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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.39 +0.15 (+0.57%)
As of 06/12/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$256.01M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$253.29M
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BAB Institutional Buying and Selling by Quarter

Invesco Taxable Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Schmidt P J Investment Management Inc.212,869$5.68M1.0%-8.5%0.606%
5/19/2025 Jane Street Group LLC391,556$10.45M0.0%-39.4%1.114%
5/19/2025 Advisory Alpha LLC52,831$1.41M0.0%+1.1%0.150%
5/16/2025 NewEdge Advisors LLC54,152$1.45M0.0%+7.8%0.154%
5/16/2025 Ancora Advisors LLC1,500$40K0.0%-87.0%0.004%
5/15/2025 Royal Bank of Canada251,589$6.71M0.0%-18.6%0.716%
5/15/2025 Centric Wealth Management23,347$623K0.2%+2.9%0.066%
5/15/2025 Tortoise Investment Management LLC389,790$10.40M1.1%+52.9%1.071%
5/15/2025 D L Carlson Investment Group Inc.97,133$2.59M0.5%-1.7%0.267%
5/14/2025 CreativeOne Wealth LLC9,252$247K0.0%-21.4%0.025%
5/14/2025 Samalin Investment Counsel LLC9,328$249K0.1%-8.9%0.026%
5/14/2025 Jane Street Group LLC391,556$10.45M0.0%-39.4%1.076%
5/14/2025 Freedom Investment Management Inc.183,771$4.90M0.4%-1.5%0.505%
5/14/2025 Smartleaf Asset Management LLC47,499$1.26M0.1%-38.9%0.130%
5/14/2025 Northwestern Mutual Wealth Management Co.266,173$7.10M0.0%+12.2%0.731%
5/14/2025 Lionshead Wealth Management LLC8,359$223K0.2%-41.5%0.023%
5/14/2025 Kestra Advisory Services LLC43,712$1.17M0.0%-9.8%0.120%
5/14/2025 Hobbs Group Advisors LLC127,184$3.39M1.3%-14.8%0.349%
5/14/2025 United Asset Strategies Inc.70,775$1.89M0.2%+1.2%0.194%
5/14/2025 Flow Traders U.S. LLC21,828$582K0.0%-67.3%0.060%
5/14/2025 Joseph P. Lucia & Associates LLC15,907$424K0.2%-13.5%0.044%
5/14/2025 Sumitomo Mitsui Financial Group Inc.740,957$19.77M0.4%-1.5%2.036%
5/13/2025 Raymond James Financial Inc.1,533,088$40.90M0.0%-6.3%4.212%
5/13/2025 Progressive Investment Management Corp13,506$360K0.1%+10.9%0.037%
5/13/2025 Nations Financial Group Inc. IA ADV11,944$319K0.0%-4.1%0.033%
5/13/2025 HighTower Advisors LLC1,270,735$33.90M0.0%+9.2%3.491%
5/12/2025 Invesco Ltd.247,754$6.61M0.0%+1.7%0.681%
5/12/2025 Savvy Advisors Inc.34,223$913K0.1%+7.5%0.094%
5/9/2025 Roberts Glore & Co. Inc. IL48,002$1.28M0.4%-13.5%0.132%
5/9/2025 Wealthspire Advisors LLC244,308$6.52M0.0%-21.7%0.671%
5/9/2025 Atria Wealth Solutions Inc.13,806$368K0.0%-8.1%0.038%
5/9/2025 PNC Financial Services Group Inc.852,154$22.74M0.0%-15.7%2.341%
5/8/2025 Baker Avenue Asset Management LP101,434$2.71M0.1%+4.4%0.279%
5/8/2025 Harbour Investments Inc.4,635$124K0.0%-32.6%0.013%
5/6/2025 Cetera Investment Advisers82,013$2.19M0.0%-6.4%0.225%
5/6/2025 Fagan Associates Inc.19,069$509K0.1%-4.2%0.052%
5/5/2025 STAR Financial Bank43,040$1.15M0.8%+16.4%0.118%
5/5/2025 Private Advisor Group LLC55,327$1.48M0.0%-34.2%0.152%
5/2/2025 Kingsview Wealth Management LLC327,569$8.74M0.2%+10.2%0.900%
5/2/2025 Whittier Trust Co. of Nevada Inc.11,344$303K0.0%-15.8%0.031%
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5/2/2025 Whittier Trust Co.4,033$108K0.0%-71.8%0.011%
5/2/2025 Sigma Planning Corp13,866$370K0.0%-11.1%0.038%
5/1/2025 Gould Asset Management LLC CA559,898$14.94M3.1%+12.0%1.538%
5/1/2025 Rational Advisors Inc.483,975$12.91M1.3%-8.5%1.330%
4/30/2025 Cerity Partners LLC30,622$817K0.0%+1.8%0.084%
4/30/2025 Axxcess Wealth Management LLC14,592$389K0.0%-4.4%0.040%
4/30/2025 Gilliland Jeter Wealth Management LLC9,662$258K0.1%+25.8%0.027%
