Free Trial
→ Retire Comfortably with These New Monthly Income ETFs? (From Investors Alley) (Ad)tc pixel Free BAB Stock Alerts

Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.65 -0.11 (-0.41%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$26.51 -0.14 (-0.53%)
As of 08/29/2025 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)
110
Total
Institutional Inflows
(last 12 months)
$237.90M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$179.13M
Get BAB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Taxable Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BAB Institutional Buying and Selling by Quarter

Invesco Taxable Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Hershey Financial Advisers LLC133,502$3.54M3.2%N/A0.383%
8/15/2025 Corient Private Wealth LLC120,685$3.20M0.0%-4.7%0.346%
8/15/2025 Chapman Financial Group LLC1,600$42K0.0%N/A0.005%
8/15/2025 Tidal Investments LLC42,818$1.14M0.0%N/A0.123%
8/15/2025 Smartleaf Asset Management LLC47,027$1.24M0.1%-1.0%0.135%
8/15/2025 MML Investors Services LLC66,606$1.77M0.0%-50.5%0.191%
8/15/2025 Modern Wealth Management LLC40,618$1.08M0.0%N/A0.116%
8/15/2025 Engineers Gate Manager LP13,554$360K0.0%N/A0.039%
8/15/2025 BNP Paribas Financial Markets44,517$1.18M0.0%-69.4%0.128%
8/15/2025 Bank of America Corp DE1,101,433$29.22M0.0%+1.3%3.156%
8/15/2025 Ameriprise Financial Inc.1,210,388$32.11M0.0%+3.5%3.468%
8/14/2025 Jane Street Group LLC565,488$15.00M0.0%+44.4%1.620%
8/14/2025 Raymond James Financial Inc.1,537,781$40.80M0.0%+0.3%4.406%
8/14/2025 NewEdge Advisors LLC57,685$1.53M0.0%+6.5%0.165%
8/14/2025 Cerity Partners LLC30,161$800K0.0%-1.5%0.086%
8/13/2025 Guggenheim Capital LLC246,847$6.55M0.1%+11.0%0.707%
8/13/2025 Invesco Ltd.244,987$6.50M0.0%-1.1%0.702%
8/13/2025 D L Carlson Investment Group Inc.56,559$1.50M0.3%-41.8%0.162%
8/13/2025 Millington Financial Advisors LLC15,413$406K0.2%+17.3%0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.274,268$7.28M0.0%+3.0%0.786%
8/13/2025 Sumitomo Mitsui Financial Group Inc.681,581$18.08M0.3%-8.0%1.953%
8/12/2025 CreativeOne Wealth LLC8,768$233K0.0%-5.2%0.025%
8/12/2025 AlphaCore Capital LLC1,250$33K0.0%N/A0.004%
8/12/2025 JPMorgan Chase & Co.58,335$1.55M0.0%-10.4%0.167%
8/11/2025 Traub Capital Management LLC12,440$330K0.3%N/A0.036%
8/11/2025 Wealthspire Advisors LLC216,111$5.73M0.0%-11.5%0.617%
8/8/2025 Tortoise Investment Management LLC386,850$10.26M1.0%-0.8%1.105%
8/8/2025 Kingsview Wealth Management LLC340,868$9.04M0.2%+4.1%0.974%
8/8/2025 Creative Planning8,093$215K0.0%N/A0.023%
8/8/2025 Wrapmanager Inc.114,938$3.05M0.7%+13.5%0.328%
8/8/2025 PNC Financial Services Group Inc.735,073$19.50M0.0%-13.7%2.100%
8/8/2025 United Asset Strategies Inc.22,330$592K0.1%-68.4%0.064%
8/6/2025 Maltin Wealth Management Inc.259,337$6.88M3.1%+10.2%0.741%
8/6/2025 Moors & Cabot Inc.14,417$382K0.0%N/A0.041%
8/5/2025 Bank of New York Mellon Corp367,643$9.75M0.0%+2.7%1.050%
8/5/2025 Bank of Montreal Can735,554$19.51M0.0%+5.0%2.102%
8/5/2025 Gould Asset Management LLC CA600,486$15.93M3.1%+7.2%1.716%
8/4/2025 Atria Investments Inc7,980$212K0.0%N/A0.023%
8/4/2025 Savvy Advisors Inc.35,943$954K0.1%+5.0%0.103%
8/4/2025 Keybank National Association OH180,630$4.79M0.0%-0.5%0.516%
The stealth altcoin the financial world is underestimating (Ad)

This DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves.... The smart money is already positioning.tc pixel

