INVESCO TAXABLE MUNICIPAL BO (BAB) Institutional Ownership Changes & 13F Activity
INVESCO TAXABLE MUNICIPAL BO (BAB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Invesco Ltd., Jane Street Group, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +17,554 | — | 17,554 | $471.15K | Q2 2026 | Sep 09, 2026 |
| Gill Capital Partners, Llc | Buy | +1,706 | — | 1,706 | $45.79K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Buy | +37,062 | +8.3% | 481,335 | $12.92M | Q2 2026 | Aug 19, 2026 |
| Ameriprise Financial Inc | Buy | +948,647 | — | 948,647 | $25.46M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +659,358 | +83.4% | 1,450,389 | $38.93M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +213,410 | — | 213,410 | $5.73M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +168,127 | +184.6% | 259,227 | $6.96M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +118,115 | +7.3% | 1,730,979 | $46.46M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +33,783 | +248.2% | 47,394 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +14,827 | — | 14,827 | $392.32K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -11,791 | -9.9% | 107,831 | $2.89M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -9,350 | -32.4% | 19,528 | $524.13K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +8,734 | — | 8,734 | $381.82K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -6,849 | -4.3% | 151,647 | $4.09M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -6,822 | -0.7% | 996,052 | $26.73M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +1,358 | +2.1% | 66,016 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,229 | +1.1% | 114,112 | $3.06M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +377 | — | 377 | $10.12K | Q2 2026 | Aug 14, 2026 |
| New England Asset Management Inc | Buy | +200 | — | 200 | $5.37K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +43 | +0.4% | 10,128 | $271.83K | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Buy | +3 | +0.0% | 11,715 | $314.43K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -130,088 | -15.8% | 694,189 | $18.63M | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Financial Group, Inc. | Sell | -21,105 | -3.2% | 637,933 | $17.12M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -12,683 | -12.0% | 93,243 | $2.50M | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, Llc | Buy | +11,659 | +6.3% | 196,857 | $5.28M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +11,033 | — | 11,033 | $296.13K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +10,183 | +2.5% | 421,006 | $11.30M | Q2 2026 | Aug 13, 2026 |
| Umb Bank, N.A. | Buy | +6,507 | +47.5% | 20,194 | $542.01K | Q2 2026 | Aug 13, 2026 |
| Atlas Capital Advisors Inc. | Buy | +5,196 | +22.0% | 28,765 | $772.05K | Q2 2026 | Aug 13, 2026 |
| Cibc Bancorp Usa Inc. | Buy | +2,174 | +5.9% | 39,300 | $1.05M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about BAB activity
Which institutional owners are buying BAB?
Institutional owners buying BAB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BAB activity?
"Buy" means an investor increased their reported position in BAB compared to the prior reporting period. This reflects growing exposure to INVESCO TAXABLE MUNICIPAL BO (BAB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BAB increasing?
Institutional interest in BAB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.