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Invesco National AMT-Free Municipal Bond ETF

293 hedge funds and large institutions have $3.47B invested in Invesco National AMT-Free Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,018% more call options, than puts

Call options by funds: $9.3M | Put options by funds: $832K

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

104% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $2.37B → $3.47B (+$1.11B)

17.43% more ownership

Funds ownership: 72.09%89.53% (+17%)

9% more funds holding

Funds holding: 268293 (+25)

Holders
293
Holders Change
+25
Holders Change %
+9.33%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
139
Reduced
68
Closed
19
Calls
$9.3M
Puts
$832K
Net Calls
+$8.47M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
Tandem Financial
Colorado
$275K +$279K +11,967 New
HAM
202
Harmony Asset Management
Arizona
$270K +$40.7K +1,750 +18%
TAM
203
Titleist Asset Management
Texas
$266K +$270K +11,584 New
Fidelity Investments
204
Fidelity Investments
Massachusetts
$265K +$30.3K +1,300 +13%
PPW
205
Parcion Private Wealth
Washington
$265K +$45.6K +1,958 +20%
MWM
206
Meridian Wealth Management
Kentucky
$259K
AWA
207
Arkadios Wealth Advisors
Georgia
$256K +$259K +11,132 New
PFPG
208
Pinnacle Financial Partners (Georgia)
Georgia
$254K +$258K +11,072 New
LA
209
Lifeworks Advisors
Michigan
$253K +$256K +11,013 New
SWA
210
Strategies Wealth Advisors
Michigan
$245K +$248K +10,676 New
CFA
211
Capstone Financial Advisors
Illinois
$243K +$2.23K +96 +0.9%
PP
212
Patron Partners
Texas
$243K -$4.7K -202 -2%
LSWP
213
Liberty Square Wealth Partners
Pennsylvania
$240K
NW
214
NewEdge Wealth
Pennsylvania
$238K +$7.12K +306 +3%
LOWM
215
Laurel Oak Wealth Management
New Jersey
$235K +$9.59K +412 +4%
BRWA
216
B. Riley Wealth Advisors
Florida
$232K +$236K +10,149 New
BA
217
Bridgewater Advisors
New York
$232K +$233K +10,000 New
BAM
218
Belpointe Asset Management
Nevada
$232K -$6.8K -292 -3%
FCA
219
Fortis Capital Advisors
Kansas
$232K -$6.8K -292 -3%
PA
220
Procyon Advisors
Connecticut
$230K +$15.4K +662 +7%
IA
221
Invested Advisors
Pennsylvania
$230K +$233K +10,003 New
MFA
222
Mayflower Financial Advisors
Massachusetts
$229K +$231K +9,944 New
HAG
223
HighPoint Advisor Group
Illinois
$225K +$227K +9,772 New
WCM
224
WealthBridge Capital Management
Ohio
$224K +$227K +9,747 New
PTC
225
Private Trust Company
Ohio
$223K +$99.6K +4,281 +79%