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Invesco National AMT-Free Municipal Bond ETF

222 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 35 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$293K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
151
Silver Oak Securities
Tennessee
$282K
P
152
&Partners
Tennessee
$275K
MWM
153
Mascoma Wealth Management
New Hampshire
$272K
RW
154
Rede Wealth
Virginia
$271K
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$270K
PFG
156
PAX Financial Group
Texas
$265K
CSP
157
Cary Street Partners
Virginia
$255K
ALA
158
Atlas Legacy Advisors
California
$250K
AA
159
Addison Advisors
Vermont
$250K
IA
160
Inspire Advisors
Idaho
$241K
PA
161
Procyon Advisors
Connecticut
$239K
TCWM
162
Total Clarity Wealth Management
Illinois
$235K
LSWP
163
Liberty Square Wealth Partners
Pennsylvania
$234K
GVAG
164
Great Valley Advisor Group
Delaware
$231K
HAM
165
Harmony Asset Management
Arizona
$231K
FCFC
166
First Citizens Financial Corp
Iowa
$228K
AAS
167
Avantax Advisory Services
Texas
$227K
NW
168
NewEdge Wealth
Pennsylvania
$224K
TW
169
Towerpoint Wealth
California
$223K
AWA
170
Alaska Wealth Advisors
Alaska
$218K
IFA
171
Interactive Financial Advisors
Illinois
$212K
CIAS
172
Capital Investment Advisory Services
North Carolina
$211K
JJBC
173
James J. Burns & Company
New York
$210K
Vontobel Holding
174
Vontobel Holding
Switzerland
$203K
HI
175
Harbour Investments
Wisconsin
$156K