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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$12.4M +$4.27M +183,528 +51%
AF
27
Allworth Financial
California
$12.2M +$900K +38,677 +8%
AWE
28
Avidian Wealth Enterprises
Texas
$11.1M -$41.4K -1,779 -0.4%
WWG
29
West Wealth Group
California
$10.2M +$8.34M +358,348 +424%
IWM
30
IHT Wealth Management
Illinois
$9.82M +$569K +24,465 +6%
SFP
31
Shepherd Financial Partners
Massachusetts
$9.75M +$5.17M +222,149 +110%
Osaic Holdings
32
Osaic Holdings
Arizona
$9.43M -$1.45M -62,407 -13%
Goldman Sachs
33
Goldman Sachs
New York
$8.96M +$9.07M +389,799 New
AG
34
Ascent Group
Virginia
$8.82M +$6.86M +294,518 +330%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$8.65M +$111K +4,755 +1%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$8.62M +$8.44M +362,509 +2,919%
MML Investors Services
37
MML Investors Services
Massachusetts
$8.6M +$1.9M +81,695 +28%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$8.45M -$228K -9,782 -3%
US Bancorp
39
US Bancorp
Minnesota
$6.9M -$952K -40,915 -12%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$6.7M +$6.79M +291,614 New
IAA
41
Independent Advisor Alliance
North Carolina
$6.22M +$6.3M +270,862 New
TIM
42
Tortoise Investment Management
New York
$6.15M +$216K +9,279 +4%
IWC
43
Integrated Wealth Concepts
Massachusetts
$5.99M +$912K +39,172 +18%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$5.99M +$4.03M +173,127 +198%
EWA
45
Exencial Wealth Advisors
Oklahoma
$5.98M +$5.53M +237,409 +1,033%
AIM
46
Archer Investment Management
Texas
$5.96M +$6.04M +259,293 New
SQA
47
Simon Quick Advisors
New Jersey
$5.92M +$4.26M +183,113 +245%
PAS
48
Park Avenue Securities
New York
$5.92M +$3.96M +169,923 +194%
PWM
49
Perigon Wealth Management
California
$5.79M +$5.86M +251,804 New
GAG
50
Goodman Advisory Group
Massachusetts
$5.62M -$1.8M -77,187 -24%