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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

Invesco Taxable Municipal Bond ETF logo
$26.20 +0.06 (+0.23%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$176.21M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$157.13M
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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
1/17/2025Hudson Capital Management LLC109,350$2.86M0.9%+6.5%0.228%
1/17/2025Advisory Alpha LLC52,268$1.37M0.0%+6.9%0.109%
1/17/2025White Pine Investment CO111,901$2.93M0.8%+6.6%0.234%
1/17/2025Commons Capital LLC13,734$359K0.3%N/A0.029%
1/17/2025Farrell Financial LLC8,183$214K0.2%-4.6%0.017%
1/16/2025MassMutual Private Wealth & Trust FSB25,678$671K0.0%-1.5%0.054%
1/16/2025Maltin Wealth Management Inc.209,518$5.48M2.7%+8.2%0.437%
1/16/2025UMB Bank n.a.11,483$300K0.0%-50.0%0.024%
1/15/2025 Astoria Portfolio Advisors LLC.84,064$2.17M0.8%-3.7%0.175%
1/14/2025 Park Avenue Securities LLC19,776$517K0.0%+3.7%0.041%
1/8/2025 Peoples Bank KS1,095$29K0.0%-87.3%0.002%
1/7/2025 Bangor Savings Bank509,366$13.32M1.2%+3.9%1.063%
12/26/2024JPMorgan Chase & Co.78,807$2.17M0.0%+16.6%0.165%
11/25/2024Tidal Investments LLC35,694$984K0.0%+4.8%0.075%
11/25/2024World Investment Advisors LLC27,572$760K0.0%+10.5%0.058%
11/25/2024Sanctuary Advisors LLC21,735$578K0.0%+67.9%0.045%
11/22/2024Capstone Capital LLC28,707$791K0.7%-5.0%0.060%
11/18/2024Hobbs Group Advisors LLC147,612$4.07M1.5%+2.6%0.308%
11/15/2024MML Investors Services LLC220,894$6.09M0.0%+92.5%0.461%
11/15/2024Jane Street Group LLC15,545$429K0.0%-89.9%0.032%
11/15/2024Stifel Financial Corp198,525$5.47M0.0%+10.9%0.414%
11/15/2024IHT Wealth Management LLC8,748$241K0.0%N/A0.018%
11/15/2024HighTower Advisors LLC1,004,497$27.69M0.0%+4.1%2.097%
11/15/2024Hilltop Holdings Inc.25,062$691K0.0%+32.1%0.052%
11/14/2024Kingfisher Capital LLC22,286$614K0.1%-6.1%0.047%
11/14/2024Centric Wealth Management20,596$547K0.1%+5.0%0.043%
11/14/2024CreativeOne Wealth LLC13,061$360K0.0%-32.2%0.027%
11/13/2024Freedom Investment Management Inc.195,472$5.39M0.4%+1.1%0.408%
11/13/2024BNP Paribas Financial Markets104,835$2.89M0.0%+83.9%0.219%
11/13/2024Bank of Montreal Can518,865$14.34M0.0%-3.0%1.083%
11/12/2024Kingsview Wealth Management LLC469,941$12.96M0.3%+121.4%0.981%
11/12/2024Great Valley Advisor Group Inc.20,885$576K0.0%-93.7%0.044%
11/9/2024STAR Financial Bank34,414$949K0.6%N/A0.072%
11/8/2024PNC Financial Services Group Inc.1,056,504$29.13M0.0%-4.0%2.206%
11/8/2024Wrapmanager Inc.79,364$2.19M0.6%+26.9%0.166%
11/6/2024Kovack Advisors Inc.9,603$265K0.0%+9.1%0.020%
11/5/2024Aptus Capital Advisors LLC1,050$29K0.0%-40.4%0.002%
11/5/2024Apollon Wealth Management LLC9,602$265K0.0%-73.7%0.020%
11/4/2024Baker Avenue Asset Management LP89,058$2.46M0.1%+7.5%0.186%
11/4/2024Eagle Bluffs Wealth Management LLC119,775$3.30M1.8%-5.3%0.250%
11/4/2024Sigma Planning Corp45,626$1.26M0.0%+76.4%0.095%
10/30/2024Rational Advisors LLC358,925$9.90M1.0%+92.6%0.749%
10/29/2024Donaldson Capital Management LLC86,802$2.39M0.1%+18.5%0.181%
10/29/2024KG&L Capital Management LLC63,809$1.76M0.6%-1.1%0.133%
10/29/2024Glassy Mountain Advisors Inc.26,551$732K0.3%+5.8%0.055%
10/29/2024White Pine Investment CO105,011$2.90M0.8%+7.4%0.219%
10/29/2024Farther Finance Advisors LLC34,368$948K0.0%+5.4%0.072%
10/29/2024Oceanside Advisors LLC88,981$2.45M1.8%+0.8%0.186%
10/28/2024United Asset Strategies Inc.81,248$2.24M0.2%-1.1%0.170%
10/28/2024Petra Financial Advisors Inc.58,356$1.61M1.1%+2.4%0.122%
10/24/2024PFG Investments LLC65,150$1.80M0.1%+17.9%0.136%
10/23/2024Schmidt P J Investment Management Inc.229,868$6.34M1.1%+0.4%0.480%
10/22/2024Private Advisor Group LLC87,772$2.42M0.0%+1.9%0.183%
10/21/2024Whittier Trust Co. of Nevada Inc.14,883$410K0.0%-53.8%0.031%
10/18/2024Raymond James & Associates741,412$20.44M0.0%-5.1%1.548%
10/17/2024Onyx Bridge Wealth Group LLC182,539$5.03M0.8%+176.4%0.381%
10/15/2024NBC Securities Inc.25,695$708K0.1%-12.6%0.054%
10/11/2024Wagner Wealth Management LLC2,788$77K0.0%+5,708.3%0.006%
10/10/2024Koshinski Asset Management Inc.18,970$523K0.0%+67.2%0.040%
10/9/2024Maltin Wealth Management Inc.193,553$5.34M2.6%+47.4%0.404%
