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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
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
Name Holding Trade Value Shares
Change
Shares
Change %
JJBC
151
James J. Burns & Company
New York
$238K -$47.9K -2,079 -17%
HAM
152
Harmony Asset Management
Arizona
$237K +$23K +1,000 +11%
HNB
153
Huntington National Bank
Ohio
$237K -$243K
PFS
154
Prospera Financial Services
Texas
$233K -$94.5K -4,100 -29%
TW
155
Towerpoint Wealth
California
$233K +$20.8K +902 +10%
NW
156
NewEdge Wealth
Pennsylvania
$232K -$97K -4,210 -29%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$231K -$67.4K -2,927 -23%
WRPWM
158
Werba Rubin Papier Wealth Management
California
$225K
AWA
159
Alaska Wealth Advisors
Alaska
$224K +$3.83K +166 +2%
MWM
160
Modern Wealth Management
Kansas
$224K -$213K -9,252 -49%
IFA
161
Interactive Financial Advisors
Illinois
$218K +$6.47K +281 +3%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$210K -$250K -10,850 -54%
PFA
163
Pathway Financial Advisors
Vermont
$205K +$205K +8,909 New
Vontobel Holding
164
Vontobel Holding
Switzerland
$203K -$3.76K -163 -2%
EWA
165
EverSource Wealth Advisors
Alabama
$198K +$1.06K +46 +0.5%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$172K -$68.3K -2,963 -28%
RFS
167
Richardson Financial Services
Massachusetts
$171K +$12.5K +543 +8%
PA
168
Pineridge Advisors
Missouri
$170K -$1.77K -77 -1%
AA
169
Ancora Advisors
Ohio
$165K -$5.37K -233 -3%
T
170
Transce3nd
Texas
$158K -$15K -650 -9%
HI
171
Harbour Investments
Wisconsin
$154K -$92.2K -4,000 -37%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$146K +$146K +6,325 New
FFA
173
Farther Finance Advisors
California
$144K +$44.5K +1,918 +45%
ACA
174
Aptus Capital Advisors
Alabama
$142K -$34.3K -1,490 -19%
WSFS
175
Wilmington Savings Fund Society
Delaware
$141K -$64.3K -2,792 -31%