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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
JJBC
151
James J. Burns & Company
New York
$238K
HAM
152
Harmony Asset Management
Arizona
$237K
HNB
153
Huntington National Bank
Ohio
$237K
PFS
154
Prospera Financial Services
Texas
$233K
TW
155
Towerpoint Wealth
California
$233K
NW
156
NewEdge Wealth
Pennsylvania
$232K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$231K
WRPWM
158
Werba Rubin Papier Wealth Management
California
$225K
AWA
159
Alaska Wealth Advisors
Alaska
$224K
MWM
160
Modern Wealth Management
Kansas
$224K
IFA
161
Interactive Financial Advisors
Illinois
$218K
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$210K
PFA
163
Pathway Financial Advisors
Vermont
$205K
Vontobel Holding
164
Vontobel Holding
Switzerland
$203K
EWA
165
EverSource Wealth Advisors
Alabama
$198K
Fidelity Investments
166
Fidelity Investments
Massachusetts
$172K
RFS
167
Richardson Financial Services
Massachusetts
$171K
PA
168
Pineridge Advisors
Missouri
$170K
AA
169
Ancora Advisors
Ohio
$165K
T
170
Transce3nd
Texas
$158K
HI
171
Harbour Investments
Wisconsin
$154K
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$146K
FFA
173
Farther Finance Advisors
California
$144K
ACA
174
Aptus Capital Advisors
Alabama
$142K
WSFS
175
Wilmington Savings Fund Society
Delaware
$141K