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Invesco Taxable Municipal Bond ETF

180 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
Net Calls
+$950K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
51
Advisory Alpha
Michigan
$1.87M +$473K +17,838 +34%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.79M -$569K -21,678 -24%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.77M -$1.8M -67,978 -51%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.73M +$200K +7,535 +13%
AHC
55
Anderson Hoagland & Co
Missouri
$1.71M -$28.6K -1,079 -2%
PI
56
PFG Investments
New York
$1.63M +$12.5K +472 +0.8%
SFB
57
STAR Financial Bank
Indiana
$1.59M +$448K +16,869 +39%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.55M -$180K -6,786 -10%
NA
59
NewEdge Advisors
Louisiana
$1.53M +$93.7K +3,533 +7%
DLCIG
60
D.L. Carlson Investment Group
New Hampshire
$1.5M -$1.08M -40,574 -42%
PAG
61
Private Advisor Group
New Jersey
$1.46M -$12.4K -466 -0.8%
PFA
62
Petra Financial Advisors
Colorado
$1.45M -$33K -1,243 -2%
KAS
63
Kestra Advisory Services
Texas
$1.3M +$143K +5,385 +12%
RGC
64
Roberts, Glore & Co
Illinois
$1.27M
Goldman Sachs
65
Goldman Sachs
New York
$1.26M +$738K +27,806 +142%
SAM
66
Smartleaf Asset Management
Massachusetts
$1.24M -$12.5K -472 -1%
SSA
67
SSA Swiss Advisors
$1.19M -$110K -4,181 -8%
EBWM
68
Eagle Bluffs Wealth Management
Missouri
$1.18M -$162K -6,119 -12%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.18M -$2.68M -101,151 -69%
DCM
70
Donaldson Capital Management
Indiana
$1.16M -$6.74K -254 -0.6%
FLI
71
Family Legacy Inc
South Carolina
$1.15M +$12.2K +458 +1%
TI
72
Tidal Investments
Wisconsin
$1.14M +$1.14M +42,818 New
MWM
73
Modern Wealth Management
Kansas
$1.08M +$1.08M +40,618 New
P
74
&Partners
Tennessee
$1.06M +$824K +31,073 +345%
OBWG
75
Onyx Bridge Wealth Group
New York
$1.03M -$9.13M -344,249 -90%