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Invesco Taxable Municipal Bond ETF

180 hedge funds and large institutions have $564M invested in Invesco Taxable Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less capital invested

Capital invested by funds: $577M → $564M (-$13.5M)

1.09% less ownership

Funds ownership: 62.1%61.01% (-1.1%)

2% less funds holding

Funds holding: 184180 (-4)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
17
Increased
58
Reduced
65
Closed
17
Calls
$2.51M
Puts
Net Calls
+$2.51M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
151
1620 Investment Advisors
Massachusetts
$31.8K
VCM
152
Versant Capital Management
Arizona
$30.1K +$294 +11 +1%
ACA
153
Aptus Capital Advisors
Alabama
$28.7K
FRA
154
Front Row Advisors
California
$25.9K
TCOT
155
Trust Company of Toledo
Ohio
$23.2K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$22K
Citigroup
157
Citigroup
New York
$19.4K +$18.9K +706 +17,650%
BWAM
158
Boyd Watterson Asset Management
Ohio
$18.1K +$17.7K +663 New
MWA
159
Medallion Wealth Advisors
Connecticut
$14.8K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$13.5K +$1.76K +66 +15%
FUBT
161
First United Bank & Trust
Maryland
$13.4K +$13.1K +490 New
CSC
162
Caldwell Sutter Capital
California
$12.3K
AIC
163
Archer Investment Corporation
Indiana
$10.9K
AAS
164
Ameritas Advisory Services
Nebraska
$10.4K
WCM
165
Winthrop Capital Management
Indiana
$10K
CJ
166
Caitlin John
Michigan
$8.19K +$8.02K +300 New
TFGT
167
TS Financial Group (TSFG)
Illinois
$8K
ASN
168
Advisory Services Network
Georgia
$7.73K +$7.57K +283 New
CTC
169
Central Trust Company
Missouri
$6.82K
TF
170
Tompkins Financial
New York
$6.03K
AW
171
Avion Wealth
Texas
$6K
Q1WB
172
Quest 10 Wealth Builders
Virginia
$5.73K
NEAM
173
New England Asset Management
Connecticut
$5.46K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$5.32K +$5.21K +195 New
CHC
175
City Holding Co
West Virginia
$4.91K

BAB Hedge Fund Activity: Q3 2025 in Review

180 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q3 2025, worth a combined $564M — down 2.3% from $577M a quarter earlier.

Fund positioning in BAB was balanced in Q3 2025: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 65 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $9.96M. The largest seller was Jane Street, exiting entirely with an estimated $15M sold.

  • 180 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q3 2025, down from 184 in Q2 2025.
  • Funds reported $564M of Invesco Taxable Municipal Bond ETF stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 17 funds opened new Invesco Taxable Municipal Bond ETF positions in Q3 2025 and 17 closed out, a net change of 0 holders.
  • The largest Invesco Taxable Municipal Bond ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $9.96M added.
  • The largest Invesco Taxable Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2025.