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Invesco National AMT-Free Municipal Bond ETF

223 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 35 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.75M
FFA
52
First Foundation Advisors
California
$2.71M
DL
53
DOHJ LLC
Washington
$2.29M
FHC
54
First Heartland Consultants
Missouri
$2.23M
Jones Financial Companies
55
Jones Financial Companies
Missouri
$2.19M
TPCW
56
TD Private Client Wealth
New York
$2.14M
PAS
57
Park Avenue Securities
New York
$2M
KeyBank National Association
58
KeyBank National Association
Ohio
$1.98M
ASN
59
Advisory Services Network
Georgia
$1.97M
RWS
60
Rochester Wealth Strategies
Michigan
$1.97M
CCMG
61
Clark Capital Management Group
Pennsylvania
$1.95M
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.86M
CWM
63
Collaborative Wealth Management
Florida
$1.79M
NFG
64
Northeast Financial Group
Pennsylvania
$1.74M
Creative Planning
65
Creative Planning
Kansas
$1.73M
EFS
66
Econ Financial Services
Pennsylvania
$1.72M
PPW
67
Parcion Private Wealth
Washington
$1.7M
LGA
68
Lebenthal Global Advisors
New York
$1.62M
LFP
69
Leeward Financial Partners
Washington
$1.57M
PS
70
Principal Securities
Iowa
$1.54M
SSA
71
SSA Swiss Advisors
$1.51M
WA
72
Waverly Advisors
Alabama
$1.45M
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.45M
CIA
74
Concurrent Investment Advisors
Florida
$1.34M
SPC
75
Spirepoint Private Client
Florida
$1.31M