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Invesco Taxable Municipal Bond ETF (BAB) Institutional Ownership

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$26.24
+0.11 (+0.42%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$249.18M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$82.00M
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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
5/24/2024 Cetera Investment Advisers76,070$2.02M0.0%+552.0%0.159%
5/17/2024 Tidal Investments LLC33,882$900K0.0%-2.3%0.071%
5/16/2024 Jane Street Group LLC226,139$6.00M0.0%N/A0.472%
5/14/2024 Biltmore Family Office LLC66,167$1.76M0.3%+13.2%0.138%
5/14/2024 CreativeOne Wealth LLC20,337$540K0.0%N/A0.042%
5/9/2024 Kingsview Wealth Management LLC198,280$5.26M0.1%+4.2%0.414%
5/9/2024 Koshinski Asset Management Inc.11,724$311K0.0%-28.3%0.024%
5/7/2024 Wealthspire Advisors LLC3,291,338$87.39M1.2%+7.9%6.871%
5/6/2024 Envestnet Portfolio Solutions Inc.9,640$256K0.0%N/A0.020%
5/6/2024 Advisory Alpha LLC49,981$1.33M0.1%-33.8%0.104%
5/4/2024 Gould Asset Management LLC CA458,340$12.17M2.9%+24.8%0.957%
5/4/2024 Joseph P. Lucia & Associates LLC25,181$669K0.4%-8.9%0.053%
5/3/2024 Whittier Trust Co.18,271$485K0.0%-13.0%0.038%
5/2/2024 Palisade Asset Management LLC5,400$143K0.0%N/A0.011%
5/1/2024 Janney Montgomery Scott LLC71,823$1.91M0.0%-6.9%0.147%
5/1/2024 BNP Paribas Financial Markets122,585$3.26M0.0%-46.1%0.251%
5/1/2024 Mirae Asset Global Investments Co. Ltd.72,115$1.92M0.0%+8.8%0.148%
4/30/2024 Private Advisor Group LLC121,685$3.23M0.0%+6.5%0.250%
4/29/2024Commonwealth Equity Services LLC58,440$1.55M0.0%+10.2%0.120%
4/29/2024 Onyx Bridge Wealth Group LLC72,339$1.86M0.3%-76.2%0.148%
4/27/2024 White Pine Investment CO96,448$2.56M0.8%+7.6%0.198%
4/26/2024 UMB Bank n.a.19,029$505K0.0%+17.6%0.039%
4/26/2024 Schmidt P J Investment Management Inc.213,932$5.68M1.1%+5.6%0.439%
4/25/2024 Capital Investment Advisory Services LLC31,466$835K0.1%-32.2%0.065%
4/24/2024 Family Legacy Inc.36,195$961K0.3%+2.4%0.074%
4/24/2024 Oceanside Advisors LLC86,003$2.28M1.9%+1.9%0.176%
4/24/2024 Spire Wealth Management1,150$31K0.0%-49.1%0.002%
4/23/2024 United Asset Strategies Inc.80,697$2.14M0.2%+1.3%0.166%
4/23/2024 Rational Advisors LLC392,160$10.41M1.0%N/A0.804%
4/23/2024 Raymond James Financial Services Advisors Inc.996,419$26.46M0.0%-10.2%2.044%
4/22/2024 Strategic Financial Concepts LLC18,097$480K0.1%+7.9%0.037%
4/22/2024 PFG Investments LLC69,033$1.83M0.1%+31.2%0.142%
4/22/2024 Donaldson Capital Management LLC96,909$2.57M0.1%-41.8%0.199%
4/22/2024 Raymond James & Associates819,353$21.75M0.0%-2.4%1.681%
4/22/2024 Signature Wealth Management Group74,489$1.93M0.9%-2.5%0.153%
4/22/2024 Eagle Bluffs Wealth Management LLC122,710$3.26M2.0%-6.6%0.252%
4/19/2024 American National Bank & Trust Co. VA16,672$442K0.1%N/A0.034%
4/19/2024 Kovack Advisors Inc.13,178$350K0.0%N/A0.027%
4/18/2024 Exchange Capital Management Inc.114,834$3.05M0.5%-1.4%0.236%
