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Invesco Taxable Municipal Bond ETF
BAB

Overview Fund Activity

180 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
–
Net Calls
+$950K
Net Calls Change
+$581K

Top Buyers

1
Jane Street
Jane Street
New York
$15M
2
HighTower Advisors
HighTower Advisors
Illinois
$35M
3
HGA
Hobbs Group Advisors
South Carolina
$4.53M
4
TI
Tidal Investments
Wisconsin
$1.14M
5
Ameriprise
Ameriprise
Minnesota
$32.1M

Top Sellers

1
OBWG
Onyx Bridge Wealth Group
New York
$1.03M
2
RA
Rational Advisors
New York
$4.19M
3
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0
4
LPL Financial
LPL Financial
California
$10.3M
5
WPIC
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$40.8M +$125K +4,693 +0.3%
HighTower Advisors
2
HighTower Advisors
Illinois
$35M +$1.29M +48,623 +4%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$35M – – –
Ameriprise
4
Ameriprise
Minnesota
$32.1M +$1.1M +41,295 +4%
Bank of America
5
Bank of America
North Carolina
$29.2M +$384K +14,485 +1%
UBS Group
6
UBS Group
Switzerland
$20.5M +$391K +14,743 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.3M -$1.92M -72,546 -9%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$19.5M +$921K +34,712 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$19.5M -$3.11M -117,081 -14%
SMFG
10
Sumitomo Mitsui Financial Group
Japan
$18.1M -$1.58M -59,376 -8%
Wells Fargo
11
Wells Fargo
California
$17.7M +$419K +15,792 +2%
GAM
12
Gould Asset Management
California
$15.9M +$1.08M +40,588 +7%
Jane Street
13
Jane Street
New York
$15M +$4.61M +173,932 +44%
Morgan Stanley
14
Morgan Stanley
New York
$13.2M -$365K -13,757 -3%
CI
15
Conning Inc
Connecticut
$13M – – –
LPL Financial
16
LPL Financial
California
$10.3M -$4.06M -153,038 -28%
TIM
17
Tortoise Investment Management
New York
$10.3M -$78K -2,940 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.75M +$257K +9,687 +3%
KWM
19
Kingsview Wealth Management
Oregon
$9.04M +$353K +13,299 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$7.28M +$215K +8,095 +3%
MWM
21
Maltin Wealth Management
New Jersey
$6.88M +$634K +23,898 +10%
GC
22
Guggenheim Capital
Illinois
$6.55M +$648K +24,409 +11%
Invesco
23
Invesco
Georgia
$6.5M -$73.4K -2,767 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.06M -$611K -23,047 -9%
WANY
25
Wealthspire Advisors (New York)
New York
$5.73M -$748K -28,197 -12%
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