BAB icon

Invesco Taxable Municipal Bond ETF

187 hedge funds and large institutions have $677M 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
FWA
126
FORM Wealth Advisors
Wisconsin
$271K
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$266K
HA
128
Hyposwiss Advisors
$261K
AI
129
Atria Investments
North Carolina
$253K
PCIA
130
Prime Capital Investment Advisors
Kansas
$248K
CW
131
CreativeOne Wealth
Kansas
$234K
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$227K
FF
133
Farrell Financial
New York
$217K
Lazard Asset Management
134
Lazard Asset Management
New York
$216K
HNB
135
Huntington National Bank
Ohio
$215K
QFW
136
QTR Family Wealth
Florida
$214K
SFC
137
Strategic Financial Concepts
Texas
$203K
BPW
138
BlueDoor Private Wealth
Massachusetts
$200K
PTC
139
Private Trust Company
Ohio
$185K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$150K
HI
141
Harbour Investments
Wisconsin
$129K
NS
142
NBC Securities
Alabama
$113K
HFS
143
Horizon Financial Services
North Carolina
$113K
IA
144
IFP Advisors
Florida
$94.9K
Citigroup
145
Citigroup
New York
$91.6K
OWA
146
Opal Wealth Advisors
New York
$84.7K
WT
147
Whittier Trust
California
$77.8K
WWM
148
Western Wealth Management
Colorado
$77.7K
CIAS
149
Capital Investment Advisory Services
North Carolina
$75.6K
William Blair & Company
150
William Blair & Company
Illinois
$67.5K