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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$219K -$132K -5,677 -37%
GVAG
227
Great Valley Advisor Group
Delaware
$218K -$605 -26 -0.3%
JJBC
228
James J. Burns & Company
New York
$212K +$1.96K +84 +0.9%
CA
229
Centennial Advisors
Texas
$211K +$214K +9,174 New
KFG
230
Kingdom Financial Group
Arizona
$210K +$111K +4,771 +109%
LAS
231
Lloyd Advisory Services
Georgia
$210K +$197K +8,483 +1,279%
CPC
232
Cadia Private Client
New Jersey
$210K
CWM
233
Curtis Wealth Management
Nevada
$209K +$212K +9,112 New
FUBT
234
First United Bank & Trust
Maryland
$206K -$79.7K -3,425 -28%
Vontobel Holding
235
Vontobel Holding
Switzerland
$204K +$1.07K +46 +0.5%
VWM
236
Venturi Wealth Management
Texas
$202K +$205K +8,795 New
FFA
237
Farther Finance Advisors
California
$202K +$43K +1,848 +27%
SWM
238
Spire Wealth Management
Virginia
$180K -$23 -1 -0%
SEP
239
Signature Equity Partners
Ohio
$176K +$122K +5,234 +218%
AA
240
Addison Advisors
Vermont
$163K
AA
241
Ancora Advisors
Ohio
$129K -$13.5K -579 -9%
IAIM
242
International Assets Investment Management
Florida
$126K +$113K +4,861 +827%
CFD
243
Creative Financial Designs
Indiana
$125K
ACA
244
Aptus Capital Advisors
Alabama
$124K -$29.4K -1,265 -19%
IWM
245
IMG Wealth Management
Florida
$118K +$58.1K +2,496 +94%
GWS
246
Greykasell Wealth Strategies
California
$107K
CIAS
247
Capital Investment Advisory Services
North Carolina
$106K +$21.3K +914 +25%
IBOK
248
Independence Bank of Kentucky
Kentucky
$105K -$2.33K -100 -2%
RFS
249
Richardson Financial Services
Massachusetts
$104K -$20K -860 -16%
KCM
250
Key Capital Management
Tennessee
$100K +$88.2K +3,791 +666%