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Invesco National AMT-Free Municipal Bond ETF
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Overview Fund Activity

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

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$23M
2
Jane Street
Jane Street
New York
+$20.8M
3
Goldman Sachs
Goldman Sachs
New York
+$11.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$43.8M
2
OPAM
Ocean Park Asset Management
California
-$28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
201
TruNorth Capital Management
Michigan
$11.5K -$138K -6,000 -92%
IA
202
IFP Advisors
Florida
$11.1K -$23.5K -1,020 -68%
BTI
203
Blue Trust Inc
Georgia
$9.22K +$1.43K +62 +18%
GEA
204
Glen Eagle Advisors
New Jersey
$8.62K – – –
NWM
205
Nova Wealth Management
Florida
$6.29K +$6.29K +273 New
VCM
206
Versant Capital Management
Arizona
$5.94K – – –
RF
207
Rossby Financial
Florida
$3.61K +$3.61K +160 New
IHWM
208
Iron Horse Wealth Management
Iowa
$2.35K – – –
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$2.05K +$1.8K +78 +709%
CAL
210
Capital Analysts LLC
Pennsylvania
$2K – – –
TFA
211
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
212
Tower Research Capital (TRC)
New York
$415 -$438 -19 -51%
KGP
213
Keystone Global Partners
Colorado
$23 +$23 +1 New
CA
214
CoreCap Advisors
Michigan
$13 – – –
OPAM
215
Ocean Park Asset Management
California
– -$28M -1,186,900 Closed
IAA
216
Independent Advisor Alliance
North Carolina
– -$8.25M -349,463 Closed
CCMG
217
Clark Capital Management Group
Pennsylvania
– -$4.38M -185,345 Closed
PAS
218
Park Avenue Securities
New York
– -$2.96M -125,360 Closed
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
– -$2.64M -111,681 Closed
FTUS
220
Flow Traders U.S.
New York
– -$1.3M -54,949 Closed
FGA
221
Fortis Group Advisors
New Jersey
– -$801K -33,908 Closed
ACM
222
AlphaStar Capital Management
North Carolina
– -$796K -33,705 Closed
EC
223
Elequin Capital
New York
– -$539K -22,839 Closed
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
– -$493K -20,876 Closed
KPWS
225
Kestra Private Wealth Services
Texas
– -$438K -18,566 Closed
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