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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.9B 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, 83 reducing their positions, and 24 closing their positions.

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
83
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$9.33M 416,668 -368,697 -47%
MML Investors Services
27
MML Investors Services
Massachusetts
$8.66M 386,756 -39,299 -9%
Renaissance Technologies
28
Renaissance Technologies
New York
$8.51M 380,300 +264,400 +228%
AssetMark Inc
29
AssetMark Inc
California
$7.65M 341,671 +2,341 +0.7%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$7.31M 326,640 -36,055 -10%
SA
31
Stewardship Advisors
Pennsylvania
$7.3M 325,840 +3,385 +1%
US Bancorp
32
US Bancorp
Minnesota
$7.29M 325,688 -41,109 -11%
CIM
33
Confluence Investment Management
Missouri
$7.1M 317,163 -9,043 -3%
IWM
34
IHT Wealth Management
Illinois
$7.04M 314,501 +37,338 +13%
Comerica Bank
35
Comerica Bank
Texas
$6.79M 303,418 -166,771 -35%
SQA
36
Simon Quick Advisors
New Jersey
$6.57M 293,364 +293,364 New
TIM
37
Tortoise Investment Management
New York
$6.32M 282,105 +148,890 +112%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$6.26M 279,366 -100,140 -26%
SI
39
Seeds Investor
New York
$6.2M 276,894 -81,969 -23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.96M 266,125 -10,047 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.89M 263,086 +176,909 +205%
AHC
42
Anderson Hoagland & Co
Missouri
$5.81M 259,342 -118,524 -31%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$5.3M 236,774 +74,464 +46%
ML
44
McAdam LLC
Pennsylvania
$4.75M 212,171 +17,846 +9%
TIA
45
Traphagen Investment Advisors
New Jersey
$4.58M 204,441 -24,236 -11%
PBF
46
Petix & Botte Financial
California
$3.61M 161,382 +25,630 +19%
PAG
47
Private Advisor Group
New Jersey
$3.19M 142,660 +63,366 +80%
SWM
48
Spire Wealth Management
Virginia
$3.01M 82,315 +9,411 +13%
SW
49
SteelPeak Wealth
California
$2.76M 123,104 +7,536 +7%
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.75M 122,796 -12,329 -9%
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