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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
226
Argonautica Private Wealth Management
Massachusetts
– -$406K -17,211 Closed
BWM
227
BCGM Wealth Management
Indiana
– -$385K -16,327 Closed
EGM
228
Engineers Gate Manager
New York
– -$382K -16,193 Closed
HF
229
HRT Financial
New York
– -$345K -14,617 Closed
SF
230
Synovus Financial
Georgia
– -$312K -13,207 Closed
TSS
231
Two Sigma Securities
New York
– -$300K -12,694 Closed
ALA
232
Atlas Legacy Advisors
California
– -$278K -11,795 Closed
GIA
233
Goodwin Investment Advisory
Georgia
– -$261K -11,055 Closed
FCI
234
Financial Counselors Inc
Kansas
– -$253K -10,721 Closed
DJSG
235
D.J. St. Germain
Massachusetts
– -$248K -10,488 Closed
Corient Private Wealth
236
Corient Private Wealth
Florida
– -$243K -10,279 Closed
BCI
237
Brinker Capital Investments
Pennsylvania
– -$241K -10,194 Closed
OPS
238
Orion Portfolio Solutions
Nebraska
– -$241K -10,194 Closed
DWP
239
Daymark Wealth Partners
Ohio
– -$236K -9,990 Closed
Millennium Management
240
Millennium Management
New York
– -$234K -9,929 Closed
KL
241
KWMG LLC
Kansas
– -$234K -9,911 Closed
AWG
242
Altus Wealth Group
Colorado
– -$218K -9,250 Closed
OC
243
Oppenheimer & Co
New York
– -$217K -9,196 Closed
PCH
244
PGIM Custom Harvest
New Jersey
– -$206K -8,741 Closed
AWM
245
Avior Wealth Management
Nebraska
– -$137K -5,912 Closed
CFGS
246
Concourse Financial Group Securities
Alabama
– -$78.8K -3,344 Closed
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
– -$39.4K -1,676 Closed
LFA
248
LGT Financial Advisors
Texas
– -$36.3K -1,536 Closed
WTC
249
WhitTier Trust Company
Nevada
– -$26.3K -1,115 Closed
PA
250
PSI Advisors
Florida
– -$24.9K -1,057 Closed
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