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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
Bank of America
1
Bank of America
North Carolina
$1.27B +$69.1M +2,967,775 +6%
UBS Group
2
UBS Group
Switzerland
$495M +$457M +19,637,061 +1,039%
RBA
3
Richard Bernstein Advisors
New York
$209M +$141M +6,061,835 +199%
Ameriprise
4
Ameriprise
Minnesota
$167M +$150M +6,434,313 +787%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M +$53.1M +2,279,392 +89%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M +$1M +43,003 +1%
UBS AM
7
UBS AM
Illinois
$94.8M +$70.9M +3,048,038 +283%
LPL Financial
8
LPL Financial
California
$73.1M +$13.1M +561,462 +21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63M +$6.41M +275,544 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$58.4M +$42.8M +1,840,698 +258%
Morgan Stanley
11
Morgan Stanley
New York
$49M +$5.45M +234,063 +12%
SW
12
SoFi Wealth
California
$45.6M +$35M +1,502,814 +313%
EWA
13
EP Wealth Advisors
California
$41.5M +$4.78M +205,481 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$40.5M -$2.72M -116,655 -6%
Wells Fargo
15
Wells Fargo
California
$36.1M +$4.08M +175,438 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$27M +$11M +472,183 +67%
Stifel Financial
17
Stifel Financial
Missouri
$23.8M +$3.49M +149,813 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.5M +$14.6M +628,025 +160%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$16.9M +$1.29M +55,332 +8%
SA
20
Sanctuary Advisors
Indiana
$16.8M +$5.26M +226,011 +45%
MMA
21
Miracle Mile Advisors
California
$15.9M -$16.4M -703,699 -50%
Raymond James Financial
22
Raymond James Financial
Florida
$15.4M +$1.51M +64,901 +11%
Jane Street
23
Jane Street
New York
$14.8M -$42M -1,804,482 -74%
NA
24
NewEdge Advisors
Louisiana
$14.3M +$13.4M +576,292 +1,200%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.4M +$5.14M +220,926 +69%