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Invesco Taxable Municipal Bond ETF

196 hedge funds and large institutions have $677M invested in Invesco Taxable Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 30 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
196
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

Top Buyers

1 +$83.8M
2 +$7.52M
3 +$3.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.48M
5
AWM
AE Wealth Management
Kansas
+$2.33M

Top Sellers

1 -$3.53M
2 -$1.33M
3 -$1.11M
4
MOS
MGO One Seven
Ohio
-$755K
5
UBS Group
UBS Group
Switzerland
-$519K
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
Corient Private Wealth
34
Corient Private Wealth
Florida
$3.46M
MCC
35
Money Concepts Capital
Florida
$3.35M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.34M
DCM
37
Donaldson Capital Management
Indiana
$3.25M
OA
38
Oceanside Advisors
South Carolina
$3.16M
DLCIG
39
D.L. Carlson Investment Group
New Hampshire
$3.16M
LCG
40
Lakeshore Capital Group
Illinois
$3.14M
APA
41
Astoria Portfolio Advisors
New York
$3.08M
HCM
42
Hudson Capital Management
New Jersey
$2.99M
PG
43
Patten Group
Tennessee
$2.85M
FIM
44
Freedom Investment Management
Connecticut
$2.75M
Osaic Holdings
45
Osaic Holdings
Arizona
$2.65M
WI
46
WrapManager Inc
California
$2.61M
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$2.45M
AWM
48
AE Wealth Management
Kansas
$2.39M
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.31M
AHC
50
Anderson Hoagland & Co
Missouri
$2.26M