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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.07B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Procyon Advisors
Connecticut
$409K -$1.04K -45 -0.3%
SC
127
Sepio Capital
Utah
$407K +$507 +22 +0.1%
EWA
128
Exencial Wealth Advisors
Oklahoma
$389K -$64.5K -2,800 -14%
WI
129
Westbourne Investments
Virginia
$384K -$9.98K -433 -3%
TNB
130
Thomasville National Bank
Georgia
$382K – – –
AWM
131
AE Wealth Management
Kansas
$378K +$60.5K +2,627 +19%
DL
132
DOHJ LLC
Washington
$363K +$363K +15,746 New
HCM
133
Hicks Capital Management
Ohio
$353K +$353K +15,337 New
IA
134
Inspire Advisors
Idaho
$352K +$352K +15,276 New
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$348K +$92.5K +4,020 +36%
MFG
136
MidWestOne Financial Group
Iowa
$346K – – –
SOS
137
Silver Oak Securities
Tennessee
$318K +$29.7K +1,291 +10%
AWM
138
Axxcess Wealth Management
California
$317K +$317K +13,747 New
TWP
139
Tempus Wealth Planning
California
$302K – – –
CPL
140
CAP Partners LLC
Tennessee
$291K +$1.94K +84 +0.7%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$286K +$9.26K +402 +3%
RW
142
Rede Wealth
Virginia
$278K – – –
AC
143
ASB Consultores
Florida
$267K -$20.4K -886 -7%
CSP
144
Cary Street Partners
Virginia
$262K +$6.84K +297 +3%
AA
145
Addison Advisors
Vermont
$261K -$6.45K -280 -2%
PFG
146
PAX Financial Group
Texas
$246K +$31.8K +1,379 +15%
MWM
147
Meridian Wealth Management
Kentucky
$243K – – –
AIFAIM
148
American Institute for Advanced Investment Management
Arizona
$243K – – –
SPC
149
Sigma Planning Corp
Michigan
$241K +$241K +10,457 New
LSWP
150
Liberty Square Wealth Partners
Pennsylvania
$240K – – –
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6
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