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Invesco National AMT-Free Municipal Bond ETF

263 hedge funds and large institutions have $2.36B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
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
$960K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$117M
2 -$17.7M
3 -$9.24M
4
Morgan Stanley
Morgan Stanley
New York
-$8.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MidWestOne Financial Group
Iowa
$1.05M
KAS
102
Kestra Advisory Services
Texas
$1.05M
Creative Planning
103
Creative Planning
Kansas
$1.05M
MFG
104
Merit Financial Group
Georgia
$1.01M
PMG
105
ProVise Management Group
Florida
$970K
WIA
106
World Investment Advisors
California
$908K
AI
107
Atria Investments
North Carolina
$902K
OCA
108
OpenArc Corporate Advisory
Georgia
$857K
BWP
109
Bernardo Wealth Planning
Pennsylvania
$839K
TAP
110
TSG Advice Partners
Ohio
$830K
CB
111
Commerce Bank
Missouri
$829K
AIA
112
Ally Invest Advisors
North Carolina
$822K
SWP
113
ShoreHaven Wealth Partners
New Jersey
$819K
UB
114
UMB Bank
Missouri
$803K
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$779K
DWM
116
Ducere Wealth Management
California
$753K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$749K
FHA
118
Flagship Harbor Advisors
Massachusetts
$746K
CA
119
Calton & Associates
Florida
$715K
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$713K
RSWM
121
Robertson Stephens Wealth Management
California
$677K
AA
122
Advisory Alpha
Michigan
$673K
CI
123
CX Institutional
Indiana
$661K
TWP
124
Tyche Wealth Partners
Texas
$647K
RPCA
125
Running Point Capital Advisors
California
$645K