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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Northeast Financial Group
Pennsylvania
$1.51M -$597K -25,635 -28%
Renaissance Technologies
102
Renaissance Technologies
New York
$1.48M -$5.23M -224,600 -78%
CA
103
Claro Advisors
Massachusetts
$1.42M +$1.44M +61,764 New
HighTower Advisors
104
HighTower Advisors
Illinois
$1.37M +$141K +6,054 +11%
GSIAS
105
Garden State Investment Advisory Services
New Jersey
$1.37M +$57.5K +2,469 +4%
TFS
106
Targeted Financial Services
Florida
$1.28M +$876K +37,652 +210%
BEI
107
Benjamin Edwards Inc
Missouri
$1.22M +$1.24M +53,137 New
EFG
108
Ehrlich Financial Group
California
$1.22M +$840K +36,076 +213%
DWM
109
Diversify Wealth Management
Utah
$1.17M +$934K +40,113 +399%
FT
110
Fiduciary Trust
Massachusetts
$1.15M
WIA
111
World Investment Advisors
California
$1.15M +$234K +10,067 +25%
WA
112
Wealth Alliance
New York
$1.09M +$1.11M +47,546 New
AFP
113
Ausdal Financial Partners
Iowa
$1.09M +$51.8K +2,226 +5%
FWA
114
FOCUS Wealth Advisors
Texas
$1.07M -$25.8K -1,109 -2%
NP
115
NorthRock Partners
Minnesota
$1.04M +$1.05M +45,153 New
PCA
116
Prosperity Capital Advisors
Ohio
$1.03M +$411K +17,666 +65%
MFG
117
Merit Financial Group
Georgia
$1.01M +$9.17K +394 +0.9%
Creative Planning
118
Creative Planning
Kansas
$979K -$57.2K -2,457 -5%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$954K +$251K +10,769 +35%
PMG
120
ProVise Management Group
Florida
$937K -$24.6K -1,057 -3%
MCM
121
MAI Capital Management
Ohio
$924K +$903K +38,806 +2,731%
BWM
122
BCGM Wealth Management
Indiana
$880K +$891K +38,282 New
NB
123
Nicolet Bankshares
Wisconsin
$862K +$873K +37,500 New
AIA
124
Ally Invest Advisors
North Carolina
$851K +$36K +1,547 +4%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$842K +$248K +10,650 +41%