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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.79 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$166.26M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$80.10M
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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
6/3/2026NewEdge Advisors LLC49,250$1.33M0.0%-4.6%0.128%
5/20/2026Hobbs Group Advisors LLC185,198$4.99M1.5%+1.0%0.480%
5/19/2026Western Wealth Management LLC2,882$78K0.0%N/A0.007%
5/19/2026NewEdge Advisors LLC48,278$1.30M0.0%-6.5%0.125%
5/19/2026Bank of America Corp DE1,002,874$27.04M0.0%-8.3%2.601%
5/18/2026Royal Bank of Canada119,622$3.23M0.0%-2.5%0.310%
5/14/2026Hilltop Holdings Inc.23,973$646K0.1%-3.5%0.062%
5/14/2026Modern Wealth Management LLC13,910$374K0.0%-64.2%0.036%
5/13/2026Cetera Investment Advisers119,002$3.21M0.0%+40.4%0.309%
5/13/2026NewEdge Wealth LLC257,158$6.93M0.1%+5.2%0.667%
5/13/2026First Trust Advisors LP11,333$306K0.0%+10.3%0.029%
5/8/2026PNC Financial Services Group Inc.596,314$16.08M0.0%-10.6%1.547%
5/7/2026Spartan Wealth Advisory Services LLC47,873$1.29M0.1%N/A0.124%
5/6/2026Annis Gardner Whiting Capital Advisors LLC10,904$294K0.0%+23.8%0.028%
5/6/2026Gould Asset Management LLC CA668,113$18.01M3.1%+2.2%1.733%
5/5/2026Bank of New York Mellon Corp248,446$6.70M0.0%-32.2%0.644%
5/5/2026Sanctuary Advisors LLC24,261$654K0.0%+33.6%0.063%
5/1/2026Fifth Third Bancorp5,577$150K0.0%N/A0.014%
4/30/2026Kestra Advisory Services LLC37,294$1.01M0.0%+9.4%0.097%
4/30/2026Money Concepts Capital Corp130,281$3.51M0.2%+5.7%0.338%
4/29/2026United Asset Strategies Inc.20,697$558K0.0%+2.4%0.054%
4/29/2026Oceanside Advisors LLC128,693$3.47M2.0%+10.8%0.334%
4/28/2026Whittier Trust Co. of Nevada Inc.11,359$305K0.0%+52.5%0.029%
4/28/2026Ascentis Independent Advisors25,356$684K0.1%-18.6%0.066%
4/28/2026Stephens Inc. AR11,977$323K0.0%-7.2%0.031%
4/28/2026Astoria Portfolio Advisors LLC.114,698$3.09M0.7%+2.6%0.298%
4/27/2026PFG Investments LLC76,942$2.07M0.1%+5.3%0.200%
4/27/2026World Investment Advisors50,842$1.37M0.0%+5.6%0.132%
4/25/2026Patten Group Inc.108,548$2.93M0.5%+3.7%0.282%
4/25/2026Keybank National Association OH194,329$5.24M0.0%-6.1%0.504%
4/25/2026Eagle Bluffs Wealth Management LLC51,525$1.39M0.5%+8.0%0.134%
4/23/2026Traub Capital Management LLC17,525$472K0.5%+5.2%0.045%
4/22/2026Caldwell Trust Co18,722$505K0.0%N/A0.049%
4/22/2026Onyx Bridge Wealth Group LLC16,947$457K0.0%-27.7%0.044%
4/21/2026Delta Wealth Advisors LLC11,806$318K0.2%-8.6%0.031%
4/21/2026Maltin Wealth Management Inc.290,214$7.82M3.0%+3.5%0.760%
3/17/2026Rockefeller Capital Management L.P.15,958$434K0.0%-4.2%0.041%
3/13/2026World Investment Advisors48,139$1.31M0.0%+75.3%0.124%
3/9/2026Corient Private Wealth LLC127,199$3.46M0.0%N/A0.329%
2/24/2026Astoria Portfolio Advisors LLC.111,806$3.08M0.7%+12.6%0.289%
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2/19/2026Invesco Ltd.218,207$5.94M0.0%-2.1%0.564%
2/18/2026Mercer Global Advisors Inc. ADV7,370$200K0.0%-66.7%0.019%
2/18/2026Onyx Bridge Wealth Group LLC23,448$638K0.1%-11.4%0.061%
2/18/2026NewEdge Advisors LLC51,624$1.40M0.0%-3.9%0.133%
2/18/2026Readystate Asset Management LP12,122$330K0.0%-4.4%0.031%
2/18/2026Hyposwiss Advisors SA20,845$567K0.6%N/A0.054%
2/17/2026Guggenheim Capital LLC266,597$7.25M0.1%+4.9%0.689%
2/17/2026Cetera Investment Advisers84,788$2.31M0.0%+4.3%0.219%
2/17/2026Kovack Advisors Inc.9,180$250K0.0%N/A0.024%
2/17/2026Osaic Holdings Inc.97,491$2.65M0.0%+4.4%0.252%
2/17/2026Royal Bank of Canada122,703$3.34M0.0%-2.6%0.317%
2/17/2026Blair William & Co. IL2,505$68K0.0%-13.8%0.006%
2/17/2026Gould Asset Management LLC CA653,858$17.79M3.2%+6.1%1.690%
2/16/2026Progressive Investment Management Corp15,524$422K0.1%+3.7%0.040%
2/16/2026STAR Financial Bank65,597$1.78M0.9%+2.0%0.170%
2/16/2026Eagle Bluffs Wealth Management LLC47,718$1.30M0.5%+7.2%0.123%
2/16/2026Atlas Capital Advisors Inc.21,783$592K0.1%N/A0.056%
2/13/2026Kestra Advisory Services LLC34,081$927K0.0%-27.5%0.088%
2/13/2026UMB Bank n.a.17,291$470K0.0%+49.4%0.045%
2/13/2026Stifel Financial Corp195,979$5.33M0.0%-0.8%0.506%
2/13/2026Wells Fargo & Company MN690,286$18.78M0.0%+10.8%1.784%
2/13/2026Wealthspire Advisors LLC187,786$5.11M0.0%-6.5%0.485%
2/12/2026Cibc World Markets Corp14,462$393K0.0%N/A0.037%
2/12/2026Commonwealth Equity Services LLC19,590$533K0.0%-36.9%0.051%
2/12/2026StoneX Group Inc.7,799$212K0.0%N/A0.020%
2/12/2026Steward Partners Investment Advisory LLC11,190$304K0.0%+51.4%0.029%
2/12/2026Bank of Montreal Can873,811$23.77M0.0%+5.2%2.258%
2/12/2026Sumitomo Mitsui Financial Group Inc.632,708$17.21M0.3%-1.5%1.635%
2/11/2026Janney Montgomery Scott LLC10,492$285K0.0%N/A0.027%
2/11/2026LPL Financial LLC460,265$12.52M0.0%+9.9%1.189%
2/10/2026 Sarver Vrooman Wealth Advisors974$26K0.0%N/A0.003%
2/10/2026Rational Advisors Inc.143,256$3.90M0.4%-7.5%0.370%
2/10/2026Root Financial Partners LLC1,194$32K0.0%N/A0.003%
2/10/2026Rothschild Investment LLC15,275$415K0.0%-13.3%0.039%
2/10/2026Northwestern Mutual Wealth Management Co.314,672$8.56M0.0%+8.6%0.813%
2/10/2026Moors & Cabot Inc.22,079$601K0.0%+43.2%0.057%
2/9/2026Kingsview Wealth Management LLC758,986$20.64M0.3%+6.4%1.961%
2/9/2026Millington Financial Advisors LLC13,544$368K0.2%-15.5%0.035%
2/9/2026Harbour Investments Inc.4,153$113K0.0%-18.4%0.011%
2/9/2026Annis Gardner Whiting Capital Advisors LLC8,810$240K0.0%N/A0.023%
2/9/2026Strategic Financial Concepts LLC7,527$205K0.2%N/A0.019%
2/6/2026Freedom Investment Management Inc.100,969$2.75M0.8%-13.8%0.261%
2/6/2026Axxcess Wealth Management LLC12,734$346K0.0%-13.7%0.033%
2/6/2026Wrapmanager Inc.95,826$2.61M0.9%-3.5%0.248%
2/6/2026IFP Advisors Inc3,508$95K0.0%+26.6%0.009%
2/6/2026Cullen Frost Bankers Inc.16,052$437K0.0%+5.3%0.041%
2/6/2026PNC Financial Services Group Inc.666,923$18.14M0.0%-6.8%1.723%
2/6/2026Tortoise Investment Management LLC415,867$11.31M1.0%+5.7%1.075%
2/6/2026HighTower Advisors LLC1,510,212$41.08M0.0%+4.8%3.902%
2/5/2026Roberts Glore & Co. Inc. IL46,085$1.25M0.3%-2.5%0.119%
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2/5/2026Northwestern Mutual Wealth Management Co.107,925$2.94M0.0%-62.7%0.279%
2/4/2026World Investment Advisors48,139$1.30M0.0%+75.3%0.125%
2/4/2026Money Concepts Capital Corp123,202$3.35M0.2%+3.0%0.320%
2/4/2026Family Legacy Inc.41,528$1.13M0.3%-3.4%0.108%
2/3/2026NewEdge Wealth LLC244,382$6.65M0.1%+9.3%0.636%
2/3/2026WealthShield Partners LLC3,828$104K0.0%-9.9%0.010%
2/2/2026Truist Financial Corp202,143$5.50M0.0%+2.8%0.526%
2/2/2026Chapman Financial Group LLC40,875$1.11M0.8%+94.6%0.106%
1/30/2026Fagan Associates Inc.16,321$444K0.1%-10.8%0.042%
1/30/2026Keybank National Association OH206,910$5.63M0.0%-3.8%0.538%


BAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 200 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($83.39M), HighTower Advisors LLC ($41.08M), Raymond James Financial Inc. ($40.80M), Raymond James Financial Services Advisors Inc. ($30.68M), Ameriprise Financial Inc. ($29.48M), Bank of America Corp DE ($27.04M), and Bank of Montreal Can ($23.77M).Learn more on Invesco Taxable Municipal Bond ETF's institutional investors.

Of the 164 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), Annex Advisory Services LLC ($3.07M), Jane Street Group LLC ($804.35K), Ameriprise Financial Inc. ($765.62K), Kingsview Wealth Management LLC ($719.37K), HighTower Advisors LLC ($496.68K), and Onyx Bridge Wealth Group LLC ($435.97K).

Institutional investors have bought a total of 6,132,935 shares in the last 24 months. This purchase volume represents approximately $166.26M in transactions.

Of the 82 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: Onyx Bridge Wealth Group LLC ($366.14K), Envestnet Asset Management Inc. ($346.81K), Rational Advisors Inc. ($337.79K), UBS Group AG ($282.29K), PNC Financial Services Group Inc. ($255.84K), Northwestern Mutual Wealth Management Co. ($181.79K), and Ameriprise Financial Inc. ($130.23K).

Institutional investors have sold a total of 2,976,938 shares in the last 24 months. This volume of shares sold represents approximately $80.10M in transactions.



This page (NYSEARCA:BAB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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