BAB

Invesco Taxable Municipal Bo

-$3.0M

Net Activity

Institutions Holding

187

Popularity Rank

#3063

Avg Weight

0.20%

Total Value

$672.5M

Ownership Trend

187 institutions currently hold BAB, with 90 net buyers and 76 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

76

Net Buying Institutions

90

Key Holders

Key Holders

Top 5 by Value

AA
Annex Advisory Services, LLC
$85.7M
RJ
Raymond James Financial INC
$43.5M
HA
HighTower Advisors, LLC
$42.8M
AF
Ameriprise Financial INC
$35.7M
SO
State Of Wisconsin Investment Board
$35.6M

Top 5 by Conviction

EC
Elevation Capital Advisory, LLC
3.29%
GA
Gould Asset Management LLC /ca/
3.13%
MW
Maltin Wealth Management, Inc.
2.99%
LC
Lakeshore Capital Group, Inc.
2.58%
OA
Oceanside Advisors LLC
1.98%
View all 187 holding institutions

Quarterly Activity

Recent Activity

+$465.0M

Total Buy Value

$211.0M

Total Sell Value

New buy16
Trim54
Add74
Sold out22

90

Net Buyers

76

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO TAXABLE MUNICIPAL BO (BAB)?
Major stakeholders currently include Annex Advisory Services, LLC ($85.7M), Raymond James Financial INC ($43.5M), HighTower Advisors, LLC ($42.8M). Based on the latest 13F filings, there are a total of 187 tracked investment funds and institutions maintaining positions in BAB.
What is the overall institutional sentiment toward BAB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.0M, driven by 90 managers accumulating shares while 76 reduced their exposure.
Which institutions have been selling or reducing their BAB positions?
In the latest period, 54 funds trimmed their holdings, and 22 managers completely exited their positions. The aggregate reported sell value was $211.0M.
Are there any notable investors adding BAB to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 74 existing holders added to their shares. The total reported buy value for the quarter amounted to $465.0M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail