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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

221 hedge funds and large institutions have $1.91B 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, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$13.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
4
SQA
Simon Quick Advisors
New Jersey
+$6.57M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.38M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$37M
2
Bank of America
Bank of America
North Carolina
-$29.8M
3
PPW
Parcion Private Wealth
Washington
-$20.4M
4
CI
CX Institutional
Indiana
-$16.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
First Foundation Advisors
California
$2.71M -$312K -13,945 -10%
DL
52
DOHJ LLC
Washington
$2.29M +$1.94M +86,486 +549%
FHC
53
First Heartland Consultants
Missouri
$2.23M -$181K -8,079 -8%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$2.19M +$488K +21,851 +29%
TPCW
55
TD Private Client Wealth
New York
$2.14M +$354K +15,816 +20%
PAS
56
Park Avenue Securities
New York
$2M +$2M +89,095 New
KeyBank National Association
57
KeyBank National Association
Ohio
$1.98M -$373K -16,640 -16%
ASN
58
Advisory Services Network
Georgia
$1.97M -$202K -9,148 -9%
RWS
59
Rochester Wealth Strategies
Michigan
$1.97M +$58.6K +2,616 +3%
CCMG
60
Clark Capital Management Group
Pennsylvania
$1.95M +$1.95M +87,129 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.86M -$4.75M -212,213 -72%
CWM
62
Collaborative Wealth Management
Florida
$1.79M +$161K +7,188 +10%
NFG
63
Northeast Financial Group
Pennsylvania
$1.74M +$351K +15,662 +25%
Creative Planning
64
Creative Planning
Kansas
$1.73M -$1.3M -58,077 -43%
EFS
65
Econ Financial Services
Pennsylvania
$1.72M -$234K -10,467 -12%
PPW
66
Parcion Private Wealth
Washington
$1.7M -$20.4M -909,085 -92%
LGA
67
Lebenthal Global Advisors
New York
$1.62M +$383K +17,091 +31%
LFP
68
Leeward Financial Partners
Washington
$1.57M +$127K +5,692 +9%
PS
69
Principal Securities
Iowa
$1.54M -$432K -19,304 -22%
SSA
70
SSA Swiss Advisors
$1.51M -$22.2K -1,011 -1%
WA
71
Waverly Advisors
Alabama
$1.45M -$52.8K -2,360 -4%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$1.45M +$1.45M +64,634 New
CIA
73
Concurrent Investment Advisors
Florida
$1.34M +$249K +11,128 +23%
SPC
74
Spirepoint Private Client
Florida
$1.31M +$1.31M +58,550 New
ATS
75
Ashton Thomas Securities
New York
$1.3M -$3.06M -136,715 -70%
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