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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$27.14 +0.09 (+0.33%)
Closing price 09/23/2025 04:10 PM Eastern
Extended Trading
$27.18 +0.04 (+0.13%)
As of 09/23/2025 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)
112
Total
Institutional Inflows
(last 12 months)
$238.22M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$179.13M
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Skip Chart & View Institutional Buying and Selling Data

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
9/22/2025 Caldwell Trust Co8,562$227K0.0%N/A0.025%
9/4/2025 Osaic Holdings Inc.106,096$2.82M0.0%+18.3%0.304%
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%
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%
5/21/2025Schmidt 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%
5/14/2025Northwestern Mutual Wealth Management Co.266,173$7.10M0.0%+12.2%0.731%
5/14/2025Lionshead Wealth Management LLC8,359$223K0.2%-41.5%0.023%
5/14/2025Kestra Advisory Services LLC43,712$1.17M0.0%-9.8%0.120%
5/14/2025Hobbs Group Advisors LLC127,184$3.39M1.3%-14.8%0.349%
5/14/2025United Asset Strategies Inc.70,775$1.89M0.2%+1.2%0.194%
5/14/2025Flow Traders U.S. LLC21,828$582K0.0%-67.3%0.060%
5/14/2025Joseph P. Lucia & Associates LLC15,907$424K0.2%-13.5%0.044%
5/14/2025Sumitomo Mitsui Financial Group Inc.740,957$19.77M0.4%-1.5%2.036%
5/13/2025Raymond James Financial Inc.1,533,088$40.90M0.0%-6.3%4.212%
5/13/2025Progressive Investment Management Corp13,506$360K0.1%+10.9%0.037%
(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, 192 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 155 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 9,014,040 shares in the last 24 months. This purchase volume represents approximately $238.22M 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 9/24/2025 by MarketBeat.com Staff
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