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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.9B 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, 83 reducing their positions, and 24 closing their positions.

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
83
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
First Foundation Advisors
California
$2.71M 120,992 -13,945 -10%
DL
52
DOHJ LLC
Washington
$2.29M 102,232 +86,486 +549%
FHC
53
First Heartland Consultants
Missouri
$2.23M 99,577 -8,079 -8%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$2.19M 97,972 +21,851 +29%
TPCW
55
TD Private Client Wealth
New York
$2.14M 95,618 +15,816 +20%
PAS
56
Park Avenue Securities
New York
$2M 89,095 +89,095 New
KeyBank National Association
57
KeyBank National Association
Ohio
$1.98M 88,522 -16,640 -16%
ASN
58
Advisory Services Network
Georgia
$1.97M 89,381 -9,148 -9%
RWS
59
Rochester Wealth Strategies
Michigan
$1.97M 88,082 +2,616 +3%
CCMG
60
Clark Capital Management Group
Pennsylvania
$1.95M 87,129 +87,129 New
CWM
61
Collaborative Wealth Management
Florida
$1.79M 79,982 +7,188 +10%
NFG
62
Northeast Financial Group
Pennsylvania
$1.74M 77,662 +15,662 +25%
Creative Planning
63
Creative Planning
Kansas
$1.73M 77,466 -58,077 -43%
EFS
64
Econ Financial Services
Pennsylvania
$1.72M 76,948 -10,467 -12%
PPW
65
Parcion Private Wealth
Washington
$1.7M 76,130 -909,085 -92%
LGA
66
Lebenthal Global Advisors
New York
$1.62M 72,197 +17,091 +31%
LFP
67
Leeward Financial Partners
Washington
$1.57M 70,233 +5,692 +9%
PS
68
Principal Securities
Iowa
$1.54M 68,575 -19,304 -22%
SSA
69
SSA Swiss Advisors
$1.51M 68,570 -1,011 -1%
WA
70
Waverly Advisors
Alabama
$1.45M 64,899 -2,360 -4%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.45M 64,634 +64,634 New
CIA
72
Concurrent Investment Advisors
Florida
$1.34M 59,839 +11,128 +23%
SPC
73
Spirepoint Private Client
Florida
$1.31M 58,550 +58,550 New
ATS
74
Ashton Thomas Securities
New York
$1.3M 57,852 -136,715 -70%
FZCM
75
Flynn Zito Capital Management
New York
$1.13M 50,525 +1,701 +3%
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3
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