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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
Capital Investment Advisory Services
North Carolina
$85.3K -$7.21K -310 -8%
HNB
227
Huntington National Bank
Ohio
$81.3K
WETS
228
Wealth Enhancement Trust Services
South Dakota
$75.6K +$75.9K +3,261 New
GRP
229
Global Retirement Partners
California
$69.8K -$17K -730 -20%
IWM
230
IMG Wealth Management
Florida
$61.6K
WIM
231
Westside Investment Management
California
$58K
VR
232
Vision Retirement
New Jersey
$56.6K +$56.8K +2,442 New
AC
233
AlphaCore Capital
California
$56.4K
SEP
234
Signature Equity Partners
Ohio
$55.7K +$55.9K +2,404 New
RIA
235
Realta Investment Advisors
Delaware
$55K -$12.1K -518 -18%
UFPG
236
United Financial Planning Group
New York
$50.3K -$2.47K -106 -5%
William Blair & Company
237
William Blair & Company
Illinois
$47.7K +$13.3K +572 +38%
CB
238
Centennial Bank
Arkansas
$47.1K +$31.7K +1,363 +204%
EWA
239
EverSource Wealth Advisors
Alabama
$44.7K +$47 +2 +0.1%
CMP
240
Coston McIsaac & Partners
Maine
$40K +$41K +1,761 New
WCM
241
Winthrop Capital Management
Indiana
$38K
MCM
242
MAI Capital Management
Ohio
$33K
LFA
243
LGT Financial Advisors
Texas
$31.1K +$24.7K +1,062 +382%
MFP
244
Meramec Financial Planners
Missouri
$23.4K +$23.3K +1,000 New
NS
245
NBC Securities
Alabama
$23.3K
Franklin Resources
246
Franklin Resources
California
$23.2K
NEWAS
247
N.E.W. Advisory Services
Wisconsin
$23.2K
FPB
248
First PREMIER Bank
South Dakota
$23K
HFS
249
Horizon Financial Services
North Carolina
$21.1K
GFA
250
Godfrey Financial Associates
New York
$18.8K +$18.8K +810 New