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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.91B 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, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$13.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
4
SQA
Simon Quick Advisors
New Jersey
+$6.57M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.38M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$37M
2
Bank of America
Bank of America
North Carolina
-$29.8M
3
PPW
Parcion Private Wealth
Washington
-$20.4M
4
CI
CX Institutional
Indiana
-$16.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
226
Meeder Advisory Services
Ohio
– -$5.51M -239,137 Closed
ACP
227
Aveo Capital Partners
Colorado
– -$4.66M -204,888 Closed
AIA
228
AssuredPartners Investment Advisors
Florida
– -$2.31M -100,356 Closed
FF
229
Francis Financial
– -$1.24M -53,718 Closed
Citadel Advisors
230
Citadel Advisors
Florida
– -$1.06M -46,053 Closed
DWT
231
Dorsey & Whitney Trust
South Dakota
– -$594K -25,774 Closed
WAG
232
Wiser Advisor Group
Arizona
– -$449K -19,472 Closed
AC
233
ASB Consultores
Florida
– -$267K -11,595 Closed
MWM
234
Meridian Wealth Management
Kentucky
– -$243K -10,550 Closed
SPC
235
Sigma Planning Corp
Michigan
– -$241K -10,457 Closed
PFS
236
Prospera Financial Services
Texas
– -$233K -10,113 Closed
WRPWM
237
Werba Rubin Papier Wealth Management
California
– -$225K -9,770 Closed
MWM
238
Modern Wealth Management
Kansas
– -$224K -9,701 Closed
PFA
239
Pathway Financial Advisors
Vermont
– -$205K -8,909 Closed
EF
240
Elite Financial
Idaho
– -$124K -5,400 Closed
OWA
241
Opal Wealth Advisors
New York
– -$95.5K -4,145 Closed
FAM
242
Flaharty Asset Management
Florida
– -$45K -1,951 Closed
TCM
243
TruNorth Capital Management
Michigan
– -$11.5K -500 Closed
GEA
244
Glen Eagle Advisors
New Jersey
– -$8.62K -374 Closed
NWM
245
Nova Wealth Management
Florida
– -$6.29K -273 Closed
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
– -$2.05K -89 Closed
KGP
247
Keystone Global Partners
Colorado
– -$23 -1 Closed
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