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Invesco Taxable Municipal Bond ETF

182 hedge funds and large institutions have $576M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
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
$950K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
126
Gilliland Jeter Wealth Management
Arkansas
$255K
SIC
127
Samalin Investment Counsel
New York
$248K
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$246K
WTC
129
WhitTier Trust Company
Nevada
$241K
CW
130
CreativeOne Wealth
Kansas
$233K
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$230K
CT
132
Caldwell Trust
Florida
$227K
SF
133
Summit Financial
New Jersey
$225K
FF
134
Farrell Financial
New York
$219K
LWM
135
Lionshead Wealth Management
New York
$217K
Creative Planning
136
Creative Planning
Kansas
$215K
Lazard Asset Management
137
Lazard Asset Management
New York
$212K
AI
138
Atria Investments
North Carolina
$212K
AWM
139
Apollon Wealth Management
South Carolina
$210K
HFS
140
Horizon Financial Services
North Carolina
$186K
HI
141
Harbour Investments
Wisconsin
$155K
GRP
142
Global Retirement Partners
California
$115K
WT
143
Whittier Trust
California
$107K
OWA
144
Opal Wealth Advisors
New York
$82.1K
CIAS
145
Capital Investment Advisory Services
North Carolina
$80.3K
William Blair & Company
146
William Blair & Company
Illinois
$77.1K
IA
147
IFP Advisors
Florida
$75.9K
AAP
148
Arax Advisory Partners
Colorado
$63K
SPIA
149
Steward Partners Investment Advisory
New York
$61K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$57.2K