Discover the protocol that's quietly replacing traditional finance.
8/4/2025 World Investment Advisors27,026$717K0.0%+5.6%0.077%
8/1/2025 Petra Financial Advisors Inc.54,503$1.45M0.9%-2.2%0.156%
8/1/2025 Advisory Alpha LLC70,669$1.88M0.1%+33.8%0.202%
8/1/2025 Signature Wealth Management Group78,800$2.09M0.8%+4.4%0.225%
8/1/2025 Envestnet Asset Management Inc.765,010$20.30M0.0%-8.7%2.186%
7/31/2025 Whipplewood Advisors LLC29,483$782K0.4%+524.5%0.084%
7/31/2025 Rational Advisors Inc.157,852$4.19M0.4%-67.4%0.451%
7/30/2025 Freedom Investment Management Inc.171,698$4.56M0.4%-6.6%0.491%
7/30/2025 Onyx Bridge Wealth Group LLC38,841$1.03M0.1%-89.9%0.111%
7/30/2025 Patten Group Inc.86,140$2.29M0.5%-4.7%0.246%
7/30/2025 Cullen Frost Bankers Inc.17,071$453K0.0%+8.1%0.049%
7/29/2025 Joseph P. Lucia & Associates LLC14,840$394K0.2%-6.7%0.042%
7/28/2025 Harbour Investments Inc.5,824$155K0.0%+25.7%0.017%
7/28/2025 Hudson Capital Management LLC110,915$2.94M0.8%-2.7%0.317%
7/25/2025 Atria 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%
7/25/2025 MGO One Seven LLC27,244$723K0.0%-7.3%0.078%
7/25/2025 Hobbs Group Advisors LLC170,650$4.53M1.5%+34.2%0.488%
7/25/2025 Apollon Wealth Management LLC7,926$210K0.0%N/A0.023%
7/24/2025 Blair William & Co. IL2,905$77K0.0%-54.4%0.008%
7/23/2025 TI Trust Inc.73,462$1.95M1.3%+30.1%0.210%
7/23/2025 Prime Capital Investment Advisors LLC9,890$262K0.0%-27.1%0.028%
7/22/2025 DAVENPORT & Co LLC16,485$437K0.0%N/A0.047%
7/21/2025 Mirae Asset Global Investments Co. Ltd.96,940$2.57M0.0%+18.2%0.277%
7/18/2025 PFG Investments LLC61,260$1.63M0.1%+0.8%0.175%
7/18/2025 Truist Financial Corp193,361$5.13M0.0%-6.3%0.552%
7/17/2025 Eagle Bluffs Wealth Management LLC44,611$1.18M0.6%-12.1%0.127%
7/17/2025 Janney Montgomery Scott LLC29,641$786K0.0%+2.2%0.085%
7/17/2025 Oceanside Advisors LLC107,036$2.84M1.9%+4.0%0.306%
7/17/2025 KG&L Capital Management LLC70,765$1.88M0.6%+2.9%0.202%
7/14/2025 Opal 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%
7/9/2025 MassMutual Private Wealth & Trust FSB17,751$471K0.0%-33.1%0.051%
7/7/2025 Bangor Savings Bank27,533$730K0.1%-19.8%0.079%
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%
Retire Comfortably with These New Monthly Income ETFs? (Ad)

Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible? That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.tc pixel

Click here to watch the free presentation and learn how to calculate your personal Freedom Number—an
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%
(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, 190 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 153 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 9,001,997 shares in the last 24 months. This purchase volume represents approximately $237.90M in transactions.

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

Of the 94 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 6,727,674 shares in the last 24 months. This volume of shares sold represents approximately $179.13M in transactions.



This page (NYSEARCA:BAB) was last updated on 9/1/2025 by MarketBeat.com Staff
From Our Partners
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
An MIT lab recently cracked a code scientists had been chasing for decades… Turning a “miracle metal” from ...
True Market Insiders | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
A new set of 7 AI stocks are DOMINATING the market. Here’s why one financial guru says they could be the mo...
The Oxford Club | Sponsoredtc pixel
A Major Economic Change Is Happening Now
Louis Navellier is one of Wall Street’s most respected money managers — overseeing more than $7 billion and ea...
InvestorPlace | Sponsoredtc pixel
“HELIOS”: My No. 1 Investment of the 2020s
A mysterious new energy technology — backed by Nvidia, Google, and even legendary investors like Stanley Druck...
Stansberry Research | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Chase, Bank of America, Wells Fargo Preparing for BIG Change
Thanks to this brand-new law #S.1582 signed by President Trump… Jeff Brown believes the largest banks in Am...
Brownstone Research | Sponsoredtc pixel