BAB icon

Invesco Taxable Municipal Bond ETF

194 hedge funds and large institutions have $673M invested in Invesco Taxable Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 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
194
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$434K
PIM
102
Progressive Investment Management
Oregon
$422K
CCP
103
Cane Capital Partners
Louisiana
$418K
RIL
104
Rothschild Investment LLC
Illinois
$415K
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$414K
CWM
106
CIBC World Markets
New York
$393K
MFA
107
Millington Financial Advisors
Illinois
$368K
DWA
108
Delta Wealth Advisors
Indiana
$351K
SI
109
Stephens Inc
Arkansas
$351K
SFO
110
Stokes Family Office
Louisiana
$348K
AWM
111
Axxcess Wealth Management
California
$346K
CCM
112
Colorado Capital Management
Colorado
$342K
RAM
113
Readystate Asset Management
Illinois
$330K
JPLA
114
Joseph P. Lucia & Associates
New York
$311K
SPIA
115
Steward Partners Investment Advisory
New York
$304K
NFG
116
Nations Financial Group
Iowa
$291K
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$285K
First Trust Advisors
118
First Trust Advisors
Illinois
$280K
CAM
119
Cresset Asset Management
Illinois
$273K
FWA
120
FORM Wealth Advisors
Wisconsin
$271K
QFW
121
QTR Family Wealth
Florida
$265K
PCIA
122
Prime Capital Investment Advisors
Kansas
$251K
KA
123
Kovack Advisors
Florida
$250K
HNB
124
Huntington National Bank
Ohio
$244K
AGWCA
125
Annis Gardner Whiting Capital Advisors
Florida
$240K