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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$27.55 +0.03 (+0.11%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$27.54 0.00 (-0.02%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$229.39M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$178.40M
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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
10/17/2025Lakeshore Capital Group Inc.116,065$3.17M2.6%-6.0%0.338%
10/17/2025Sowell Financial Services LLC7,645$209K0.0%N/A0.022%
10/15/2025 Clayton Financial Group LLC2,010$55K0.0%N/A0.006%
10/15/2025 World Investment Advisors27,466$750K0.0%+1.6%0.080%
10/15/2025 Private Trust Co. NA7,727$211K0.0%-25.0%0.022%
10/15/2025 DAVENPORT & Co LLC12,727$347K0.0%-22.8%0.037%
10/15/2025 Anderson Hoagland & Co.71,924$1.96M0.2%+11.9%0.210%
10/10/2025 Lionshead Wealth Management LLC8,677$237K0.2%+5.9%0.025%
10/9/2025 Astoria Portfolio Advisors LLC.99,302$2.71M0.7%+0.7%0.291%
9/26/2025Corient Private Wealth LLC119,985$3.18M0.0%-5.2%0.344%
9/22/2025Caldwell Trust Co8,562$227K0.0%N/A0.025%
9/4/2025Osaic Holdings Inc.106,096$2.82M0.0%+18.3%0.304%
8/18/2025Hershey Financial Advisers LLC133,502$3.54M3.2%N/A0.383%
8/15/2025Corient Private Wealth LLC120,685$3.20M0.0%-4.7%0.346%
8/15/2025Chapman Financial Group LLC1,600$42K0.0%N/A0.005%
8/15/2025Tidal Investments LLC42,818$1.14M0.0%N/A0.123%
8/15/2025Smartleaf Asset Management LLC47,027$1.24M0.1%-1.0%0.135%
8/15/2025MML Investors Services LLC66,606$1.77M0.0%-50.5%0.191%
8/15/2025Modern Wealth Management LLC40,618$1.08M0.0%N/A0.116%
8/15/2025Engineers Gate Manager LP13,554$360K0.0%N/A0.039%
8/15/2025BNP Paribas Financial Markets44,517$1.18M0.0%-69.4%0.128%
8/15/2025Bank of America Corp DE1,101,433$29.22M0.0%+1.3%3.156%
8/15/2025Ameriprise Financial Inc.1,210,388$32.11M0.0%+3.5%3.468%
8/14/2025Jane Street Group LLC565,488$15.00M0.0%+44.4%1.620%
8/14/2025Raymond James Financial Inc.1,537,781$40.80M0.0%+0.3%4.406%
8/14/2025NewEdge Advisors LLC57,685$1.53M0.0%+6.5%0.165%
8/14/2025Cerity Partners LLC30,161$800K0.0%-1.5%0.086%
8/13/2025Guggenheim Capital LLC246,847$6.55M0.1%+11.0%0.707%
8/13/2025Invesco Ltd.244,987$6.50M0.0%-1.1%0.702%
8/13/2025D L Carlson Investment Group Inc.56,559$1.50M0.3%-41.8%0.162%
8/13/2025Millington Financial Advisors LLC15,413$406K0.2%+17.3%0.044%
8/13/2025Northwestern Mutual Wealth Management Co.274,268$7.28M0.0%+3.0%0.786%
8/13/2025Sumitomo Mitsui Financial Group Inc.681,581$18.08M0.3%-8.0%1.953%
8/12/2025CreativeOne Wealth LLC8,768$233K0.0%-5.2%0.025%
8/12/2025AlphaCore Capital LLC1,250$33K0.0%N/A0.004%
8/12/2025JPMorgan Chase & Co.58,335$1.55M0.0%-10.4%0.167%
8/11/2025Traub Capital Management LLC12,440$330K0.3%N/A0.036%
8/11/2025Wealthspire Advisors LLC216,111$5.73M0.0%-11.5%0.617%
8/8/2025Tortoise Investment Management LLC386,850$10.26M1.0%-0.8%1.105%
8/8/2025Kingsview Wealth Management LLC340,868$9.04M0.2%+4.1%0.974%
8/8/2025Creative Planning8,093$215K0.0%N/A0.023%
8/8/2025Wrapmanager Inc.114,938$3.05M0.7%+13.5%0.328%
8/8/2025PNC Financial Services Group Inc.735,073$19.50M0.0%-13.7%2.100%
8/8/2025United Asset Strategies Inc.22,330$592K0.1%-68.4%0.064%
8/6/2025Maltin Wealth Management Inc.259,337$6.88M3.1%+10.2%0.741%
8/6/2025Moors & Cabot Inc.14,417$382K0.0%N/A0.041%
8/5/2025Bank of New York Mellon Corp367,643$9.75M0.0%+2.7%1.050%
8/5/2025Bank of Montreal Can735,554$19.51M0.0%+5.0%2.102%
8/5/2025Gould Asset Management LLC CA600,486$15.93M3.1%+7.2%1.716%
8/4/2025Atria Investments Inc7,980$212K0.0%N/A0.023%
8/4/2025Savvy Advisors Inc.35,943$954K0.1%+5.0%0.103%
8/4/2025Keybank National Association OH180,630$4.79M0.0%-0.5%0.516%
8/4/2025 World Investment Advisors27,026$717K0.0%+5.6%0.077%
8/1/2025Petra Financial Advisors Inc.54,503$1.45M0.9%-2.2%0.156%
8/1/2025Advisory Alpha LLC70,669$1.88M0.1%+33.8%0.202%
8/1/2025Signature Wealth Management Group78,800$2.09M0.8%+4.4%0.225%
8/1/2025Envestnet Asset Management Inc.765,010$20.30M0.0%-8.7%2.186%
7/31/2025Whipplewood Advisors LLC29,483$782K0.4%+524.5%0.084%
7/31/2025Rational Advisors Inc.157,852$4.19M0.4%-67.4%0.451%
7/30/2025Freedom Investment Management Inc.171,698$4.56M0.4%-6.6%0.491%
7/30/2025Onyx Bridge Wealth Group LLC38,841$1.03M0.1%-89.9%0.111%
7/30/2025Patten Group Inc.86,140$2.29M0.5%-4.7%0.246%
7/30/2025Cullen Frost Bankers Inc.17,071$453K0.0%+8.1%0.049%
7/29/2025Joseph P. Lucia & Associates LLC14,840$394K0.2%-6.7%0.042%
7/28/2025Harbour Investments Inc.5,824$155K0.0%+25.7%0.017%
7/28/2025Hudson Capital Management LLC110,915$2.94M0.8%-2.7%0.317%
7/25/2025Atria Wealth Solutions Inc.14,355$381K0.0%+4.0%0.041%
7/25/2025 Astoria Portfolio Advisors LLC.98,626$2.59M0.7%+4.7%0.282%
7/25/2025MGO One Seven LLC27,244$723K0.0%-7.3%0.078%
7/25/2025Hobbs Group Advisors LLC170,650$4.53M1.5%+34.2%0.488%
7/25/2025Apollon Wealth Management LLC7,926$210K0.0%N/A0.023%
7/24/2025Blair William & Co. IL2,905$77K0.0%-54.4%0.008%
7/23/2025TI Trust Inc.73,462$1.95M1.3%+30.1%0.210%
7/23/2025Prime Capital Investment Advisors LLC9,890$262K0.0%-27.1%0.028%
7/22/2025 DAVENPORT & Co LLC16,485$437K0.0%N/A0.047%
7/21/2025Mirae Asset Global Investments Co. Ltd.96,940$2.57M0.0%+18.2%0.277%
7/18/2025PFG Investments LLC61,260$1.63M0.1%+0.8%0.175%
7/18/2025Truist Financial Corp193,361$5.13M0.0%-6.3%0.552%
7/17/2025Eagle Bluffs Wealth Management LLC44,611$1.18M0.6%-12.1%0.127%
7/17/2025Janney Montgomery Scott LLC29,641$786K0.0%+2.2%0.085%
7/17/2025Oceanside Advisors LLC107,036$2.84M1.9%+4.0%0.306%
7/17/2025KG&L Capital Management LLC70,765$1.88M0.6%+2.9%0.202%
7/14/2025Opal Wealth Advisors LLC3,093$82K0.0%+116.6%0.009%
7/10/2025 Anderson Hoagland & Co.64,267$1.71M0.2%-1.7%0.184%
