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Invesco Taxable Municipal Bond ETF
BAB

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: 181 → 184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.56M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.27M
3
HGA
Hobbs Group Advisors
South Carolina
+$1.14M
4
TI
Tidal Investments
Wisconsin
+$1.12M
5
Ameriprise
Ameriprise
Minnesota
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
OBWG
Onyx Bridge Wealth Group
New York
-$9.02M
2
RA
Rational Advisors
New York
-$8.55M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$5.68M
4
LPL Financial
LPL Financial
California
-$4.01M
5
WPIC
White Pine Investment Company
Michigan
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
176
Tompkins Financial
New York
$5.86K – – –
Q1WB
177
Quest 10 Wealth Builders
Virginia
$5.57K – – –
NEAM
178
New England Asset Management
Connecticut
$5.31K – – –
CHC
179
City Holding Co
West Virginia
$4.77K -$4.95K -189 -51%
AWM
180
AE Wealth Management
Kansas
$3.73K -$14.7K -561 -80%
WWMSC
181
Wagner Wealth Management (South Carolina)
South Carolina
$1.81K +$26 +1 +1%
TRCT
182
Tower Research Capital (TRC)
New York
$1.22K +$891 +34 +283%
CIA
183
Cape Investment Advisory
Georgia
$1.06K – – –
Franklin Resources
184
Franklin Resources
California
$1.06K +$1.05K +40 New
FFA
185
Farther Finance Advisors
California
$398 – – –
Citigroup
186
Citigroup
New York
$106 +$105 +4 New
PJSIMP
187
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$5.68M -212,869 Closed
WPIC
188
White Pine Investment Company
Michigan
– -$3.23M -120,964 Closed
BAAM
189
Baker Avenue Asset Management
California
– -$2.71M -101,434 Closed
FTUS
190
Flow Traders U.S.
New York
– -$582K -21,828 Closed
BCI
191
Brinker Capital Investments
Pennsylvania
– -$408K -15,299 Closed
SPC
192
Sigma Planning Corp
Michigan
– -$370K -13,866 Closed
SG
193
StoneX Group
New York
– -$283K -10,620 Closed
ECM
194
Exchange Capital Management
Michigan
– -$283K -10,595 Closed
SFC
195
Strategic Financial Concepts
Texas
– -$216K -8,109 Closed
QP
196
Quartz Partners
New York
– -$215K -8,054 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$48.1K -1,802 Closed
PBK
198
Peoples Bank (Kansas)
Kansas
– -$29.2K -1,095 Closed
CA
199
Clearstead Advisors
Ohio
– -$14.3K -536 Closed
PS
200
Principal Securities
Iowa
– -$11.4K -435 Closed
5 6 7
8
9

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.