BAB icon

Invesco Taxable Municipal Bond ETF

182 hedge funds and large institutions have $576M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
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
$950K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$404K
JPLA
102
Joseph P. Lucia & Associates
New York
$394K
BI
103
Ballast Inc
Kentucky
$394K
AWM
104
Axxcess Wealth Management
California
$389K
MC
105
Moors & Cabot
Massachusetts
$382K
AWS
106
Atria Wealth Solutions
New York
$381K
QFW
107
QTR Family Wealth
Florida
$377K
CWM
108
CIBC World Markets
New York
$370K
NS
109
NBC Securities
Alabama
$368K
PIM
110
Progressive Investment Management
Oregon
$366K
EGM
111
Engineers Gate Manager
New York
$360K
SI
112
Stephens Inc
Arkansas
$356K
SFO
113
Stokes Family Office
Louisiana
$340K
HNB
114
Huntington National Bank
Ohio
$334K
TCM
115
Traub Capital Management
Massachusetts
$330K
NFG
116
Nations Financial Group
Iowa
$328K
UB
117
UMB Bank
Missouri
$307K
Comerica Bank
118
Comerica Bank
Texas
$298K
CPRC
119
Consolidated Portfolio Review Corp
New York
$291K
DWAL
120
Delta Wealth Advisors LLC
Indiana
$279K
PTC
121
Private Trust Company
Ohio
$273K
CAM
122
Cresset Asset Management
Illinois
$266K
Millennium Management
123
Millennium Management
New York
$264K
PCIA
124
Prime Capital Investment Advisors
Kansas
$262K
FWA
125
FORM Wealth Advisors
Wisconsin
$259K