4/18/2024 Capstone Capital LLC32,133$853K0.7%-1.2%0.066%
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4/17/2024 Private Ocean LLC972,490$25.82M2.7%+8.3%1.995%
4/16/2024 Astoria Portfolio Advisors LLC.70,831$1.84M0.7%+37.0%0.122%
4/16/2024 Maltin Wealth Management Inc.56,940$1.51M0.9%+148.9%0.098%
4/13/2024 Hoxton Planning & Management LLC15,629$415K0.2%+98.4%0.027%
4/12/2024 Anderson Hoagland & Co.127,209$3.31M0.4%-20.8%0.219%
4/11/2024 Bangor Savings Bank455,822$12.10M1.2%+7.2%0.785%
4/10/2024 Park Avenue Securities LLC9,576$254K0.0%N/A0.016%
4/9/2024 Massmutual Trust Co. FSB ADV15,134$402K0.0%+3.6%0.026%
4/5/2024 NBC Securities Inc.43,352$1.15M0.1%-1.2%0.075%
4/3/2024 Peoples Bank KS1,270$34K0.0%-66.8%0.002%
3/22/2024 PNC Financial Services Group Inc.1,043,028$28.07M0.0%+45.4%1.797%
3/4/2024 Vima LLC1,919$52K0.1%N/A0.003%
2/29/2024 Tortoise Investment Management LLC234,565$6.31M0.9%-14.1%0.404%
2/16/2024Hobbs Group Advisors LLC133,242$3.59M1.6%N/A0.230%
2/16/2024 D L Carlson Investment Group Inc.72,609$1.92M0.4%+1.6%0.125%
2/15/2024 Freedom Investment Management Inc.109,590$2.95M0.2%N/A0.189%
2/15/2024 Biltmore Family Office LLC58,444$1.57M0.3%-25.2%0.101%
2/14/2024 Kingfisher Capital LLC23,612$635K0.2%+3.3%0.041%
2/14/2024 MGO One Seven LLC129,968$3.50M0.2%+43.0%0.224%
2/14/2024 Sollinda Capital Management LLC17,646$475K0.1%N/A0.030%
2/13/2024 Jones Financial Companies Lllp1,707$46K0.0%N/A0.003%
2/12/2024 Stifel Financial Corp170,756$4.60M0.0%-8.9%0.294%
2/12/2024 Hilltop Holdings Inc.19,966$537K0.1%+11.0%0.034%
2/9/2024 Nations Financial Group Inc. IA ADV11,018$296K0.0%-11.0%0.019%
2/9/2024 AXS Investments LLC38,000$1.02M0.2%+171.4%0.065%
2/9/2024 Corient Private Wealth LLC85,171$2.29M0.0%+7.4%0.147%
2/9/2024 Wells Fargo & Company MN790,407$21.27M0.0%-16.9%1.362%
2/9/2024 UBS Group AG621,852$16.73M0.0%-5.4%1.071%
2/9/2024 PNC Financial Services Group Inc.1,043,028$28.07M0.0%+45.4%1.797%
2/8/2024 Tortoise Investment Management LLC233,308$6.25M0.8%-14.5%0.402%
2/8/2024 Kingsview Wealth Management LLC190,257$5.12M0.2%+22.0%0.328%
2/8/2024 OMNI 360 Wealth Inc.7,537$203K0.2%N/A0.013%
2/8/2024 Beacon Pointe Advisors LLC7,960$214K0.0%-29.1%0.014%
2/8/2024 Exchange Capital Management Inc.116,422$3.13M0.6%+2.9%0.201%
2/8/2024 Janney Montgomery Scott LLC77,170$2.08M0.0%-1.9%0.133%
2/8/2024 Fagan Associates Inc.20,737$558K0.1%-4.6%0.036%
2/8/2024 Sumitomo Mitsui Financial Group Inc.768,649$20.68M0.7%+1.8%1.324%
2/8/2024 First United Bank & Trust1,135$31K0.0%N/A0.002%
2/7/2024 NBC Securities Inc.43,865$1.18M0.1%-5.5%0.076%
2/7/2024 Astoria Portfolio Advisors LLC.51,707$1.39M0.6%N/A0.089%
2/7/2024 BNP Paribas Financial Markets227,501$6.12M0.0%+26.5%0.392%
2/7/2024 Wrapmanager Inc.55,393$1.49M0.4%+1.4%0.095%
2/7/2024 Wealthspire Advisors LLC3,049,364$82.06M1.2%+10.7%5.253%
2/6/2024 Centric Wealth Management19,477$518K0.2%N/A0.034%
