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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.60 +0.19 (+0.72%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$274.14M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$179.94M
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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
2/17/2025 Tidal Investments LLC36,681$959K0.0%+2.8%0.077%
2/17/2025 Lionshead Wealth Management LLC14,288$374K0.3%N/A0.030%
2/17/2025 Cresset Asset Management LLC10,030$262K0.0%-50.0%0.021%
2/17/2025 Cetera Investment Advisers87,598$2.29M0.0%+12.5%0.183%
2/17/2025 Chapman Financial Group LLC2,700$71K0.1%N/A0.006%
2/17/2025 Baker Avenue Asset Management LP97,199$2.54M0.1%+9.1%0.203%
2/17/2025 Bank of America Corp DE1,182,536$30.92M0.0%-5.3%2.469%
2/17/2025 BNP Paribas Financial Markets156,753$4.10M0.0%+49.5%0.327%
2/17/2025 Ameriprise Financial Inc.1,104,776$28.89M0.0%+190.4%2.306%
2/14/2025 Jane Street Group LLC645,959$16.89M0.0%+4,055.4%1.349%
2/14/2025 MGO One Seven LLC29,026$759K0.0%-5.6%0.061%
2/14/2025 Stifel Financial Corp201,142$5.26M0.0%+1.3%0.420%
2/14/2025 MML Investors Services LLC232,717$6.09M0.0%+5.4%0.486%
2/14/2025 Freedom Investment Management Inc.186,501$4.88M0.4%-4.6%0.389%
2/14/2025 GeoWealth Management LLC13,088$342K0.0%-95.7%0.027%
2/13/2025 NewEdge Advisors LLC50,218$1.31M0.0%+3,841.8%0.105%
2/13/2025 Guggenheim Capital LLC210,199$5.50M0.0%+8.9%0.439%
2/13/2025 CreativeOne Wealth LLC11,775$308K0.0%-9.8%0.025%
2/13/2025 Savvy Advisors Inc.31,828$832K0.1%N/A0.066%
2/13/2025 Raymond James Financial Inc.1,635,406$42.77M0.0%N/A3.414%
2/13/2025 Renaissance Technologies LLC10,000$262K0.0%-88.4%0.021%
2/13/2025 Invesco Ltd.243,524$6.37M0.0%-22.3%0.508%
2/13/2025 Bank of Montreal Can688,027$17.99M0.0%+32.6%1.436%
2/13/2025 Sumitomo Mitsui Financial Group Inc.751,977$19.66M0.3%+1.0%1.570%
2/13/2025 Cerity Partners LLC30,076$786K0.0%-9.1%0.063%
2/13/2025 Waterloo Capital L.P.10,962$287K0.0%-21.5%0.023%
2/13/2025 Envestnet Asset Management Inc.1,157,818$30.28M0.0%+2.6%2.417%
2/13/2025 Wells Fargo & Company MN655,782$17.15M0.0%-3.2%1.369%
2/12/2025 Atlas Capital Advisors Inc.7,133$187K0.0%N/A0.015%
2/12/2025 World Investment Advisors23,829$623K0.0%-13.6%0.050%
2/12/2025 Centric Wealth Management22,682$593K0.2%+10.1%0.047%
2/12/2025 Treynor Bancshares Inc.81,250$2.13M2.2%N/A0.170%
2/12/2025 National Bank of Canada FI1,295$34K0.0%-25.5%0.003%
2/12/2025 Family Legacy Inc.42,997$1.12M0.4%+12.1%0.090%
2/12/2025 D L Carlson Investment Group Inc.98,784$2.58M0.5%+2.8%0.206%
2/12/2025 Hobbs Group Advisors LLC149,360$3.91M1.5%+1.2%0.312%
2/12/2025 Progressive Investment Management Corp12,181$319K0.1%+47.0%0.025%
2/12/2025 JPMorgan Chase & Co.79,721$2.09M0.0%+1.2%0.166%
2/11/2025 Sequent Planning LLC8,225$215K0.1%-5.2%0.017%
2/11/2025 LPL Financial LLC541,008$14.15M0.0%+8.6%1.129%
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2/11/2025 1620 Investment Advisors Inc.1,165$30K0.0%N/A0.002%
2/11/2025 Whittier Trust Co. of Nevada Inc.13,479$352K0.0%-9.4%0.028%
2/10/2025 Petra Financial Advisors Inc.56,181$1.47M1.0%-3.7%0.117%
2/10/2025 Cibc World Markets Corp40,802$1.07M0.0%+57.8%0.085%
2/10/2025 GWN Securities Inc.8,127$213K0.1%N/A0.017%
2/10/2025 Corient Private Wealth LLC109,187$2.86M0.0%+1.8%0.228%
2/10/2025 Envestnet Portfolio Solutions Inc.13,534$354K0.0%+21.3%0.028%
2/10/2025 Farther Finance Advisors LLC2,557$67K0.0%-92.6%0.005%
2/7/2025 HighTower Advisors LLC1,163,960$30.44M0.0%+15.9%2.430%
2/7/2025 Donaldson Capital Management LLC92,799$2.43M0.1%+6.9%0.194%
2/7/2025 Tortoise Investment Management LLC254,903$6.67M0.7%+7.7%0.532%
2/7/2025 Roberts Glore & Co. Inc. IL55,517$1.45M0.4%-7.7%0.116%
2/7/2025 PNC Financial Services Group Inc.1,010,850$26.43M0.0%-4.3%2.110%
2/6/2025 Raymond James Financial Inc.1,635,406$42.77M0.0%N/A3.414%
2/6/2025 Cullen Frost Bankers Inc.16,051$420K0.0%+48.5%0.034%
2/6/2025 Keybank National Association OH216,122$5.65M0.0%-1.3%0.451%
2/6/2025 Patten Group Inc.92,774$2.43M0.5%-15.5%0.194%
2/6/2025 Jones Financial Companies Lllp120,217$3.14M0.0%+49.0%0.251%
2/5/2025 Smartleaf Asset Management LLC77,776$2.04M0.2%+1.0%0.162%
2/5/2025 Private Trust Co. NA10,229$267K0.0%-9.8%0.021%
2/5/2025 Kovack Advisors Inc.11,926$312K0.0%+24.2%0.025%
2/5/2025 NewEdge Wealth LLC180,130$4.71M0.1%N/A0.376%
2/5/2025 Whipplewood Advisors LLC27,681$724K0.4%N/A0.058%
2/4/2025 Exchange Capital Management Inc.15,166$397K0.1%-76.4%0.032%
2/4/2025 Bank of New York Mellon Corp1,668,170$43.62M0.0%+2.4%3.483%
2/4/2025 Wrapmanager Inc.86,703$2.27M0.6%+9.2%0.181%
2/4/2025 Millington Financial Advisors LLC12,001$316K0.2%+19.3%0.025%
2/4/2025 Quartz Partners LLC8,958$234K0.1%-7.7%0.019%
2/4/2025 Wealthspire Advisors LLC312,111$8.16M0.1%-26.1%0.652%
2/3/2025 Sigma Planning Corp15,605$408K0.0%-65.8%0.033%
2/3/2025 Private Advisor Group LLC84,145$2.20M0.0%-4.1%0.176%
1/31/2025 Truist Financial Corp247,099$6.46M0.0%-17.1%0.516%
1/31/2025 Sanctuary Advisors LLC29,958$788K0.0%+37.8%0.063%
1/31/2025 Rational Advisors LLC528,974$13.83M1.4%+47.4%1.104%
1/30/2025 Strategic Financial Concepts LLC17,008$445K0.0%N/A0.036%
1/29/2025 Oceanside Advisors LLC92,472$2.42M1.8%+3.9%0.193%
1/28/2025 Kingsview Wealth Management LLC297,313$7.78M0.2%-36.7%0.621%
1/28/2025 Apollon Wealth Management LLC9,097$238K0.0%-5.3%0.019%
1/28/2025 Strategic Financial Concepts LLC38,008$994K0.0%N/A0.079%
1/27/2025 Consolidated Portfolio Review Corp11,810$309K0.0%+4.0%0.025%
1/27/2025 Glassy Mountain Advisors Inc.35,718$934K0.3%+34.5%0.075%
1/27/2025 Schmidt P J Investment Management Inc.232,709$6.09M1.1%+1.2%0.486%
1/27/2025 Onyx Bridge Wealth Group LLC63,622$1.66M0.2%-65.1%0.133%
1/27/2025 Money Concepts Capital Corp112,721$2.95M0.2%-2.5%0.235%
1/27/2025 Mirae Asset Global Investments Co. Ltd.84,211$2.21M0.0%-9.9%0.176%
1/24/2025 Spire Wealth Management1,732$45K0.0%N/A0.004%
1/24/2025 Eagle Bluffs Wealth Management LLC50,735$1.33M0.7%-57.6%0.106%
1/24/2025 KG&L Capital Management LLC66,947$1.75M0.6%+4.9%0.140%
1/23/2025 Capital Investment Advisory Services LLC4,348$114K0.0%-25.6%0.009%
1/23/2025 Capstone Capital LLC26,599$696K0.6%-7.3%0.056%
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1/22/2025 Joseph P. Lucia & Associates LLC18,400$481K0.2%-9.8%0.038%
1/22/2025 United Asset Strategies Inc.69,965$1.83M0.2%-13.9%0.146%
1/22/2025 PFG Investments LLC63,320$1.66M0.1%-2.8%0.132%
1/21/2025 Anderson Hoagland & Co.72,119$1.89M0.2%-46.1%0.151%
1/17/2025 Hudson Capital Management LLC109,350$2.86M0.9%+6.5%0.228%
1/17/2025 Advisory Alpha LLC52,268$1.37M0.0%+6.9%0.109%
1/17/2025 White Pine Investment CO111,901$2.93M0.8%+6.6%0.234%
1/17/2025 Commons Capital LLC13,734$359K0.3%N/A0.029%
1/17/2025 Farrell Financial LLC8,183$214K0.2%-4.6%0.017%
1/16/2025 MassMutual Private Wealth & Trust FSB25,678$671K0.0%-1.5%0.054%
(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, 196 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were State of Wisconsin Investment Board ($46.96M), Bank of New York Mellon Corp ($43.62M), Raymond James Financial Inc. ($42.77M), Bank of America Corp DE ($30.92M), Raymond James Financial Services Advisors Inc. ($30.68M), HighTower Advisors LLC ($30.44M), and Envestnet Asset Management Inc. ($30.28M).Learn more on BAB's institutional investors.

