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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
PPW
201
Parcion Private Wealth
Washington
$222K
GVAG
202
Great Valley Advisor Group
Delaware
$221K -$19K -815 -8%
BlackRock
203
BlackRock
New York
$220K +$12K +517 +6%
PA
204
Procyon Advisors
Connecticut
$217K -$35.9K -1,545 -14%
KPWG
205
KFA Private Wealth Group
Virginia
$213K -$465 -20 -0.2%
CPC
206
Cadia Private Client
New Jersey
$212K +$213K +9,145 New
JJBC
207
James J. Burns & Company
New York
$212K +$2K +86 +0.9%
Vontobel Holding
208
Vontobel Holding
Switzerland
$205K
IFA
209
Interactive Financial Advisors
Illinois
$205K -$116 -5 -0.1%
CAL
210
Capital Analysts LLC
Pennsylvania
$198K +$199K +8,552 New
IA
211
IFP Advisors
Florida
$182K +$90.9K +3,906 +99%
SWM
212
Spire Wealth Management
Virginia
$181K -$1.16M -49,939 -86%
AA
213
Addison Advisors
Vermont
$164K -$94.7K -4,070 -36%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$161K +$162K +6,947 New
FFA
215
Farther Finance Advisors
California
$160K +$163 +7 +0.1%
ACA
216
Aptus Capital Advisors
Alabama
$154K +$11.4K +488 +8%
AA
217
Ancora Advisors
Ohio
$144K -$13.2K -568 -8%
CFD
218
Creative Financial Designs
Indiana
$126K
PTC
219
Private Trust Company
Ohio
$126K -$3.72K -160 -3%
RFS
220
Richardson Financial Services
Massachusetts
$116K -$14.3K -616 -10%
IBOK
221
Independence Bank of Kentucky
Kentucky
$109K
GWS
222
Greykasell Wealth Strategies
California
$108K
KFG
223
Kingdom Financial Group
Arizona
$101K +$102K +4,375 New
NMG
224
New Millennium Group
Utah
$92.4K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$91.6K