2/6/2024 Apollon Wealth Management LLC12,221$329K0.0%N/A0.021%
2/6/2024 Private Advisor Group LLC114,272$3.08M0.0%+8.2%0.197%
2/6/2024 SRS Capital Advisors Inc.5,381$145K0.0%-37.8%0.009%
2/6/2024 Great Valley Advisor Group Inc.210,838$5.67M0.2%+59.2%0.363%
2/5/2024 Kestra Private Wealth Services LLC24,425$657K0.0%+8.9%0.042%
2/2/2024 Gilliland Jeter Wealth Management LLC11,389$306K0.1%N/A0.020%
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2/2/2024 Truist Financial Corp273,603$7.36M0.0%+33.0%0.471%
2/2/2024 Gould Asset Management LLC CA367,402$9.89M2.6%-2.6%0.633%
2/1/2024 Millington Financial Advisors LLC9,726$262K0.2%-4.4%0.017%
2/1/2024 Capital Investment Advisory Services LLC46,417$1.25M0.1%-60.4%0.080%
2/1/2024 Sigma Planning Corp15,505$417K0.0%-50.8%0.027%
1/31/2024 Onyx Bridge Wealth Group LLC303,501$8.17M1.6%+4.0%0.523%
1/30/2024 Eagle Bluffs Wealth Management LLC131,420$3.54M2.4%+23.2%0.226%
1/30/2024 United Asset Strategies Inc.79,667$2.14M0.2%+25.5%0.137%
1/30/2024 Donaldson Capital Management LLC166,628$4.48M0.2%-30.3%0.287%
1/30/2024 Bison Wealth LLC13,396$360K0.1%+62.5%0.023%
(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, 209 institutional investors and hedge funds held shares of Invesco Taxable Municipal Bond ETF. The most heavily invested institutionals were Invesco Ltd. ($256.24M), Wealthspire Advisors LLC ($87.39M), Bank of America Corp DE ($58.01M), Ameriprise Financial Inc. ($54.29M), State of Wisconsin Investment Board ($46.96M), Royal Bank of Canada ($34.52M), and Bank of New York Mellon Corp ($31.71M).Learn more on BAB's institutional investors.

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

Of the 157 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: Jane Street Group LLC ($3.48M), Wealthspire Advisors LLC ($1.59M), Bank of New York Mellon Corp ($1.25M), Private Ocean LLC ($972.49K), Rational Advisors LLC ($865.09K), State of Wisconsin Investment Board ($821K), and Raymond James Financial Services Advisors Inc. ($815.34K).

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

Institutional investors have bought a total of 20,949,852 shares in the last 24 months. This purchase volume represents approximately $552.46M in transactions.

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

Of the 124 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: Rational Advisors LLC ($1.50M), Donaldson Capital Management LLC ($1.24M), PFS Investments Inc. ($961.71K), Haverford Trust Co ($579.16K), Bank of America Corp DE ($360.17K), Kingsview Wealth Management LLC ($339.54K), and Tortoise Investment Management LLC ($327.72K).

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

Institutional investors have sold a total of 10,341,879 shares in the last 24 months. This volume of shares sold represents approximately $275.11M in transactions.


This page (NYSEARCA:BAB) was last updated on 6/2/2024 by MarketBeat.com Staff

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