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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
CIAS
151
Capital Investment Advisory Services
North Carolina
$76.2K
William Blair & Company
152
William Blair & Company
Illinois
$68.1K
US Bancorp
153
US Bancorp
Minnesota
$67K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$63K
CFG
155
Clayton Financial Group
Missouri
$54.7K
AA
156
Ancora Advisors
Ohio
$40.8K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$39.4K
MCM
158
MAI Capital Management
Ohio
$37.3K
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K
RFP
160
Root Financial Partners
California
$32.5K
1IA
161
1620 Investment Advisors
Massachusetts
$31.7K
VCM
162
Versant Capital Management
Arizona
$30.3K
ACA
163
Aptus Capital Advisors
Alabama
$28.6K
AC
164
AlphaCore Capital
California
$27.2K
SVWA
165
Sarver Vrooman Wealth Advisors
Missouri
$26.5K
FRA
166
Front Row Advisors
California
$25.8K
SWM
167
Spire Wealth Management
Virginia
$25.4K
TCOT
168
Trust Company of Toledo
Ohio
$23.1K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$22K
SWM
170
SHP Wealth Management
Massachusetts
$19.1K
AAP
171
Arax Advisory Partners
Colorado
$19K
RFS
172
Richardson Financial Services
Massachusetts
$15.9K
CPG
173
Cornerstone Planning Group
New Jersey
$13.7K
RA
174
Ransom Advisory
Rhode Island
$13.6K
FUBT
175
First United Bank & Trust
Maryland
$13.3K