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Invesco National AMT-Free Municipal Bond ETF

222 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, 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
222
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
AA
176
Ancora Advisors
Ohio
$155K
FFA
177
Farther Finance Advisors
California
$155K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$151K
ACA
179
Aptus Capital Advisors
Alabama
$138K
WSFS
180
Wilmington Savings Fund Society
Delaware
$137K
RFS
181
Richardson Financial Services
Massachusetts
$134K
PA
182
Pineridge Advisors
Missouri
$131K
T
183
Transce3nd
Texas
$113K
PFBT
184
Parkside Financial Bank & Trust
Missouri
$111K
IBOK
185
Independence Bank of Kentucky
Kentucky
$109K
GWS
186
Greykasell Wealth Strategies
California
$104K
NMG
187
New Millennium Group
Utah
$85.8K
IA
188
IFP Advisors
Florida
$85.6K
HNB
189
Huntington National Bank
Ohio
$76.4K
RIA
190
Realta Investment Advisors
Delaware
$64.7K
AC
191
AlphaCore Capital
California
$63.8K
NC
192
NewSquare Capital
Pennsylvania
$61.6K
IWM
193
IMG Wealth Management
Florida
$57.5K
WIM
194
Westside Investment Management
California
$56K
GRP
195
Global Retirement Partners
California
$53.8K
PWM
196
Proathlete Wealth Management
Florida
$53.4K
CFB
197
Cullen/Frost Bankers
Texas
$53.1K
EWA
198
EverSource Wealth Advisors
Alabama
$50.1K
AFG
199
Albion Financial Group
Utah
$43.3K
BlackRock
200
BlackRock
New York
$38.1K