Who Owns Invesco Taxable Municipal Bond ETF (BAB)?Hedge Fund & Institutional Holders

$27.10+0.08 (+0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$25.69$26.26$26.83$27.39$27.96Sep 24Jun 25Mar 26

BAB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CONNING INC.New Position+490K+$13.3B
Maltin Wealth Management, Inc.New Position+280K+$7.6B
KEYBANK NATIONAL ASSOCIATION/OHNew Position+207K+$5.6B
AMERIPRISE FINANCIAL INCIncreased+146K+$3.5B
MONEY CONCEPTS CAPITAL CORPNew Position+123K+$3.4B
DONALDSON CAPITAL MANAGEMENT, LLCNew Position+119K+$3.2B
Lakeshore Capital Group, Inc.New Position+115K+$3.1B
JONES FINANCIAL COMPANIES LLLPNew Position+139K+$3.0B
Hudson Capital Management LLCNew Position+110K+$3.0B
Signature Wealth Management GroupNew Position+81K+$2.2B
OneDigital Investment Advisors LLCNew Position+81K+$2.0B
TI-TRUST, INCNew Position+73K+$2.0B
PFG Investments, LLCNew Position+73K+$2.0B
KG&L Capital Management,LLCNew Position+67K+$1.8B
Eagle Bluffs Wealth Management LLCNew Position+48K+$1.3B

BAB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-182K-$7.9B
Hershey Financial Advisers, LLCClosed Position-129K-$3.5B
Freedom Investment Management, Inc.Decreased-16K-$3.2B
Astoria Portfolio Advisors LLC.Closed Position-99K-$2.7B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-49K-$2.5B
Advisory Alpha, LLCDecreased-39-$1.5B
NewEdge Advisors, LLCDecreased-2K-$1.5B
SSA SWISS ADVISORS AGClosed Position-51K-$1.4B
JPMORGAN CHASE & CODecreased-4K-$1.3B
Tidal Investments LLCDecreased-6K-$1.2B
Hilltop Holdings Inc.Decreased-124-$681.4M
MERCER GLOBAL ADVISORS INC /ADVDecreased-15K-$603.6M
UBS Group AGDecreased-19K-$563.9M
SUMITOMO MITSUI FINANCIAL GROUP, INC.Decreased-9K-$522.5M
Wealthspire Advisors, LLCDecreased-13K-$482.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STATE OF WISCONSIN INVESTMENT BOARD1,318,800$35.0B78.23%Share
2AMERIPRISE FINANCIAL INC1,224,905$33.0B7.46%Share
3RAYMOND JAMES FINANCIAL INC1,081,164$29.0B9.02%Share
4BANK OF AMERICA CORP /DE/909,270$24.0B1.75%Share
5BANK OF MONTREAL /CAN/870,202$23.0B7.97%Share
6SUMITOMO MITSUI FINANCIAL GROUP, INC.632,708$17.0B300.94%Share
7RAYMOND JAMES FINANCIAL INC522,917$14.0B4.36%Share
8WELLS FARGO & COMPANY/MN532,045$14.0B2.55%Share
9CONNING INC.490,000$13.3B0.45%Share
10UBS Group AG487,785$13.3B2.15%Share
11PNC FINANCIAL SERVICES GROUP, INC.503,979$13.0B7.10%Share
12Tortoise Investment Management, LLC415,867$11.3B0.99%Share
13Maltin Wealth Management, Inc.280,336$7.6B3.03%Share
14GUGGENHEIM CAPITAL LLC266,597$7.0B50.13%Share
15Invesco Ltd.218,075$5.9B0.91%Share
16KEYBANK NATIONAL ASSOCIATION/OH206,910$5.6B20.15%Share
17STIFEL FINANCIAL CORP195,979$5.0B4.50%Share
18BARCLAYS PLC200,000$5.0B1.20%Share
19Wealthspire Advisors, LLC187,786$5.0B39.79%Share
20Hobbs Group Advisors, LLC183,344$5.0B1.50%Share
21BANK OF AMERICA CORP /DE/178,412$4.0B0.29%Share
22WELLS FARGO & COMPANY/MN158,241$4.0B0.73%Share
23MONEY CONCEPTS CAPITAL CORP123,202$3.4B0.19%Share
24DONALDSON CAPITAL MANAGEMENT, LLC119,312$3.2B0.10%Share
25Oceanside Advisors LLC116,098$3.2B1.91%Share
26ROYAL BANK OF CANADA120,396$3.0B0.49%Share
27JONES FINANCIAL COMPANIES LLLP139,181$3.0B1.83%Share
28Hudson Capital Management LLC110,024$3.0B0.75%Share
29Lakeshore Capital Group, Inc.87,179$2.4B1.90%Share
30Signature Wealth Management Group80,748$2.2B0.90%Share
31PNC FINANCIAL SERVICES GROUP, INC.76,983$2.0B1.09%Share
32OSAIC HOLDINGS, INC.92,958$2.0B2.92%Share
33PNC FINANCIAL SERVICES GROUP, INC.76,983$2.0B1.09%Share
34OneDigital Investment Advisors LLC80,748$2.0B19.60%Share
35TI-TRUST, INC73,462$2.0B1.23%Share
36PFG Investments, LLC73,054$2.0B0.09%Share
37KG&L Capital Management,LLC67,285$1.8B0.45%Share
38STAR Financial Bank65,597$1.8B0.91%Share
39PETRA FINANCIAL ADVISORS INC54,510$1.5B0.87%Share
40Eagle Bluffs Wealth Management LLC47,718$1.3B0.53%Share
41Family Legacy, Inc.41,528$1.1B0.34%Share
42Modern Wealth Management, LLC38,848$1.1B19.26%Share
43ROBERTS GLORE & CO INC /IL/46,085$1.0B0.27%Share
44CHAPMAN FINANCIAL GROUP, LLC35,775$973.0M0.66%Share
45Savvy Advisors, Inc.32,765$891.0M0.03%Share
46Golden State Equity Partners31,168$847.0M0.14%Share
47Freestone Capital Holdings, LLC30,156$820.0M0.02%Share
48Whipplewood Advisors, LLC29,555$803.0M0.52%Share
49Lakeshore Capital Group, Inc.28,272$769.0M0.62%Share
50Ashton Thomas Private Wealth, LLC27,365$744.0M0.02%Share

BAB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025190$354.7B+82
Q3 2025108$375.5B-60
Q2 2025168$423.5B-8
Q1 2025176$516.2B+10
Q4 2024166$10.2T+34
Q3 2024132$107.5T-12
Q2 2024144$83.6T+5
Q1 2024139$540.8T—

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As of Q4 2025, 50 institutional investors hold BAB (Invesco Taxable Municipal Bond ETF). The largest holder is STATE OF WISCONSIN INVESTMENT BOARD with $35.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BAB?

As of Q4 2025, 50 institutional investors report holding BAB (Invesco Taxable Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of BAB?

The largest institutional holder of BAB is STATE OF WISCONSIN INVESTMENT BOARD with $35.0B in shares.

Is institutional ownership of BAB increasing or decreasing?

This quarter, 14 institutions opened new positions in BAB and 3 closed their positions.