7/9/2025MassMutual Private Wealth & Trust FSB17,751$471K0.0%-33.1%0.051%
7/7/2025Bangor Savings Bank27,533$730K0.1%-19.8%0.079%
5/21/2025Schmidt P J Investment Management Inc.212,869$5.68M1.0%-8.5%0.606%
5/19/2025Jane Street Group LLC391,556$10.45M0.0%-39.4%1.114%
5/19/2025Advisory Alpha LLC52,831$1.41M0.0%+1.1%0.150%
5/16/2025NewEdge Advisors LLC54,152$1.45M0.0%+7.8%0.154%
5/16/2025Ancora Advisors LLC1,500$40K0.0%-87.0%0.004%
5/15/2025Royal Bank of Canada251,589$6.71M0.0%-18.6%0.716%
5/15/2025Centric Wealth Management23,347$623K0.2%+2.9%0.066%
5/15/2025Tortoise Investment Management LLC389,790$10.40M1.1%+52.9%1.071%
5/15/2025D L Carlson Investment Group Inc.97,133$2.59M0.5%-1.7%0.267%
5/14/2025CreativeOne Wealth LLC9,252$247K0.0%-21.4%0.025%
5/14/2025Samalin Investment Counsel LLC9,328$249K0.1%-8.9%0.026%
5/14/2025Jane Street Group LLC391,556$10.45M0.0%-39.4%1.076%
5/14/2025Freedom Investment Management Inc.183,771$4.90M0.4%-1.5%0.505%
5/14/2025Smartleaf Asset Management LLC47,499$1.26M0.1%-38.9%0.130%
(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, 193 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($40.80M), HighTower Advisors LLC ($33.90M), Ameriprise Financial Inc. ($32.11M), Raymond James Financial Services Advisors Inc. ($30.68M), Bank of America Corp DE ($29.22M), Raymond James & Associates ($20.44M), and Envestnet Asset Management Inc. ($20.30M).Learn more on Invesco Taxable Municipal Bond ETF's institutional investors.

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

Of the 157 institutional investors that purchased Invesco Taxable Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.28M), Bank of New York Mellon Corp ($1.33M), Jane Street Group LLC ($1.03M), Ameriprise Financial Inc. ($926.97K), Rational Advisors LLC ($734.77K), Wealthspire Advisors LLC ($712.32K), and PNC Financial Services Group Inc. ($650.96K).

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

Institutional investors have bought a total of 8,694,281 shares in the last 24 months. This purchase volume represents approximately $229.39M in transactions.

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

Of the 93 institutional investors that sold Invesco Taxable Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.31M), Jane Street Group LLC ($646.80K), Bangor Savings Bank ($481.83K), Onyx Bridge Wealth Group LLC ($463.17K), Envestnet Asset Management Inc. ($392.81K), Rational Advisors Inc. ($371.12K), and PNC Financial Services Group Inc. ($365.75K).

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

Institutional investors have sold a total of 6,701,540 shares in the last 24 months. This volume of shares sold represents approximately $178.40M in transactions.



This page (NYSEARCA:BAB) was last updated on 10/19/2025 by MarketBeat.com Staff
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