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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
SWMG
51
Signature Wealth Management Group
Georgia
$2.2M
OIA
52
OneDigital Investment Advisors
Kansas
$2.2M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.01M
TT
54
TI-Trust
Illinois
$2M
PI
55
PFG Investments
New York
$1.99M
KLCM
56
KG&L Capital Management
Louisiana
$1.83M
MML Investors Services
57
MML Investors Services
Massachusetts
$1.82M
SFB
58
STAR Financial Bank
Indiana
$1.78M
P
59
&Partners
Tennessee
$1.51M
PFA
60
Petra Financial Advisors
Colorado
$1.48M
AA
61
Advisory Alpha
Michigan
$1.47M
NA
62
NewEdge Advisors
Louisiana
$1.4M
WIA
63
World Investment Advisors
California
$1.31M
EBWM
64
Eagle Bluffs Wealth Management
Missouri
$1.3M
RGC
65
Roberts, Glore & Co
Illinois
$1.25M
JP Morgan Chase
66
JP Morgan Chase
New York
$1.16M
FLI
67
Family Legacy Inc
South Carolina
$1.13M
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$1.12M
CFG
69
Chapman Financial Group
Hawaii
$1.11M
SSA
70
SSA Swiss Advisors
$1.08M
MWM
71
Modern Wealth Management
Kansas
$1.06M
TI
72
Tidal Investments
Wisconsin
$1.05M
KAS
73
Kestra Advisory Services
Texas
$927K
SAI
74
Savvy Advisors Inc
New York
$891K
GSEP
75
Golden State Equity Partners
California
$848K