Advisors
Connecticut
$14.4K
CSC
166
Caldwell Sutter Capital
California
$11.9K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$11.4K +$9.25K +353 +464%
AIC
168
Archer Investment Corporation
Indiana
$10.6K
AAS
169
Ameritas Advisory Services
Nebraska
$10.1K +$9.96K +380 New
WCM
170
Winthrop Capital Management
Indiana
$10K
WWM
171
Wolff Wiese Magana
California
$9.29K
TFGT
172
TS Financial Group (TSFG)
Illinois
$8K +$157 +6 +2%
RFS
173
Richardson Financial Services
Massachusetts
$6.92K -$3.28K -125 -32%
CTC
174
Central Trust Company
Missouri
$6.63K
AW
175
Avion Wealth
Texas
$6K

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.