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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Wells Fargo & Company/Mn, Bank Of America Corp, Morgan Stanley, and Cibc World Market Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | Sell | -3,240 | -3.6% | 86,940 | $2.34M | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Buy | +100,745 | +14.6% | 791,031 | $21.33M | Q1 2026 | Jul 08, 2026 |
| Hobbs Group Advisors, Llc | Buy | +1,854 | +1.0% | 185,198 | $4.99M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +2,882 | — | 2,882 | $77.69K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -90,621 | -8.3% | 1,002,874 | $27.04M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -3,346 | -6.5% | 48,278 | $74.47K | Q1 2026 | May 18, 2026 |
| Corient Private Wealth Llc | Buy | +127,199 | — | 127,199 | $3.46M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -55,114 | -6.3% | 824,277 | $22.22M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +31,056 | — | 31,056 | $837.27K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +22,008 | +8.3% | 288,605 | $7.78M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +19,315 | +13.9% | 158,496 | $4.23M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +15,392 | +15.8% | 112,883 | $3.04M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +13,611 | — | 13,611 | $366.95K | Q1 2026 | May 15, 2026 |
| Shelton Capital Management | Buy | +11,712 | — | 11,712 | $315.76K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +9,350 | +47.9% | 28,878 | $778.55K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +9,090 | +16.4% | 64,658 | $1.74M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -3,081 | -2.5% | 119,622 | $3.23M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -1,043 | -45.0% | 1,273 | $34.31K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Sell | -1,000 | -11.1% | 7,970 | $214.87K | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, Llc | Sell | -840 | -7.3% | 10,596 | $285.67K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +626 | +15.1% | 4,779 | $128.84K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +283 | — | 283 | $7.64K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -95 | -3.9% | 2,369 | $63.87K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +87 | +1.0% | 8,665 | $233.61K | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +39 | +0.4% | 10,085 | $271.88K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -7 | -87.5% | 1 | $27.00 | Q1 2026 | May 15, 2026 |
| Cibc World Market Inc. | Buy | +33,000 | — | 33,000 | $889.68K | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Financial Group, Inc. | Buy | +26,330 | +4.2% | 659,038 | $17.77M | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, Llc | Sell | -24,938 | -64.2% | 13,910 | $374.46K | Q1 2026 | May 14, 2026 |
| Advisory Alpha, Llc | Sell | -20,899 | -38.6% | 33,253 | $896.52K | Q1 2026 | May 14, 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.