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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$3.12M +$2.9M +125,664 +1,272%
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.11M +$1.34M +58,167 +76%
FFA
53
First Foundation Advisors
California
$3.11M -$1.63M -70,664 -34%
TIM
54
Tortoise Investment Management
New York
$3.07M +$58.4K +2,534 +2%
Renaissance Technologies
55
Renaissance Technologies
New York
$2.67M -$30K -1,300 -1%
SW
56
SteelPeak Wealth
California
$2.66M -$47.2K -2,048 -2%
FHC
57
First Heartland Consultants
Missouri
$2.48M -$169K -7,320 -6%
KeyBank National Association
58
KeyBank National Association
Ohio
$2.42M -$19.2K -835 -0.8%
AIA
59
AssuredPartners Investment Advisors
Florida
$2.31M +$70.3K +3,051 +3%
ASN
60
Advisory Services Network
Georgia
$2.27M -$119K -5,174 -5%
PS
61
Principal Securities
Iowa
$2.07M – – –
EFS
62
Econ Financial Services
Pennsylvania
$2.01M +$754K +32,714 +60%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.99M -$143K -6,196 -7%
RWS
64
Rochester Wealth Strategies
Michigan
$1.97M +$1.97M +85,466 New
TPCW
65
TD Private Client Wealth
New York
$1.84M +$19.4K +844 +1%
PAG
66
Private Advisor Group
New Jersey
$1.83M +$372K +16,132 +26%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.75M +$202K +8,782 +13%
BAM
68
Belpointe Asset Management
Nevada
$1.73M +$1.73M +74,963 New
FCA
69
Fortis Capital Advisors
Kansas
$1.73M +$1.73M +74,963 New
SWM
70
Spire Wealth Management
Virginia
$1.68M +$52.8K +2,291 +3%
CWM
71
Collaborative Wealth Management
Florida
$1.68M +$317K +13,742 +23%
SSA
72
SSA Swiss Advisors
$1.6M +$1.6M +69,581 New
UB
73
UMB Bank
Missouri
$1.57M -$394K -17,086 -20%
WA
74
Waverly Advisors
Alabama
$1.55M +$25.3K +1,096 +2%
LFP
75
Leeward Financial Partners
Washington
$1.49M +$65K +2,819 +5%
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