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Invesco National AMT-Free Municipal Bond ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
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
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Procyon Advisors
Connecticut
$409K
SC
127
Sepio Capital
Utah
$407K
EWA
128
Exencial Wealth Advisors
Oklahoma
$389K
WI
129
Westbourne Investments
Virginia
$384K
TNB
130
Thomasville National Bank
Georgia
$382K
AWM
131
AE Wealth Management
Kansas
$378K
DL
132
DOHJ LLC
Washington
$363K
HCM
133
Hicks Capital Management
Ohio
$353K
IA
134
Inspire Advisors
Idaho
$352K
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$348K
MFG
136
MidWestOne Financial Group
Iowa
$346K
SOS
137
Silver Oak Securities
Tennessee
$318K
AWM
138
Axxcess Wealth Management
California
$317K
TWP
139
Tempus Wealth Planning
California
$302K
CPL
140
CAP Partners LLC
Tennessee
$291K
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$286K
RW
142
Rede Wealth
Virginia
$278K
AC
143
ASB Consultores
Florida
$267K
CSP
144
Cary Street Partners
Virginia
$262K
AA
145
Addison Advisors
Vermont
$261K
PFG
146
PAX Financial Group
Texas
$246K
MWM
147
Meridian Wealth Management
Kentucky
$243K
AIFAIM
148
American Institute for Advanced Investment Management
Arizona
$243K
SPC
149
Sigma Planning Corp
Michigan
$241K
LSWP
150
Liberty Square Wealth Partners
Pennsylvania
$240K