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Invesco National AMT-Free Municipal Bond ETF

221 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 34 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
221
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
MCM
201
MAI Capital Management
Ohio
$31.8K
PTC
202
Private Trust Company
Ohio
$26.2K
NEWAS
203
N.E.W. Advisory Services
Wisconsin
$22.4K
Franklin Resources
204
Franklin Resources
California
$22.4K
FPB
205
First PREMIER Bank
South Dakota
$22K
AAS
206
Ameritas Advisory Services
Nebraska
$21.5K
HFS
207
Horizon Financial Services
North Carolina
$20.4K
GWM
208
Geneos Wealth Management
Colorado
$18.7K
GSWM
209
Golden State Wealth Management
California
$15.4K
AF
210
Advisornet Financial
Minnesota
$13.8K
BWL
211
Bogart Wealth LLC
Virginia
$12.3K
RIL
212
Rothschild Investment LLC
Illinois
$11.4K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$8K
VCM
214
Versant Capital Management
Arizona
$5.78K
GI
215
GAMMA Investing
California
$5.75K
IHWM
216
Iron Horse Wealth Management
Iowa
$4.23K
William Blair & Company
217
William Blair & Company
Illinois
$3.72K
RF
218
Rossby Financial
Florida
$3.58K
FNWA
219
Financial Network Wealth Advisors
Utah
$2.17K
CAL
220
Capital Analysts LLC
Pennsylvania
$2K
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.63K
TFA
222
Transamerica Financial Advisors
Florida
$500
TRCT
223
Tower Research Capital (TRC)
New York
$67
CA
224
CoreCap Advisors
Michigan
$13
GAG
225
Goodman Advisory Group
Massachusetts