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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SoFi Wealth
California
$11.1M +$981K +42,185 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$11M -$2.45M -105,120 -18%
IWM
28
IHT Wealth Management
Illinois
$9.34M +$1.56M +66,969 +20%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$9.12M -$429K -18,459 -4%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$8.76M -$534K -22,943 -6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$8.62M +$1.06M +45,539 +14%
AssetMark Inc
32
AssetMark Inc
California
$8.27M -$16.7K -719 -0.2%
US Bancorp
33
US Bancorp
Minnesota
$7.91M +$768K +32,993 +11%
GAG
34
Goodman Advisory Group
Massachusetts
$7.46M +$3.51M +150,778 +88%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.4M +$1.45M +62,209 +24%
MML Investors Services
36
MML Investors Services
Massachusetts
$6.78M +$1.15M +49,484 +20%
Renaissance Technologies
37
Renaissance Technologies
New York
$6.7M -$3.31M -142,330 -33%
Comerica Bank
38
Comerica Bank
Texas
$6.22M +$66K +2,838 +1%
TIM
39
Tortoise Investment Management
New York
$6M -$138K -5,925 -2%
SA
40
Stewardship Advisors
Pennsylvania
$5.73M -$1.92M -82,323 -25%
AHC
41
Anderson Hoagland & Co
Missouri
$5.66M -$9.45K -406 -0.2%
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$5.39M -$819K -35,197 -13%
IWC
43
Integrated Wealth Concepts
Massachusetts
$5.14M +$1.04M +44,664 +25%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.14M -$591K -25,421 -10%
TIA
45
Traphagen Investment Advisors
New Jersey
$5.02M -$220K -9,450 -4%
CIM
46
Confluence Investment Management
Missouri
$4.95M -$182K -7,802 -4%
SFP
47
Shepherd Financial Partners
Massachusetts
$4.69M +$387K +16,616 +9%
1WM
48
1900 Wealth Management
Texas
$4.41M +$86.6K +3,721 +2%
MGIA
49
Moneta Group Investment Advisors
Missouri
$4.34M +$151K +6,498 +4%
PBF
50
Petix & Botte Financial
California
$4.23M +$172K +7,390 +4%