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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
101
Ausdal Financial Partners
Iowa
$1.05M +$1.05K +45 +0.1%
MFG
102
MidWestOne Financial Group
Iowa
$1.05M
KAS
103
Kestra Advisory Services
Texas
$1.05M +$246K +10,585 +31%
Creative Planning
104
Creative Planning
Kansas
$1.05M -$6.33K -272 -0.6%
MFG
105
Merit Financial Group
Georgia
$1.01M +$7.56K +325 +0.8%
PMG
106
ProVise Management Group
Florida
$970K -$39.2K -1,683 -4%
WIA
107
World Investment Advisors
California
$925K +$52.6K +2,261 +6%
AI
108
Atria Investments
North Carolina
$902K +$199K +8,548 +28%
OCA
109
OpenArc Corporate Advisory
Georgia
$857K +$860K +36,949 New
BWP
110
Bernardo Wealth Planning
Pennsylvania
$839K +$79.4K +3,412 +10%
TAP
111
TSG Advice Partners
Ohio
$830K +$833K +35,786 New
CB
112
Commerce Bank
Missouri
$829K +$353K +15,157 +74%
AIA
113
Ally Invest Advisors
North Carolina
$822K +$58.2K +2,502 +8%
SWP
114
ShoreHaven Wealth Partners
New Jersey
$819K +$54K +2,323 +7%
UB
115
UMB Bank
Missouri
$803K
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$779K
DWM
117
Ducere Wealth Management
California
$753K +$755K +32,461 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$749K +$29.1K +1,249 +4%
FHA
119
Flagship Harbor Advisors
Massachusetts
$746K +$19.1K +820 +3%
CA
120
Calton & Associates
Florida
$715K -$371K -15,959 -34%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$713K -$3.44K -148 -0.5%
RSWM
122
Robertson Stephens Wealth Management
California
$677K
AA
123
Advisory Alpha
Michigan
$673K -$45K -1,936 -6%
CI
124
CX Institutional
Indiana
$661K -$124K -5,322 -16%
TWP
125
Tyche Wealth Partners
Texas
$647K +$279 +12 +0%