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Invesco National AMT-Free Municipal Bond ETF

268 hedge funds and large institutions have $2.37B invested in Invesco National AMT-Free Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 83

8% more funds holding

Funds holding: 249268 (+19)

1% more capital invested

Capital invested by funds: $2.34B → $2.37B (+$22.7M)

0.28% less ownership

Funds ownership: 72.37%72.09% (-0.28%)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
104
Reduced
83
Closed
24
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
151
Vectors Research Management
New York
$418K
TFS
152
Targeted Financial Services
Florida
$416K +$418K +17,958 New
ARG
153
Advisory Resource Group
Oklahoma
$414K -$60.5K -2,601 -13%
SC
154
Sepio Capital
Utah
$409K +$1.68K +72 +0.4%
BCI
155
Brinker Capital Investments
Pennsylvania
$407K -$17.9K -768 -4%
IF
156
Integrity Financial
Wyoming
$400K +$401K +17,244 New
P
157
&Partners
Tennessee
$394K +$135K +5,811 +52%
EFG
158
Ehrlich Financial Group
California
$393K -$12.6K -540 -3%
RWM
159
Revisor Wealth Management
Ohio
$392K -$219K -9,408 -36%
AC
160
ASB Consultores
Florida
$389K
WAG
161
Wiser Advisor Group
Arizona
$387K -$64.8K -2,787 -14%
TNB
162
Thomasville National Bank
Georgia
$385K
IAS
163
Integrity Advisory Solutions
Texas
$358K
FWM
164
FLP Wealth Management
Arkansas
$357K +$1.51K +65 +0.4%
CWM
165
Cornerstone Wealth Management
Missouri
$352K +$140K +6,037 +66%
UFA
166
Unify Financial Advisors
Florida
$335K +$336K +14,440 New
AIFAIM
167
American Institute for Advanced Investment Management
Arizona
$333K +$15.1K +650 +5%
SOS
168
Silver Oak Securities
Tennessee
$327K +$29.6K +1,274 +10%
AWA
169
A4 Wealth Advisors
North Carolina
$321K +$322K +13,859 New
EFA
170
Englebert Financial Advisers
Pennsylvania
$311K +$312K +13,420 New
SWM
171
Schwallier Wealth Management
Michigan
$310K +$14.9K +642 +5%
KL
172
KWMG LLC
Kansas
$304K +$15.1K +648 +5%
LWL
173
Leo Wealth LLC
Texas
$302K +$303K +13,032 New
TWP
174
Tempus Wealth Planning
California
$301K -$1.09K -47 -0.4%
CPL
175
CAP Partners LLC
Tennessee
$300K +$2.58K +111 +0.9%