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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
CSC
176
Caldwell Sutter Capital
California
$11.8K – – –
PS
177
Principal Securities
Iowa
$11.4K +$11.7K +435 New
AIC
178
Archer Investment Corporation
Indiana
$10.5K – – –
RFS
179
Richardson Financial Services
Massachusetts
$10.1K -$5.87K -219 -36%
WWM
180
Wolff Wiese Magana
California
$9.15K – – –
WCM
181
Winthrop Capital Management
Indiana
$9K – – –
TFGT
182
TS Financial Group (TSFG)
Illinois
$8K – – –
CJ
183
Caitlin John
Michigan
$7.84K – – –
FHA
184
First Horizon Advisors
Tennessee
$6.58K +$54 +2 +0.8%
CTC
185
Central Trust Company
Missouri
$6.54K – – –
AW
186
Avion Wealth
Texas
$6K – – –
Q1WB
187
Quest 10 Wealth Builders
Virginia
$5.49K +$5.62K +210 New
FUBT
188
First United Bank & Trust
Maryland
$5.23K – – –
NEAM
189
New England Asset Management
Connecticut
$5.23K – – –
AA
190
AlphaMark Advisors
Kentucky
$5K – – –
CHC
191
City Holding Co
West Virginia
$4.94K – – –
CFD
192
Creative Financial Designs
Indiana
$3.27K – – –
Simplex Trading
193
Simplex Trading
Illinois
$3K -$4.53K -169 -54%
TAM
194
Tucker Asset Management
Colorado
$1.28K – – –
CIA
195
Cape Investment Advisory
Georgia
$1.05K +$1.07K +40 New
NS
196
NBC Securities
Alabama
$654 -$688K -25,670 -100%
Citigroup
197
Citigroup
New York
$157 +$161 +6 New
TRCT
198
Tower Research Capital (TRC)
New York
$78 -$134 -5 -63%
MWM
199
Merriman Wealth Management
Washington
– -$5.69M -206,334 Closed
ECA
200
Elevation Capital Advisory
Oregon
– -$5.08M -184,250 Closed
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.