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Invesco Taxable Municipal Bond ETF

194 hedge funds and large institutions have $673M invested in Invesco Taxable Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 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
194
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
Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
126
Garden State Investment Advisory Services
New Jersey
$236K
AI
127
Atria Investments
North Carolina
$235K
LWM
128
Lionshead Wealth Management
New York
$235K
WWM
129
Westwood Wealth Management
California
$235K
CW
130
CreativeOne Wealth
Kansas
$233K
GJWM
131
Gilliland Jeter Wealth Management
Arkansas
$229K
FF
132
Farrell Financial
New York
$229K
NS
133
NBC Securities
Alabama
$222K
Lazard Asset Management
134
Lazard Asset Management
New York
$218K
SG
135
StoneX Group
New York
$212K
SIC
136
Samalin Investment Counsel
New York
$210K
SFC
137
Strategic Financial Concepts
Texas
$205K
WTC
138
WhitTier Trust Company
Nevada
$202K
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$200K
PTC
140
Private Trust Company
Ohio
$187K
Comerica Bank
141
Comerica Bank
Texas
$152K
HFS
142
Horizon Financial Services
North Carolina
$119K
GRP
143
Global Retirement Partners
California
$118K
HI
144
Harbour Investments
Wisconsin
$113K
FHA
145
Flagship Harbor Advisors
Massachusetts
$105K
WP
146
WealthShield Partners
North Carolina
$104K
IA
147
IFP Advisors
Florida
$95.4K
WT
148
Whittier Trust
California
$78.7K
Citigroup
149
Citigroup
New York
$77.2K
CIAS
150
Capital Investment Advisory Services
North Carolina
$76.2K