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Invesco National AMT-Free Municipal Bond ETF

223 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 35 funds opening new positions, 71 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: $ → $

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
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
FHA
101
Flagship Harbor Advisors
Massachusetts
$699K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$689K
Charles Schwab
103
Charles Schwab
California
$686K
RWM
104
Revisor Wealth Management
Ohio
$679K
TWP
105
Tyche Wealth Partners
Texas
$672K
RSWM
106
Robertson Stephens Wealth Management
California
$654K
HCM
107
Hicks Capital Management
Ohio
$649K
AIA
108
Ally Invest Advisors
North Carolina
$647K
AA
109
Advisory Alpha
Michigan
$645K
FTUS
110
Flow Traders U.S.
New York
$586K
CBT
111
Crews Bank & Trust
Florida
$582K
KAS
112
Kestra Advisory Services
Texas
$577K
NA
113
NewEdge Advisors
Louisiana
$561K
KL
114
KWMG LLC
Kansas
$550K
SFS
115
Sowell Financial Services
Arkansas
$536K
ACA
116
Ackerman Capital Advisors
Texas
$530K
GIA
117
Gladstone Institutional Advisory
Florida
$519K
HighTower Advisors
118
HighTower Advisors
Illinois
$518K
JWCA
119
J.W. Cole Advisors
Florida
$487K
BTI
120
Blue Trust Inc
Georgia
$479K
MCI
121
MRP Capital Investments
Georgia
$478K
ARG
122
Advisory Resource Group
Oklahoma
$477K
DAS
123
Dynamic Advisor Solutions
Arizona
$477K
CC
124
Courier Capital
New York
$475K
VRM
125
Vectors Research Management
New York
$475K