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Invesco National AMT-Free Municipal Bond ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
TownSquare Capital
Utah
$680K
RSWM
102
Robertson Stephens Wealth Management
California
$673K
CBT
103
Crews Bank & Trust
Florida
$630K
AA
104
Advisory Alpha
Michigan
$630K
NA
105
NewEdge Advisors
Louisiana
$622K
AIA
106
Ally Invest Advisors
North Carolina
$599K
DWT
107
Dorsey & Whitney Trust
South Dakota
$594K
SFS
108
Sowell Financial Services
Arkansas
$554K
FUBT
109
First United Bank & Trust
Maryland
$533K
AWE
110
Avidian Wealth Enterprises
Texas
$532K
P
111
&Partners
Tennessee
$531K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$508K
JWCA
113
J.W. Cole Advisors
Florida
$501K
DAS
114
Dynamic Advisor Solutions
Arizona
$495K
VRM
115
Vectors Research Management
New York
$484K
CC
116
Courier Capital
New York
$484K
ARG
117
Advisory Resource Group
Oklahoma
$481K
IA
118
IFG Advisory
Georgia
$477K
MWM
119
Mascoma Wealth Management
New Hampshire
$476K
CB
120
Commerce Bank
Missouri
$474K
CRI
121
Colonial River Investments
Virginia
$466K
HighTower Advisors
122
HighTower Advisors
Illinois
$455K
WAG
123
Wiser Advisor Group
Arizona
$449K
MCI
124
MRP Capital Investments
Georgia
$420K
SPIA
125
Steward Partners Investment Advisory
New York
$411K