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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
KFAS
176
Keating Financial Advisory Services
Kansas
$291K +$292K +12,557 New
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$288K +$289K +12,421 New
FUBT
178
First United Bank & Trust
Maryland
$287K -$42.5K -1,825 -13%
CFB
179
Cullen/Frost Bankers
Texas
$287K
DAS
180
Diversify Advisory Services
Utah
$286K +$3.26K +140 +1%
MWM
181
Mascoma Wealth Management
New Hampshire
$283K +$535 +23 +0.2%
First Trust Advisors
182
First Trust Advisors
Illinois
$279K -$1.89K -81 -0.7%
PFG
183
PAX Financial Group
Texas
$277K -$3.82K -164 -1%
PSB
184
Passumpsic Savings Bank
Vermont
$273K +$274K +11,790 New
HI
185
Harbour Investments
Wisconsin
$268K +$13.4K +574 +5%
MWM
186
Meridian Wealth Management
Kentucky
$261K
PP
187
Patron Partners
Texas
$250K -$814 -35 -0.3%
SPIA
188
Steward Partners Investment Advisory
New York
$246K -$161K -6,934 -40%
FCFC
189
First Citizens Financial Corp
Iowa
$245K +$3.79K +163 +2%
CFA
190
Capstone Financial Advisors
Illinois
$243K -$17.7K -760 -7%
LSWP
191
Liberty Square Wealth Partners
Pennsylvania
$242K
BAM
192
Belpointe Asset Management
Nevada
$241K -$74.5K -3,200 -24%
FCA
193
Fortis Capital Advisors
Kansas
$241K -$74.5K -3,200 -24%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$238K +$169K +7,282 +245%
DWM
195
Diversify Wealth Management
Utah
$234K +$234K +10,046 New
NW
196
NewEdge Wealth
Pennsylvania
$234K +$10K +430 +4%
HAM
197
Harmony Asset Management
Arizona
$232K +$16.3K +700 +8%
HFA
198
High Falls Advisors
New York
$228K +$116 +5 +0.1%
LOWM
199
Laurel Oak Wealth Management
New Jersey
$228K +$228K +9,812 New
MPW
200
Melone Private Wealth
Michigan
$227K +$228K +9,787 New