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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.29 +0.03 (+0.11%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$266.06M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$224.87M
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BAB Institutional Buying and Selling by Quarter

Invesco Taxable Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Kingsview Wealth Management LLC327,569$8.74M0.2%+10.2%0.900%
5/2/2025Whittier Trust Co. of Nevada Inc.11,344$303K0.0%-15.8%0.031%
5/2/2025Whittier Trust Co.4,033$108K0.0%-71.8%0.011%
5/2/2025Sigma 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%
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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%
2/17/2025Tidal Investments LLC36,681$959K0.0%+2.8%0.077%
2/17/2025Lionshead Wealth Management LLC14,288$374K0.3%N/A0.030%
2/17/2025Cresset Asset Management LLC10,030$262K0.0%-50.0%0.021%
2/17/2025Cetera Investment Advisers87,598$2.29M0.0%+12.5%0.183%
2/17/2025Chapman Financial Group LLC2,700$71K0.1%N/A0.006%
2/17/2025Baker Avenue Asset Management LP97,199$2.54M0.1%+9.1%0.203%
2/17/2025Bank of America Corp DE1,182,536$30.92M0.0%-5.3%2.469%
2/17/2025BNP Paribas Financial Markets156,753$4.10M0.0%+49.5%0.327%
2/17/2025Ameriprise Financial Inc.1,104,776$28.89M0.0%+190.4%2.306%
2/14/2025Jane Street Group LLC645,959$16.89M0.0%+4,055.4%1.349%
2/14/2025MGO One Seven LLC29,026$759K0.0%-5.6%0.061%
2/14/2025Stifel Financial Corp201,142$5.26M0.0%+1.3%0.420%
2/14/2025MML Investors Services LLC232,717$6.09M0.0%+5.4%0.486%
2/14/2025Freedom Investment Management Inc.186,501$4.88M0.4%-4.6%0.389%
2/14/2025GeoWealth Management LLC13,088$342K0.0%-95.7%0.027%
2/13/2025NewEdge Advisors LLC50,218$1.31M0.0%+3,841.8%0.105%
2/13/2025Guggenheim Capital LLC210,199$5.50M0.0%+8.9%0.439%
2/13/2025CreativeOne Wealth LLC11,775$308K0.0%-9.8%0.025%
2/13/2025Savvy Advisors Inc.31,828$832K0.1%N/A0.066%
2/13/2025Raymond James Financial Inc.1,635,406$42.77M0.0%N/A3.414%
2/13/2025Renaissance Technologies LLC10,000$262K0.0%-88.4%0.021%
2/13/2025Invesco Ltd.243,524$6.37M0.0%-22.3%0.508%
2/13/2025Bank of Montreal Can688,027$17.99M0.0%+32.6%1.436%
2/13/2025Sumitomo Mitsui Financial Group Inc.751,977$19.66M0.3%+1.0%1.570%
2/13/2025 Cerity Partners LLC30,076$786K0.0%-9.1%0.063%
2/13/2025Waterloo Capital L.P.10,962$287K0.0%-21.5%0.023%
2/13/2025 Envestnet Asset Management Inc.1,157,818$30.28M0.0%+2.6%2.417%
2/13/2025Wells Fargo & Company MN655,782$17.15M0.0%-3.2%1.369%
2/12/2025Atlas Capital Advisors Inc.7,133$187K0.0%N/A0.015%
2/12/2025 World Investment Advisors23,829$623K0.0%-13.6%0.050%
2/12/2025Centric Wealth Management22,682$593K0.2%+10.1%0.047%
2/12/2025Treynor Bancshares Inc.81,250$2.13M2.2%N/A0.170%
2/12/2025National Bank of Canada FI1,295$34K0.0%-25.5%0.003%
2/12/2025 Family Legacy Inc.42,997$1.12M0.4%+12.1%0.090%
2/12/2025D L Carlson Investment Group Inc.98,784$2.58M0.5%+2.8%0.206%
2/12/2025Hobbs Group Advisors LLC149,360$3.91M1.5%+1.2%0.312%
2/12/2025Progressive Investment Management Corp12,181$319K0.1%+47.0%0.025%
2/12/2025JPMorgan Chase & Co.79,721$2.09M0.0%+1.2%0.166%
2/11/2025Sequent Planning LLC8,225$215K0.1%-5.2%0.017%
2/11/2025LPL Financial LLC541,008$14.15M0.0%+8.6%1.129%
2/11/20251620 Investment Advisors Inc.1,165$30K0.0%N/A0.002%
2/11/2025Whittier Trust Co. of Nevada Inc.13,479$352K0.0%-9.4%0.028%
2/10/2025 Petra Financial Advisors Inc.56,181$1.47M1.0%-3.7%0.117%
2/10/2025Cibc World Markets Corp40,802$1.07M0.0%+57.8%0.085%
2/10/2025GWN Securities Inc.8,127$213K0.1%N/A0.017%
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2/10/2025Corient Private Wealth LLC109,187$2.86M0.0%+1.8%0.228%
2/10/2025 Envestnet Portfolio Solutions Inc.13,534$354K0.0%+21.3%0.028%
2/10/2025 Farther Finance Advisors LLC2,557$67K0.0%-92.6%0.005%
2/7/2025HighTower Advisors LLC1,163,960$30.44M0.0%+15.9%2.430%
2/7/2025 Donaldson Capital Management LLC92,799$2.43M0.1%+6.9%0.194%
2/7/2025Tortoise Investment Management LLC254,903$6.67M0.7%+7.7%0.532%
2/7/2025Roberts Glore & Co. Inc. IL55,517$1.45M0.4%-7.7%0.116%
2/7/2025PNC Financial Services Group Inc.1,010,850$26.43M0.0%-4.3%2.110%
2/6/2025Raymond James Financial Inc.1,635,406$42.77M0.0%N/A3.414%
2/6/2025Cullen Frost Bankers Inc.16,051$420K0.0%+48.5%0.034%
(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, 198 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. ($42.77M), Bank of America Corp DE ($30.92M), Raymond James Financial Services Advisors Inc. ($30.68M), HighTower Advisors LLC ($30.44M), Ameriprise Financial Inc. ($28.89M), and PNC Financial Services Group Inc. ($26.43M).Learn more on BAB's institutional investors.

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

Of the 160 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 ($1.29M), 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 19,702,831 shares in the last 24 months. This purchase volume represents approximately $519.32M in transactions.

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

Of the 120 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 ($2.89M), Bank of New York Mellon Corp ($1.31M), Rational Advisors LLC ($1.05M), Private Ocean LLC ($955.82K), 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 12,722,359 shares in the last 24 months. This volume of shares sold represents approximately $337.41M in transactions.



This page (NYSEARCA:BAB) was last updated on 5/2/2025 by MarketBeat.com Staff
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