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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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
Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$13.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
4
SQA
Simon Quick Advisors
New Jersey
+$6.57M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.38M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$37M
2
Bank of America
Bank of America
North Carolina
-$29.8M
3
PPW
Parcion Private Wealth
Washington
-$20.4M
4
CI
CX Institutional
Indiana
-$16.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FZCM
76
Flynn Zito Capital Management
New York
$1.13M +$38.1K +1,701 +3%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$1.12M +$38.5K +1,720 +4%
FT
78
Fiduciary Trust
Massachusetts
$1.12M – – –
CA
79
Calton & Associates
Florida
$1.06M +$1.06M +47,295 New
CL
80
Choreo LLC
Illinois
$1.02M +$26.3K +1,173 +3%
AFP
81
Ausdal Financial Partners
Iowa
$1.01M -$22.6K -1,011 -2%
MFG
82
Merit Financial Group
Georgia
$976K +$18.2K +815 +2%
FWA
83
FOCUS Wealth Advisors
Texas
$946K +$47.1K +2,105 +5%
CI
84
CX Institutional
Indiana
$917K -$16.7M -746,590 -95%
PMG
85
ProVise Management Group
Florida
$915K -$30.9K -1,379 -3%
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$901K +$901K +40,230 New
AWE
87
Avidian Wealth Enterprises
Texas
$879K +$362K +16,169 +70%
PSCM
88
Per Stirling Capital Management
Texas
$860K -$208K -9,310 -20%
MFG
89
MidWestOne Financial Group
Iowa
$840K +$504K +22,500 +150%
HF
90
HRT Financial
New York
$804K +$804K +35,922 New
MAM
91
MMA Asset Management
Pennsylvania
$803K -$23.3K -1,040 -3%
1WM
92
1900 Wealth Management
Texas
$798K -$5.74M -256,577 -88%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$797K -$942K – –
UB
94
UMB Bank
Missouri
$796K -$731K -32,663 -48%
RPCA
95
Running Point Capital Advisors
California
$786K -$3.16K -141 -0.4%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$755K +$262K +11,690 +53%
WIA
97
World Investment Advisors
California
$728K +$728K +32,511 New
BWP
98
Bernardo Wealth Planning
Pennsylvania
$725K -$66.5K -2,971 -8%
KPWG
99
KFA Private Wealth Group
Virginia
$700K +$700K +31,246 New
FHA
100
Flagship Harbor Advisors
Massachusetts
$699K +$699K +31,200 New
2 3
4
5 6