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Invesco Taxable Municipal Bond ETF

194 hedge funds and large institutions have $673M invested in Invesco Taxable Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$5.5M
Barclays
27
Barclays
United Kingdom
$5.44M
SMI
28
Shelter Mutual Insurance
Missouri
$5.4M
Stifel Financial
29
Stifel Financial
Missouri
$5.33M
WANY
30
Wealthspire Advisors (New York)
New York
$5.11M
HGA
31
Hobbs Group Advisors
South Carolina
$4.99M
RA
32
Rational Advisors
New York
$3.9M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.79M
MCC
34
Money Concepts Capital
Florida
$3.35M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.34M
DCM
36
Donaldson Capital Management
Indiana
$3.25M
OA
37
Oceanside Advisors
South Carolina
$3.16M
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$3.16M
LCG
39
Lakeshore Capital Group
Illinois
$3.14M
APA
40
Astoria Portfolio Advisors
New York
$3.08M
HCM
41
Hudson Capital Management
New Jersey
$2.99M
PG
42
Patten Group
Tennessee
$2.85M
FIM
43
Freedom Investment Management
Connecticut
$2.75M
Osaic Holdings
44
Osaic Holdings
Arizona
$2.65M
WI
45
WrapManager Inc
California
$2.61M
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$2.45M
AWM
47
AE Wealth Management
Kansas
$2.39M
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.31M
AHC
49
Anderson Hoagland & Co
Missouri
$2.26M
SWMG
50
Signature Wealth Management Group
Georgia
$2.2M