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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

221 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 34 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+9
Holders Change %
+4.25%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
70
Reduced
84
Closed
24
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$1.18M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$13.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.12M
4
SQA
Simon Quick Advisors
New Jersey
+$6.57M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.38M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$37M
2
Bank of America
Bank of America
North Carolina
-$29.8M
3
PPW
Parcion Private Wealth
Washington
-$20.4M
4
CI
CX Institutional
Indiana
-$16.7M
5
GAG
Goodman Advisory Group
Massachusetts
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$689K +$350K +15,652 +104%
Charles Schwab
102
Charles Schwab
California
$686K +$686K +30,625 New
RWM
103
Revisor Wealth Management
Ohio
$679K +$269 +12 +0%
TWP
104
Tyche Wealth Partners
Texas
$672K +$246 +11 +0%
RSWM
105
Robertson Stephens Wealth Management
California
$654K – – –
HCM
106
Hicks Capital Management
Ohio
$649K +$306K +13,651 +89%
AIA
107
Ally Invest Advisors
North Carolina
$647K +$64.3K +2,870 +11%
AA
108
Advisory Alpha
Michigan
$645K +$32.9K +1,470 +5%
FTUS
109
Flow Traders U.S.
New York
$586K +$586K +26,155 New
CBT
110
Crews Bank & Trust
Florida
$582K -$30.2K -1,350 -5%
KAS
111
Kestra Advisory Services
Texas
$577K -$257K -11,458 -31%
NA
112
NewEdge Advisors
Louisiana
$561K -$43.2K -1,931 -7%
KL
113
KWMG LLC
Kansas
$550K +$550K +24,553 New
SFS
114
Sowell Financial Services
Arkansas
$536K -$2.49K -111 -0.5%
ACA
115
Ackerman Capital Advisors
Texas
$530K -$248K -11,056 -32%
GIA
116
Gladstone Institutional Advisory
Florida
$519K -$259K -11,554 -33%
HighTower Advisors
117
HighTower Advisors
Illinois
$518K +$75.6K +3,376 +17%
JWCA
118
J.W. Cole Advisors
Florida
$487K – – –
BTI
119
Blue Trust Inc
Georgia
$479K +$470K +20,980 +5,245%
MCI
120
MRP Capital Investments
Georgia
$478K +$70K +3,125 +17%
ARG
121
Advisory Resource Group
Oklahoma
$477K +$9.65K +431 +2%
DAS
122
Dynamic Advisor Solutions
Arizona
$477K -$4.57K -204 -0.9%
CC
123
Courier Capital
New York
$475K +$4.08K +182 +0.9%
VRM
124
Vectors Research Management
New York
$475K +$4.08K +182 +0.9%
CB
125
Commerce Bank
Missouri
$461K – – –
3 4
5
6 7