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Invesco Taxable Municipal Bond ETF

180 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
Net Calls
+$950K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
126
Samalin Investment Counsel
New York
$248K +$212 +8 +0.1%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$246K -$22.7K -857 -8%
WTC
128
WhitTier Trust Company
Nevada
$241K -$59.8K -2,255 -20%
CW
129
CreativeOne Wealth
Kansas
$233K -$12.8K -484 -5%
GSIAS
130
Garden State Investment Advisory Services
New Jersey
$230K
SF
131
Summit Financial
New Jersey
$225K +$225K +8,474 New
FF
132
Farrell Financial
New York
$219K +$1.99K +75 +0.9%
LWM
133
Lionshead Wealth Management
New York
$217K -$4.4K -166 -2%
Creative Planning
134
Creative Planning
Kansas
$215K +$215K +8,093 New
Lazard Asset Management
135
Lazard Asset Management
New York
$212K -$213K
AI
136
Atria Investments
North Carolina
$212K +$212K +7,980 New
AWM
137
Apollon Wealth Management
South Carolina
$210K +$210K +7,926 New
HFS
138
Horizon Financial Services
North Carolina
$186K +$72.9K +2,747 +64%
HI
139
Harbour Investments
Wisconsin
$155K +$31.5K +1,189 +26%
GRP
140
Global Retirement Partners
California
$115K +$115K +4,334 New
WT
141
Whittier Trust
California
$107K
OWA
142
Opal Wealth Advisors
New York
$82.1K +$44.2K +1,665 +117%
CIAS
143
Capital Investment Advisory Services
North Carolina
$80.3K
William Blair & Company
144
William Blair & Company
Illinois
$77.1K -$91.8K -3,461 -54%
IA
145
IFP Advisors
Florida
$75.9K -$1.22K -46 -2%
AAP
146
Arax Advisory Partners
Colorado
$63K
SPIA
147
Steward Partners Investment Advisory
New York
$61K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$57.2K
CFG
149
Chapman Financial Group
Hawaii
$42.4K +$42.4K +1,600 New
AA
150
Ancora Advisors
Ohio
$39.8K