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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 %
Bank of America
1
Bank of America
North Carolina
$1.1B -$43.8M -1,900,304 -4%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$85.2M +$23M +998,227 +37%
UBS Group
3
UBS Group
Switzerland
$67.8M +$1.22M +53,080 +2%
LPL Financial
4
LPL Financial
California
$51.4M +$4.26M +184,906 +9%
Wells Fargo
5
Wells Fargo
California
$48.9M +$980K +42,522 +2%
Morgan Stanley
6
Morgan Stanley
New York
$45.6M -$2.35M -101,988 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$38M +$2.62M +113,692 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$37.3M -$21.4M -930,270 -37%
EWA
9
EP Wealth Advisors
California
$33.5M +$1M +43,484 +3%
Jane Street
10
Jane Street
New York
$29.4M +$20.8M +901,777 +241%
Ameriprise
11
Ameriprise
Minnesota
$26.9M -$9.3M -403,736 -26%
PPW
12
Parcion Private Wealth
Washington
$22.7M +$2.76M +119,852 +14%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$22.4M +$10.5M +457,623 +89%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$20.9M -$1.63M -70,544 -7%
MMA
15
Miracle Mile Advisors
California
$19.1M +$1.66M +72,119 +10%
CI
16
CX Institutional
Indiana
$18.1M +$624K +27,067 +4%
AAS
17
Annex Advisory Services
Wisconsin
$18.1M +$1.69M +73,329 +10%
Stifel Financial
18
Stifel Financial
Missouri
$17.6M +$998K +43,324 +6%
SWP
19
Stratos Wealth Partners
Ohio
$16M +$2.97M +128,871 +23%
GAG
20
Goodman Advisory Group
Massachusetts
$15.1M -$2.48M -107,775 -14%
Raymond James Financial
21
Raymond James Financial
Florida
$13.3M -$1.44M -62,338 -10%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.9M -$1.59M -69,166 -12%
Goldman Sachs
23
Goldman Sachs
New York
$11.9M +$11.6M +502,129 +3,380%
Comerica Bank
24
Comerica Bank
Texas
$10.8M -$687K -29,817 -6%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$10.7M +$1.9M +82,306 +22%
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