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Invesco National AMT-Free Municipal Bond ETF

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.

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
221
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
P
151
&Partners
Tennessee
$275K
MWM
152
Mascoma Wealth Management
New Hampshire
$272K
RW
153
Rede Wealth
Virginia
$271K
AIFAIM
154
American Institute for Advanced Investment Management
Arizona
$270K
PFG
155
PAX Financial Group
Texas
$265K
CSP
156
Cary Street Partners
Virginia
$255K
ALA
157
Atlas Legacy Advisors
California
$250K
AA
158
Addison Advisors
Vermont
$250K
IA
159
Inspire Advisors
Idaho
$241K
PA
160
Procyon Advisors
Connecticut
$239K
TCWM
161
Total Clarity Wealth Management
Illinois
$235K
LSWP
162
Liberty Square Wealth Partners
Pennsylvania
$234K
GVAG
163
Great Valley Advisor Group
Delaware
$231K
HAM
164
Harmony Asset Management
Arizona
$231K
FCFC
165
First Citizens Financial Corp
Iowa
$228K
AAS
166
Avantax Advisory Services
Texas
$227K
NW
167
NewEdge Wealth
Pennsylvania
$224K
TW
168
Towerpoint Wealth
California
$223K
AWA
169
Alaska Wealth Advisors
Alaska
$218K
IFA
170
Interactive Financial Advisors
Illinois
$212K
CIAS
171
Capital Investment Advisory Services
North Carolina
$211K
JJBC
172
James J. Burns & Company
New York
$210K
Vontobel Holding
173
Vontobel Holding
Switzerland
$203K
HI
174
Harbour Investments
Wisconsin
$156K
AA
175
Ancora Advisors
Ohio
$155K