BAB icon

Invesco Taxable Municipal Bond ETF

175 hedge funds and large institutions have $561M invested in Invesco Taxable Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
101
Stokes Family Office
Louisiana
$349K
DC
102
Davenport & Co
Virginia
$347K
RAM
103
Readystate Asset Management
Illinois
$346K
HNB
104
Huntington National Bank
Ohio
$344K
NFG
105
Nations Financial Group
Iowa
$338K
DWA
106
Delta Wealth Advisors
Indiana
$329K
Comerica Bank
107
Comerica Bank
Texas
$321K
UB
108
UMB Bank
Missouri
$316K
CPRC
109
Consolidated Portfolio Review Corp
New York
$300K
First Trust Advisors
110
First Trust Advisors
Illinois
$280K
CAM
111
Cresset Asset Management
Illinois
$274K
QFW
112
QTR Family Wealth
Florida
$273K
PCIA
113
Prime Capital Investment Advisors
Kansas
$245K
GJWM
114
Gilliland Jeter Wealth Management
Arkansas
$243K
CW
115
CreativeOne Wealth
Kansas
$239K
LWM
116
Lionshead Wealth Management
New York
$237K
GSIAS
117
Garden State Investment Advisory Services
New Jersey
$237K
NS
118
NBC Securities
Alabama
$228K
FF
119
Farrell Financial
New York
$228K
AI
120
Atria Investments
North Carolina
$221K
SIC
121
Samalin Investment Counsel
New York
$219K
Lazard Asset Management
122
Lazard Asset Management
New York
$218K
SF
123
Summit Financial
New Jersey
$218K
PTC
124
Private Trust Company
Ohio
$211K
SFS
125
Sowell Financial Services
Arkansas
$209K