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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$25.69 -0.08 (-0.31%)
Closing price 04:10 PM Eastern
Extended Trading
$25.69 0.00 (-0.01%)
As of 06:03 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$150.04M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$260.63M
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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
10/16/2026Annex Advisory Services LLC58,297$1.48M0.0%-99.3%0.175%
10/15/2026AdvisorNet Financial Inc12,173$311K0.0%+69.0%0.036%
10/14/2026Maltin Wealth Management Inc.206,288$5.22M1.7%-31.3%0.618%
10/9/2026Delta Wealth Advisors LLC10,219$259K0.2%-11.1%0.031%
10/8/2026Farther Finance Advisors LLC3,441$87K0.0%+22,840.0%0.010%
10/6/2026Bangor Savings Bank15,556$394K0.0%-54.9%0.047%
10/5/2026MassMutual Private Wealth & Trust FSB28,030$709K0.0%N/A0.085%
9/23/2026Envestnet Asset Management Inc.627,610$16.85M0.0%-7.3%1.893%
9/9/2026Tortoise Investment Management LLC464,700$12.47M0.9%+8.5%1.209%
9/9/2026Integrated Wealth Concepts LLC17,554$471K0.0%N/A0.046%
9/9/2026NewEdge Advisors LLC50,989$1.37M0.0%+3.5%0.133%
8/27/2026Corient Private Wealth LP131,550$3.53M0.0%+3.4%0.342%
8/23/2026Kintra Wealth LLC14,827$392K0.0%N/A0.039%
8/21/2026Acorn Wealth Advisors LLC9,873$265K0.1%N/A0.026%
8/20/2026Gill Capital Partners LLC1,706$46K0.0%N/A0.004%
7/10/2026Annex Advisory Services LLC3,331,378$89.41M1.5%+4.8%8.597%
7/7/2026Anderson Hoagland & Co.55,462$1.49M0.1%-36.4%0.143%
7/6/2026Bangor Savings Bank16,706$448K0.0%-13.8%0.043%
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%
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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%
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%
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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%


BAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were 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), Kingsview Wealth Management LLC ($20.64M), and Raymond James & Associates ($20.44M).Learn more on Invesco Taxable Municipal Bond ETF's institutional investors.

Of the 154 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 5,520,642 shares in the last 24 months. This purchase volume represents approximately $150.04M in transactions.

Of the 71 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: Annex Advisory Services LLC ($8.30M), Envestnet Asset Management Inc. ($323.51K), UBS Group AG ($282.29K), Northwestern Mutual Wealth Management Co. ($181.79K), PNC Financial Services Group Inc. ($138.76K), Ameriprise Financial Inc. ($130.23K), and Bank of New York Mellon Corp ($117.79K).

Institutional investors have sold a total of 10,170,883 shares in the last 24 months. This volume of shares sold represents approximately $260.63M 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 10/16/2026. New 13F filings are added each quarter as they're published.
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