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Invesco National AMT-Free Municipal Bond ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Annex Advisory Services
Wisconsin
$9.33M
MML Investors Services
27
MML Investors Services
Massachusetts
$8.66M
Renaissance Technologies
28
Renaissance Technologies
New York
$8.51M
AssetMark Inc
29
AssetMark Inc
California
$7.65M
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$7.31M
SA
31
Stewardship Advisors
Pennsylvania
$7.3M
US Bancorp
32
US Bancorp
Minnesota
$7.29M
CIM
33
Confluence Investment Management
Missouri
$7.1M
IWM
34
IHT Wealth Management
Illinois
$7.04M
Comerica Bank
35
Comerica Bank
Texas
$6.79M
SQA
36
Simon Quick Advisors
New Jersey
$6.57M
TIM
37
Tortoise Investment Management
New York
$6.32M
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$6.26M
SI
39
Seeds Investor
New York
$6.2M
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.96M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.89M
AHC
42
Anderson Hoagland & Co
Missouri
$5.81M
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$5.3M
ML
44
McAdam LLC
Pennsylvania
$4.75M
TIA
45
Traphagen Investment Advisors
New Jersey
$4.58M
PBF
46
Petix & Botte Financial
California
$3.61M
PAG
47
Private Advisor Group
New Jersey
$3.19M
SWM
48
Spire Wealth Management
Virginia
$3.01M
SW
49
SteelPeak Wealth
California
$2.76M
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.75M