Invesco Taxable Municipal Bond ETF
BAB
196 hedge funds and large institutions have $664M 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 17 closing their positions.
2,245% more call options, than puts
Call options by funds: $727K | Put options by funds: $31K
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
6.97% more ownership
Funds ownership: 56.66% → 63.63% (+7%)
2% more funds holding
Funds holding: 192 → 196 (+4)
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)
2% less capital invested
Capital invested by funds: $677M → $664M (-$13.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.4M |
| 2 |
Jane Street
New York
|
+$16.9M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$4.82M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$4.55M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.81M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$5.69M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$5.08M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.62M |
| 5 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$3.18M |
BAB Hedge Fund Activity: Q4 2024 in Review
196 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco Taxable Municipal Bond ETF (BAB) for Q4 2024, worth a combined $664M — down 2% from $677M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BAB positions and 17 closed out — a net gain of 7 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 192 in Q3 2024.
- Funds reported $664M of Invesco Taxable Municipal Bond ETF stock for Q4 2024, down 2% quarter-over-quarter.
- 24 funds opened new Invesco Taxable Municipal Bond ETF positions in Q4 2024 and 17 closed out, a net change of +7 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.