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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.23 +0.05 (+0.19%)
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)
88
Total
Institutional Inflows
(last 12 months)
$148.60M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$46.72M
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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
8/27/2026 Corient Private Wealth LP131,550$3.53M0.0%+3.4%0.342%
8/23/2026 Kintra Wealth LLC14,827$392K0.0%N/A0.039%
8/21/2026 Acorn Wealth Advisors LLC9,873$265K0.1%N/A0.026%
8/20/2026 Gill Capital Partners LLC1,706$46K0.0%N/A0.004%
7/10/2026 Annex Advisory Services LLC3,331,378$89.41M1.5%+4.8%8.597%
7/7/2026 Anderson Hoagland & Co.55,462$1.49M0.1%-36.4%0.143%
7/6/2026 Bangor Savings Bank16,706$448K0.0%-13.8%0.043%
6/3/2026 NewEdge Advisors LLC49,250$1.33M0.0%-4.6%0.128%
5/20/2026 Hobbs Group Advisors LLC185,198$4.99M1.5%+1.0%0.480%
5/19/2026 Western Wealth Management LLC2,882$78K0.0%N/A0.007%
5/19/2026 NewEdge Advisors LLC48,278$1.30M0.0%-6.5%0.125%
5/19/2026 Bank of America Corp DE1,002,874$27.04M0.0%-8.3%2.601%
5/18/2026 Royal Bank of Canada119,622$3.23M0.0%-2.5%0.310%
5/14/2026 Hilltop Holdings Inc.23,973$646K0.1%-3.5%0.062%
5/14/2026 Modern Wealth Management LLC13,910$374K0.0%-64.2%0.036%
5/13/2026 Cetera Investment Advisers119,002$3.21M0.0%+40.4%0.309%
5/13/2026 NewEdge Wealth LLC257,158$6.93M0.1%+5.2%0.667%
5/13/2026 First Trust Advisors LP11,333$306K0.0%+10.3%0.029%
5/8/2026 PNC Financial Services Group Inc.596,314$16.08M0.0%-10.6%1.547%
5/7/2026 Spartan Wealth Advisory Services LLC47,873$1.29M0.1%N/A0.124%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC10,904$294K0.0%+23.8%0.028%
5/6/2026 Gould Asset Management LLC CA668,113$18.01M3.1%+2.2%1.733%
5/5/2026 Bank of New York Mellon Corp248,446$6.70M0.0%-32.2%0.644%
5/5/2026 Sanctuary Advisors LLC24,261$654K0.0%+33.6%0.063%
5/1/2026 Fifth Third Bancorp5,577$150K0.0%N/A0.014%
4/30/2026 Kestra Advisory Services LLC37,294$1.01M0.0%+9.4%0.097%
4/30/2026 Money Concepts Capital Corp130,281$3.51M0.2%+5.7%0.338%
4/29/2026 United Asset Strategies Inc.20,697$558K0.0%+2.4%0.054%
4/29/2026 Oceanside Advisors LLC128,693$3.47M2.0%+10.8%0.334%
4/28/2026 Whittier Trust Co. of Nevada Inc.11,359$305K0.0%+52.5%0.029%
4/28/2026 Ascentis Independent Advisors25,356$684K0.1%-18.6%0.066%
4/28/2026 Stephens Inc. AR11,977$323K0.0%-7.2%0.031%
4/28/2026 Astoria Portfolio Advisors LLC.114,698$3.09M0.7%+2.6%0.298%
4/27/2026 PFG Investments LLC76,942$2.07M0.1%+5.3%0.200%
4/27/2026 World Investment Advisors50,842$1.37M0.0%+5.6%0.132%
4/25/2026 Patten Group Inc.108,548$2.93M0.5%+3.7%0.282%
4/25/2026 Keybank National Association OH194,329$5.24M0.0%-6.1%0.504%
4/25/2026 Eagle Bluffs Wealth Management LLC51,525$1.39M0.5%+8.0%0.134%
4/23/2026 Traub Capital Management LLC17,525$472K0.5%+5.2%0.045%
4/22/2026 Caldwell Trust Co18,722$505K0.0%N/A0.049%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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4/22/2026 Onyx Bridge Wealth Group LLC16,947$457K0.0%-27.7%0.044%
4/21/2026 Delta Wealth Advisors LLC11,806$318K0.2%-8.6%0.031%
4/21/2026 Maltin Wealth Management Inc.290,214$7.82M3.0%+3.5%0.760%
3/17/2026 Rockefeller Capital Management L.P.15,958$434K0.0%-4.2%0.041%
3/13/2026 World Investment Advisors48,139$1.31M0.0%+75.3%0.124%
3/9/2026 Corient Private Wealth LLC127,199$3.46M0.0%N/A0.329%
2/24/2026 Astoria Portfolio Advisors LLC.111,806$3.08M0.7%+12.6%0.289%
2/19/2026 Invesco Ltd.218,207$5.94M0.0%-2.1%0.564%
2/18/2026 Mercer Global Advisors Inc. ADV7,370$200K0.0%-66.7%0.019%
2/18/2026 Onyx Bridge Wealth Group LLC23,448$638K0.1%-11.4%0.061%
2/18/2026 NewEdge Advisors LLC51,624$1.40M0.0%-3.9%0.133%
2/18/2026 Readystate Asset Management LP12,122$330K0.0%-4.4%0.031%
2/18/2026 Hyposwiss Advisors SA20,845$567K0.6%N/A0.054%
2/17/2026 Guggenheim Capital LLC266,597$7.25M0.1%+4.9%0.689%
2/17/2026 Cetera Investment Advisers84,788$2.31M0.0%+4.3%0.219%
2/17/2026 Kovack Advisors Inc.9,180$250K0.0%N/A0.024%
2/17/2026 Osaic Holdings Inc.97,491$2.65M0.0%+4.4%0.252%
