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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.91B 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, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$13.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
4
SQA
Simon Quick Advisors
New Jersey
+$6.57M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.38M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$37M
2
Bank of America
Bank of America
North Carolina
-$29.8M
3
PPW
Parcion Private Wealth
Washington
-$20.4M
4
CI
CX Institutional
Indiana
-$16.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$9.33M -$8.26M -368,697 -47%
MML Investors Services
27
MML Investors Services
Massachusetts
$8.66M -$880K -39,299 -9%
Renaissance Technologies
28
Renaissance Technologies
New York
$8.51M +$5.92M +264,400 +228%
AssetMark Inc
29
AssetMark Inc
California
$7.65M +$52.4K +2,341 +0.7%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$7.31M -$807K -36,055 -10%
SA
31
Stewardship Advisors
Pennsylvania
$7.3M +$75.8K +3,385 +1%
US Bancorp
32
US Bancorp
Minnesota
$7.29M -$920K -41,109 -11%
CIM
33
Confluence Investment Management
Missouri
$7.1M -$202K -9,043 -3%
IWM
34
IHT Wealth Management
Illinois
$7.04M +$836K +37,338 +13%
Comerica Bank
35
Comerica Bank
Texas
$6.79M -$3.73M -166,771 -35%
SQA
36
Simon Quick Advisors
New Jersey
$6.57M +$6.57M +293,364 New
TIM
37
Tortoise Investment Management
New York
$6.32M +$3.33M +148,890 +112%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$6.26M -$2.24M -100,140 -26%
SI
39
Seeds Investor
New York
$6.2M -$1.84M -81,969 -23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.96M -$225K -10,047 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.89M +$3.96M +176,909 +205%
AHC
42
Anderson Hoagland & Co
Missouri
$5.81M -$2.65M -118,524 -31%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$5.3M +$1.67M +74,464 +46%
ML
44
McAdam LLC
Pennsylvania
$4.75M +$400K +17,846 +9%
TIA
45
Traphagen Investment Advisors
New Jersey
$4.58M -$543K -24,236 -11%
PBF
46
Petix & Botte Financial
California
$3.61M +$574K +25,630 +19%
PAG
47
Private Advisor Group
New Jersey
$3.19M +$1.42M +63,366 +80%
SWM
48
Spire Wealth Management
Virginia
$3.01M +$344K +9,411 +13%
SW
49
SteelPeak Wealth
California
$2.76M +$169K +7,536 +7%
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.75M -$276K -12,329 -9%
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