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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

177 hedge funds and large institutions have $605M invested in Invesco Taxable Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
177
Holders Change
-15
Holders Change %
-7.81%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
55
Reduced
76
Closed
20
Calls
$614K
Puts
$245K
Net Calls
+$369K
Net Calls Change
-$327K

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$10.2M
2
TIM
2
Tortoise Investment Management
New York
$10.4M
3
LCG
3
Lakeshore Capital Group
Illinois
$3.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$33.9M
5
Ameriprise
5
Ameriprise
Minnesota
$31.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.55M
2
BSB
2
Bangor Savings Bank
Maine
$916K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Jane Street
4
Jane Street
New York
$10.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$40.9M 1,533,088 -102,318 -6%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$35.2M 1,318,800 – –
HighTower Advisors
3
HighTower Advisors
Illinois
$33.9M 1,270,735 +106,775 +9%
Ameriprise
4
Ameriprise
Minnesota
$31.2M 1,169,093 +64,317 +6%
Bank of America
5
Bank of America
North Carolina
$29M 1,086,948 -95,588 -8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$22.7M 852,154 -158,696 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.3M 837,556 -320,262 -28%
UBS Group
8
UBS Group
Switzerland
$20.3M 759,752 -7,277 -0.9%
SMFG
9
Sumitomo Mitsui Financial Group
Japan
$19.8M 740,957 -11,020 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$18.7M 700,842 +12,815 +2%
Wells Fargo
11
Wells Fargo
California
$17.3M 650,097 -5,685 -0.9%
GAM
12
Gould Asset Management
California
$14.9M 559,898 +59,985 +12%
LPL Financial
13
LPL Financial
California
$14.4M 541,184 +176 +0%
Morgan Stanley
14
Morgan Stanley
New York
$13.6M 510,968 -177,166 -26%
CI
15
Conning Inc
Connecticut
$13.1M 490,000 +20,000 +4%
RA
16
Rational Advisors
New York
$12.9M 483,975 -44,999 -9%
Jane Street
17
Jane Street
New York
$10.4M 391,556 -254,403 -39%
TIM
18
Tortoise Investment Management
New York
$10.4M 389,790 +134,887 +53%
OBWG
19
Onyx Bridge Wealth Group
New York
$10.2M 383,090 +319,468 +502%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.55M 357,956 -1,310,214 -79%
KWM
21
Kingsview Wealth Management
Oregon
$8.74M 327,569 +30,256 +10%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$7.1M 266,173 +28,880 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.71M 251,589 -57,528 -19%
Invesco
24
Invesco
Georgia
$6.61M 247,754 +4,230 +2%
WANY
25
Wealthspire Advisors (New York)
New York
$6.52M 244,308 -67,803 -22%
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