Invesco Taxable Municipal Bond ETF
181 hedge funds and large institutions have $606M invested in Invesco Taxable Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 23 closing their positions.
151% more call options, than puts
Call options by funds: $614K | Put options by funds: $245K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.32% less ownership
Funds ownership: 63.63% → 62.31% (-1.3%)
8% less funds holding
Funds holding: 196 → 181 (-15)
29% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 78
43% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 23
48% less capital invested
Capital invested by funds: $1.16B → $606M (-$553M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$8.45M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$3.57M |
| 3 |
LCG
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
+$3.28M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.83M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$34.7M |
| 2 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
-$12.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.47M |
| 4 |
Jane Street
New York
|
-$6.73M |
| 5 |
Morgan Stanley
New York
|
-$4.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
201
Ransom Advisory
Providence,
Rhode Island
| – | -$13.1K | -500 | Closed |
|
|
CJ
202
Caitlin John
Brighton,
Michigan
| – | -$7.84K | -300 | Closed |
|
|
FUBT
203
First United Bank & Trust
Oakland,
Maryland
| – | -$5.23K | -200 | Closed |
|
|
CFD
204
Creative Financial Designs
Kokomo,
Indiana
| – | -$3.27K | -125 | Closed |
|
|
TAM
205
Tucker Asset Management
Littleton,
Colorado
| – | -$1.28K | -49 | Closed |
|
206
Citigroup
New York
| – | -$157 | -6 | Closed |
|
BAB Hedge Fund Activity: Q1 2025 in Review
181 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q1 2025, worth a combined $606M — down 48% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of BAB and 13 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 55 added.
The largest buyer was Onyx Bridge Wealth Group, adding an estimated $8.45M. The largest seller was Bank of New York Mellon, cutting an estimated $34.7M.
- 181 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q1 2025, down from 196 in Q4 2024.
- Funds reported $606M of Invesco Taxable Municipal Bond ETF stock for Q1 2025, down 48% quarter-over-quarter.
- 13 funds opened new Invesco Taxable Municipal Bond ETF positions in Q1 2025 and 23 closed out, a net change of -10 holders.
- The largest Invesco Taxable Municipal Bond ETF buyer in Q1 2025 was Onyx Bridge Wealth Group, an estimated $8.45M added.
- The largest Invesco Taxable Municipal Bond ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $34.7M sold.
Based on aggregated 13F filings for Q1 2025.