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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Seeds Investor
New York
$5.54M +$1.95M +83,714 +55%
SA
52
Stewardship Advisors
Pennsylvania
$5.53M -$147K -6,330 -3%
AHC
53
Anderson Hoagland & Co
Missouri
$5.25M -$366K -15,721 -6%
AWM
54
AE Wealth Management
Kansas
$5.21M +$2.3M +99,021 +78%
PAG
55
Private Advisor Group
New Jersey
$5.12M +$1.34M +57,431 +35%
TIA
56
Traphagen Investment Advisors
New Jersey
$5.02M +$42.4K +1,821 +0.8%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$4.92M -$436K -18,720 -8%
CIM
58
Confluence Investment Management
Missouri
$4.8M -$108K -4,623 -2%
1WM
59
1900 Wealth Management
Texas
$4.66M +$292K +12,551 +7%
MGIA
60
Moneta Group Investment Advisors
Missouri
$4.5M +$198K +8,505 +5%
PBF
61
Petix & Botte Financial
California
$4.33M -$2.05M -88,029 -48%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$4.31M -$796K -34,215 -16%
Truist Financial
63
Truist Financial
North Carolina
$4.16M +$563K +24,189 +15%
QPWM
64
Quadrant Private Wealth Management
Pennsylvania
$4.12M +$2.78M +119,534 +200%
MYIA
65
Mount Yale Investment Advisors
Colorado
$4.1M +$2.82M +121,187 +211%
ATS
66
Ashton Thomas Securities
New York
$3.95M +$1.51M +64,937 +61%
EF
67
Entrust Financial
Pennsylvania
$3.89M +$558K +23,980 +16%
CCMG
68
Connecticut Capital Management Group
Connecticut
$3.86M +$352K +15,131 +10%
CIA
69
Concurrent Investment Advisors
Florida
$3.8M +$1.57M +67,535 +69%
MOS
70
MGO One Seven
Ohio
$3.68M +$3.73M +160,250 New
ML
71
McAdam LLC
Pennsylvania
$3.61M -$223K -9,574 -6%
CCMG
72
Clark Capital Management Group
Pennsylvania
$3.52M +$2.15M +92,205 +151%
PIA
73
Perennial Investment Advisors
California
$3.5M +$2.26M +97,105 +177%
TPCW
74
TD Private Client Wealth
New York
$3.43M -$206K -8,833 -6%
SIM
75
Synergy Investment Management
Florida
$3.32M +$1.99M +85,609 +146%