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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
126
Running Point Capital Advisors
California
$645K -$190K -8,183 -23%
Charles Schwab
127
Charles Schwab
California
$642K +$644K +27,669 New
PCA
128
Prosperity Capital Advisors
Ohio
$634K +$131K +5,628 +26%
SFS
129
Sowell Financial Services
Arkansas
$630K +$95.3K +4,097 +18%
Northern Trust
130
Northern Trust
Illinois
$622K +$624K +26,824 New
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$613K +$4.93K +212 +0.8%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$603K +$43.7K +1,880 +8%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$603K +$24.3K +1,043 +4%
CBT
134
Crews Bank & Trust
Florida
$592K -$11.5K -495 -2%
IA
135
IFG Advisory
Georgia
$573K +$41.6K +1,789 +8%
EWA
136
Exencial Wealth Advisors
Oklahoma
$533K +$142K +6,106 +36%
CRI
137
Colonial River Investments
Virginia
$527K +$6.17K +265 +1%
JWCA
138
J.W. Cole Advisors
Florida
$515K +$10.6K +456 +2%
MCI
139
MRP Capital Investments
Georgia
$507K +$11.6K +500 +2%
AWM
140
Axxcess Wealth Management
California
$498K -$19.2K -824 -4%
BTI
141
Blue Trust Inc
Georgia
$498K -$2.28K -98 -0.5%
AAS
142
Annex Advisory Services
Wisconsin
$494K -$735K -31,601 -60%
DAS
143
Dynamic Advisor Solutions
Arizona
$472K -$18.7K -803 -4%
SI
144
Stephens Inc
Arkansas
$465K +$467K +20,067 New
GIA
145
Gladstone Institutional Advisory
Florida
$454K -$10.1K -434 -2%
ACA
146
Ackerman Capital Advisors
Texas
$454K -$95.4K -4,099 -17%
SAS
147
Sage Advisory Services
Texas
$450K +$452K +19,426 New
PA
148
PFW Advisors
Georgia
$440K -$183K -7,852 -29%
Mariner
149
Mariner
Kansas
$425K +$164K +7,052 +62%
CC
150
Courier Capital
New York
$418K