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Invesco Taxable Municipal Bond ETF

196 hedge funds and large institutions have $677M invested in Invesco Taxable Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 30 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
196
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

Top Buyers

1 +$83.8M
2 +$7.52M
3 +$3.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.48M
5
AWM
AE Wealth Management
Kansas
+$2.33M

Top Sellers

1 -$3.53M
2 -$1.33M
3 -$1.11M
4
MOS
MGO One Seven
Ohio
-$755K
5
UBS Group
UBS Group
Switzerland
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$435K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$434K
PIM
103
Progressive Investment Management
Oregon
$422K
CCP
104
Cane Capital Partners
Louisiana
$418K
RIL
105
Rothschild Investment LLC
Illinois
$415K
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$414K
CWM
107
CIBC World Markets
New York
$393K
MFA
108
Millington Financial Advisors
Illinois
$368K
DWA
109
Delta Wealth Advisors
Indiana
$351K
SI
110
Stephens Inc
Arkansas
$351K
SFO
111
Stokes Family Office
Louisiana
$348K
AWM
112
Axxcess Wealth Management
California
$346K
CCM
113
Colorado Capital Management
Colorado
$342K
RAM
114
Readystate Asset Management
Illinois
$330K
JPLA
115
Joseph P. Lucia & Associates
New York
$311K
SPIA
116
Steward Partners Investment Advisory
New York
$304K
NFG
117
Nations Financial Group
Iowa
$291K
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$285K
First Trust Advisors
119
First Trust Advisors
Illinois
$280K
CAM
120
Cresset Asset Management
Illinois
$273K
FWA
121
FORM Wealth Advisors
Wisconsin
$271K
QFW
122
QTR Family Wealth
Florida
$265K
PCIA
123
Prime Capital Investment Advisors
Kansas
$251K
KA
124
Kovack Advisors
Florida
$250K
HNB
125
Huntington National Bank
Ohio
$244K