Which institutional investors have been buying Invesco Taxable Municipal Bond ETF stock?

Of the 158 institutional investors that purchased Invesco Taxable Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.27M), Bank of New York Mellon Corp ($1.32M), Wealthspire Advisors LLC ($1.29M), Private Ocean LLC ($972.49K), Ameriprise Financial Inc. ($885.67K), Jane Street Group LLC ($856.55K), and State of Wisconsin Investment Board ($821K).

How much institutional buying is happening at Invesco Taxable Municipal Bond ETF?

Institutional investors have bought a total of 20,044,892 shares in the last 24 months. This purchase volume represents approximately $528.65M in transactions.

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

Of the 113 institutional investors that sold Invesco Taxable Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthspire Advisors LLC ($2.89M), Rational Advisors LLC ($1.05M), Private Ocean LLC ($955.82K), Haverford Trust Co ($551.75K), Donaldson Capital Management LLC ($410.33K), Onyx Bridge Wealth Group LLC ($385.70K), and Tortoise Investment Management LLC ($316.11K).

How much institutional selling is happening at Invesco Taxable Municipal Bond ETF?

Institutional investors have sold a total of 10,624,280 shares in the last 24 months. This volume of shares sold represents approximately $281.48M in transactions.



This page (NYSEARCA:BAB) was last updated on 2/22/2025 by MarketBeat.com Staff
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