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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$10.5M -$187K -8,124 -2%
AF
27
Allworth Financial
California
$10.2M -$1.2M -53,252 -10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$10.2M -$3.61M -156,525 -26%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.82M -$6.47M -280,869 -40%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$8.74M -$327K -14,189 -4%
US Bancorp
31
US Bancorp
Minnesota
$8.45M -$235K -10,207 -3%
AHC
32
Anderson Hoagland & Co
Missouri
$8.38M +$185K +8,348 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.36M +$720K +31,243 +9%
SI
34
Seeds Investor
New York
$8.27M +$206K +8,959 +3%
AssetMark Inc
35
AssetMark Inc
California
$7.82M +$603K +26,170 +8%
CIM
36
Confluence Investment Management
Missouri
$7.52M -$151K -6,552 -2%
SA
37
Stewardship Advisors
Pennsylvania
$7.43M +$683K +29,641 +10%
PPWP
38
Proquility Private Wealth Partners
Nevada
$6.92M +$4.76M +206,809 +221%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$6.8M +$6.4M +277,709 +1,593%
1WM
40
1900 Wealth Management
Texas
$6.73M -$7.61M -330,113 -53%
IWM
41
IHT Wealth Management
Illinois
$6.39M -$92.3K -4,005 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.36M -$366K -15,881 -5%
MAS
43
Meeder Advisory Services
Ohio
$5.51M +$651K +28,276 +13%
TIA
44
Traphagen Investment Advisors
New Jersey
$5.27M +$132K +5,732 +3%
ACP
45
Aveo Capital Partners
Colorado
$4.66M -$157K -6,887 -3%
ATS
46
Ashton Thomas Securities
New York
$4.48M +$139K +6,037 +3%
ML
47
McAdam LLC
Pennsylvania
$4.48M -$3.12M -135,557 -41%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$3.74M +$105K +4,570 +3%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$3.17M -$632K -27,417 -17%
PBF
50
Petix & Botte Financial
California
$3.13M +$758K +32,920 +32%
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