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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$680K -$9.98K -433 -1%
RSWM
102
Robertson Stephens Wealth Management
California
$673K +$101K +4,365 +18%
CBT
103
Crews Bank & Trust
Florida
$630K +$172K +7,475 +38%
AA
104
Advisory Alpha
Michigan
$630K -$119K -5,157 -16%
NA
105
NewEdge Advisors
Louisiana
$622K -$31.6K -1,371 -5%
AIA
106
Ally Invest Advisors
North Carolina
$599K +$33.5K +1,452 +6%
DWT
107
Dorsey & Whitney Trust
South Dakota
$594K +$16.3K +709 +3%
SFS
108
Sowell Financial Services
Arkansas
$554K +$27.8K +1,205 +5%
FUBT
109
First United Bank & Trust
Maryland
$533K +$31.1K +1,350 +6%
AWE
110
Avidian Wealth Enterprises
Texas
$532K +$184K +7,993 +53%
P
111
&Partners
Tennessee
$531K -$70.1K -3,052 -12%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$508K +$230 +10 +0%
JWCA
113
J.W. Cole Advisors
Florida
$501K +$501K +21,760 New
DAS
114
Dynamic Advisor Solutions
Arizona
$495K +$852 +37 +0.2%
CC
115
Courier Capital
New York
$484K +$207 +9 +0%
VRM
116
Vectors Research Management
New York
$484K +$207 +9 +0%
ARG
117
Advisory Resource Group
Oklahoma
$481K +$76K +3,300 +19%
IA
118
IFG Advisory
Georgia
$477K -$185K -8,028 -28%
MWM
119
Mascoma Wealth Management
New Hampshire
$476K +$461 +20 +0.1%
CB
120
Commerce Bank
Missouri
$474K – – –
CRI
121
Colonial River Investments
Virginia
$466K +$466K +20,230 New
HighTower Advisors
122
HighTower Advisors
Illinois
$455K -$61.4K -2,665 -12%
WAG
123
Wiser Advisor Group
Arizona
$449K -$30.2K -1,312 -6%
MCI
124
MRP Capital Investments
Georgia
$420K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$411K – – –
3 4
5
6 7