4/29/2025 Envestnet Asset Management Inc.837,556$22.35M0.0%-27.7%2.301%
4/29/2025 Bank of New York Mellon Corp357,956$9.55M0.0%-78.5%0.983%
4/29/2025 World Investment Advisors25,588$683K0.0%+7.4%0.070%
4/29/2025 Capital Investment Advisory Services LLC3,028$81K0.0%-30.4%0.008%
4/29/2025 Conning Inc.490,000$13.07M0.5%+4.3%1.346%
4/29/2025 Onyx Bridge Wealth Group LLC383,090$10.22M1.5%+502.1%1.052%
4/28/2025 Strategic Financial Concepts LLC8,109$216K0.0%-52.3%0.022%
4/28/2025 Keybank National Association OH181,490$4.84M0.0%-16.0%0.499%
4/28/2025 Astoria Portfolio Advisors LLC.94,200$2.47M0.8%+12.1%0.259%
4/25/2025 Oceanside Advisors LLC102,905$2.75M2.0%+11.3%0.283%
4/25/2025 Koshinski Asset Management Inc.15,213$406K0.0%-19.8%0.042%
4/24/2025 Mirae Asset Global Investments Co. Ltd.81,980$2.18M0.0%-2.6%0.225%
4/24/2025 Money Concepts Capital Corp116,026$3.10M0.2%+2.9%0.319%
4/23/2025 KG&L Capital Management LLC68,781$1.84M0.6%+2.7%0.189%
4/23/2025 White Pine Investment CO120,964$3.23M0.9%+8.1%0.332%
4/23/2025 Consolidated Portfolio Review Corp11,217$299K0.0%-5.0%0.031%
4/23/2025 FORM Wealth Advisors LLC9,653$258K0.0%N/A0.027%
4/22/2025 Cambridge Investment Research Advisors Inc.57,602$1.54M0.0%+6.1%0.158%
4/22/2025 Petra Financial Advisors Inc.55,746$1.49M1.2%-0.8%0.153%
4/22/2025 PFG Investments LLC60,788$1.62M0.1%-4.0%0.167%
4/17/2025 Signature Wealth Management Group75,462$2.01M0.8%-1.6%0.207%
4/17/2025 Janney Montgomery Scott LLC28,997$774K0.0%N/A0.080%
4/16/2025 Opal Wealth Advisors LLC1,428$38K0.0%N/A0.004%
4/15/2025 Donaldson Capital Management LLC44,142$1.18M0.0%-52.4%0.121%
4/14/2025 Millington Financial Advisors LLC13,141$340K0.2%+9.5%0.036%
4/14/2025 Bangor Savings Bank34,320$916K0.1%-93.3%0.094%
4/14/2025 Park Avenue Securities LLC18,913$505K0.0%-4.4%0.052%
4/11/2025 Hudson Capital Management LLC113,953$3.04M0.9%+4.2%0.313%
4/10/2025 Maltin Wealth Management Inc.235,439$6.28M3.0%+12.4%0.647%
4/10/2025 Lakeshore Capital Group Inc.123,825$3.30M3.2%N/A0.340%
4/10/2025 Whipplewood Advisors LLC4,721$126K0.0%-82.9%0.013%
4/9/2025 Anderson Hoagland & Co.65,346$1.70M0.2%-9.4%0.180%
4/9/2025 NBC Securities Inc.14,559$388K0.0%+58,136.0%0.040%
4/8/2025 Advisory Alpha LLC23,542$628K0.0%-55.0%0.065%
4/8/2025 Rothschild Investment LLC17,625$470K0.0%-2.2%0.048%
4/1/2025 MassMutual Private Wealth & Trust FSB26,542$708K0.0%+3.4%0.073%
2/17/2025 Tidal Investments LLC36,681$959K0.0%+2.8%0.077%
2/17/2025 Lionshead Wealth Management LLC14,288$374K0.3%N/A0.030%
2/17/2025 Cresset Asset Management LLC10,030$262K0.0%-50.0%0.021%
2/17/2025 Cetera Investment Advisers87,598$2.29M0.0%+12.5%0.183%
2/17/2025Chapman Financial Group LLC2,700$71K0.1%N/A0.006%
2/17/2025 Baker Avenue Asset Management LP97,199$2.54M0.1%+9.1%0.203%
2/17/2025 Bank of America Corp DE1,182,536$30.92M0.0%-5.3%2.469%
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2/17/2025 BNP Paribas Financial Markets156,753$4.10M0.0%+49.5%0.327%
2/17/2025 Ameriprise Financial Inc.1,104,776$28.89M0.0%+190.4%2.306%
2/14/2025 Jane Street Group LLC645,959$16.89M0.0%+4,055.4%1.349%
2/14/2025 MGO One Seven LLC29,026$759K0.0%-5.6%0.061%
2/14/2025 Stifel Financial Corp201,142$5.26M0.0%+1.3%0.420%
2/14/2025 MML Investors Services LLC232,717$6.09M0.0%+5.4%0.486%
2/14/2025 Freedom Investment Management Inc.186,501$4.88M0.4%-4.6%0.389%
2/14/2025 GeoWealth Management LLC13,088$342K0.0%-95.7%0.027%
2/13/2025 NewEdge Advisors LLC50,218$1.31M0.0%+3,841.8%0.105%
2/13/2025 Guggenheim Capital LLC210,199$5.50M0.0%+8.9%0.439%
(Data available from 1/1/2016 forward)

BAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAB shares?

During the previous two years, 197 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were State of Wisconsin Investment Board ($46.96M), Raymond James Financial Inc. ($40.90M), HighTower Advisors LLC ($33.90M), Bank of America Corp DE ($30.92M), Raymond James Financial Services Advisors Inc. ($30.68M), Ameriprise Financial Inc. ($28.89M), and PNC Financial Services Group Inc. ($22.74M).Learn more on BAB's institutional investors.

Which institutional investors have been buying Invesco Taxable Municipal Bond ETF stock?

Of the 151 institutional investors that purchased Invesco Taxable Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.27M), Bank of New York Mellon Corp ($1.32M), Wealthspire Advisors LLC ($948.36K), Private Ocean LLC ($890.52K), Ameriprise Financial Inc. ($885.67K), Jane Street Group LLC ($856.55K), and State of Wisconsin Investment Board ($821K).

How much institutional buying is happening at Invesco Taxable Municipal Bond ETF?

Institutional investors have bought a total of 19,179,582 shares in the last 24 months. This purchase volume represents approximately $505.19M in transactions.

Which Invesco Taxable Municipal Bond ETF major shareholders have been selling company stock?

Of the 130 institutional investors that sold Invesco Taxable Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthspire Advisors LLC ($2.96M), Bank of New York Mellon Corp ($1.31M), Private Ocean LLC ($955.82K), Jane Street Group LLC ($646.80K), Haverford Trust Co ($551.75K), Bangor Savings Bank ($475.05K), and Onyx Bridge Wealth Group LLC ($378.06K).

How much institutional selling is happening at Invesco Taxable Municipal Bond ETF?

Institutional investors have sold a total of 12,651,403 shares in the last 24 months. This volume of shares sold represents approximately $335.29M in transactions.



This page (NYSEARCA:BAB) was last updated on 6/13/2025 by MarketBeat.com Staff
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