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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
AGWCA
126
Annis Gardner Whiting Capital Advisors
Florida
$240K
GSIAS
127
Garden State Investment Advisory Services
New Jersey
$236K
AI
128
Atria Investments
North Carolina
$235K
LWM
129
Lionshead Wealth Management
New York
$235K
WWM
130
Westwood Wealth Management
California
$235K
CW
131
CreativeOne Wealth
Kansas
$233K
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$229K
FF
133
Farrell Financial
New York
$229K
NS
134
NBC Securities
Alabama
$222K
Lazard Asset Management
135
Lazard Asset Management
New York
$218K
SG
136
StoneX Group
New York
$212K
SIC
137
Samalin Investment Counsel
New York
$210K
SFC
138
Strategic Financial Concepts
Texas
$205K
WTC
139
WhitTier Trust Company
Nevada
$202K
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$200K
PTC
141
Private Trust Company
Ohio
$187K
Comerica Bank
142
Comerica Bank
Texas
$152K
HFS
143
Horizon Financial Services
North Carolina
$119K
GRP
144
Global Retirement Partners
California
$118K
HI
145
Harbour Investments
Wisconsin
$113K
FHA
146
Flagship Harbor Advisors
Massachusetts
$105K
WP
147
WealthShield Partners
North Carolina
$104K
IA
148
IFP Advisors
Florida
$95.4K
WT
149
Whittier Trust
California
$78.7K
Citigroup
150
Citigroup
New York
$77.2K