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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
2.97%
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
1
Quadrature Capital
United Kingdom
$13.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$31.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.4M
4
SQA
4
Simon Quick Advisors
New Jersey
$6.57M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$9.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
PPW
3
Parcion Private Wealth
Washington
$1.7M
4
CI
4
CX Institutional
Indiana
$917K
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
AE Wealth Management
Kansas
$460K +$92.7K +4,141 +25%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$457K +$253K +11,301 +124%
SPIA
128
Steward Partners Investment Advisory
New York
$433K +$33.3K +1,487 +8%
PA
129
PFW Advisors
Georgia
$425K -$389K -17,376 -48%
IA
130
IFG Advisory
Georgia
$423K -$41K -1,831 -9%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$420K +$279K +12,443 +197%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$416K +$192K +8,567 +86%
CRI
133
Colonial River Investments
Virginia
$415K -$38.1K -1,702 -8%
Mariner
134
Mariner
Kansas
$412K -$431K -19,240 -51%
AWM
135
Axxcess Wealth Management
California
$408K +$100K +4,466 +32%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$406K +$406K +18,151 New
FUBT
137
First United Bank & Trust
Maryland
$404K -$114K -5,085 -22%
SC
138
Sepio Capital
Utah
$392K -$3.96K -177 -1%
EWA
139
Exencial Wealth Advisors
Oklahoma
$378K – – –
WI
140
Westbourne Investments
Virginia
$374K – – –
TNB
141
Thomasville National Bank
Georgia
$372K – – –
VT
142
Vise Technologies
New York
$363K +$363K +16,196 New
TC
143
TownSquare Capital
Utah
$361K -$299K -13,359 -45%
FCA
144
Fortis Capital Advisors
Kansas
$354K -$1.32M -59,142 -79%
BAM
145
Belpointe Asset Management
Nevada
$354K -$1.32M -59,142 -79%
BCI
146
Brinker Capital Investments
Pennsylvania
$336K +$336K +15,003 New
TWP
147
Tempus Wealth Planning
California
$293K – – –
XT
148
XTX Topco
Cayman Islands
$285K +$285K +12,731 New
CPL
149
CAP Partners LLC
Tennessee
$285K +$2.06K +92 +0.7%
SOS
150
Silver Oak Securities
Tennessee
$282K -$28.1K -1,256 -9%
4 5
6
7 8