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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
76
Flow Traders U.S.
New York
$1.87M +$1.88M +80,624 New
WA
77
Waverly Advisors
Alabama
$1.87M +$484K +20,794 +35%
ASN
78
Advisory Services Network
Georgia
$1.83M -$83.4K -3,586 -4%
SQA
79
Simon Quick Advisors
New Jersey
$1.73M -$4.38M -188,291 -72%
QC
80
Quadrature Capital
United Kingdom
$1.7M +$1.45M +62,475 +572%
PSCM
81
Per Stirling Capital Management
Texas
$1.68M +$644K +27,689 +62%
VT
82
Vise Technologies
New York
$1.57M -$44.2K -1,899 -3%
SSA
83
SSA Swiss Advisors
$1.55M -$65.4K -2,811 -4%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.53M +$1.19M +50,978 +337%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.45M +$252K +10,837 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.43M +$1.44M +61,796 New
CCMG
87
Clark Capital Management Group
Pennsylvania
$1.41M -$1.36M -58,342 -49%
QPWM
88
Quadrant Private Wealth Management
Pennsylvania
$1.39M +$532K +22,856 +62%
SIM
89
Synergy Investment Management
Florida
$1.36M +$308K +13,236 +29%
TRCT
90
Tower Research Capital (TRC)
New York
$1.36M +$1.37M +58,700 +83,857%
MYIA
91
Mount Yale Investment Advisors
Colorado
$1.33M -$21.5K -924 -2%
GSIAS
92
Garden State Investment Advisory Services
New Jersey
$1.33M +$12.9K +556 +1%
PIA
93
Perennial Investment Advisors
California
$1.28M +$310K +13,320 +32%
FZCM
94
Flynn Zito Capital Management
New York
$1.26M -$124K -5,328 -9%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.25M +$526K +22,628 +73%
FT
96
Fiduciary Trust
Massachusetts
$1.16M
CL
97
Choreo LLC
Illinois
$1.15M
NA
98
NewEdge Advisors
Louisiana
$1.11M +$617K +26,521 +123%
FWA
99
FOCUS Wealth Advisors
Texas
$1.1M +$51.6K +2,220 +5%
KeyBank National Association
100
KeyBank National Association
Ohio
$1.07M -$27.1K -1,164 -2%