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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
GSWM
251
Golden State Wealth Management
California
$18.3K +$2.21K +95 +14%
GWM
252
Geneos Wealth Management
Colorado
$18.1K +$163 +7 +0.9%
LAS
253
Lloyd Advisory Services
Georgia
$15.4K +$15.4K +663 New
AF
254
Advisornet Financial
Minnesota
$14.3K
IAIM
255
International Assets Investment Management
Florida
$13.6K +$13.7K +588 New
KCM
256
Key Capital Management
Tennessee
$13.2K +$13.2K +569 New
BWL
257
Bogart Wealth LLC
Virginia
$12.7K
MCA
258
McGuire Capital Advisors
Oklahoma
$11.4K +$11.4K +491 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$9K -$51.3K -2,207 -86%
VCM
260
Versant Capital Management
Arizona
$5.98K
RF
261
Rossby Financial
Florida
$5.96K +$93 +4 +2%
FNWA
262
Financial Network Wealth Advisors
Utah
$4.34K +$116 +5 +3%
EWM
263
Evolution Wealth Management
Florida
$2.46K
S
264
SignatureFD
Georgia
$2.13K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.69K
FC
266
Financial Consulate
Maryland
$859 +$861 +37 New
TFA
267
Transamerica Financial Advisors
Florida
$517 -$23 -1 -4%
BNP Paribas Financial Markets
268
BNP Paribas Financial Markets
France
$371 +$372 +16 New
GI
269
GAMMA Investing
California
$209 +$209 +9 New
CA
270
CoreCap Advisors
Michigan
$13 +$23 +1 New
Wellington Management Group
271
Wellington Management Group
Massachusetts
-$117M -5,075,800 Closed
EC
272
Elequin Capital
New York
-$9.24M -400,000 Closed
EFS
273
Econ Financial Services
Pennsylvania
-$1.47M -63,861 Closed
PCM
274
Prelude Capital Management
New York
-$1.31M -56,750 Closed
MAM
275
MMA Asset Management
Pennsylvania
-$674K -29,208 Closed