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Invesco National AMT-Free Municipal Bond ETF

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Northeast Financial Group
Pennsylvania
$1.43M
LGA
77
Lebenthal Global Advisors
New York
$1.27M
FF
78
Francis Financial
$1.24M
FT
79
Fiduciary Trust
Massachusetts
$1.15M
FZCM
80
Flynn Zito Capital Management
New York
$1.12M
CIA
81
Concurrent Investment Advisors
Florida
$1.12M
MSFS
82
Main Street Financial Solutions
Pennsylvania
$1.11M
PSCM
83
Per Stirling Capital Management
Texas
$1.1M
Citadel Advisors
84
Citadel Advisors
Florida
$1.06M
AFP
85
Ausdal Financial Partners
Iowa
$1.06M
CL
86
Choreo LLC
Illinois
$1.02M
MFG
87
Merit Financial Group
Georgia
$986K
PMG
88
ProVise Management Group
Florida
$974K
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$942K
FWA
90
FOCUS Wealth Advisors
Texas
$925K
Mariner
91
Mariner
Kansas
$867K
KAS
92
Kestra Advisory Services
Texas
$857K
MAM
93
MMA Asset Management
Pennsylvania
$850K
PA
94
PFW Advisors
Georgia
$837K
BWP
95
Bernardo Wealth Planning
Pennsylvania
$814K
RPCA
96
Running Point Capital Advisors
California
$812K
GIA
97
Gladstone Institutional Advisory
Florida
$801K
ACA
98
Ackerman Capital Advisors
Texas
$800K
RWM
99
Revisor Wealth Management
Ohio
$698K
TWP
100
Tyche Wealth Partners
Texas
$691K