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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
Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
83
Reduced
73
Closed
39
Calls
$364K
Puts
$1.25M
Net Calls
-$885K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
176
Independence Bank of Kentucky
Kentucky
$128K +$73.2K +3,177 +134%
EF
177
Elite Financial
Idaho
$124K +$124K +5,400 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$114K -$114K -4,949 -50%
GWS
179
Greykasell Wealth Strategies
California
$107K +$107K +4,639 New
OWA
180
Opal Wealth Advisors
New York
$95.5K +$95.5K +4,145 New
CIAS
181
Capital Investment Advisory Services
North Carolina
$76.8K +$36K +1,561 +88%
NC
182
NewSquare Capital
Pennsylvania
$69.1K -$327K -14,199 -83%
RIA
183
Realta Investment Advisors
Delaware
$66.6K
AC
184
AlphaCore Capital
California
$65.7K +$65.7K +2,851 New
IWM
185
IMG Wealth Management
Florida
$59.2K +$59.2K +2,570 New
PWM
186
Proathlete Wealth Management
Florida
$55K +$55K +2,387 New
CFB
187
Cullen/Frost Bankers
Texas
$54.7K
PTC
188
Private Trust Company
Ohio
$51.4K +$20.6K +893 +67%
BlackRock
189
BlackRock
New York
$49.6K +$49.6K +2,153 New
FAM
190
Flaharty Asset Management
Florida
$45K +$45K +1,951 New
GWM
191
Geneos Wealth Management
Colorado
$38.6K +$38.6K +1,674 New
WCM
192
Winthrop Capital Management
Indiana
$37K
GI
193
GAMMA Investing
California
$34.7K -$6.77K -294 -16%
Franklin Resources
194
Franklin Resources
California
$23K
NEWAS
195
N.E.W. Advisory Services
Wisconsin
$23K +$23K +1,000 New
FPB
196
First PREMIER Bank
South Dakota
$23K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$20K
GSWM
198
Golden State Wealth Management
California
$18.5K -$32.4K -1,403 -64%
AF
199
Advisornet Financial
Minnesota
$14.2K
BWL
200
Bogart Wealth LLC
Virginia
$12.6K