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Invesco National AMT-Free Municipal Bond ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$3.12M
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.11M
FFA
53
First Foundation Advisors
California
$3.11M
TIM
54
Tortoise Investment Management
New York
$3.07M
Renaissance Technologies
55
Renaissance Technologies
New York
$2.67M
SW
56
SteelPeak Wealth
California
$2.66M
FHC
57
First Heartland Consultants
Missouri
$2.48M
KeyBank National Association
58
KeyBank National Association
Ohio
$2.42M
AIA
59
AssuredPartners Investment Advisors
Florida
$2.31M
ASN
60
Advisory Services Network
Georgia
$2.27M
PS
61
Principal Securities
Iowa
$2.07M
EFS
62
Econ Financial Services
Pennsylvania
$2.01M
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.99M
RWS
64
Rochester Wealth Strategies
Michigan
$1.97M
TPCW
65
TD Private Client Wealth
New York
$1.84M
PAG
66
Private Advisor Group
New Jersey
$1.83M
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.75M
BAM
68
Belpointe Asset Management
Nevada
$1.73M
FCA
69
Fortis Capital Advisors
Kansas
$1.73M
SWM
70
Spire Wealth Management
Virginia
$1.68M
CWM
71
Collaborative Wealth Management
Florida
$1.68M
SSA
72
SSA Swiss Advisors
$1.6M
UB
73
UMB Bank
Missouri
$1.57M
WA
74
Waverly Advisors
Alabama
$1.55M
LFP
75
Leeward Financial Partners
Washington
$1.49M