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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
William Blair & Company
151
William Blair & Company
Illinois
$68.1K
US Bancorp
152
US Bancorp
Minnesota
$67K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$63K
CFG
154
Clayton Financial Group
Missouri
$54.7K
AA
155
Ancora Advisors
Ohio
$40.8K
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$39.4K
MCM
157
MAI Capital Management
Ohio
$37.3K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K
RFP
159
Root Financial Partners
California
$32.5K
1IA
160
1620 Investment Advisors
Massachusetts
$31.7K
VCM
161
Versant Capital Management
Arizona
$30.3K
ACA
162
Aptus Capital Advisors
Alabama
$28.6K
AC
163
AlphaCore Capital
California
$27.2K
SVWA
164
Sarver Vrooman Wealth Advisors
Missouri
$26.5K
FRA
165
Front Row Advisors
California
$25.8K
SWM
166
Spire Wealth Management
Virginia
$25.4K
TCOT
167
Trust Company of Toledo
Ohio
$23.1K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$22K
AAP
169
Arax Advisory Partners
Colorado
$19K
RFS
170
Richardson Financial Services
Massachusetts
$15.9K
CPG
171
Cornerstone Planning Group
New Jersey
$13.7K
RA
172
Ransom Advisory
Rhode Island
$13.6K
FUBT
173
First United Bank & Trust
Maryland
$13.3K
CSC
174
Caldwell Sutter Capital
California
$12.2K
AIC
175
Archer Investment Corporation
Indiana
$10.9K