Invesco Taxable Municipal Bond ETF
BAB
192 hedge funds and large institutions have $677M invested in Invesco Taxable Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 18 closing their positions.
434% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $433K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 61
1% more capital invested
Capital invested by funds: $672M → $677M (+$5.1M)
1.35% less ownership
Funds ownership: 58.01% → 56.66% (-1.3%)
5% less funds holding
Funds holding: 203 → 192 (-11)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$7.02M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$5.02M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.81M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$4.7M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.4M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$8.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.64M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.37M |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$4.38M |
BAB Hedge Fund Activity: Q3 2024 in Review
192 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q3 2024, worth a combined $677M — up 0.76% from $672M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BAB and 8 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 74 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $7.02M. The largest seller was Royal Bank of Canada, cutting an estimated $21.4M.
- 192 institutional investors held Invesco Taxable Municipal Bond ETF (BAB) as of Q3 2024, down from 203 in Q2 2024.
- Funds reported $677M of Invesco Taxable Municipal Bond ETF stock for Q3 2024, up 0.76% quarter-over-quarter.
- 8 funds opened new Invesco Taxable Municipal Bond ETF positions in Q3 2024 and 18 closed out, a net change of -10 holders.
- The largest Invesco Taxable Municipal Bond ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $7.02M added.
- The largest Invesco Taxable Municipal Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2024.