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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

220 hedge funds and large institutions have $1.9B 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, 83 reducing their positions, and 24 closing their positions.

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
83
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FZCM
76
Flynn Zito Capital Management
New York
$1.13M 50,525 +1,701 +3%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$1.12M 50,013 +1,720 +4%
FT
78
Fiduciary Trust
Massachusetts
$1.12M 50,000 – –
CA
79
Calton & Associates
Florida
$1.06M 47,295 +47,295 New
CL
80
Choreo LLC
Illinois
$1.02M 45,380 +1,173 +3%
AFP
81
Ausdal Financial Partners
Iowa
$1.01M 45,016 -1,011 -2%
MFG
82
Merit Financial Group
Georgia
$976K 43,597 +815 +2%
FWA
83
FOCUS Wealth Advisors
Texas
$946K 42,254 +2,105 +5%
CI
84
CX Institutional
Indiana
$917K 40,974 -746,590 -95%
PMG
85
ProVise Management Group
Florida
$915K 40,878 -1,379 -3%
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$901K 40,230 +40,230 New
AWE
87
Avidian Wealth Enterprises
Texas
$879K 39,254 +16,169 +70%
PSCM
88
Per Stirling Capital Management
Texas
$860K 38,397 -9,310 -20%
MFG
89
MidWestOne Financial Group
Iowa
$840K 37,500 +22,500 +150%
HF
90
HRT Financial
New York
$804K 35,922 +35,922 New
MAM
91
MMA Asset Management
Pennsylvania
$803K 35,868 -1,040 -3%
1WM
92
1900 Wealth Management
Texas
$798K 35,662 -256,577 -88%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
– – – –
UB
94
UMB Bank
Missouri
$796K 35,536 -32,663 -48%
RPCA
95
Running Point Capital Advisors
California
$786K 35,121 -141 -0.4%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$755K 33,735 +11,690 +53%
WIA
97
World Investment Advisors
California
$728K 32,511 +32,511 New
BWP
98
Bernardo Wealth Planning
Pennsylvania
$725K 32,370 -2,971 -8%
KPWG
99
KFA Private Wealth Group
Virginia
$700K 31,246 +31,246 New
FHA
100
Flagship Harbor Advisors
Massachusetts
$699K 31,200 +31,200 New
2 3
4
5 6