10/9/2024Hudson Capital Management LLC102,719$2.83M0.9%N/A0.214%
10/9/2024UMB Bank n.a.22,967$633K0.0%+41.9%0.048%
10/8/2024Hoxton Planning & Management LLC22,732$627K0.2%-11.2%0.047%
10/8/2024Anderson Hoagland & Co.133,903$3.65M0.4%+4.8%0.280%
10/8/2024 Bangor Savings Bank490,126$13.51M1.3%+2.6%1.023%
10/4/2024 Peoples Bank KS8,645$238K0.2%+350.3%0.018%
10/3/2024 Park Avenue Securities LLC19,068$526K0.0%+25.8%0.040%
10/2/2024Massmutual Trust Co. FSB ADV26,065$719K0.0%+69.8%0.054%
9/5/2024Sanctuary Advisors LLC12,949$333K0.0%N/A0.027%
8/22/2024Cetera Investment Advisers91,235$2.41M0.0%+19.9%0.190%
8/21/2024Advisory Alpha LLC48,570$1.28M0.1%-2.8%0.101%
8/21/2024Truist Financial Corp264,820$6.99M0.0%-11.1%0.553%
8/16/2024Northwestern Mutual Wealth Management Co.68,659$1.81M0.0%+46.7%0.143%
8/15/2024Kingfisher Capital LLC23,735$626K0.1%+3.4%0.050%
8/14/2024Bank of Montreal Can534,725$14.28M0.0%+1.6%1.116%
8/13/2024Merriman Wealth Management LLC221,479$5.84M0.3%N/A0.462%
8/12/2024Blair William & Co. IL6,966$184K0.0%-5.9%0.015%
8/12/2024Waterloo Capital L.P.14,590$385K0.0%-2.9%0.030%
8/9/2024Renaissance Technologies LLC68,931$1.82M0.0%N/A0.144%
8/8/2024Wrapmanager Inc.62,549$1.65M0.5%+10.7%0.131%
8/8/2024Wealthspire Advisors LLC511,516$13.49M0.2%-84.5%1.068%
8/7/2024MGO One Seven LLC32,940$869K0.0%+2.4%0.069%
8/7/2024PFG Investments LLC55,262$1.46M0.1%-19.9%0.115%
8/6/2024Cullen Frost Bankers Inc.5,474$144K0.0%+44.0%0.011%
8/5/2024Private Advisor Group LLC86,124$2.27M0.0%-29.2%0.180%
8/2/2024Tortoise Investment Management LLC236,750$6.25M0.7%+5.6%0.494%
8/1/2024United Asset Strategies Inc.82,167$2.17M0.2%+1.8%0.172%
7/31/2024Commonwealth Equity Services LLC115,548$3.05M0.0%+97.7%0.241%
7/31/2024Private Ocean LLC16,674$440K0.0%-98.3%0.035%
7/31/2024Rothschild Investment LLC18,025$476K0.0%N/A0.038%
7/30/2024 International Assets Investment Management LLC2,152$57K0.0%N/A0.004%
7/29/2024Nations Financial Group Inc. IA ADV12,479$329K0.0%+14.6%0.026%
7/29/2024UMB Bank n.a.16,180$427K0.0%-15.0%0.034%
7/29/2024Schmidt P J Investment Management Inc.228,887$6.04M1.1%+7.0%0.478%
7/29/2024Whittier Trust Co. of Nevada Inc.32,235$850K0.0%-31.1%0.067%
7/29/2024Whittier Trust Co.14,817$391K0.0%-18.9%0.031%
7/26/2024Cambridge Investment Research Advisors Inc.178,449$4.71M0.0%+310.9%0.373%
7/26/2024Oceanside Advisors LLC88,309$2.33M1.9%+2.7%0.184%
7/26/2024Rational Advisors LLC186,364$4.92M0.5%-52.5%0.389%
7/26/2024Bank of New York Mellon Corp1,602,854$42.28M0.0%+1.6%3.346%
(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 Invesco Ltd. ($256.24M), Bank of America Corp DE ($58.01M), Ameriprise Financial Inc. ($54.29M), State of Wisconsin Investment Board ($46.96M), Bank of New York Mellon Corp ($42.28M), Raymond James Financial Services Advisors Inc. ($30.68M), and PNC Financial Services Group Inc. ($29.13M).Learn more on BAB's institutional investors.

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

Of the 147 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: Wealthspire Advisors LLC ($1.29M), Bank of New York Mellon Corp ($1.28M), Rational Advisors LLC ($1.04M), Private Ocean LLC ($972.49K), Raymond James Financial Services Advisors Inc. ($843.02K), State of Wisconsin Investment Board ($821K), and Bank of Montreal Can ($732.69K).

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

Institutional investors have bought a total of 15,815,198 shares in the last 24 months. This purchase volume represents approximately $417.28M in transactions.

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

Of the 118 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 ($2.78M), Rational Advisors LLC ($1.05M), Private Ocean LLC ($955.82K), Donaldson Capital Management LLC ($659.05K), Haverford Trust Co ($578.72K), Raymond James & Associates ($367.43K), and Tortoise Investment Management LLC ($320.70K).

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

Institutional investors have sold a total of 10,883,078 shares in the last 24 months. This volume of shares sold represents approximately $287.54M in transactions.



This page (NYSEARCA:BAB) was last updated on 1/18/2025 by MarketBeat.com Staff
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