Who Owns BAB?
Invesco Taxable Municipal Bond ETF — Institutional Ownership & 13F Holdings
$26.89
-0.08 (-0.30%)
Market Cap
$1.1B
Shares Outstanding
38,556,203
Institutional Holders
176
Total Inst. Value
$490.7M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
34
Closed Positions
24
Increased
44
Decreased
71
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $40.9M | 1,533,088 |
| 2 | STATE OF WISCONSIN INVESTMENT BOARD | $35.2M | 1,318,800 |
| 3 | HighTower Advisors, LLC | $33.9M | 1,270,735 |
| 4 | AMERIPRISE FINANCIAL INC | $31.2M | 1,169,093 |
| 5 | BANK OF AMERICA CORP /DE/ | $29.0M | 1,086,948 |
| 6 | UBS Group AG | $20.3M | 759,752 |
| 7 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $19.8M | 740,957 |
| 8 | BANK OF MONTREAL /CAN/ | $18.7M | 700,842 |
| 9 | WELLS FARGO & COMPANY/MN | $17.3M | 650,097 |
| 10 | MORGAN STANLEY | $13.6M | 510,968 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +107K | $33.9M |
| AMERIPRISE FINANCIAL INC | +64K | $31.2M |
| BANK OF MONTREAL /CAN/ | +13K | $18.7M |
| CONNING INC. | +20K | $13.1M |
| Tortoise Investment Management, LLC | +135K | $10.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bank of New York Mellon Corp | -1.3M | $9.5M |
| Bangor Savings Bank | -475K | $915 |
| ENVESTNET ASSET MANAGEMENT INC | -320K | $22K |
| JANE STREET GROUP, LLC | -254K | $10.4M |
| MORGAN STANLEY | -177K | $13.6M |
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Frequently Asked Questions
How many institutional investors hold BAB?
As of Q1 2025, 176 institutional investors report holding BAB (Invesco Taxable Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most BAB?
The largest institutional holder of BAB is RAYMOND JAMES FINANCIAL INC with $40.9M in shares.
Are institutions buying or selling BAB?
This quarter, 34 institutions opened new positions in BAB and 24 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.