2/17/2026 Royal Bank of Canada122,703$3.34M0.0%-2.6%0.317%
2/17/2026 Blair William & Co. IL2,505$68K0.0%-13.8%0.006%
2/17/2026 Gould Asset Management LLC CA653,858$17.79M3.2%+6.1%1.690%
2/16/2026 Progressive Investment Management Corp15,524$422K0.1%+3.7%0.040%
2/16/2026 STAR Financial Bank65,597$1.78M0.9%+2.0%0.170%
2/16/2026 Eagle Bluffs Wealth Management LLC47,718$1.30M0.5%+7.2%0.123%
2/16/2026 Atlas Capital Advisors Inc.21,783$592K0.1%N/A0.056%
2/13/2026 Kestra Advisory Services LLC34,081$927K0.0%-27.5%0.088%
2/13/2026 UMB Bank n.a.17,291$470K0.0%+49.4%0.045%
2/13/2026 Stifel Financial Corp195,979$5.33M0.0%-0.8%0.506%
2/13/2026 Wells Fargo & Company MN690,286$18.78M0.0%+10.8%1.784%
2/13/2026 Wealthspire Advisors LLC187,786$5.11M0.0%-6.5%0.485%
2/12/2026Cibc World Markets Corp14,462$393K0.0%N/A0.037%
2/12/2026 Commonwealth Equity Services LLC19,590$533K0.0%-36.9%0.051%
2/12/2026 StoneX Group Inc.7,799$212K0.0%N/A0.020%
2/12/2026 Steward Partners Investment Advisory LLC11,190$304K0.0%+51.4%0.029%
2/12/2026 Bank of Montreal Can873,811$23.77M0.0%+5.2%2.258%
2/12/2026 Sumitomo Mitsui Financial Group Inc.632,708$17.21M0.3%-1.5%1.635%
2/11/2026 Janney Montgomery Scott LLC10,492$285K0.0%N/A0.027%
2/11/2026 LPL Financial LLC460,265$12.52M0.0%+9.9%1.189%
2/10/2026 Sarver Vrooman Wealth Advisors974$26K0.0%N/A0.003%
2/10/2026 Rational Advisors Inc.143,256$3.90M0.4%-7.5%0.370%
2/10/2026 Root Financial Partners LLC1,194$32K0.0%N/A0.003%
2/10/2026 Rothschild Investment LLC15,275$415K0.0%-13.3%0.039%
2/10/2026 Northwestern Mutual Wealth Management Co.314,672$8.56M0.0%+8.6%0.813%
2/10/2026 Moors & Cabot Inc.22,079$601K0.0%+43.2%0.057%
2/9/2026 Kingsview Wealth Management LLC758,986$20.64M0.3%+6.4%1.961%
2/9/2026 Millington Financial Advisors LLC13,544$368K0.2%-15.5%0.035%
2/9/2026 Harbour Investments Inc.4,153$113K0.0%-18.4%0.011%
2/9/2026 Annis Gardner Whiting Capital Advisors LLC8,810$240K0.0%N/A0.023%
2/9/2026 Strategic Financial Concepts LLC7,527$205K0.2%N/A0.019%
2/6/2026 Freedom Investment Management Inc.100,969$2.75M0.8%-13.8%0.261%
2/6/2026 Axxcess Wealth Management LLC12,734$346K0.0%-13.7%0.033%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/6/2026 Wrapmanager Inc.95,826$2.61M0.9%-3.5%0.248%
2/6/2026 IFP Advisors Inc3,508$95K0.0%+26.6%0.009%
2/6/2026 Cullen Frost Bankers Inc.16,052$437K0.0%+5.3%0.041%
2/6/2026 PNC Financial Services Group Inc.666,923$18.14M0.0%-6.8%1.723%
2/6/2026 Tortoise Investment Management LLC415,867$11.31M1.0%+5.7%1.075%
2/6/2026 HighTower Advisors LLC1,510,212$41.08M0.0%+4.8%3.902%
2/5/2026 Roberts Glore & Co. Inc. IL46,085$1.25M0.3%-2.5%0.119%
2/5/2026 Northwestern Mutual Wealth Management Co.107,925$2.94M0.0%-62.7%0.279%
2/4/2026 World Investment Advisors48,139$1.30M0.0%+75.3%0.125%
2/4/2026 Money Concepts Capital Corp123,202$3.35M0.2%+3.0%0.320%


BAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($89.41M), HighTower Advisors LLC ($41.08M), Raymond James Financial Inc. ($40.80M), Ameriprise Financial Inc. ($29.48M), Bank of America Corp DE ($27.04M), Bank of Montreal Can ($23.77M), and Kingsview Wealth Management LLC ($20.64M).Learn more on Invesco Taxable Municipal Bond ETF's institutional investors.

Of the 156 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 ($3.22M), 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 5,464,960 shares in the last 24 months. This purchase volume represents approximately $148.60M in transactions.

Of the 72 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: UBS Group AG ($282.29K), Envestnet Asset Management Inc. ($274.26K), Northwestern Mutual Wealth Management Co. ($181.79K), PNC Financial Services Group Inc. ($138.76K), Ameriprise Financial Inc. ($130.23K), Bank of New York Mellon Corp ($117.79K), and Bank of America Corp DE ($90.62K).

Institutional investors have sold a total of 1,718,228 shares in the last 24 months. This volume of shares sold represents approximately $46.72M in transactions.



Institutional ownership data for NYSEARCA:BAB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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