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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$3.87M -$144K -6,205 -4%
PAG
52
Private Advisor Group
New Jersey
$3.84M +$92.6K +3,980 +2%
TPCW
53
TD Private Client Wealth
New York
$3.66M -$97.5K -4,191 -3%
Truist Financial
54
Truist Financial
North Carolina
$3.64M +$107K +4,578 +3%
SI
55
Seeds Investor
New York
$3.56M +$359K +15,436 +11%
CCMG
56
Connecticut Capital Management Group
Connecticut
$3.54M +$3.56M +152,850 New
EF
57
Entrust Financial
Pennsylvania
$3.37M +$3.38M +145,416 New
OMC
58
Old Mission Capital
Illinois
$3.27M +$2.9M +124,826 +782%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$2.98M +$179K +7,699 +6%
AWM
60
AE Wealth Management
Kansas
$2.96M +$1.29M +55,280 +76%
MAG
61
Meadowbrook Advisors Group
New Jersey
$2.75M +$2.76M +118,656 New
ATS
62
Ashton Thomas Securities
New York
$2.48M -$1.4M -59,962 -36%
CIA
63
Concurrent Investment Advisors
Florida
$2.27M +$697K +29,962 +44%
SW
64
SteelPeak Wealth
California
$2.21M -$51.2K -2,199 -2%
RWS
65
Rochester Wealth Strategies
Michigan
$2.18M -$123K -5,295 -5%
LFP
66
Leeward Financial Partners
Washington
$2.17M +$6.3K +271 +0.3%
NFG
67
Northeast Financial Group
Pennsylvania
$2.12M +$180K +7,754 +9%
CWM
68
Collaborative Wealth Management
Florida
$2.08M -$49.3K -2,118 -2%
AG
69
Ascent Group
Virginia
$2.07M +$1.34M +57,579 +181%
FFA
70
First Foundation Advisors
California
$2.05M -$103K -4,406 -5%
PAS
71
Park Avenue Securities
New York
$2.03M -$1.45M -62,493 -42%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$2.03M +$1.33M +57,097 +188%
PS
73
Principal Securities
Iowa
$2.02M -$20K -858 -1%
FHC
74
First Heartland Consultants
Missouri
$1.99M -$20.1K -864 -1%
WWG
75
West Wealth Group
California
$1.96M +$351K +15,084 +22%