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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
Bank of America
1
Bank of America
North Carolina
$1.21B -$17.7M -759,445 -1%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M +$4.03M +173,429 +4%
RBA
3
Richard Bernstein Advisors
New York
$70.5M -$706K -30,340 -1%
LPL Financial
4
LPL Financial
California
$60.7M -$522K -22,421 -0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.5M -$4.63M -198,857 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$57.2M +$4.56M +195,846 +9%
Jane Street
7
Jane Street
New York
$56.8M +$44.9M +1,931,193 +374%
Morgan Stanley
8
Morgan Stanley
New York
$44.1M -$8.02M -344,857 -15%
UBS Group
9
UBS Group
Switzerland
$43.8M -$164K -7,059 -0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$43.5M +$7.09M +304,768 +19%
EWA
11
EP Wealth Advisors
California
$37.2M +$37.3M +1,602,126 New
MMA
12
Miracle Mile Advisors
California
$32.3M +$3M +129,129 +10%
Wells Fargo
13
Wells Fargo
California
$32.3M +$1.23M +52,729 +4%
UBS AM
14
UBS AM
Illinois
$25M +$25M +1,076,590 New
Stifel Financial
15
Stifel Financial
Missouri
$20.5M +$104K +4,451 +0.5%
Ameriprise
16
Ameriprise
Minnesota
$19M -$1.22M -52,479 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$16.5M +$4.9M +210,449 +42%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$16.3M -$363K -15,589 -2%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$15.8M +$53.1K +2,281 +0.3%
Citadel Advisors
20
Citadel Advisors
Florida
$15.3M +$15.3M +658,401 New
SWP
21
Stratos Wealth Partners
Ohio
$14.1M +$1.84M +78,952 +15%
Raymond James Financial
22
Raymond James Financial
Florida
$14M -$100K -4,306 -0.7%
SA
23
Sanctuary Advisors
Indiana
$11.8M +$1.5M +64,354 +15%
AF
24
Allworth Financial
California
$11.4M +$887K +38,146 +8%
AWE
25
Avidian Wealth Enterprises
Texas
$11.3M +$419 +18 +0%