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Invesco Taxable Municipal Bond ETF

179 hedge funds and large institutions have $564M invested in Invesco Taxable Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
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
TCM
101
Traub Capital Management
Massachusetts
$370K
SI
102
Stephens Inc
Arkansas
$359K
SFO
103
Stokes Family Office
Louisiana
$349K
DC
104
Davenport & Co
Virginia
$347K
RAM
105
Readystate Asset Management
Illinois
$346K
HNB
106
Huntington National Bank
Ohio
$344K
NFG
107
Nations Financial Group
Iowa
$338K
DWA
108
Delta Wealth Advisors
Indiana
$329K
Comerica Bank
109
Comerica Bank
Texas
$321K
UB
110
UMB Bank
Missouri
$316K
CPRC
111
Consolidated Portfolio Review Corp
New York
$300K
First Trust Advisors
112
First Trust Advisors
Illinois
$280K
CAM
113
Cresset Asset Management
Illinois
$274K
QFW
114
QTR Family Wealth
Florida
$273K
PCIA
115
Prime Capital Investment Advisors
Kansas
$245K
GJWM
116
Gilliland Jeter Wealth Management
Arkansas
$243K
CW
117
CreativeOne Wealth
Kansas
$239K
LWM
118
Lionshead Wealth Management
New York
$237K
GSIAS
119
Garden State Investment Advisory Services
New Jersey
$237K
NS
120
NBC Securities
Alabama
$228K
FF
121
Farrell Financial
New York
$228K
AI
122
Atria Investments
North Carolina
$221K
SIC
123
Samalin Investment Counsel
New York
$219K
Lazard Asset Management
124
Lazard Asset Management
New York
$218K
SF
125
Summit Financial
New Jersey
$218K