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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
CSC
176
Caldwell Sutter Capital
California
$12.2K
AIC
177
Archer Investment Corporation
Indiana
$10.9K
WCM
178
Winthrop Capital Management
Indiana
$10K
CJ
179
Caitlin John
Michigan
$8.16K
TFGT
180
TS Financial Group (TSFG)
Illinois
$8K
CTC
181
Central Trust Company
Missouri
$6.8K
TF
182
Tompkins Financial
New York
$6.01K
AW
183
Avion Wealth
Texas
$6K
Q1WB
184
Quest 10 Wealth Builders
Virginia
$5.71K
BWAM
185
Boyd Watterson Asset Management
Ohio
$5.6K
NEAM
186
New England Asset Management
Connecticut
$5.44K
CHC
187
City Holding Co
West Virginia
$4.9K
GAFA
188
Garton & Associates Financial Advisors
Kentucky
$3.4K
WWMSC
189
Wagner Wealth Management (South Carolina)
South Carolina
$1.38K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$1.36K
TAM
191
Tucker Asset Management
Colorado
$1.33K
CIA
192
Cape Investment Advisory
Georgia
$1.09K
Franklin Resources
193
Franklin Resources
California
$1.09K
FFA
194
Farther Finance Advisors
California
$408
IAIM
195
International Assets Investment Management
Florida
$326
TRCT
196
Tower Research Capital (TRC)
New York
$218
SAM
197
Smartleaf Asset Management
Massachusetts
$136
HFA
198
Hershey Financial Advisers
Pennsylvania
MOS
199
MGO One Seven
Ohio
CPRC
200
Consolidated Portfolio Review Corp
New York