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Invesco National AMT-Free Municipal Bond ETF

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

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: $ → $

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
221
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
FFA
51
First Foundation Advisors
California
$2.71M
DL
52
DOHJ LLC
Washington
$2.29M
FHC
53
First Heartland Consultants
Missouri
$2.23M
Jones Financial Companies
54
Jones Financial Companies
Missouri
$2.19M
TPCW
55
TD Private Client Wealth
New York
$2.14M
PAS
56
Park Avenue Securities
New York
$2M
KeyBank National Association
57
KeyBank National Association
Ohio
$1.98M
ASN
58
Advisory Services Network
Georgia
$1.97M
RWS
59
Rochester Wealth Strategies
Michigan
$1.97M
CCMG
60
Clark Capital Management Group
Pennsylvania
$1.95M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.86M
CWM
62
Collaborative Wealth Management
Florida
$1.79M
NFG
63
Northeast Financial Group
Pennsylvania
$1.74M
Creative Planning
64
Creative Planning
Kansas
$1.73M
EFS
65
Econ Financial Services
Pennsylvania
$1.72M
PPW
66
Parcion Private Wealth
Washington
$1.7M
LGA
67
Lebenthal Global Advisors
New York
$1.62M
LFP
68
Leeward Financial Partners
Washington
$1.57M
PS
69
Principal Securities
Iowa
$1.54M
SSA
70
SSA Swiss Advisors
$1.51M
WA
71
Waverly Advisors
Alabama
$1.45M
VAS
72
Vestmark Advisory Solutions
Massachusetts
$1.45M
CIA
73
Concurrent Investment Advisors
Florida
$1.34M
SPC
74
Spirepoint Private Client
Florida
$1.31M
ATS
75
Ashton Thomas Securities
New York
$1.3M