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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 24 closing their positions.

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
83
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.04B 46,488,287 -1,331,451 -3%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.2M 3,896,663 +196,614 +5%
LPL Financial
3
LPL Financial
California
$54.1M 2,418,267 +186,346 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.4M 1,936,261 +318,090 +20%
Morgan Stanley
5
Morgan Stanley
New York
$42.7M 1,907,479 -72,285 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$40.1M 1,791,500 +140,078 +8%
Wells Fargo
7
Wells Fargo
California
$39.7M 1,773,080 -351,462 -17%
EWA
8
EP Wealth Advisors
California
$34.2M 1,527,981 +75,670 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$31.9M 1,426,686 +519,844 +57%
UBS Group
10
UBS Group
Switzerland
$28.9M 1,291,550 -1,652,694 -56%
Jane Street
11
Jane Street
New York
$22.8M 1,016,395 -259,591 -20%
Ameriprise
12
Ameriprise
Minnesota
$20M 895,745 -271,837 -23%
MMA
13
Miracle Mile Advisors
California
$19.6M 875,242 +47,885 +6%
Stifel Financial
14
Stifel Financial
Missouri
$17.8M 796,725 +31,809 +4%
SWP
15
Stratos Wealth Partners
Ohio
$16.6M 740,392 +47,050 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$14.8M 662,725 +83,346 +14%
QC
17
Quadrature Capital
United Kingdom
$13.8M 615,447 +615,447 New
Osaic Holdings
18
Osaic Holdings
Arizona
$12.7M 541,258 +23,090 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.8M 527,388 +85,800 +19%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$11.4M 507,167 -466,224 -48%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$11.2M 499,706 +36,652 +8%
Goldman Sachs
22
Goldman Sachs
New York
$11.1M 496,481 -20,502 -4%
Truist Financial
23
Truist Financial
North Carolina
$10.1M 451,562 -3,658 -0.8%
AF
24
Allworth Financial
California
$9.85M 440,002 -14,640 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$9.45M 422,156 +284,775 +207%
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