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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 229212 (-17)

31% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 39

71% less call options, than puts

Call options by funds: $364K | Put options by funds: $1.25M

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$364K
Puts
$1.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
176
Independence Bank of Kentucky
Kentucky
$128K
EF
177
Elite Financial
Idaho
$124K
PFBT
178
Parkside Financial Bank & Trust
Missouri
$114K
GWS
179
Greykasell Wealth Strategies
California
$107K
OWA
180
Opal Wealth Advisors
New York
$95.5K
CIAS
181
Capital Investment Advisory Services
North Carolina
$76.8K
NC
182
NewSquare Capital
Pennsylvania
$69.1K
RIA
183
Realta Investment Advisors
Delaware
$66.6K
AC
184
AlphaCore Capital
California
$65.7K
IWM
185
IMG Wealth Management
Florida
$59.2K
PWM
186
Proathlete Wealth Management
Florida
$55K
CFB
187
Cullen/Frost Bankers
Texas
$54.7K
PTC
188
Private Trust Company
Ohio
$51.4K
BlackRock
189
BlackRock
New York
$49.6K
FAM
190
Flaharty Asset Management
Florida
$45K
GWM
191
Geneos Wealth Management
Colorado
$38.6K
WCM
192
Winthrop Capital Management
Indiana
$37K
GI
193
GAMMA Investing
California
$34.7K
Franklin Resources
194
Franklin Resources
California
$23K
NEWAS
195
N.E.W. Advisory Services
Wisconsin
$23K
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
AF
199
Advisornet Financial
Minnesota
$14.2K
BWL
200
Bogart Wealth LLC
Virginia
$12.6K