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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
WCM
201
Winthrop Capital Management
Indiana
$36K
MCM
202
MAI Capital Management
Ohio
$31.8K
PTC
203
Private Trust Company
Ohio
$26.2K
Franklin Resources
204
Franklin Resources
California
$22.4K
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$22.4K
FPB
206
First PREMIER Bank
South Dakota
$22K
AAS
207
Ameritas Advisory Services
Nebraska
$21.5K
HFS
208
Horizon Financial Services
North Carolina
$20.4K
GWM
209
Geneos Wealth Management
Colorado
$18.7K
GSWM
210
Golden State Wealth Management
California
$15.4K
AF
211
Advisornet Financial
Minnesota
$13.8K
BWL
212
Bogart Wealth LLC
Virginia
$12.3K
RIL
213
Rothschild Investment LLC
Illinois
$11.4K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$8K
VCM
215
Versant Capital Management
Arizona
$5.78K
GI
216
GAMMA Investing
California
$5.75K
IHWM
217
Iron Horse Wealth Management
Iowa
$4.23K
William Blair & Company
218
William Blair & Company
Illinois
$3.72K
RF
219
Rossby Financial
Florida
$3.58K
FNWA
220
Financial Network Wealth Advisors
Utah
$2.17K
CAL
221
Capital Analysts LLC
Pennsylvania
$2K
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$1.63K
TFA
223
Transamerica Financial Advisors
Florida
$500
TRCT
224
Tower Research Capital (TRC)
New York
$67
CA
225
CoreCap Advisors
Michigan
$13