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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.

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 %
P
151
&Partners
Tennessee
$275K -$243K -10,860 -47%
MWM
152
Mascoma Wealth Management
New Hampshire
$272K -$190K -8,507 -41%
RW
153
Rede Wealth
Virginia
$271K – – –
AIFAIM
154
American Institute for Advanced Investment Management
Arizona
$270K +$33.6K +1,500 +14%
PFG
155
PAX Financial Group
Texas
$265K +$26.2K +1,172 +11%
CSP
156
Cary Street Partners
Virginia
$255K – – –
ALA
157
Atlas Legacy Advisors
California
$250K +$250K +11,165 New
AA
158
Addison Advisors
Vermont
$250K -$3.69K -165 -1%
IA
159
Inspire Advisors
Idaho
$241K -$101K -4,500 -29%
PA
160
Procyon Advisors
Connecticut
$239K -$159K -7,082 -40%
TCWM
161
Total Clarity Wealth Management
Illinois
$235K +$235K +10,494 New
LSWP
162
Liberty Square Wealth Partners
Pennsylvania
$234K – – –
GVAG
163
Great Valley Advisor Group
Delaware
$231K +$231K +10,334 New
HAM
164
Harmony Asset Management
Arizona
$231K – – –
FCFC
165
First Citizens Financial Corp
Iowa
$228K +$228K +10,202 New
AAS
166
Avantax Advisory Services
Texas
$227K +$227K +10,157 New
NW
167
NewEdge Wealth
Pennsylvania
$224K – – –
TW
168
Towerpoint Wealth
California
$223K -$2.91K -130 -1%
AWA
169
Alaska Wealth Advisors
Alaska
$218K – – –
IFA
170
Interactive Financial Advisors
Illinois
$212K -$90 -4 -0%
CIAS
171
Capital Investment Advisory Services
North Carolina
$211K +$137K +6,100 +183%
JJBC
172
James J. Burns & Company
New York
$210K -$21.7K -971 -9%
Vontobel Holding
173
Vontobel Holding
Switzerland
$203K +$5.35K +239 +3%
HI
174
Harbour Investments
Wisconsin
$156K +$6.09K +272 +4%
AA
175
Ancora Advisors
Ohio
$155K -$5.28K -236 -3%
5 6
7
8 9