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Invesco National AMT-Free Municipal Bond ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$10.5M
AF
27
Allworth Financial
California
$10.2M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$10.2M
MML Investors Services
29
MML Investors Services
Massachusetts
$9.82M
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$8.74M
US Bancorp
31
US Bancorp
Minnesota
$8.45M
AHC
32
Anderson Hoagland & Co
Missouri
$8.38M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$8.36M
SI
34
Seeds Investor
New York
$8.27M
AssetMark Inc
35
AssetMark Inc
California
$7.82M
CIM
36
Confluence Investment Management
Missouri
$7.52M
SA
37
Stewardship Advisors
Pennsylvania
$7.43M
PPWP
38
Proquility Private Wealth Partners
Nevada
$6.92M
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$6.8M
1WM
40
1900 Wealth Management
Texas
$6.73M
IWM
41
IHT Wealth Management
Illinois
$6.39M
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.36M
MAS
43
Meeder Advisory Services
Ohio
$5.51M
TIA
44
Traphagen Investment Advisors
New Jersey
$5.27M
ACP
45
Aveo Capital Partners
Colorado
$4.66M
ATS
46
Ashton Thomas Securities
New York
$4.48M
ML
47
McAdam LLC
Pennsylvania
$4.48M
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$3.74M
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$3.17M
PBF
50
Petix & Botte Financial
California
$3.13M