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Invesco Taxable Municipal Bond ETF

180 hedge funds and large institutions have $575M invested in Invesco Taxable Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
66
Reduced
60
Closed
16
Calls
$950K
Puts
Net Calls
+$950K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
AE Wealth Management
Kansas
$3.73K -$14.8K -561 -80%
WWM
177
Wagner Wealth Management
South Carolina
$1.81K +$27 +1 +1%
TRCT
178
Tower Research Capital (TRC)
New York
$1.22K +$902 +34 +283%
CIA
179
Cape Investment Advisory
Georgia
$1.06K
Franklin Resources
180
Franklin Resources
California
$1.06K +$1.06K +40 New
FFA
181
Farther Finance Advisors
California
$398
Citigroup
182
Citigroup
New York
$106 +$106 +4 New
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$5.68M -212,869 Closed
WPIC
184
White Pine Investment Company
Michigan
-$3.23M -120,964 Closed
BAAM
185
Baker Avenue Asset Management
California
-$2.71M -101,434 Closed
FTUS
186
Flow Traders U.S.
New York
-$582K -21,828 Closed
BCI
187
Brinker Capital Investments
Pennsylvania
-$408K -15,299 Closed
SPC
188
Sigma Planning Corp
Michigan
-$370K -13,866 Closed
SG
189
StoneX Group
New York
-$283K -10,620 Closed
ECM
190
Exchange Capital Management
Michigan
-$283K -10,595 Closed
SFC
191
Strategic Financial Concepts
Texas
-$216K -8,109 Closed
QP
192
Quartz Partners
New York
-$215K -8,054 Closed
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
-$48.1K -1,802 Closed
PBK
194
Peoples Bank (Kansas)
Kansas
-$29.2K -1,095 Closed
CA
195
Clearstead Advisors
Ohio
-$14.3K -536 Closed
PS
196
Principal Securities
Iowa
-$11.4K -435 Closed
FHA
197
First Horizon Advisors
Tennessee
-$6.78K -254 Closed
Simplex Trading
198
Simplex Trading
Illinois
-$6K -229 Closed