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Invesco National AMT-Free Municipal Bond ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
76
Flynn Zito Capital Management
New York
$1.13M
MSFS
77
Main Street Financial Solutions
Pennsylvania
$1.12M
FT
78
Fiduciary Trust
Massachusetts
$1.12M
CA
79
Calton & Associates
Florida
$1.06M
CL
80
Choreo LLC
Illinois
$1.02M
AFP
81
Ausdal Financial Partners
Iowa
$1.01M
MFG
82
Merit Financial Group
Georgia
$976K
FWA
83
FOCUS Wealth Advisors
Texas
$946K
CI
84
CX Institutional
Indiana
$917K
PMG
85
ProVise Management Group
Florida
$915K
GSIAS
86
Garden State Investment Advisory Services
New Jersey
$901K
AWE
87
Avidian Wealth Enterprises
Texas
$879K
PSCM
88
Per Stirling Capital Management
Texas
$860K
MFG
89
MidWestOne Financial Group
Iowa
$840K
HF
90
HRT Financial
New York
$804K
MAM
91
MMA Asset Management
Pennsylvania
$803K
1WM
92
1900 Wealth Management
Texas
$798K
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$797K
UB
94
UMB Bank
Missouri
$796K
RPCA
95
Running Point Capital Advisors
California
$786K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$755K
WIA
97
World Investment Advisors
California
$728K
BWP
98
Bernardo Wealth Planning
Pennsylvania
$725K
KPWG
99
KFA Private Wealth Group
Virginia
$700K
FHA
100
Flagship Harbor Advisors
Massachusetts
$699K