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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
WCM
176
Winthrop Capital Management
Indiana
$10K
CJ
177
Caitlin John
Michigan
$8.16K
TFGT
178
TS Financial Group (TSFG)
Illinois
$8K
CTC
179
Central Trust Company
Missouri
$6.8K
TF
180
Tompkins Financial
New York
$6.01K
AW
181
Avion Wealth
Texas
$6K
Q1WB
182
Quest 10 Wealth Builders
Virginia
$5.71K
BWAM
183
Boyd Watterson Asset Management
Ohio
$5.6K
NEAM
184
New England Asset Management
Connecticut
$5.44K
CHC
185
City Holding Co
West Virginia
$4.9K
GAFA
186
Garton & Associates Financial Advisors
Kentucky
$3.4K
WWMSC
187
Wagner Wealth Management (South Carolina)
South Carolina
$1.38K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.36K
TAM
189
Tucker Asset Management
Colorado
$1.33K
CIA
190
Cape Investment Advisory
Georgia
$1.09K
Franklin Resources
191
Franklin Resources
California
$1.09K
FFA
192
Farther Finance Advisors
California
$408
IAIM
193
International Assets Investment Management
Florida
$326
TRCT
194
Tower Research Capital (TRC)
New York
$218
SAM
195
Smartleaf Asset Management
Massachusetts
$136
HFA
196
Hershey Financial Advisers
Pennsylvania
MOS
197
MGO One Seven
Ohio
CPRC
198
Consolidated Portfolio Review Corp
New York
SF
199
Summit Financial
New Jersey
SFS
200
Sowell Financial Services
Arkansas