BAB icon

Invesco Taxable Municipal Bond ETF

187 hedge funds and large institutions have $675M invested in Invesco Taxable Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
101
Progressive Investment Management
Oregon
$439K
FA
102
Fagan Associates
New York
$432K
CCP
103
Cane Capital Partners
Louisiana
$414K
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$410K
MWM
105
Modern Wealth Management
Kansas
$374K
UB
106
UMB Bank
Missouri
$369K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$367K
MFA
108
Millington Financial Advisors
Illinois
$353K
SFB
109
STAR Financial Bank
Indiana
$339K
CCM
110
Colorado Capital Management
Colorado
$339K
RAM
111
Readystate Asset Management
Illinois
$327K
SI
112
Stephens Inc
Arkansas
$323K
ATC
113
Argent Trust Co
Tennessee
$319K
DWA
114
Delta Wealth Advisors
Indiana
$318K
SCM
115
Shelton Capital Management
Colorado
$316K
First Trust Advisors
116
First Trust Advisors
Illinois
$306K
WTC
117
WhitTier Trust Company
Nevada
$305K
SG
118
StoneX Group
New York
$304K
SPIA
119
Steward Partners Investment Advisory
New York
$298K
AGWCA
120
Annis Gardner Whiting Capital Advisors
Florida
$294K
IAA
121
Independent Advisor Alliance
North Carolina
$291K
JPLA
122
Joseph P. Lucia & Associates
New York
$286K
LWM
123
Lionshead Wealth Management
New York
$279K
CAM
124
Cresset Asset Management
Illinois
$272K
FWA
125
FORM Wealth Advisors
Wisconsin
$271K