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Invesco National AMT-Free Municipal Bond ETF

223 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, 71 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: $ → $

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
223
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
CPL
151
CAP Partners LLC
Tennessee
$285K
SOS
152
Silver Oak Securities
Tennessee
$282K
P
153
&Partners
Tennessee
$275K
MWM
154
Mascoma Wealth Management
New Hampshire
$272K
RW
155
Rede Wealth
Virginia
$271K
AIFAIM
156
American Institute for Advanced Investment Management
Arizona
$270K
PFG
157
PAX Financial Group
Texas
$265K
CSP
158
Cary Street Partners
Virginia
$255K
ALA
159
Atlas Legacy Advisors
California
$250K
AA
160
Addison Advisors
Vermont
$250K
IA
161
Inspire Advisors
Idaho
$241K
PA
162
Procyon Advisors
Connecticut
$239K
TCWM
163
Total Clarity Wealth Management
Illinois
$235K
LSWP
164
Liberty Square Wealth Partners
Pennsylvania
$234K
GVAG
165
Great Valley Advisor Group
Delaware
$231K
HAM
166
Harmony Asset Management
Arizona
$231K
FCFC
167
First Citizens Financial Corp
Iowa
$228K
AAS
168
Avantax Advisory Services
Texas
$227K
NW
169
NewEdge Wealth
Pennsylvania
$224K
TW
170
Towerpoint Wealth
California
$223K
AWA
171
Alaska Wealth Advisors
Alaska
$218K
IFA
172
Interactive Financial Advisors
Illinois
$212K
CIAS
173
Capital Investment Advisory Services
North Carolina
$211K
JJBC
174
James J. Burns & Company
New York
$210K
Vontobel Holding
175
Vontobel Holding
Switzerland
$203K