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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$3.23M -$10.9M -467,168 -77%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$3.08M +$152K +6,541 +5%
KFGK
78
Keystone Financial Group (Kentucky)
Kentucky
$2.91M +$2.33M +100,138 +379%
PS
79
Principal Securities
Iowa
$2.79M +$791K +33,991 +39%
CL
80
Choreo LLC
Illinois
$2.72M +$1.61M +69,071 +140%
MAG
81
Meadowbrook Advisors Group
New Jersey
$2.7M -$24.7K -1,062 -0.9%
KAS
82
Kestra Advisory Services
Texas
$2.46M +$1.44M +62,036 +137%
SWP
83
ShoreHaven Wealth Partners
New Jersey
$2.37M +$1.58M +68,003 +193%
RWS
84
Rochester Wealth Strategies
Michigan
$2.33M +$172K +7,379 +8%
LFP
85
Leeward Financial Partners
Washington
$2.2M +$44.8K +1,923 +2%
ASN
86
Advisory Services Network
Georgia
$2.19M +$385K +16,549 +21%
SW
87
SteelPeak Wealth
California
$2.16M -$32.4K -1,390 -1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.14M +$633K +27,193 +41%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.14M +$717K +30,809 +49%
AI
90
Atria Investments
North Carolina
$2.08M +$1.2M +51,631 +133%
FFA
91
First Foundation Advisors
California
$2.02M -$14.2K -609 -0.7%
WA
92
Waverly Advisors
Alabama
$1.97M +$121K +5,215 +6%
FHC
93
First Heartland Consultants
Missouri
$1.87M -$101K -4,339 -5%
PSCM
94
Per Stirling Capital Management
Texas
$1.81M +$153K +6,557 +9%
CWM
95
Collaborative Wealth Management
Florida
$1.78M -$291K -12,494 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
96
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.72M +$304K +13,071 +21%
Citadel Advisors
97
Citadel Advisors
Florida
$1.69M -$13.6M -584,754 -89%
AWA
98
A4 Wealth Advisors
North Carolina
$1.69M +$1.39M +59,534 +430%
VT
99
Vise Technologies
New York
$1.57M
EC
100
Elequin Capital
New York
$1.51M +$1.53M +65,700 New